Built for Florida realtors

The smarter way
to manage
your clients

Track every step of the mortgage process, stay connected with past clients, and share real-time progress — all in one place.

Create free accountNo credit card required
M
myrealty

4

Clients

2

In process

1

CTC

ML

Maria Lopez

Step 4
JS

John Smith

CTC
AR

Ana Rivera

Closed

Everything a realtor needs

10-Step Loan Tracker

Follow every mortgage step from pre-approval to key handover with a clean, visual timeline.

Smart Reminders

Get birthday and property anniversary reminders with personalized messages ready to copy.

Client Portal

Share a unique link so buyers can track their loan progress in real time — no login needed.

How it works

01

Create your account

Sign up in seconds and add your first client.

02

Track the loan process

Follow all 10 mortgage steps for each client.

03

Stay connected

Get birthday and anniversary reminders with ready-to-send messages.