The agent portal

Your business, in one login.

The portal is not an add-on. It is how New Home Realty runs: your leads, marketing, forms, signatures, transactions and website in one place, with the broker's review built into the workflow. Included in the Core Agent and Growth Agent plans.

01

CRM and follow-up

Every lead, every follow-up, in one place.

  • Capture buyer, seller, investor and rental leads from your website, imports and manual entry.
  • Automatic follow-up schedules, reminders and reply alerts so nobody goes cold.
  • Stage, source, urgency and notes on every record. Draft follow-up emails from inside the lead.
  • Productive CRM use earns lead credits.
Follow-ups dueToday
Maria RodriguezBuyer · pre-approved · website lead
Call 2 pm
The NguyensSeller · listing appointment set
Prep CMA
D. PatelInvestor · replied to your email
Reply
02

Marketing Studio

Listing marketing in minutes, with your branding on it.

  • Pull a listing in by MLS number or address and pick the photos you want to use.
  • Just Listed, Open House, Just Sold and buyer or seller education posts, flyers, captions and short reels.
  • Your headshot, contact details and brokerage identification are applied automatically.
  • Guardrails for photo rights, fair housing and advertising language are built in.
Marketing kitMLS photos imported
Just Listed3 bed · 2 bath · Wellington
FlyerPostReelOpen house
03

Forms and E-Sign

Fill, send and sign from the transaction file.

  • A library of Florida transaction forms that prefill from the deal: parties, property, dates and agents.
  • Fillable boxes aligned to the printed form, so what you type is where it prints.
  • Multi-signer e-sign packets with signature, initial, date and checkbox fields, placed for you by role.
  • Signed PDFs and an audit trail land back in the transaction automatically.
Residential contractSigner 1 of 2
Buyer signatureDateSeller signature
04

Transactions

Checklists, deadlines and documents that stay in order.

  • Create a file with buyer or seller side, parties, effective date, deadlines and closing date.
  • Checklist items and due dates generate automatically and move when the dates move.
  • Each file gets its own inbox address, so title, lenders and co-brokers can email documents straight into it.
  • Broker review flags on the items that need a second set of eyes.
4120 Forest Hill BlvdUnder contract
Inspection period endsFri, 10 days after effective date
Due Fri
Loan approval deadlineSynced to your calendar
12 days
Title commitmentEmailed into the file by title
Received
05

Your agent website

A lead-capturing site with live property search.

  • Your name, headshot, bio, service areas, social links and intro video on your own page.
  • MLS property search and listing pages served under your name.
  • Contact and calculator forms feed straight into your CRM with follow-ups attached.
  • Landing pages for ads, social profiles, email signatures and QR codes.
yourname.wcrealty.cloud
Your Name · New Home Realty
Buyer cash-to-closeSeller net sheetContact
06

Lead credits

Earn leads by doing the work.

  • Earn credits for training, CRM activity, marketing kits, websites, contracts and closings.
  • Redeem credits for contactable homeowner leads by ZIP code and lead type, including FSBO.
  • Every lead is checked against the MLS first, so you are not calling a home that is already listed.
  • Subject to inventory and review. We say this plainly because loose lead promises help nobody.
Lead credits14
ZIP 33414Get a lead
Homeowner leadMLS-checked: not listed
Phone + email
FSBO leadFound this week
Call today
And the rest

The tools you reach for every week.

Calculators

Buyer cash-to-close, seller net sheet, affordability and early-payoff calculators, on your website and in client conversations.

Gmail, calendar and tasks

Work your inbox inside the portal with explicit send clicks, see your calendar, and sync tasks. Nothing is auto-sent.

Ad Center

Draft Meta and Instagram ads with Housing category language enforced, pointed at your agent website.

Training and help

Guided onboarding paths, a help center you can search, scripts, role play and a mentor chat for the questions you would rather ask at 10 pm.

Production reports

See your closed sides, volume and pipeline without building a spreadsheet.

Google login

Sign in with the Gmail you already have. No paid Google Workspace required.

Guardrails

You stay in control of everything that leaves the portal.

The portal drafts, organizes, reminds and prepares. Emails, posts, ads, documents and anything else that reaches a client go out only when you click. Fair housing, photo rights and advertising rules are reinforced along the way, and broker-sensitive items are flagged for review instead of slipping through.

Want to see it with your own listings in it?

Ask for a walkthrough on your fit call. We will show you the portal with real workflows, not a slide deck.