Fred for real estate brokerage agencies.
Follow-ups, OACIQ clauses, missing items, posts: Fred prepares, the broker approves. Nothing goes out without you.
To approve
Follow-up after viewing — Mr. Gagnon
“Hi Marc, thank you for yesterday’s viewing of the Limoilou condo. Shall we talk again on Thursday?”
Proposed clause — pre-purchase inspection
File 2-104: 10-day period suggested, to be reviewed by the broker
Missing document — certificate of location
Request to the seller ready, file 2-098
Post — new listing, Montcalm
Text and visual proposed for Facebook and Instagram
Mockup — fictitious data.
Plugs into
- Follow Up Boss
- Dropbox
- SecuAI
· SMS and email built in
Modules
Everything a brokerage team does day to day.
CRM and pipeline
Clients, contacts, transactions, incoming leads, Facebook prospects, showings.
Brokerage trade
Assisted OACIQ clauses, negotiation support, real estate watch, after-sale emails.
Transaction documents
Missing items, checklists, indexed document management.
Real estate marketing
Facebook and Instagram posts, video ideas, newsletter.
Roles
Broker, assistant, administrator: everyone sees only their own files.
Designed for OACIQ
Clauses drafted with you. Never in your place.
- Assisted drafting from the file and your templates.
- Points to check flagged before signing.
- Mandatory, logged human approval.
Pre-purchase inspection
Deadline to carry out the inspection: 10 days
Mockup — fictitious data.
Integrations
Plugs into what you already have. No migration.
Active
- Follow Up Boss
- Dropbox Business
- SecuAI
- SMS
- Transactional email
Planned
- Google and Microsoft — email and calendar
- Meta
- Canva
- Centris
- eZsign
- Itineraries
Frequently asked questions
Do I have to change CRM?
No. Fred plugs into Follow Up Boss and Dropbox.
Does Fred draft the clauses in my place?
No. Fred suggests; the broker's approval is mandatory and logged.
How much does it cost?
Fred is in development: pricing has not been set yet. Join the waiting list to be notified at launch.
See Fred on a typical brokerage file.
Demo on fictitious data, with a team member.