A real estate CRM for the work behind every relationship.
RapportLink brings contact management, client and vendor relationships, AI marketing, transaction coordination, calendars, tasks, and broker management into one real estate platform. Follow the work from a new contact to an active transaction, a reviewed closing, and the next conversation.
Organize the contact, relationship details, and marketing audience.
Connect the transaction’s people, documents, deadlines, and tasks.
Complete agent and broker review, then plan the next client follow-up.
Organize buyers, sellers, and professional contacts
Keep names, contact details, notes, tags, and relationship context in searchable contact records. Organize buyers, sellers, past clients, and professionals so you can find the right person before a call or campaign. A lender can be part of several transactions; a past buyer may later become a seller. Reusing the appropriate contact record keeps that person connected to the work they are involved in. Contact tags also help you organize audiences for relevant marketing.
Connect the client to the transaction team
A real estate transaction brings together more than an agent and a client. In People & Vendors, associate the buyer or seller with the lender, title or escrow officer, inspector, cooperating agent, and other participants on that deal. Open the transaction to see those people beside its documents, dates, tasks, checklist, and notes. This gives you a practical place to answer: Who is involved, what is their role, and which transaction are we discussing?
Turn contact groups into relevant marketing
Use Campaign Studio to create property marketing and relationship follow-up with your own brand and photography. Choose an audience such as buyers, sellers, past clients, or a tagged group, then review the recipients and creative. For example, an agent preparing an open house can create an email invitation and a flyer from the property details, while a separate past-client campaign can focus on staying in touch. Each message has a purpose and an audience.
Keep the next action close to its source
Transactions have documents, dates, tasks, and checklists to work through. RapportLink’s AI Transaction Coordinator helps organize and review that information, while the Calendar and Tasks workspaces help you see what needs attention. Transaction-linked calendar entries take you back to the relevant deal. A personal appointment and a transaction deadline can appear in your working day with different context, so you can return to the source details before deciding what to do next.
Give the broker a view across the business
Agents need the details of their own work; brokers also need a view across brokerage transactions, agents, and teams. Authorized broker users can review the pipeline, open a transaction, work through a Broker Checklist, save review decisions, and examine commission allocations and reports. The agent checklist, broker review, and commission approval serve different purposes. Bringing them into the same platform helps the brokerage see which part of the process still needs attention.
Example: from a buyer inquiry to closing follow-up
An agent adds a buyer, records useful notes, and organizes the contact with relevant tags. Once the buyer has a transaction, the agent links the loan officer, escrow contact, and inspector in People & Vendors. Documents and deadlines stay with that transaction as the agent works through the checklist. The broker reviews the file and commission separately. After closing, the agent can include the client in appropriate future outreach. This is an illustrative workflow; communications and approvals still require the appropriate setup and action.
Common questions
What is RapportLink?
RapportLink is a real estate CRM and business platform for agents, teams, and brokerages. It combines contact and relationship management, AI-assisted marketing, an AI Transaction Coordinator, calendars, tasks, and broker oversight.
Is RapportLink only for managing leads?
No. It supports the work around contacts and active transactions, including vendors, documents, deadlines, checklists, marketing, and brokerage review.
Can I manage buyers and sellers in the same CRM?
Yes. RapportLink supports buyer and seller contacts and transactions. A person can participate in different transactions over time, with the appropriate people and details attached to each deal.
Does RapportLink connect clients with lenders, title companies, and inspectors?
Yes. People & Vendors links participating contacts and their roles to the relevant transaction inside RapportLink. This does not by itself create a connection to a vendor’s external software.
Can an individual agent use RapportLink?
Yes. Individual agents can use the contact, marketing, and transaction workflows. Brokerage-wide oversight requires the appropriate brokerage workspace and permissions.
Is RapportLink tied to one brokerage’s branding?
Your account and branding setup provide the identity for your marketing workflow. Verify your uploaded logo, contact details, and required brokerage information in the finished creative.
See how RapportLink fits your business.
Explore the product and the current account options.