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The Guided Office

Run the office.
Not the software.

The Guided Office brings your people, deals, marketing, and daily work into one intelligent workspace—so your team always knows what matters next.

  • Guided next stepsAlways know what to do next.
  • Built for real estateDesigned around the work your team already does.
  • One connected officePeople, deals, and marketing stay together.
The Guided Office Today screen recommending Jamie Parker’s inspection update using fictional demonstration data
Fictional demonstration data
The Guided Office communication review screen with a client update ready to send using fictional demonstration data
Fictional demonstration data

Recommended update ready to review

One workspace. Guided every step.

From today’s priority
to tomorrow’s win.

Scroll to see how The Guided Office guides the work forward.

Start with what matters.

The Guided Office organizes priorities, deadlines, and client activity into one clear starting point.

The Guided Office Today screen prioritizing Jamie Parker’s inspection update using fictional demo data
Today · Fictional demonstration data

One workspace. Guided every step.

From today’s priority
to tomorrow’s win.

See how The Guided Office guides the work forward.

01

Today

Start with what matters.

The Guided Office organizes priorities, deadlines, and client activity into one clear starting point.

The Guided Office Today screen prioritizing Jamie Parker’s inspection update using fictional demo data
Today · Fictional demonstration data
02

People

Know who needs you.

See recent activity, understand the relationship, and take the next step without searching.

The Guided Office People screen with Jamie Parker’s activity and recommended next action using fictional demo data
People · Fictional demonstration data
03

Deals

Keep every move clear.

Follow the deal stage, important dates, checklist, and next action from first conversation through closing.

The Guided Office deal screen showing inspection progress, important dates, and a recommended update using fictional demo data
Deals · Fictional demonstration data
04

Marketing

Turn activity into timely communication.

Create updates, campaigns, reviews, and client-care touches from what is already happening in the office.

The Guided Office Marketing calendar with a client update ready to review using fictional demo data
Marketing · Fictional demonstration data

Before the guidance

Lots of moving parts.
Hard to keep it all straight.

Inspection completed

1234 Oak Ridge Drive

Jamie hasn’t heard back

Last contact 2 days ago

Appraisal scheduled

456 Pine Avenue

Morgan Family

Listing presentation due

Market update draft

Ready to review

Open house this weekend

7821 Meadow Lane

After the guidance

One next step.
Everything in context.

Send Jamie Parker’s
inspection update

1234 Oak Ridge Drive · Buyer

Prepare update

The inspection was completed yesterday.
Jamie hasn’t received an update yet.

Everything connected

One office.
One shared understanding
of what comes next.

The right information flows across the office—so your team stays aligned and clients never fall through the cracks.

See how it works
People · Jamie needs an updatePeople requiring attention in a fictional Guided Office demo
Deals · Inspection completeDeals and their next steps in a fictional Guided Office demo
Marketing · Update scheduledMarketing calendar connected to client activity in a fictional Guided Office demo
Communication · Draft readyApproved client communication ready for review in a fictional Guided Office demo
The Guided Office connecting people, a deal, marketing, and an approved resource into one recommended next step using fictional demo data
Today · One recommended next step