Live Demo Walkthrough

From IDX inquiry to visible follow-up.

This page shows the commercial launch path: use a proven IDX provider for live MLS search, then use Brokerage Dashboard to capture the lead, connect buyer activity, assign follow-up, and give the broker visibility.

View Demo ListingsOpen Buyer AccountStaff Lead Inbox
1
Visitor searches homesIDX handles live MLS search on the public site. WordPress and Divi carry the brand experience.
2
Inquiry enters the DashboardYour IDX provider, Zapier, or lead service can send the inquiry into the protected lead connection.
3
Buyer activity creates contextBuyer accounts, saved listings, saved searches, and alerts add signals the office can actually use.
4
Follow-up stays visibleTasks, status, source, activity, and broker reporting keep the next step from disappearing into inbox archaeology.
What to show first

The demo is about ownership after the lead arrives.

Do not pitch this as a full native IDX replacement yet. The point is cleaner handoff: the search vendor can do the MLS search, while Brokerage Dashboard owns the office workflow around the inquiry.

Public website layer

Listings, agent pages, lead forms, Divi presentation, and IDX compatibility give the public site a cleaner front door.

Lead and buyer layer

Leads, buyer accounts, saved searches, alert activity, and source labels help agents understand who needs attention.

Broker visibility layer

Follow-up tasks, dashboards, reports, and activity history help the office see what is moving and what is stuck.

Public experience

Start where an agent or buyer would start.

These demo listings are not MLS data. They show how the WordPress-side listing and lead workflow can look while a real launch site uses a licensed IDX provider for live property search.

[brokerage_portal_listings limit="3" show_search="yes"]
Use the visible listing and lead form experience to explain the public website story, then move into the secure dashboard to show lead source, status, activity, and follow-up.
Lead capture

Capture interest without losing the handoff.

The same lead workflow can accept standard website leads today and IDX/vendor leads through the token-protected intake bridge.

[brokerage_portal_lead_form]
Buyer account layer

Saved searches turn anonymous interest into office context.

A buyer account can save listings, save searches, choose alert preferences, and create activity the office can see from the lead detail screen.

Buyer saves searches

Saved searches and alert preferences help agents understand demand instead of guessing from one form submission.

Broker sees activity

The office can see saved listings, saved search demand, and buyer activity tied back to the lead.

Follow-up becomes a task

Managers can assign next steps directly from a lead so the handoff is not trapped in email or text messages.

Next move in the demo

Open the staff side and show the office view.

After this page, log in as the demo manager and open the Leads screen. Show source, status, buyer activity, follow-up tasks, saved-search demand, and dashboard visibility.

Open LeadsOpen Dashboard