Follow up without hunting through tabs.
Leads, notes, tasks, buyer needs, and message drafts stay close together so agents can answer faster and look prepared.
Brokerage Dashboard puts leads, follow-up, buyer notes, listing notes, and marketing help in one place. Nelson is the built-in helper that keeps the next move from getting buried.
If your leads, notes, website forms, and follow-up are living in five different places, this is worth a look.

Terri is helping keep the agent version grounded in real life: real leads, quick follow-up, and a website that makes an agent look buttoned up without adding more busywork.
The whole point is simple: help agents and brokers see what needs attention before the lead, buyer, listing, or promise gets stale.
Leads, notes, tasks, buyer needs, and message drafts stay close together so agents can answer faster and look prepared.
Brokers can spot overdue follow-up, loose ends, and office opportunities without turning every agent into a spreadsheet.
Website forms, agent pages, and lead handoff should feed the workday instead of creating another inbox nobody wants to babysit.
These are current app screens from a sample brokerage account. The names are realistic, but the data is safe demo data.
Today starts with one obvious moveAgents open the day, see Nelson's nudge, and know where to start without digging through menus.
Follow-up stays visibleLeads, promises, tasks, and buyer needs stay in one list with plain next steps.
People do not disappear into the databaseLeads, buyers, sellers, and clients stay easy to find, with the useful notes close by.
Managers can keep it simpleBranding, website setup, and what agents can see stay in one plain-English settings area.Brokerage Dashboard is not trying to replace every real estate tool you already use. It gives the team a clearer place for leads, follow-up, marketing help, and the day-to-day stuff around those tools.
Agent pages, listing pages, lead forms, and cleaner handoff from the public site into the workday.
Contacts, buyer needs, follow-up tasks, shared notes, and the loose ends that need somebody's attention.
Next-move nudges, marketing drafts, buyer/listing match help, and simple reminders that keep the right work in view.
Tell us a little about your brokerage or team and the first workflow you want to improve. Someone from 5ox Creative will follow up personally, confirm whether the product is a good fit, and help qualified customers get set up. Your request will be credited to Terri Chadd.
An eligible Brokerage Dashboard software subscription must be completed by October 1, 2026 at 11:59 p.m. Central to receive 30% off that eligible software subscription for life. A request does not reserve the rate. Software only; exclusions apply. The offer is not transferable or stackable.