Technology That Gives You a Competitive Edge
Everything You Need to Work Faster, Smarter, and More Efficiently
Our tech stack brings together the best platforms in real estate to help you streamline your workflow, stay organized, and deliver a high-quality experience to your clients. These tools support communication, marketing, lead management, and transactions, giving every agent the systems they need to grow confidently.
Slack keeps our entire team connected in real time. Agents can quickly ask questions, share updates, and access resources without sorting through long email threads. Organized channels help you stay focused on what matters—listings, marketing, lead generation, and team communication—so collaboration stays simple and fast.
Dotloop brings contracts, compliance, and digital signatures into one streamlined platform. It simplifies the entire transaction experience, letting you manage documents, collect signatures, and track progress from anywhere. Less paperwork, fewer delays, and a smoother path from contract to close.
Microsoft 365 gives our agents access to professional email, cloud storage via OneDrive, and essential tools like Word, Excel, and PowerPoint. Everything syncs across devices, making it easy to collaborate, organize documents, and communicate with clients while keeping your data secure.
Follow Up Boss is a real-estate-specific Customer Relationship Management (CRM) system designed to organise your leads, streamline follow-up tasks and track client interactions all in one place. What this means for our agents: all your leads and contacts are managed effectively, automated workflows help you stay on top of communication, and you can focus on building relationships rather than keeping spreadsheets.
SISU acts as our performance dashboard and business tracker. It helps agents monitor key metrics, follow their pipeline, and stay accountable to their goals. Automated workflows and clean reporting make it easier to understand your numbers and make decisions that move your business forward.
Ylopo is a cutting-edge digital marketing platform built for real estate professionals. It uses AI-driven tools and high-conversion IDX websites to generate both buyer and seller leads, integrate with your CRM and nurture prospects until they’re ready to convert. For our agents that means: fewer cold calls, more engaged leads, and a branded site that keeps potential clients coming to you. Ylopo handles ad campaigns, IDX site traffic and lead follow-up so you can focus on closing rather than chasing.
The “Current Agents” section of this website - Our agent resource center is a constantly evolving library designed to support you in every stage of your business. You’ll find tools for buyers and sellers, marketing materials, AI guidance, lead systems, scripts, videos, online training, vendor resources, contract support, and much more. The platform is updated regularly to give you fresh, practical assets that help you work smarter and serve your clients with confidence.
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If CrossView aligns with your values and you want to gather more information about us, please click the link below to request a meeting.