⌂ CasaCRM

Portal Login →

The CRM & client-report studio built for real estate agents

Listings, buyers, deals, and beautiful branded market reports — in one place, for agents who are tired of copy-pasting between five platforms.

Real estate looks effortless. The grind behind it isn't.
We make it easy now — so go enjoy your life.

The daily grind

You're re-typing the same client into five systems

Agency software, your personal CRM, the listing boards — none of them talk. CasaCRM replaces the copy-paste scramble with one clean workflow.

Agency portalPersonal spreadsheetListing board logins Texts & emailsPDF printoutsSeparate report tool

What's inside

Everything an agent juggles, in one place

▦

Pipeline whiteboard

Drag deals from Lead through Closed. It auto-advances when a step is done — no babysitting the board.

📄

Drag-drop client import

Drop the PDF printout from your agency portal. We read the name, contact, and search criteria and build the contact for you.

🏡

Branded CMA reports

Comparable listings + a neighborhood guide, wrapped in your photo, bio, and contact info. Password-protected to share.

📍

Community guide

Top restaurants, bars, churches, schools, and grocery near a listing — ranked by Google rating, with distances.

🎁

Referral credits

Refer another agent. Every 5 reports they run earns you a free one — and you can see exactly who to thank.

💳

Simple billing

One flat fee for access, a small charge per report, credits applied automatically. No seat traps.

How it works

From new buyer to a report they'll love

1

Add the buyer

Drop their agency PDF — the contact fills itself in.

2

Build the report

Pick comps from the listing boards and a neighborhood.

3

Brand & send

Your photo and bio, a private link and code for your client.

4

Track the deal

It rides your whiteboard from showing to closing.

CasaCRM ⌂ — part of the easynow.life family. · Portal login

⌂ CasaCRM

Start your free trial

San Miguel de Allende · sma.easynow.life

Full name

Work email

Agency

Referral code (optional)

already have an account?

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Welcome back

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Forgot your password? One email and you're back in.

Active buyers14$5.9M combined demand

Under contract3$1.29M total value

Avg under contract$430kper home

Closed in 2026$2.4M12 homes

🏷️ Your listings · seller side

Active listings5$3.1M listed volume

Showings this week9across 4 homes

Avg days on market38area avg 52

Offers in2awaiting seller

2026 closed-volume goal

· set your goal in Settings

$2.4M of $4.0M goal60%

$1.6M to go · ~4 more closings at your average

Pipeline value by stage

Showing · $1.18M

Lead · $0.62M

Under Contract · $0.40M

Offers · $0.31M

Closed volume · 2026

$0.2M$0.3M$0.35M$0.5M$0.45M$0.6M

JanFebMarAprMayJun

Trending up 📈 — June is your best month yet

Recent reports

Client	Neighborhood	Status
The Carters	Centro	Opened
R. Nguyen	San Antonio	Opened
J. & P. Ellis	Guadiana	Sent

This week

Buyer	Stage	Next
The Carters	Showing	Wed 11:00
R. Nguyen	Offer	Counter due
S. Brooks	Contract	Inspection

Name	Type	Looking for / Property	Budget / Price	Stage
The Carters	Buyer	3bd Casa · Centro	$485k USD	Showing	Open ›
The Hoffmans	Seller	Casa Guadiana · 4bd	$590k USD	Listed	Open ›
The Delgados	Sell→Buy	Selling San Antonio → buying next	~$685k USD	Contract	Open ›
Rachel Nguyen	Buyer	2bd condo · San Antonio	$310k USD	Offer	Open ›
James & Paula Ellis	Buyer	4bd · Guadiana	$620k USD	Nurturing	Open ›
Sandra Brooks	Buyer	Lock-and-leave · Centro	$400k USD	Contract	Open ›

Tap a client to open their hub — homes, tour, reminders, recap, reports, and their shareable portal link.

👋 Everything for one buyer lives here. Pick up where you left off — or share their portal so they can browse the homes you've saved.

👤

Profile & contacts

Primary & partner details, emails, address, socials — plus a private AI brief about them.

Open profile →

🔍

Homes & search

Search listings and add homes to the Carters. + saves a home; ★ marks it for the tour.

Open homes →

🗺

Tour

Build the showing route from their starred homes — drag to reorder, launch directions.

Open tour →

🌤

Reminders

Weather-aware heads-up before each showing. Part of Auto Nurture.

Open reminders →

📸

Recap

Rate each home, jot notes, snap photos, then send the follow-up after the tour.

Open recap →

🏡

Reports

Build and send their branded CMA report with comps and neighborhood info.

Open reports →

📁

Documents

Their IDs via magic link, plus the digital papers to complete & sign.

🪪 ID 4/12 📄 Documents 3/5

Open documents →

📥

Messages

WhatsApp & email in one thread, matched to this client. Stray ID photos? File them to the vault in one tap.

Open messages →

🧮

Affordability

What this buyer can comfortably shop for — feeds straight into their search.

Open calculator →

🔗

Client portal Auto Nurture

Give buyers their own private, branded link to revisit the homes you saved — anytime, on any device. They look; only you can edit. Keeps you top-of-mind between showings.

Open portal →

Primary contact

Name

Phone

Email

Preferred contact

Address

Social media

Primary point of contact

Partner

Name

Phone

Email

Preferred contact

Same address as primary

Social media

Primary point of contact

🎉 OK to tag them on social when they close — if they say no, that's our friendly reason to collect handles now ("so we can celebrate you")

✨ Private AI brief For your eyes only · KYC

Builds a profile from a licensed enrichment provider (one central account — nothing for you to connect) plus public web signals, synthesized by Anthropic. Connecting your own Instagram is an optional booster — no scraping, ever.

optional booster · official Meta API · the central brief works without it

🎯

Deal Info

Your sales goal and the lost-deal reasons that power the pipeline & analytics.

Open deal info →

📣

Marketing

Channels & spend for D-iQ, plus your auto-blog settings.

Open marketing →

💳

Billing

Your plan, payment method, invoices, and add-ons like Auto Nurture.

Open billing →

🎁

Credits & referrals

Report credits, your referral link, and credits earned.

Open credits →

🏢

Team

Agents and staff on your agency account, roles, and seats.

Open team →

📄

Document Templates & IDs

Define the IDs & forms each buyer/seller needs — required vs optional, who gets what.

Open templates & IDs →

🔌

Connect channels

Link WhatsApp, email & calendar. CasaSign e-sign is built in; DocuSign optional.

Open connections →

🤝

Trusted vendors

Your go-to lender, inspector, notario & title — shareable with clients.

Open vendors →

⚙

Profile & branding

Your photo, contact details, colors, and logo on reports and emails.

Open profile →

🎯 Your 2026 goal

Set your target — the dashboard shows a live progress bar and throws confetti when you hit a milestone or close a deal.

Goal type

Currency

Target amount

📅 Goal history

🎉 Year-end nudge: each December (and again on Jan 1) CasaCRM prompts you to set next year's goal — then keeps every year here so you can compare how you did.

2025 · beat it 🎉

107%

2024

84%

2023

72%

Year	Goal	Closed	Hit
2026 (in progress)	$4.0M	$2.4M	60%
2025	$3.0M	$3.2M	107%
2024	$2.5M	$2.1M	84%
2023	$2.0M	$1.45M	72%

🏷 Lost-deal reasons

Your dropdown when marking a deal lost on the pipeline. Add your own — agents can still type a one-off “Other…”.

📣 Marketing channels & spend

Add the channels you use, toggle them on/off, and enter your monthly spend. D-iQ uses this for the spend-vs-return report.

📝 Auto-Blog Included with Auto Nurture · $30/mo

CasaCRM's AI pulls from the sources you list plus public web data and writes a fresh, branded post — published to your public blog and emailed to your clients. Powered by your Anthropic key. Part of the Auto Nurture add-on ($30/mo) — toggle it on or off here.

Frequency (all the same price)

Source sites & topics to pull from

✨ Drafted by AI from your sources — review & publish, or let it auto-send on your schedule (weekly, biweekly, or monthly).

Your public blog

sma.easynow.life/blog/maria-gonzalez

Share the link anywhere — your website, Instagram bio, email signature — or drop the embed code into any site to show your latest posts.

This week · draft

This Season in San Miguel: Día de Muertos, Live Music & 3 Neighborhoods to Watch

The town comes alive this time of year — marigold-draped altars for Día de Muertos, rooftop live music on the weekends, and gallery nights at Fábrica La Aurora. Here's what's on, plus three Centro pockets worth a look this season…

🎉 What's on this week

🎺 Live music — Bar La Azotea, Fri & Sat sunset
💀 Día de Muertos parade & altars — Jardín Centro, Nov 1–2
🎨 Gallery night — Fábrica La Aurora, Thursday

Images & events pulled from your configured public sources — auto-credited.

Recently published

Post	Sent to
Top 7 Rooftop Restaurants in Centro	312 clients
Cost of Living: SMA vs. the U.S.	305 clients
Healthcare & Visas: A Relocation Primer	298 clients

Posts live on your public site and land in each client's inbox — keeping you top-of-mind between showings.

✓ PDF read — we pulled name, contact, and search criteria. Review and save.

Your printout from the agency portal:

PDF

Buyer_M_Gonzalez.pdf

Allende Realty export · 1 page

Drag it into the box →
(or just click the box to simulate)

📄⤵

Drop the PDF here

We extract the fields automatically

⚡ Auto-advance: sign a buyer rep agreement and the card jumps to Showing; an accepted offer moves it to Under Contract — no manual drag needed. Mark a deal lost and it slides to Lost (with a Restore button if they come back).

Comparable listings

Pulled from the SMA community board & broker sites. Toggle the ones to include.

PHOTO

Casa Luna · Centro

3 bd · 2 ba · 210 m² · $470,000

Allende community board

PHOTO

Calle Hidalgo 24

3 bd · 3 ba · 245 m² · $510,000

Broker site

PHOTO

Casa Jardín

3 bd · 2 ba · 198 m² · $455,000

Agent website

Community section

Restaurants & bars (ranked by Google rating)

Churches & places of worship

Grocery, schools & services (with distances)

Local market commentary (from your blog)

Report settings

Neighborhood

Display currency

Access

This report uses 1 credit.
You have 7 free credits.

Your credit balance

7Free reports available

Your referral code

MARIA-SMA

Where your credits came from

JL

Jenny Luna

ordered 20 reports

+4

DR

Diego Rivera

ordered 10 reports

+2

CT

Carla Torres

ordered 5 reports

+1

💡 Jenny's been busy — give her a call and say thanks.

Referral activity

Agent	Joined	Reports run	Credits earned
Jenny Luna	Mar 2026	20	+4
Diego Rivera	Apr 2026	10	+2
Carla Torres	May 2026	5	+1

Plan

$49/moAgent access · active

+ $6 per report generated · free credits applied first.

This month

Item	Qty	Amount
Reports generated	23	$138
Free credits applied	7	−$42
Access fee	1	$49
Due Jun 30		$145

Account status

Active & current Your login stays open while your balance is current. A failed payment moves you to a grace period, then pauses report generation until it clears.

Profile

Name

Title

Phone

Email

Bio

Default language · Idioma predeterminado

Sets the language for your whole CasaCRM — change anytime.

Photo

MG

Shown on the cover of every CMA report.

⌂ CasaCRM

This report is private

Maria shared a market report with you. Enter the code from her message.

MG

Maria Gonzalez

Realtor · Allende Realty Group

+52 415 121 0099 · maria@allenderealty.mx

Prepared for

The Carter Family

Your search

Looking for3 bd casa, courtyard, casita

AreaCentro, San Miguel de Allende

Budget$485,000 USD

FinancingUSD · cash-equivalent

Comparable listings

Three active comparables near your target, gathered this week.

PHOTO

Casa Luna

Centro · 3 bd · 2 ba · 210 m²

$470,000 USD · $2,238/m²

PHOTO

Calle Hidalgo 24

Centro · 3 bd · 3 ba · 245 m²

$510,000 USD · $2,082/m²

PHOTO

Casa Jardín

Centro · 3 bd · 2 ba · 198 m²

$455,000 USD · $2,298/m²

The neighborhood · Centro

🍽 Top restaurants & bars, ranked by Google rating.

1

The Restaurant

Contemporary Mexican in a leafy courtyard — a long-time Centro favorite.

0.3 km · 4 min walk

★★★★★

4.8 · 2,140

2

Lavanda Café

Garden brunch spot known for its breakfasts and slow mornings.

0.5 km · 6 min walk

★★★★★

4.7 · 1,560

3

Bar La Azotea

Rooftop tapas & cocktails with a Parroquia view at sunset.

0.2 km · 3 min walk

★★★★½

4.6 · 3,020

4

Cafe Rama

Cozy all-day kitchen with a loyal local following.

0.6 km · 8 min walk

★★★★½

4.5 · 980

⛪ Churches & places of worship

Parroquia de San Miguel Arcángel

The iconic pink church on the jardín.

0.2 km

Templo de la Concepción

18th-century church & landmark dome.

0.4 km

🛒 Everyday essentials

GroceryMercado Sano — 0.7 km

SchoolsColegio San Miguel — 1.1 km

Dry cleaningTintorería Aurora — 0.5 km

HospitalHospital General — 1.4 km

Ratings & place data powered by Google · tap any name to open it in Maps. Distances measured from the center of the neighborhood being viewed (or the Parroquia, the heart of Centro, when comparing several areas).

Questions on any of these? I'm a call away.

Maria Gonzalez · +52 415 121 0099

Search results · tap + to add to the Carters

★ On the tour shortlist (0)

Star a saved home to add it to the tour.

Saved homes (0)

Nothing saved yet — add homes from the left.

+ adds a home to the Carters' saved list · ★ promotes it to the showing tour · their portal shows these (view-only).

★ Your tour list — homes you'll see in person

More homes Maria saved for you

Anyone with this private link can browse these homes. They can open photos and maps, but can't add, edit, or remove anything — that's all yours.

Part of Auto Nurture · $30/mo Why agents love the portal

🏠

Your brand, not a portal's

Buyers come back to your page — not Zillow. You stay the expert.

🔁

Top-of-mind between showings

Every revisit is a touch with you. Update the list and they get a fresh nudge.

⚡

Faster, happier buyers

They share favorites with their partner instantly — decisions move quicker.

Bundled with weather-aware reminders and AI follow-ups in the Auto Nurture add-on. See everything in Auto Nurture →

Route — drag to reorder

Start · Allende Realty office

1

Casa Luna

Calle Recreo · $470k

2

Casa Jardín

Calle Hidalgo · $455k

3

Casa Sollano

Sollano · $478k

4

Casa Pila Seca

Pila Seca · $465k

Map

1

2

3

4

Tap any stop's address to launch turn-by-turn directions in Google Maps.

✨ Included with the Auto Nurture add-on. CasaCRM pulls the forecast for the showing location and time, then sends a friendly heads-up from you — no work on the day. See Auto Nurture →

When should it send?

Per-agent default — applies to every showing unless you override one.

Next reminder scheduled: Tue Jun 23, 6:00 PM · showing Wed Jun 24, 10:00 AM

Forecast for the showing

☀️

26° · Sunny

San Miguel de Allende · Wed 10 AM · UV high · 0% rain

Live forecast via Google Weather API · refreshed the morning of and again at send time.

Preview the other forecast:

What the Carters will get

From: Maria Gonzalez <maria@allenderealty.mx> · Subject: Tomorrow's showings ☀️ — quick heads-up

Hi Thomas & Linda,

Looking forward to our showings tomorrow at 10:00 AM — we've got four lovely homes lined up around Centro.

🧴 Quick tip: it's shaping up to be a sunny 26° day — bring a hat and a little sunblock, and we'll keep some water in the car.

I'll meet you at the Allende Realty office and we'll head out from there. Text me if anything comes up!

Warmly,
Maria

Tip text rewrites itself from the forecast — rain → umbrella, sun → sunblock, cold → a jacket.

Houses you toured today (5)

★

Casa Luna★ 8/10

12345678910

+

7 / 12 photos

★

Casa Jardín★ 9/10

12345678910

+

4 / 12 photos

★

Casa Sollano★ 5/10

12345678910

+

2 / 12 photos

+ Casa Pila Seca and Casa Aldama below… tap any rating to change it.

Follow-up email preview

From: Maria · Subject: The 5 homes we toured today 🏡

Hi Thomas & Linda — what a fun day! Here's everything we saw, with your notes:

★ Casa Jardín — your top pick · 9/10
Loved the light; no parking.

★ Casa Luna — 8/10
Courtyard + casita; dated kitchen.

Casa Sollano 5/10 · Casa Pila Seca 6/10 · Casa Aldama 4/10

Top 3 favorites → added to your report

Want a second look at Jardín or Luna? Just say the word. — Maria

✉ Agent approves before send is on. CasaCRM writes it; your client sees a note from you.

Draft for the Carter family

From: Maria Gonzalez <maria@allenderealty.mx> · Subject: A little SMA update — and a few homes I thought of you for

Hi Thomas & Linda,

Hope you're both doing well — and tell little Johnny happy birthday from us here in San Miguel! 🎉

The next few months are a beautiful time here: the jacarandas are in bloom, the Fiesta de San Miguel is in September, and the town really comes alive. A lovely stretch to be house-hunting.

A few places made me think of you:

• Casa Luna — courtyard casita, walkable to the jardín — $470k
• Casa Jardín — quiet street, gorgeous light — $455k

If a 3-bedroom is still the vision, just say the word and I'll line up showings. And if you'd like to stretch to a 4-bedroom, I can open that up easily — no trouble at all.

Warmly,
Maria

Who's up next

The Carters

🎂 Johnny's birthday

R. Nguyen

💲 Price drop on a favorite

The Whitfields

🏡 1 year in your casa

S. Brooks

🔔 New 3bd match

Old lead: D. Park

☕ Re-engage tire-kicker

Triggers fire on birthdays, anniversaries, price drops, and new matches — so it feels human, not blasted.

🌤 Also included: weather-aware showing reminders

Before every showing, clients get a heads-up with the forecast — umbrella or sunblock. Set it up →

🔗 Also included: the client portal

Each buyer gets a private, branded link to revisit the homes you saved — so you stay top-of-mind, not Zillow. Preview it →

14Closed deals

5.2Avg homes shown / client

7Deals lost

67%Win rate

What's my cost per deal by channel? Which clients are going stale? Best month to list in Centro? How many homes before a client buys? Why am I losing deals?

Deals by source · this quarter

Referral

6

Word of mouth

3

Upgrade/downgrade

2

Walk-in

1

Listing board

1

Social media

1

Spend vs. return

Channel	Spend/mo	Deals	Cost/deal
Referral program	$0	6	$0
Word of mouth	$0	3	$0
Paid social	$900	1	$900
Listing board ads	$250	1	$250

💡 Make more money, spend less time — move budget to what closes.

Why deals were lost

Went with other agent

4

Never found a home

3

Financial issues

2

Decided not to buy

1

💡 4 of 7 losses went to another agent — lock in buyer-rep agreements earlier.

Homes shown per client

5.2Average before they buy

Buyers who closed

5.2

Still searching

8.6

Clients past ~9 homes rarely buy without a fresh strategy — D-iQ flags them.

👩‍💼 Agency mode: an admin can add agents and assistants. Assistants log in and do the work — add clients, build reports — on an agent's behalf.

Members

Name	Role	Works with	Can do	Status
Maria Gonzalez	Agency Admin	—	Everything + billing & team	Active
Diego Rivera	Agent	Own clients	Clients, deals, reports	Active
Sofia Ramirez	Assistant	Maria & Diego	Clients & reports (no billing)	Active
Luis Pena	Assistant	Maria	Data entry & PDF imports	Invited

👑

Agency Admin

Manages the team, billing, and branding. Sees every agent's clients and reports.

🧑‍💼

Agent

Their own book of business — clients, deals, and branded reports under their name.

🤝

Assistant / Helper

Logs in to do the legwork for one or more agents. No access to billing or team settings.

1,240Active listings

86New this week

312In Centro

19Price drops

Scraper command center

Source	Type	Last run	Found	New	Errors	Status
SMA Community Board	community	12 min ago	880	54	0	Healthy
Allende Brokers	broker	1 hr ago	210	18	0	Healthy
CDD Realty site	individual	1 hr ago	96	9	2	2 warnings
Agent Facebook pages	facebook	manual	54	5	0	Agent-assisted

Listings map

•

Sage = active · terracotta = new this week

Community data (from Google)

Category	Count	Show in reports
🍽 Restaurants & bars	164
⛪ Churches	22
🛒 Grocery & services	48
🎓 Schools	31
🤝 Volunteer / outreach	17

Outreach incl. kids, homeless & animal-shelter programs for the relocation-concierge add-on.

38Agents

31Active

4Past due

$6,240MRR

Agents

Agent	Market	Reports	Billing	Status
Maria Gonzalez	sma	23	Current	Active
Jenny Luna	sma	61	Current	Active
Diego Rivera	sma	18	Past due 6d	Grace
Carla Torres	cancun	5	Failed	Suspended
Andre Soto	cancun	0	Trial	Active

Toggle = activate / deactivate login. Stripe webhooks auto-suspend on failed payment; you can override here. Every action is logged.

⭐ Sponsored placements New revenue

Local businesses pay to be featured in agent reports & the community blog

Business	Type	Placement	Fee/mo	Status
The Restaurant	Restaurant	Featured · Centro reports	$300	Active
Lavanda Café	Café	Featured · Centro reports	$250	Active
Bar La Azotea	Bar	Community blog banner	$350	Active
Club de Golf Malanquín	Golf	Featured · all SMA	$250	Pending
Sponsor MRR			$900	+ $250 pending

Featured spots get a ⭐ badge and priority slot in the community section — kept separate from the organic Google rankings and clearly labeled "Sponsored." A clean second revenue stream on top of agent subscriptions.

📡 Content sources central · all markets

Public sites & Facebook pages the AI pulls events, news & images from for the blogs

We respect each source's terms — Facebook pulls use the official API / consented pages, not scraping. Images are auto-credited.

🪪 Client info

ID 4 / 12 received

Their identity docs — passport, driver's license, CURP, RFC. Photographed from the client's phone, no login.

👥 2 people on file → mandatory IDs required for both Thomas & Linda

🛂

Passport Required

Thomas · uploaded Jun 16

Verified

🛂

Passport Required

Linda · uploaded Jun 16

Uploaded

🚗

Driver's license Required

Thomas · not yet received

Requested

🚗

Driver's license Required

Linda · not yet received

Requested

🆔

CURP Required

Thomas · not yet received

Requested

🆔

CURP Required

Linda · not yet received

Requested

📄

RFC Required

Thomas · not yet received

Requested

📄

RFC Required

Linda · not yet received

Requested

🛬

Residency / visa Required

Thomas · not yet received

Requested

🛬

Residency / visa Required

Linda · not yet received

Requested

💵

Proof of funds Required household

uploaded Jun 17

Uploaded

🏠

Proof of address Required household

uploaded Jun 17

Uploaded

💍

Marriage certificate Optional

not requested

Optional

📄 Documents

3 / 5 complete

Digital papers to complete & sign — auto-filled with the Carters' info, then sent for signature.

📑

Buyer representation agreement Required

signed Jun 14 · both parties

Signed

📑

Offer letter — Casa Centro Required

signed Jun 18

Signed

📑

Escrow instructions Required

signed Jun 19

Signed

📑

Disclosure acknowledgment Required

sent · awaiting client

Sent

📑

Closing package Required

draft

Draft

🪪 Client info

ID 6 / 10 received

Owner identity + ownership proof. Sellers need title/lien docs, not proof of funds.

👥 2 owners on file → mandatory IDs required for both

🛂

Passport / ID Required

Robert · uploaded Jun 15

Verified

🛂

Passport / ID Required

Helen · uploaded Jun 15

Uploaded

🆔

CURP / RFC Required

Robert · uploaded Jun 16

Uploaded

🆔

CURP / RFC Required

Helen · not yet received

Requested

📜

Escritura (title deed) Required property

uploaded Jun 15

Verified

🧾

Predial (property tax) Required property

uploaded Jun 16

Uploaded

📋

No-lien certificate Required property

not yet received

Requested

💧

Water bill — paid Required property

uploaded Jun 16

Uploaded

🏠

Comprobante de domicilio Required

not yet received

Requested

🏢

HOA / condo docs Optional

n/a — not a condo

Optional

📄 Documents

1 / 3 complete

Seller paperwork — different from the buyer set. Auto-fills with the Hoffmans & the property.

📑

Listing agreement (exclusiva) Required

signed Jun 12 · both owners

Signed

📑

Seller's disclosure Required

sent Jun 13 · awaiting seller

Sent

📑

Marketing authorization Optional

draft

Draft

📱 What your client sees · no login

Maria Gonzalez · CasaCRM

Upload your documents

Tap each one and snap a photo. Takes 2 minutes.

✓

Passport

Done

📷

CURP

Tap

📷

RFC

Tap

📷

Proof of address

Tap

🔒 Encrypted & private — only your agent can see these.

✒️ CasaSign · built-in e-signIncluded — no per-signature fee

Offer to Purchase

San Miguel de Allende, Gto.

This offer is made by Thomas & Linda Carter ("Buyer") for the property located at Calle Recreo 12, Centro, SMA.

Purchase price offered: $465,000 USD. Earnest deposit: $23,250 USD.

Buyer contact: thomas@email.com · +1 415 555 0142.

Closing on or before: August 15, 2026.

Buyer signature

Sign here

1 · Template

2 · Auto-filled 8 fields

Pulled from the Carters' record — highlighted in the doc.

buyer.name ✓property.address ✓offer.price ✓buyer.email ✓close.date ✓

3 · Sign with

CasaSign Included DocuSign Add-on fee

✅ CasaSign is built in — legally-binding e-signatures at no extra cost (same engine we use in PitchPro & ElectriCRM). Prefer DocuSign? Switch it on as a paid add-on; cancel anytime since ours is included.

Routes to the Carters for e-signature. Signed copy files back automatically.

⚙️ Set each item's audience (Buyer / Seller / Both) and whether it's Required or Optional. CasaCRM routes it to the right person's checklist automatically — and if a profile has 2 people, per-person IDs are requested for both (so 6 ID types → 12 items).

🪪 ID & info checklist

— the identity/ownership docs clients upload

ID / info type	Applies to	Scope	Required
Passport		per person
Driver's license		per person
CURP		per person
RFC		per person
Residency / visa		per person
Proof of funds		household
Escritura (title deed)		property
Predial / no-lien cert		property
Marriage certificate		household

Toggle on = Required (shows in their checklist & counts toward ID x/y). Off = Optional.

📄 Document templates

— the digital papers clients sign (auto-fill + CasaSign)

Template	Applies to	Merge fields	Required
Offer to Purchase		8 mapped
Escrow instructions		6 mapped
Buyer representation		5 mapped
Listing agreement (exclusiva)		7 mapped
Seller's disclosure		4 mapped
Marketing authorization		3 mapped

📄⤵

Drop a blank form here

PDF or Word — we detect the fillable fields & suggest the mapping

🏡 Seller clients get a different hub — their property details, the listing & CMA, showing feedback, and documents.

🏠

Property details

All the listing info — address, price, beds/baths, size, features, photos.

Open property →

📊

Listing & CMA

Their pricing analysis and the branded market report for their home.

Open CMA →

💬

Showing feedback

What buyers said after each showing — interest level and offers.

Open feedback →

📁

Documents

Owner IDs + ownership proof (title, predial, no-lien), plus the listing forms to sign.

🪪 ID 6/10 📄 Documents 1/3

Open documents →

✨ Fill this once — it feeds the listing buyers see, the CMA report, and your inventory. No re-typing.

The basics

Address

Neighborhood / Colonia

Property type

Asking price (USD)

Asking price (MXN)

Status

Size & layout

Bedrooms

Baths (full)

Baths (half)

Levels

Construction (m²)

Lot (m²)

Year built

Parking

Features

Pool Garden Rooftop terrace Views Furnished A/C Fireplace

HOA / maintenance

Predial (property tax)

Title status

Photos

Front

Living

Kitchen

📷 Drop photos

Description (EN)

Your QR

Leads scan → auto-assigned to you → land on your whiteboard.

What it asks (your settings)

Customize per listing or keep a general one. These answers power the AI home match.

Name & contact Home type Price range Bedrooms Neighborhood / area Timeline

Tie to a listing (optional)

Welcome message channel

📱 What the lead sees after scanning

Maria Gonzalez · SMA Realtor

Let's find your home 🏡

Tell me what you're after — I'll start the search today.

Your name

WhatsApp or email

Home type

Budget

Bedrooms

Area

By submitting you agree to be contacted about listings.

✓

New lead → your whiteboard. Sarah Mitchell just scanned your Casa Guadiana sign. Auto-welcome sent on WhatsApp. QR · Casa Guadiana

✦ Found by AI

Casa Guadiana

Casa Las Flores

$640,000 USD

3 bd · 3 ba · pool · 280m²

✦ Found by AI

Casa Centro-adj

Villa Serena

$595,000 USD

4 bd · 3 ba · garden · 310m²

✦ Found by AI

Casa Guadiana

Casa del Sol

$720,000 USD

3 bd · 4 ba · rooftop · 300m²

The agent sees the same matches the moment the lead lands — ready to work with.

🔗 One client, two linked deals. The sale's net proceeds set the budget for the purchase — kept in sync automatically.

🏷️ Selling — Casa San Antonio

Listed · $520k

Under contract · Jul 2

Closes · Aug 8

🔑 Buying — next home

Budget set from proceeds

Touring matches

Closes · Aug 15 (7-day gap)

💵 Net proceeds → buy budget

Sale price

Mortgage payoff remaining loan

Commission ~6%

Closing costs + predial

ISR (capital gains) estimate — confirm w/ notario

Net proceeds$273,800

⚠️ ISR: sellers may owe capital-gains tax, but the primary-residence exemption (venta de casa habitación) often applies. This is an estimate to plan around — your notario/contador confirms the real figure.

🔑 Buying power

Net proceeds become the down payment — this sets what we search for.

Down payment (net proceeds)$273,800

Financing the rest?

Target home budget$685,000

Auto-fed into the buyer-side search criteria.

📥 One thread per client, no matter how they reach out. When a doc lands, file it to their vault in one tap.

TC

The Carters

📷 sent a passport photo

2

RN

Rachel Nguyen

Can we see it Saturday?

1

HB

The Hoffmans

Thanks for the update!

RD

The Delgados

Sounds good 👍

?

+52 415 ••• 0937 New

Hi, saw your sign on Recreo…

Assign

TC

The Carters Buyer

Thomas & Linda · matched on WhatsApp + email

WhatsApp Linda · 9:02

Hi Maria! Here's Thomas's passport for the offer 😊

WhatsApp Linda · 9:02

🛂

passport_thomas.jpg

sent over WhatsApp

⚡ Auto-reply sent

For your privacy we can't keep IDs in chat — I've sent Linda her secure upload link so it files safely. ✅

You · auto · 9:02 WhatsApp

Thank you! 🔒 For your security, please pop that passport in here so it stays private: casa.link/d/carters-x7f2

Email Thomas · 9:14

Done — uploaded both passports to the link. 👍

Email Thomas · 9:15

Also — is the rooftop one still available?

📱 What the client sees when they send an ID over chat

✓ WhatsApp · Maria Gonzalez

🛂passport.jpg

Here's my passport for the offer! 9:02 ✓✓

Thanks so much! 🔒 For your privacy & security, I can't keep ID documents in chat — please upload it through your private, encrypted link instead:

🔗 casa.link/d/carters-x7f2 — Upload securely

9:02

⚡ Sent automatically by CasaCRM

The agent never lifts a finger — and the client gets routed to the secure portal every time, with a reason they accept.

Active5$3.1M listed

Showings this week9across 4 homes

Avg days on market38area avg 52

Offers in2awaiting seller

Active

Casa Guadiana

$590,000 USD

The Hoffmans · 4bd · 3.5ba · 320m²

21Days

6Showings

11Inquiries

1Offers

💬 6 showings · avg interest 7.5/10 · 1 offer

Active

Casa Centro

$465,000 USD ↓ was $489k

M. Ibarra · 3bd · 2ba · 210m²

52Days

3Showings

7Inquiries

0Offers

💬 3 showings · "priced high" twice → price drop applied

Active

Casa Atascadero

$835,000 USD

The Webbs · 5bd · 5ba · 480m²

9Days

4Showings

18Inquiries

0Offers

💬 4 showings · avg interest 8.2/10 · strong start

Coming soon

Casa Ojo de Agua

$520,000 USD

A. Lozano · 3bd · 3ba · 260m²

—Days

0Showings

5Saved

0Offers

📸 Photos & CMA pending · goes live Jun 25

Pending

Villa San Antonio

$720,000 USD

The Reyes · 4bd · 4ba · 360m²

29Days

8Showings

14Inquiries

2Offers

✅ Under contract · closing Aug 20

Sold

Casa Balcones

$610,000 USD

The Whitfields · 4bd · 3ba · 300m²

34DOM

7Showings

98%of ask

MayClosed

🎉 Closed at $598k · 98% of asking

Sold

Loft Aurora

$340,000 USD

D. Park · 2bd · 2ba · 150m²

19DOM

5Showings

101%of ask

AprClosed

🎉 Closed over asking · multiple offers

Each listing is also a seller deal on your whiteboard — same home, two views.

📱 Scanned at the showing — viewer or their agent fills it

Casa Guadiana · SMA

How was the home? 🏡

30 seconds — it helps the sellers a lot.

Overall interest (1–10)

Price feels…

A deal About right A bit high Too high

Any concerns?

📤 Sends to the Hoffmans automatically every Friday (or on demand) — showings, feedback, and what you're doing about it. Keeps sellers calm and informed.

Showings (2 wks)62 this week

Avg interest7.5out of 10

Online inquiries11+4 this week

Offers1under review

Showing log & feedback

Jun 18

8/10 Loved the light & kitchen. 2nd bath felt small. Price “about right.”

Jun 16

7/10 Great outdoor space. Wanted more parking. Price “about right.”

Jun 14

9/10 Couple relocating — very interested, requested a 2nd visit. 👀

Jun 12

6/10 Liked location, felt price “a bit high.”

What the feedback says

👍 Strengths: natural light & kitchen mentioned in most showings — leaning into these in the listing copy.

⚠️ Recurring: 2nd bathroom / parking noted twice — worth addressing in showings.

💲 Price read: mostly “about right,” one “a bit high.” No drop needed yet — re-check after 2 more showings.

Summary auto-written from the questionnaire responses — agent reviews before it sends.

💬

WhatsApp Business

Connected · +52 415 ••• 0210 (dedicated business line)

✓ Connected

✉️

Email (Gmail)

Connected · maria@allenderealty.mx

✓ Connected

📅

Google Calendar

Sync showings, closings & follow-ups

✒️

CasaSign · built-in e-sign

Included — legally-binding e-signatures, no per-signature fee

✓ Active

✒️

DocuSign Optional · add-on fee

Only if you prefer it — CasaSign already covers e-signing. Cancel anytime.

💡 WhatsApp tip: use a dedicated number (not your personal WhatsApp) — a cheap second eSIM works. It becomes the number on your signs, QR codes & cards. Setup is one approval via Meta.

📊 Asking $720k. Compare not just price — financing, contingencies, and timeline change what's really best for your seller.

⭐ Strongest · The Carters

Offer$705,000

FinancingCash

Deposit$70,500

ContingenciesNone

Close30 days

Net to seller~$662k

B. Nguyen

Offer$715,000

FinancingMortgage 80%

Deposit$35,000

ContingenciesInspection, loan

Close55 days

Net to seller~$671k

M. Flores

Offer$690,000

FinancingCash

Deposit$69,000

ContingenciesSale of home

Close45 days

Net to seller~$648k

Highest price isn't always best — the cash, no-contingency offer nets nearly the same and closes in half the time.

5 of 9 steps done56%

Closing checklist

✓

Offer accepted

Jul 21 · $705k cash

✓

Earnest deposit received

Jul 23 · $70.5k in escrow

✓

Inspection

Jul 28 · minor items noted

✓

Appraisal / valuation

Aug 1 · came in at value

✓

Title review (certificado de libertad de gravamen)

Aug 5 · clean, no liens

●

Notario — escritura in process

In progress · Lic. Hernández · expected Aug 14

6

Funds transfer arranged

Pending

7

Final walkthrough

Pending · target Aug 19

8

Closing & keys 🔑

Target Aug 20

Mon 22

Tue 23

Wed 24

Thu 25

Fri 26

Sat 27

Sun 28

22

9a Follow-up · Ellis

3p Showing · Carters

23

11a Showing · Nguyen

24

10a Showing · Carters

2p Call · Hoffmans

25

Listing goes live · Ojo de Agua

26

Seller reports auto-send

27

12–3p Open house · Guadiana

28

Showing Follow-up Open house Closing

Today

Send the Carters their offer to signDue 2p

Call Hoffmans with showing feedbackSeller

Chase no-lien cert · Villa San AntonioClosing

Confirm 3p showing with CartersDone

This week

Finish photos + CMA for Casa Ojo de AguaJun 25

Prep open house · Casa GuadianaJun 27

Review Delgados net sheet → set buy budgetSell→Buy

Send Ellis 2 new matches (nurture)Nurture

Tasks auto-created from deal stages, showings, and closing steps — not just manual.

Earned YTD$72,00012 closings

Pending (pipeline)$38,600weighted

Avg per deal$6,000net to you

Projected 2026$118kat current pace

$72k of $120k commission goal60%

By deal

Deal	Sale price	Rate	Gross	Split	Net to you	Status
The Whitfields	$540,000	3%	$16,200	50%	$8,100	Paid
Loft Aurora	$340,000	3%	$10,200	50%	$5,100	Paid
Villa San Antonio	$705,000	3%	$21,150	50%	$10,575	Pending close
Sandra Brooks	$400,000	3%	$12,000	50%	$6,000	Under contract

💵 The numbers

Cash for down payment

Down payment %

Annual income (USD)

Interest rate %

Term (years)

Estimate only — buyers confirm with their lender. Many SMA purchases are cash or foreign-financed.

🏡 What they can shop

Target home budget$500,000

Est. monthly payment$2,927

Loan amount$350,000

Feeds straight into their search criteria — same engine as the Sell→Buy budget.

✦

New lead — Sarah Mitchell scanned your Casa Guadiana sign. AI matched 3 homes to her portal.

2m

📩

Offer received — $705k cash on Villa San Antonio.

1h

🏠

New listing match — 3bd in Centro under $500k matches the Carters' saved search.

3h

↓

Price drop — a home the Ellis family favorited dropped $20k.

5h

📄

Document uploaded — Linda Carter uploaded her passport via the secure link.

Yesterday

🎂

Nurture moment — it's the Whitfields' 1-year casa anniversary. Auto-draft ready to review.

Yesterday

🤝 Relocating buyers ask "who do you trust for…?" constantly. Keep your list here and share it — looks polished, saves you re-typing.

🏦

Lender / mortgage

Intercam — cross-border & foreign-buyer loans. ★ 4.8

Share with client →

🔎

Home inspector

SMA Home Inspections — bilingual reports. ★ 4.9

Share with client →

⚖️

Notario

Lic. Hernández — Notaría 7, handles foreign closings. ★ 5.0

Share with client →

🏷️

Title / escrow

Stewart Title México — secure escrow. ★ 4.7

Share with client →

🛡️

Insurance

Qualitas Hogar — homeowner & title insurance. ★ 4.6

Share with client →

🔧

Contractor / remodel

Taller Casa — renovations & maintenance. ★ 4.8

Share with client →

Next up · Casa Guadiana

Sat Jun 27 · 12–3pm

Pre-registered8

Sign-ins (last OH)14

Leads created6

How it works

1

Visitors scan the QR at the door

Name + contact + what they're after

2

Each becomes a lead on your whiteboard

Tagged source: open house · this listing

3

AI matches them homes instantly

Auto-welcome on WhatsApp

4

Feedback rolls into the seller report

Sellers see the turnout & reactions

The CRM & client-report studio built for real estate agents

You're re-typing the same client into five systems

Everything an agent juggles, in one place

Pipeline whiteboard

Drag-drop client import

Branded CMA reports

Community guide

Referral credits

Simple billing

From new buyer to a report they'll love

Add the buyer

Build the report

Brand & send

Track the deal

Start your free trial

Welcome back

Good morning, Maria

🏷️ Your listings · seller side

2026 closed-volume goal

Pipeline value by stage

Closed volume · 2026

Recent reports

This week

Clients

The Carters · Thomas & Linda

Profile & contacts

Homes & search

Tour

Reminders

Recap

Reports

Documents

Messages

Affordability

Client portal Auto Nurture

The Carters · profile

Primary contact

Partner

✨ Private AI brief For your eyes only · KYC

Settings

Deal Info

Marketing

Billing

Credits & referrals

Team

Document Templates & IDs

Connect channels

Trusted vendors

Profile & branding

Deal Info

🎯 Your 2026 goal

📅 Goal history

🏷 Lost-deal reasons

Marketing

📣 Marketing channels & spend

📝 Auto-Blog Included with Auto Nurture · $30/mo

Community Blog

This Season in San Miguel: Día de Muertos, Live Music & 3 Neighborhoods to Watch

Recently published

New client

Pipeline whiteboard

Build a CMA report

Comparable listings

Community section

Report settings

Credits & referrals

Your credit balance

Where your credits came from

Referral activity

Billing

Plan

This month

Account status

Your branding

Profile

Photo

This report is private

Maria Gonzalez

Your search

Comparable listings