LoyalCRM Real Estate
A CRM that understands real estate.
LoyalCRM Real Estate adds buyers, sellers and property activity to the CRM foundation, and connects to LoyalMLS, the Loyal real estate platform for MLS listing data, search and websites.
How LoyalCRM Real Estate relates to the LoyalCRM foundation
LoyalCRM foundation
Included, the same as every edition
- Contacts and companies
- Leads
- Opportunities
- Tasks
- Calendar
- Notes and history
- Documents
- Custom fields
- Reports
- Team collaboration
Added in Real Estate
Buyers, sellers and LoyalMLS listings
- Buyers and sellers
- MLS listing search
- Favorite listings
- Saved searches
- Property preferences
- Agent follow-ups
- Real estate pipeline
Capabilities
Every buyer, seller and listing, in one place.
- 01
Buyer and seller contacts
Separate buyer and seller journeys on the same contact record, with the agent responsible.
- 02
Lead tracking
Know where each enquiry came from and what happened next.
- 03
Property preferences
Record budget, property type and preferred areas for each client, in custom fields today. Dedicated preference fields are planned.
- 04
Saved searches
Keep each client’s saved listing searches on their record.
- 05
Favorite listings
See the homes a client has favorited, alongside your notes.
- 06
Client property activity
Viewings, offers and listing interest in the client’s history.
- 07
Agent follow-ups
Tasks and reminders tied to clients and listings, so no buyer goes quiet.
- 08
Opportunity tracking
Purchases and listings as deals in a pipeline built for real estate.
The connected platform
LoyalMLS brings the listings. LoyalCRM brings the clients.
LoyalMLS is the Loyal real estate platform for MLS listing data, search and websites. LoyalCRM Real Estate connects to it, so your team sees the property side of every relationship.
- Step 01
Your MLS data in LoyalMLS
LoyalMLS keeps listings from your MLS current and searchable. It needs authorized access to a compatible MLS feed; listings update on a schedule.
- Step 02
Listings on your website
Visitors search and save homes on your LoyalMLS-powered website, built on WordPress with LoyalMLS Bridge or on any technology through LoyalMLS Gateway.
- Step 03
Clients in LoyalCRM Real Estate
Agents search listings from the client record and keep each client’s favorites and saved searches with their profile.
Client profile
Your clients and their property journey, connected.
LoyalCRM Real Estate works with LoyalMLS, the Loyal platform for MLS listing data, search and real estate websites. Listings sit next to the people looking at them.
Works today Available
- MLS listing search in the CRMSearch listings from your LoyalMLS data without leaving the client record.
- Favorites and saved searches on recordKeep each client’s favorite listings and saved searches with their profile.
- Connects with LoyalMLS websitesWorks alongside WordPress sites that run LoyalMLS Bridge.
On the roadmap Planned
- Structured property preferencesBudget range, property type and preferred locations as dedicated profile fields.
- Listing activity timelineListing views and favorites from your LoyalMLS website, shown as activity on the client record.
- Automatic website-to-CRM syncFavorites and saved searches made on a LoyalMLS website appear in the CRM without manual steps.
Planned items are not available yet. We will confirm timing before you rely on them.
Who it’s for
Made for teams like yours.
Real estate agents
Keep every buyer and seller, and the homes they care about, in one place.
Real estate teams
Share leads and follow-ups with clear ownership.
Brokerages
Give agents one CRM connected to your LoyalMLS listing data.
See LoyalCRM Real Estate with your own workflow.
Tell us how your team works today and we will show you how LoyalCRM fits.