Record criteria
Manage budget, size, area, move-in as custom fields.
Key features
Listing blasts
Send new listings to matching clients by text and email.
Viewing & closing
Run from viewing booking to close by stage.
Landlord & tenant
Manage both sides of a deal with organizations and tags.
Showing booking link
Clients book their own visit times through a single public link.
Contract e-signature
Close PDF contracts with e-signatures, secured by a tamper-proof signature hash.
How it works
- 1
Step 1 · Record client criteria
Record inquiry clients' budget, size, area, and move-in timing as custom fields. Stacked with call notes, you never re-derive what yesterday's caller was looking for. Criteria become the key to matching listings.
- 2
Step 2 · Announce new listings by criteria
When a listing appears, instantly pull matching clients by tags and custom fields and announce by text or email at once. Track who opened and showed interest to decide who to call by data, not gut.
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Step 3 · Viewing to closing by stage
Turn viewing appointments into deals and manage to closing as a pipeline. Near-closing deals separate from deciding clients on the board, so it's clear what to handle first today. Re-contact closed clients at renewal and referral time.
No memory of criteria, no match
Budget, size, area, move-in timing — every client wants something different. If that criteria isn't recorded, a new listing won't remind you who to call. The core of brokerage is remembering criteria and connecting at the right time.
Call notes and group chats fall short
When inquiry calls, viewing appointments, and closings mix in call logs and group chats, you can't see how far one client has come. Landlords and tenants, buyers and sellers managed separately make it hard to see both sides of one deal.
How to run brokerage with BOTN
Record what clients want as custom fields to connect with listings, and manage viewings and closing stages as a pipeline. Announce new listings to a matching client segment by text and email at once.
- Record budget, size, area, move-in as custom fields
- Manage viewings and closings as a staged pipeline
- Separate landlords, tenants, buyers with organizations and tags
- Blast new listings to matching clients by text and email
Connect instantly when a listing appears
When a listing comes up, instantly pull matching clients by tags and custom fields and announce by text or email at once. Track who opened and showed interest to decide who to call by data. Sends go only to opted-in clients.
Viewing to closing in one flow
Turn viewing appointments into deals and manage to closing by stage, seeing progress on one board. Near-closing deals separate from deciding clients, so it's clear what to handle first today.
Showing booking links and e-signed contracts
Handle everything from a public booking link clients use to schedule visits to closing contracts with e-signatures, all in one flow. Listing outreach and on-site notes stay in the same place.
- Share a public showing booking link so clients schedule visits themselves.
- Attach a PDF to the contract and close it with e-signature, with a signature hash to prevent tampering.
- Send listing details by email and SMS, track opens and clicks, and auto-exclude opt-outs.
- Record and transcribe consultations on-site with voice notes.
How people use it
Realtors record inquiry clients' criteria and, when a new listing appears, announce it straight to matching clients. They manage viewings and closings as a pipeline to lose fewer deals, and re-contact closed clients at renewal and referral time.
Who uses it
Realtors brokering apartments and studios record clients' budgets and criteria and, when a new listing appears, announce straight to matching clients. They manage viewings and closings as a pipeline to lose fewer deals, and re-contact at post-move-in renewal time to build regulars.
Long-evaluation deals like retail and offices are managed long-term by recording each client's criteria and progress. Separate landlords and tenants as organizations to see both sides, and connect first when a matching listing appears to close the deal.
What you get
- Record client criteria to instantly tie to new listings.
- Blast listings only to matching clients.
- Lose fewer deals with viewing-to-close stages.
- Manage both sides by separating landlords and tenants.
FAQ
How do I manage what clients are looking for?
Add items like budget, size, area, and move-in timing as custom fields and record them per client. When a new listing appears, filter clients by these criteria and announce only to matching ones.
Can I send a listing to matching clients at once?
Yes. Build a segment by tags and custom fields, announce by text and email at once, and track who opened and clicked. Promotional sends go only to opted-in clients.
Can I manage landlords and tenants separately?
Yes. Use organizations and tags to separate landlords, tenants, buyers, and sellers and see both sides of one deal together.
Do I manage listings in BOTN too?
BOTN focuses on client relationship management, not a listing database. Record what clients want and, when a new listing appears, pull matching clients and connect fast. Use it alongside your existing listing sites for the properties themselves.
Is sending group notices legally okay?
Promotional listing notices go only to opted-in clients, and unsubscribes are excluded automatically. The system handles consent and opt-out, so you can send without legal burden.
Remember the criteria, connect on time
Start free and organize client criteria first.
Start free