Across the Platform
3 NewThe whole system, rebuilt.
Complete UI/UX rebuild
A redesigned REsimpli experience built to make the platform easier to navigate, faster to operate, and more consistent across the entire business.
Search across notes & files
Search finds text inside your notes and file names, not just names and addresses.
Open API
Connect your own tools and push data where you need it — no middleman required.
Leads & Pipelines
16 NewBuild the pipeline your business actually runs on.
Custom Lead Pipelines
Up to 20 pipelines with 20 stages each — wholesale, land, novation, sub-to, by market or by team.
Per-stage automations
Every stage can trigger its own automation.
Map View on leads
See your pipeline geographically and open any lead straight from the map.
Grid View with custom cards
Choose exactly which fields show on the card — and set it differently for each stage.
Customizable Lead Detail
Reorder or hide panels inside a lead, and set your default action to note or SMS.
Land leads
Add a land record by APN, with autocomplete, alongside residential.
Bulk lead import
Import straight into your active pipeline instead of going through support.
Create custom fields mid-import
Missing a field while mapping a file? Add it right there and keep going.
Import into custom fields & notes
Bring your history with you when you move from another CRM.
Major update to Custom Fields
More field types, more control, and they now work across filters and import.
Filter on custom fields
Every field you build is a filter.
Filter on date fields
Auction date, pre-foreclosure date, expected sale date — build a call list from a deadline.
Dispo as a pipeline inside Leads
Up to 20 dispo stages with Accepted Offer as the fixed final stage. Calls, texts and emails from the Dispo tab stay there and do not show in Leads.
Property characteristics filters in Leads
Vacancy, ownership length, owner-occupancy and more, now filterable inside your active leads.
Editable applied filters
Click a filter you already applied and change it — and stack multiple options on the same one, like auction date this month or next.
Better default Saved Views
Pre-built filter folders for priority, follow-up, appointments, contracts and AI fields.
Contacts
4 NewOne person, one record, everywhere.
Unified Contact Management
A phone number belongs to a person now, not to a property.
Multiple phones & emails per contact
All of it on one record.
Relationships
Spouse, attorney, tenant, POA and more, linked to the lead.
Multiple properties per contact
One seller, several deals, one history.
Team & Permissions
9 NewGive every role exactly what it needs and nothing else.
Editable role names
Rename, edit or delete roles to match how your team is actually organized.
Bulk permission toggles
Turn on a whole section at once instead of clicking through one by one.
Lead access by campaign or pipeline
Scope what a user sees — all leads, selected campaigns, specific pipelines, or only what's assigned to them.
Weighted round-robin assignment
Send more leads to your closer and fewer to your new hire.
Assignment by stage
Lead manager on new leads, acquisitions at appointment, dispo at contract.
Multiple users in the same role
Two acquisition managers on one deal is now possible.
Per-lead assignment
Assign one lead to one person from the Team tab without affecting anything else.
Driving for Dollars access per user
Granted right from the user record.
Shared dashboard filters
Share any filter with view or edit access across the team.
Communication
7 NewEvery conversation in one place.
New Inbox
External, internal team and List Stacking, each in its own tab.
Inbox folders
Unread, flagged, archived, sellers only — and any filter you build.
Gmail & Outlook integration
Send email through your connected account.
Triple-Line Dialer
Included in every account. Single-line too when you want it.
Dialer everywhere
Dial from Leads, Buyers, Agents, Vendors or List Stacking.
Built-in scripts
Seller and dispo scripts on screen while you dial, editable to your own.
Gen 2 AI Agents
The Lead Manager Agent and Copilot AI working alongside your team, inside the same workflow.
Comps AI & Offers
10 NewRun comps, price the deal and send the offer without leaving the lead.
Comps AI
MLS comps with an AI-estimated After Repair Value.
Appraiser-standard adjustments
Normalizes each comp for size and lot, and you can toggle it per property.
Non-disclosure state support
Works where sale prices aren't public.
AI rehab estimator
Reads your seller conversations and places the property on your condition scale.
Customizable rehab matrix
Set your own numbers by condition and property size, per market.
Suggested MAO with reasoning
Not 70% every time — it tells you why it landed where it did.
Three numbers out
Your opening offer, your maximum allowable offer and your price to the buyer.
Cash offer template
Merges the property and seller and sends, built in for everyone.
Seller Appointments
Track the setter and the assignee separately, and both roll into their KPIs.
Appointment outcomes
Mark an appointment qualified or not qualified, and trigger automations from either.
Automations
16 NewNo Zapier. No third app.
New Automation Builder
Rebuilt from the ground up.
AI intent detection
Reads an incoming text or call and routes on interested, not interested or spam.
Status & tag triggers
Fire on any stage change or tag, in any pipeline.
Call outcome triggers
Act on no-answer, voicemail, DNC or wrong number.
Appointment outcome triggers
Appointment not kept? Notify someone and set the follow-up task.
Deal value triggers
Offer amount, under-contract price, expected profit or closing date changed.
Buyer & agent triggers
Buyer added, agent added, multiple offers received.
Direct mail triggers
Act on whether a piece was delivered.
Day-based or delay-based
Schedule by day number or by elapsed time.
Weekend & holiday handling
Skip the days you don't want anything sending.
Stop conditions
Stop the sequence the moment someone replies.
Switch the call flow
Move a deal to dispo and inbound calls follow the dispo flow automatically.
Automation enrollment view
See exactly who is on a campaign and everything that has fired.
Automations on List Stacking
Put a whole filtered list on a campaign and edit it mid-run.
Automations on buyers, agents & vendors
Every contact type gets stages and automations.
Default automations included
Ship-ready sequences in every account.
Transactions
4 NewCarry the contract to the closing table.
Up to 20 transaction pipelines
Wholesale, Fix & Flip, Novation or anything else, each with its own stages, colors and automations.
20 stages per pipeline, no fixed final
Transaction Management lets you end the flow wherever your process actually ends.
Share documents by link
Send a view-only link to title instead of emailing attachments around.
Documents on the transaction
Everything the file needs in one place.
Buyers, Agents & Vendors
10 NewWork the sell side like you work the buy side.
Up to 20 buyer pipeline stages
Run buyers through a pipeline of your own — new, contacted, qualified, not a fit.
Clickable campaign results
Click delivered, opened, clicked or not delivered on any email or SMS campaign and get that exact list of buyers.
From campaign result to outreach
Take that list straight into the triple-line dialer, or blast it again by SMS or email.
Bulk update custom fields
Select any group of buyers and update a custom field across all of them at once.
Bulk add buyers to a Dispo tab
Filter to a buy box, select all, and drop them onto a property's Dispo tab in one action.
Multiple contacts on one buyer
One company, several people, one record.
Filters on custom & AI fields
Filter buyers by the buy box they told you on a call.
Agent bulk upload
Load every agent in your market and work them through stages.
Agent outreach automations
Default sequences for agent outreach, included.
Vendor stages & automations
Vendors get the same treatment.
Properties
4 NewTrack what you keep, not just what you sell.
Fully customizable Rental pipeline
Up to 20 rental statuses, built around how you actually manage a hold.
Fully customizable Inventory pipeline
Up to 20 inventory statuses, with grid, list and map views.
Scope of Work tied to Banking
Build a scope on an inventory property, then match every expense to a line and watch remaining vs. over budget in real time.
Estimated vs. actual repair variance
See where the rehab is beating the scope and where it is bleeding, line by line.
Marketing & List Stacking
19 NewWhere the leads come from.
Rebuilt List Builder filters
Value and equity, vacancy, owner type, sale date and more.
Land in List Stacking
Stack land records alongside residential.
Stages on stacked records
Work prospects through a pipeline before they ever hit your active leads.
Map view in List Stacking
See a stacked list geographically.
Tasks on stacked records
Set and assign tasks before a record becomes a lead.
Triple-Line Dialer in List Stacking
No exporting a CSV to your call center.
SMS & email blasts
Send to a filtered list without leaving the stacker.
Filter by automation
Show me everyone on this campaign — or everyone on none.
Push to any pipeline
Send a record to leads and choose where it lands, with numbers and history intact.
Clickable lists & tags
Click any list or tag name and it filters straight to those records.
Custom fields & date filters
Push county data in — auction dates, bankruptcy filings, divorce dates — and filter on it as it moves.
Driving for Dollars assignments
Assign addresses to a driver, and they mark door-knocked or tagged and upload photos from the app.
Push straight to Direct Mail
Select records, push them into a campaign, send it from REsimpli and track delivered versus not delivered.
Seller Website built for SEO & PPC
Build and customize it, capture motivated-seller forms, and the lead lands with its source and campaign attached.
Campaigns without a dedicated number
Create a marketing campaign without buying it a phone number, or run everything off one general-purpose line.
One number, many campaigns
A single phone number can support multiple campaigns where it makes sense to share it.
Call Flows configured separately
Set up your call flow independently of the campaign it belongs to.
Attribution held either way
Campaign and Lead Source stay attached to the lead however you have your numbers arranged.
Direct mail on rules
Set rules that send mail automatically instead of building every drop by hand.
Banking & Financials
5 NewBring the books in, and keep them there.
Bulk bank transaction upload
Import transactions from your existing bank records in bulk, so historical financial data comes across with you.
Bulk transaction updates
Update many transactions at once instead of editing them one at a time.
Transaction rules
Set rules that categorize and organize transactions automatically, and stop retyping the same thing.
Multiple business entities
Create and manage several entities in one account, so LLCs and investment entities keep their own books.
Transaction tags
Tag transactions for flexible categorization, filtering and deeper financial analysis.
Customization
7 NewMake the system speak your language.
Custom call outcomes
Build your own call dispositions, and set them differently for each contact type.
Custom dead lead reasons
Define why deals die in your business, then report on it.
Custom task types
Name task types the way your team already talks about them.
Task checklists
Break a task into steps — ideal for a TC working a file to close.
One task, multiple assignees
Assign the same task to more than one person.
Multiple web forms per contact type
Build as many forms as you want for leads, buyers, agents or vendors, each pre-assigned to its own campaign.
Choose and order your columns
Show the columns you want, in the order you actually read them.
Dashboards & Reporting
22 NewSee the whole business on one screen.
Lead Manager Dashboard
Speed to lead, calls made, connected, total talk time — is your lead manager working?
Missed inbound calls %
Every inbound call that went unanswered, tracked against a goal you set.
KPIs by campaign
Break every dashboard metric down by marketing campaign, including speed to lead.
Acquisition Manager Dashboard
Leads, appointments, offers, contracts, closed, revenue.
Rebuilt CEO Dashboard
Revenue, deals, average deal size and contracts signed at the top.
Expected pipeline profit
What's under contract and what it's worth, with deals at risk called out.
Cost per deal & marketing return
Measured against the goals you set, not a generic benchmark.
Deals by exit type
Wholesale, flip, novation, rental — side by side.
Marketing efficiency by channel
Cost sitting next to revenue for every channel you run.
Lead conversion funnel
A thousand leads and one deal? The answer is on this screen.
Operating metrics snapshot
Lead-to-contract rate, days to contract, revenue per lead.
Stalled deals & profit at risk
Deals with no buyer, aging contracts and your contract fallout rate.
30-day risk-adjusted forecast
Expected cash, discounted by your actual historical fallout rate.
Daily Update
Records that hit the market, changed hands, sold, went vacant or were inherited.
Lost Deals
Every deal you lost, with the reason, by stage, source and assignee.
Dialer Productivity Report
Dials, cycles and sessions across leads, buyers, agents, vendors and list stacking.
Communication KPIs
Calls and SMS across the whole system, filterable by user.
Seller Appointment KPIs
Set rate, kept rate and conversion, by setter and by assignee.
List Stacking Dashboard
Performance of your cold marketing in one place.
Goal Setting & Goal Tracker
Revenue, spend and net income broken down to weekly and daily activity targets.
Leaderboards
Rank by revenue, calls, SMS, talk time or contracts — with a TV mode for the office.
KPIs By Tags
Slice performance by any tag you use.
And this isn’t the end
The New REsimpli is the foundation. Here is what gets built on top of it.
- Autonomous
- Dispo AI Agents
- AI Calling inside List Stacking
- AI Buyer Follow-Up
- Custom fields as variables in SMS, email & eSign
- Automations tied to custom fields
- Dispo Manager Dashboard
- Email inside the central Inbox
- Automation Packs