
Say it once.The rest follows.
Coagent is the workspace for residential agents that runs on conversation. Tell it what happened and it keeps your clients, their taste, and your showings in order, so the day goes to people instead of paperwork.
Recorded without a form
- Contact
- Maya & Theo Brennan
- Toured 41 Linden Ave
- Likes
- Natural light
- From this showing
- Avoids
- Galley kitchens
- Marked a dealbreaker
- Budget
- Up to $750,000
- Feed updated
- Task
- Follow up
- Friday, 10:00 AM

One buyer, kept six different ways.
Their budget is in the CRM, the must-haves in a notes app, the homes in an MLS tab, the tour in your calendar, and what they actually said in a text thread. Every update is six updates, so most never happen.
CRM
- Brennan, M.
- Budget $700k
- Last contact 3 wks
Spreadsheet
- Maya + Theo B
- budget 725?
- 4bd
MLS search
- Saved search 3
- Max $650,000
- Any kitchen
Calendar
- Showing, Brennans
- Sat 9:30
- No addresses
Texts
- Theo
- “kitchen has to be open”
- Unanswered since Tue
Notes app
- Brennans pool??
- dog, big yard
- Undated
Three budgets. Two answers on the kitchen.
In Coagent, it’s one record that listens.
Talk the way you work. The record keeps up.
No forms and no fields to hunt for. Describe what happened in your own words and Coagent files it where it belongs: notes, preferences, follow-ups, and the context you’ll want next time.
You
Just got off the phone with Priya Shah. Her lender approved her up to $620k, she’s set on Northside schools, and she can only tour on weekends.
Coagent
- Note
- Call with Priya Shah, pre-approval confirmed
- Budget
- Up to $620,000
- Area
- Northside school zone
- Showings
- Weekends only
It learns what each buyer actually wants.
Every reaction sharpens a client’s taste profile: a good fit, a pass, a remark at the door. Their feed re-ranks around what they mean, not only the filters you set.
Maya & Theo, as Coagent knows them
Likes
- Natural light
- Open kitchens
- Four bedrooms
Avoids
- Galley kitchens
- No. 1Clearly fits
122 Sycamore Rd
$742,000
Open kitchen, light all day
- No. 2Mostly fits
41 Linden Ave
$689,000
Bright rooms, closed kitchen
- No. 3Mostly fits
9 Alder Ct
$705,000
Four bedrooms, darker interior
- No. 4Partly fits
18 Willow Ln
$655,000
Galley kitchen

A showing day you can both see.
Your clients follow along from a link, with no app or account. They see you on the way, you see them arrive, and every change reaches both phones.
Maya
No need to text: We’re here, are you close?
Their phones
Your car, two blocks away, on their map
You
No need to text: Are you two here yet?
Your phone
Maya and Theo arrived at 122 Sycamore Rd, 10:52
You
No need to text: Want to stop for coffee at Juniper?
Both phones
Coffee on Juniper, added to both itineraries with directions
Step 1 of 4, Plan the day
Plan the day
Pick the homes. Coagent orders the route, books each window around drive time, and leaves room for a coffee between the second and third.
- 9:3041 Linden AveShowing
- 10:15Coffee on JuniperBreak
- 10:45122 Sycamore RdShowing
- 11:309 Alder CtShowing
- 12:1018 Willow LnShowing
On their phones, too
Send Maya and Theo a link. No app, no account: they get the itinerary, every home’s details, and your car on their map as you head over.
You see
- 5 stops, ending 12:40
- Lockbox codes and notes
- When they arrive
Maya and Theo see
- Saturday with Dana
- Your car on the map
- Directions to each door
No more “I’m here”
Their phones check them in at each door, and yours tells you. They watch you pull up instead of asking where you are. Add a stop from the car and it lands on both itineraries.
- 10:52Your phoneMaya and Theo arrived at 122 Sycamore Rd
- 10:52Their mapDana is two blocks away
Learn from the day
What they said at each door becomes part of their taste, so the next feed already knows the Sycamore kitchen won and the Willow one didn’t.
- Loved
- The Sycamore kitchen and its morning light
- Liked
- Linden’s yard, if the kitchen opens up
- Not for them
- Willow’s galley kitchen, again
One place for the whole relationship.
Contacts, listings, activity, and the map share one context, and you can ask about any of it in a sentence. Nothing to sync, nothing to reconcile.
- Activity
- Contacts
- Homes
- Calendar
- Map
Maya & Theo Brennan
Buyers, 4 bedrooms, up to $750,000
- ShowingToured 41 Linden Ave with bothTue
- TasteNatural light up, galley kitchens outTue
- Feed3 new homes fit, 122 Sycamore leadsWed
- TaskFollow up about Saturday’s tourFri
Ask
Which of their homes can we see Saturday morning?
Coagent
122 Sycamore, 9 Alder, and 41 Linden are open 9 to noon. I’ve drafted a route with a stop on Juniper between the second and third.
- Contacts
- Every client is one living record: what they said, what they want, and what’s next.
- Listings
- Feeds for each buyer, ranked by their taste and explained in plain words.
- Activity
- Calls, tours, and tasks land in one timeline without being typed twice.
- Map
- Clients, homes, and routes on the same map you plan the day from.

Spend the day with clients, not software.
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