MAIN PACKAGE FEATURES | AGENT PLANS | TEAM PLANS |
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Optima Leads mobile agent app | ✓ | ✓ |
Email, phone & chat support | ✓ | ✓ |
Premium Search | ✓ | ✓ |
Polygon search (draw on map) | ✓ | ✓ |
MarketBoost Market Reports | ✓ | ✓ |
Marketing Automation – automated follow-up campaigns with listing recommendation engine | ✓ | ✓ |
Real Estate CRM | ✓ | ✓ |
Setup services | ✓ | ✓ |
Website setup services (for plans with website included)
Learn more > | ✓ | ✓ |
AGENT AND OFFICE PAGES | AGENT PLANS | TEAM PLANS |
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Agent bio pages with automated featured listings | | ✓ |
Office page(s) for each office in brokerage with contact information and map | | ✓ |
Photo | | ✓ |
Contact information | | ✓ |
Agent’s website link (optional) | | ✓ |
Customizable bio content with WYSWIG editor | | ✓ |
Agent listings auto-populated by agent ID | | ✓ |
LEAD ASSIGNMENT | AGENT PLANS | TEAM PLANS |
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Optional agent selector for buyers/sellers on website | | ✓ |
Manual lead assignment by team lead/manager/admin | | ✓ |
Automated lead routing based on:
• Geographic territory
• Round robin
• Listing agent | | ✓ |
AUTOMATED LEAD ENGAGEMENT | AGENT PLANS | TEAM PLANS |
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Agent-branded email listing alerts for new listings/price changes for chosen areas/criteria | ✓ | ✓ |
Agent-branded Market report emails for active & sold listings, open homes and market stats | ✓ | ✓ |
AGENT TOOLS | AGENT PLANS | TEAM PLANS |
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Agent logins | ✓ | ✓ |
Agent lead management & insights | ✓ | ✓ |
View leads’ search and viewing activity | ✓ | ✓ |
View leads’ email engagement | ✓ | ✓ |
View leads’ saved listings and searches for insights | ✓ | ✓ |
Add/review notes in lead records | ✓ | ✓ |
Add leads to Market report, open house, & listing alert emails | ✓ | ✓ |
WIDGETS FOR CUSTOM WEBSITE PAGES | AGENT PLANS | TEAM PLANS |
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Agent Roster Page widget | | ✓ |
Agent Bio Page widget | | ✓ |
MARKETBOOST | AGENT PLANS | TEAM PLANS |
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Listing and open home pages for predefined searches | ✓ | ✓ |
Dynamically updated market report pages | ✓ | ✓ |
Lead capture forms for alert signups | ✓ | ✓ |
Daily listing alerts | ✓ | ✓ |
Monthly market report emails | ✓ | ✓ |
Weekly open home emails | ✓ | ✓ |
MARKETING AUTOMATION | AGENT PLANS | TEAM PLANS |
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Smart Content – Listing recommendation engine based on advanced behavior tracking | ✓ | ✓ |
Auto-assign leads to campaigns based on source | ✓ | ✓ |
Lead aggregation from 30+ sources | ✓ | ✓ |
Text/email campaign builder with AI content generator | ✓ | ✓ |
Text/email campaign management | ✓ | ✓ |
Campaign analytics | ✓ | ✓ |
PROPERTY SEARCH | AGENT PLANS | TEAM PLANS |
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Premium Search – interactive map search & results with advanced search criteria options | ✓ | ✓ |
Polygon search (draw on map) | ✓ | ✓ |
Quick Search widget | ✓ | ✓ |
Beds/baths range | ✓ | ✓ |
Quick Search embed code | ✓ | ✓ |
PRE-BUILT IDX PAGES | AGENT PLANS | TEAM PLANS |
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Featured Listings | ✓ | ✓ |
Property features | ✓ | ✓ |
Property Details pages with: | ✓ | ✓ |
Walk Score – neighborhood amenities & insights | ✓ | ✓ |
Map | ✓ | ✓ |
Print/send to printer | ✓ | ✓ |
Great Schools – local school information* | ✓ | ✓ |
Mortgage calculator | ✓ | ✓ |
“Schedule a showing” form – lead capture | ✓ | ✓ |
Social & email sharing | ✓ | ✓ |
“Request info” form – lead capture | ✓ | ✓ |
“Save to favorites” – lead capture | ✓ | ✓ |
“Similar Listings” widget | ✓ | ✓ |
Embedded virtual tours for YouTube, Vimeo, and Matterport content | ✓ | ✓ |
Premium Search page with integrated search forms | ✓ | ✓ |
Email Alert signup page | ✓ | ✓ |
Property Organizer Login page | ✓ | ✓ |
Sold Listings | ✓ | ✓ |
Pending Listings | ✓ | ✓ |
AUTOMATED FEATURED LISTINGS MANAGEMENT | AGENT PLANS | TEAM PLANS |
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Multiple agent IDs for Featured Listings | ✓ | ✓ |
One agent ID for Featured Listings | ✓ | ✓ |
WIDGETS – WORDPRESS OR JAVASCRIPT | AGENT PLANS | TEAM PLANS |
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Quck Search widget | ✓ | ✓ |
Featured Listings Gallery | ✓ | ✓ |
Market (saved search) Gallery | ✓ | ✓ |
Home Valuation Request Form | ✓ | ✓ |
Sold / Pending Listings Gallery | ✓ | ✓ |
Registration widget | ✓ | ✓ |
LEAD CAPTURE | AGENT PLANS | TEAM PLANS |
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Contact Us form | ✓ | ✓ |
Customizable User Registration prompts | ✓ | ✓ |
Home valuation request form | ✓ | ✓ |
“Schedule a showing” form (property details pages) | ✓ | ✓ |
“Request info” form (property details pages) | ✓ | ✓ |
Save listings & searches | ✓ | ✓ |
Email alerts for new listings/price changes | ✓ | ✓ |
Social login with Google for streamlined lead capture | ✓ | ✓ |
MarketBoost email report signup forms | ✓ | ✓ |
PROPERTY ORGANIZER | AGENT PLANS | TEAM PLANS |
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Portal for leads’ favorite listings, searches and comments | ✓ | ✓ |
View leads’ saved listings, searches and comments | ✓ | ✓ |
LISTING ALERT EMAILS | AGENT PLANS | TEAM PLANS |
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Listing Alerts for new, sold and price changes | ✓ | ✓ |
Personalized email branding | ✓ | ✓ |
Listing back-links to your site | ✓ | ✓ |
REPORTING | AGENT PLANS | TEAM PLANS |
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IDX Event Tracking for Google Analytics | ✓ | ✓ |
Monthly site statistics and trends | ✓ | ✓ |
Email engagement reports | ✓ | ✓ |
Lead activity history | ✓ | ✓ |
OPTIMA LEADS MOBILE APP | AGENT PLANS | TEAM PLANS |
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Push notifications for lead activity | ✓ | ✓ |
View latest property search & user activity on your site | ✓ | ✓ |
Instant access to contact information and activity history for all leads | ✓ | ✓ |
Add/remove email campaign subscribers for MarketBoost email reports & Marketing Automation email & text follow-up campaigns | ✓ | Coming soon |
Add or assign Lead Stages and Tags for leads | ✓ | Coming soon |
Time-stamped note history for leads | ✓ | Coming soon |
WEBSITE FEATURES | AGENT PLANS | TEAM PLANS |
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Secure hosted WordPress website | ✓ | ✓ |
Real estate WordPress theme | ✓ | ✓ |
Free Domain Name | ✓ | ✓ |
Responsive, mobile-friendly design | ✓ | ✓ |
REAL ESTATE CRM | AGENT PLANS | TEAM PLANS |
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CRM Business dashboard | ✓ | ✓ |
Advanced lead filtering | ✓ | ✓ |
Lead Rating based on advanced behavior tracking | ✓ | ✓ |
Lead Stages | ✓ | ✓ |
Custom & pre-created Tags for filtering and locating leads | ✓ | ✓ |
Expanded lead info: type, birthdays, anniversaries | ✓ | ✓ |
Lead notes and call log | ✓ | ✓ |
To Do list with calendar sync | ✓ | ✓ Calendar sync coming soon |
Send custom emails to leads | ✓ | ✓ |
Drag-and-drop email builder with AI content generation | ✓ | ✓ |
Automated birthday and closing anniversary emails | ✓ | ✓ |
ADDITIONAL BENEFITS | AGENT PLANS | TEAM PLANS |
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TrafficBoost – Targeted website traffic for lead generation. Learn more > | Optional add-on | Optional add-on |