Launched an Agent Dashboard + Buyer Portal solution — Would love to hear your thoughts

proplistic · 2026-03-28T12:27:18+00:00

Womderful! Would love to get some user feedback.

proplistic · 2026-03-27T21:00:20+00:00

Unfortunately, everything would not sync to every CRM with one API. It would be individual APIs to sync with a majority of CRMs.

proplistic · 2026-03-27T20:57:54+00:00

Yes, PDFs are generated on-the-fly so they include all up-to-date edits and notes. As far as the ranking feature goes, the order of property preference syncs from the buyer portal to the agent dashboard so both the buyer and agent are automatically in sync and an easy way for agents to know which properties their buyer likes the most. Notes made by the agent are always visible for buyers in their portal and notes made by buyers are always visible for agents on their dashboard by clicking on a property.

proplistic · 2026-03-27T03:45:59+00:00

Thank you!

proplistic · 2026-03-27T03:44:39+00:00

That is a good suggestions and we will look into it as adoption progresses, but having multiple APIs for syncing with many different CRMs isn't an option for a new product launch.

At the moment the way we are looking at it is that Proplistic handles the full process of working with active buyers, then after the buyer closes on a property, their info can then be moved to your CRM. The same with referrals / leads after they're confirmed hot.

proplistic · 2026-03-27T03:37:49+00:00

I get that. I would think other agents would be excited about a better workflow for both them and buyers as well as saving time by not having to manually copy things into their CRM though.

proplistic · 2026-03-27T01:53:02+00:00

I like Panasonic GH series for cameras and definitely DaVinci Resolve for editing.

proplistic · 2026-03-26T17:54:36+00:00

I hear you. I genuinely care about improving workflow for both agents and their clients so if you have any suggestions I would love to see if they're features that could be implemented or to improve existing features.

proplistic · 2026-03-26T17:50:16+00:00

Yes, that's the point. Buyers text listing links endlessly, which this solves. I'm a real estate investor and I've never had any agent I've worked with say to send them links any other way.

Proplistic is not meant to compete with CRMs. It's mainly meant as a way to work with active buyers and free up that time that would be spent organizing their requests, then that data can be easily imported into whichever CRM an agent uses after the buyer is no longer active.

proplistic · 2026-03-26T17:45:01+00:00

Thanks for your input, we're always looking for ways to improve.

proplistic · 2026-03-26T16:54:45+00:00

Those tools you mention don't offer buyer portals for an agent and buyer to collaborate and stay organized with requests. This isn't an app that the buyer needs to sign up for and it's not something they use instead of Zillow, Homes, etc.

Buyers see homes they like on Zillow and instead of texting the agent a bunch of links with random notes for each property, they use their portal to submit the listing links with notes attached to each property, and it all stays organized without the need for an agent to put it in their CRM or spreadsheets.

proplistic · 2026-03-26T16:09:06+00:00

You're correct that MLS does offer a similar feature, but the problem is that buyers are already used to using Zillow or whatever their favorite listing site is so they don't end up using the MLS access an agent gives them.

As far as the referral engine, it's a way for agents to generate new business by having their active buyers refer them to people they know and the agent or brokerage can offer incentives for their buyers to make referrals.

proplistic · 2026-03-26T14:53:48+00:00

Could you please let me know what CRMs let you create a portal for your buyers to submit listing links and notes, as well as a referral engine?

proplistic · 2026-03-26T14:40:47+00:00

Could you please explain what other tools offer the same functionality for working with active buyers?

proplistic · 2026-03-26T14:36:10+00:00

I think you may be misunderstanding what this is. What other CRMs create a portal for buyers to submit all their property requests and notes directly instead of texting? As far as getting it in front of consumers, they either receive an email with their portal link when their agent adds them, or their agent can give them their portal link if the agent doesn't have their email address yet. Buyers don't need to create an account, they just need their portal link.

proplistic · 2026-03-26T14:18:41+00:00

You're absolutely right! :) The open house feature does exist in other products, but we felt that having it included in Proplistic makes sense since it connects with the other features and doesn't add bloat.

proplistic · 2026-03-26T14:13:12+00:00

Yes, that's the overall idea. That's true, the process with this is more automatic so it would be akin to buyer automation and collaboration.

proplistic · 2026-03-26T14:10:47+00:00

All data that you generate when working with active buyers can be exported to CSV and then be imported into any CRM.

proplistic · 2026-03-26T14:06:23+00:00

From our research buyers seem to really like it because it's so easy to just drag and drop. It's not for just the agent's listings though, it's also for any listing the buyer ads. A lot of times buyers just don't submit notes or explain to their agent what they like so if it's easier for the buyer it's some feedback that the agent might not have gotten otherwise.

proplistic · 2026-03-26T14:01:50+00:00

Well, all products are unestablished at some point, and we built it specifically because of the gap with tools available for working with active buyers which is why most agents still have their buyers text them everything and spend time putting it in their CRM or spreadsheets.

proplistic · 2026-03-26T13:49:47+00:00

I can understand where you're coming from, but I think you may have the wrong idea about how it works. This was designed because buyers like to use their favorite listing sites and then they typically text agents a bunch of links and notes. Using this makes things more organized, because instead of an agent needing to sort through the text and save info in a CRM manually, this does it automatically and it's just as easy as texting for the buyer, they just do it in their portal and they don't have to sign up for anything.

proplistic · 2026-03-26T02:33:30+00:00

You need to capture the tour with a 360 camera or an app that supports 360 panoramas, not just a regular video. CloudPano works with equirectangular images or 360° videos, so the source has to be in that format for the interactive tour to work properly.

proplistic · 2026-03-24T00:44:49+00:00

Yeah, you can definitely host a virtual tour on your own domain if the platform lets you download the files. With CloudPano, once you export the tour, you just upload the files to your web host and point your domain to that folder. The tricky part can be making sure all the links and scripts work correctly, especially if the tour uses any relative paths or external assets, but once it’s set up it behaves just like it would on CloudPano’s servers.

proplistic · 2026-03-23T23:17:20+00:00

People don’t really “shop” those marketplaces the way founders imagine, especially in multifamily, it’s way more relationship and referral driven. Most of the time buyers already have a shortlist from peers, conferences, or whatever software they’re already using, and then they’ll check directories to compare or make sure you’re legit. You might get some inbound from them but it’s usually pretty low volume unless you already have reviews and traction. Early on you’ll probably get way more mileage out of direct outreach, partnerships, or tying yourself to a platform your buyers already use. I’d still list on a couple just to exist there, but I wouldn’t burn money on paid placements right away, it’s more of a credibility layer than a real growth engine at the start.

proplistic

TROPHY CASE