A private client and transaction database built around the way The Ketzner Group actually works.
Your personal database and production snapshot.
Team production, profitability, fees, and year-over-year performance.
Closed transactions based on closing date.
Compared with the previous year.
Private transaction expenses recorded for the selected year.
Closed business by representation type.
Open opportunities across the team right now.
Closed units, volume, GCI, team net, and fees by month.
| Month | Units | Volume | Trend | GCI | Team Net | Fees |
|---|
Closed production for the selected year, ranked by volume.
| Team Member | Units | Volume | GCI | Agent Net | Team Split | Team Net |
|---|
Your people, ownership, and production at a glance.
Click a team member to view their production and pipeline.
One record per household or company.
Open house, sign call, land and other early-stage leads that are not yet clients.
| Lead | Status | Priority | Source | Agent | Phone | Added |
|---|
Your daily personal, client-care, and transaction task list.
| Task | Category | Assignee | Priority | Due Date | Status |
|---|
Start a workflow, grab a resource, or check something you recently submitted.
The core workflows agents use most often.
Useful tools from the team resource site, all in one place.
Open the team’s preferred contractors and service providers.
Launch the buyer-focused McCaffree-Short app.
Check whether a property falls within a USDA-eligible area.
Search FEMA flood maps and flood hazard information for a property.
Search public contact and address information with FastPeopleSearch.
See what was sent without digging through another screen.
Select the state, then choose the county you want to search.
A clear view of the goals, priorities, and performance expectations established for each agent.
Goals and expectations will appear here once they are published.
Track the weekly activities that create conversations, relationships, opportunities, and production.
Doorstep gift campaigns for your A & B relationships.
Check each household off as you deliver.
Remaining mapped stops.
Team meetings, events, trainings, and important dates — all in one place.
Something broken, awkward, missing, or just not as good as it could be? Send it here.
Curated Buyer and Seller document structures. Templates can pull forms from any master library.
Master source forms stay separate from Buyer and Seller templates so one master can be reused anywhere.
Choose the original 337-page MLS Residential PDF. The CRM splits it into the 75 indexed master forms and securely uploads each PDF to its matching library record.
For the 7-page packet: page 1 imports the 2026 Planning Calendar and pages 2–7 import the REAL Affiliated Business Disclosure.
Organization-wide signing packages, completion status, signer progress, and Drive delivery.
| Package | Status | Signers | Drive | Updated | |
|---|---|---|---|---|---|
| Loading signing activity… | |||||
Saved team form submissions.
| Submitted | Form | Property | Agent | Key Detail | Notification |
|---|
Launch the seller workflow before the home hits the market and keep everything tied to one transaction through closing.
Submit prior to holding an open house so the marketing post can be created and scheduled.
Send Brittany the photos and details she needs to create a closing-day social post.
Submit as soon as an active opportunity moves under contract or into a pending stage.
Build a clean CSV from the Connected Database, Leads, Transactions, Task Hub, or workflow forms. Choose the agents, filters, fields, and row format you need.
Work through every bank and credit-card account for the selected month.
| No. | Account | Statement Ends | Catching Up / Organizing Transactions |
Reconciling Statements |
Statements Downloaded |
Statements Attached |
|---|
Checkboxes and statement ending-day changes save automatically.
A simple operating checklist for keeping the CRM reliable, secure, and inexpensive as new integrations are added.
Secure server-side connection for syncing Connected Database contacts and A/B/C/D levels.
A/B homeowner sync only. Each household member keeps their own email and phone while sharing the household property address.
Use this before connecting any new external platform to the CRM.
Control your team, workflows, integrations, and database experience.
Manage team members and see who has activated their Google Workspace CRM login.
Admin templates are private to Admins. Agents can create and use their own personal templates.
{{client_name}},
{{first_name}},
{{agent_name}},
{{agent_email}},
{{mailing_address}},
and {{seller_home_info_url}}.
| Template | Active | Sort |
|---|
Signatures are stored separately for each team member and automatically added when that person sends a CRM email.
Gmail sends form notifications and Drive stores CRM files and Open House photos.
One secure Google connection used by background CRM automations. Agents do not need Google connected in their browser for these actions.
Secure OpenAI connection used for the email composer’s Polish, Shorten, Warmer, Professional, Grammar, and Custom tools.
Manage the labels and options used throughout the CRM without taking up the whole page.
Used by Clients and Leads.
| Name | Sort | Active |
|---|
Connected Database status labels.
| Code | Name | Sort | Active |
|---|
A/B/C/D relationship labels.
| Code | Name | Sort | Active |
|---|
Statuses available in Leads.
| Code | Name | Sort | Active |
|---|
Private Super Admin recycle bin for deleted clients, leads, and transactions.
Manage every deal, property, and closing in one place.
| Property Address | Client(s) | Type | Status | Agent | Sale Price | GCI | Closing Date |
|---|
Automatically compiled from cooperating agents and brokerages on your transactions.
| Agent | Brokerage | Contact | Deals | Most Recent |
|---|
| Brokerage | Agents | Deals | Most Recent |
|---|
Select one or more people.
Choose the person on this client account.
Log the result so the client activity stays up to date.
If you sent it, we’ll mark this task complete.
Prepare, assign, and send this document without leaving the transaction.
You made changes to this document that haven't been saved yet. What would you like to do?
We matched the people and known CRM data for this transaction. Apply it now, then make any final changes directly on the document.
Review the recipients, then send each signer their secure signing link. After you click send, the CRM returns you to Documents while delivery finishes smoothly in the background.
What would you like to do with the staging guide?
Create a fresh A & B snapshot for a new gift campaign.
Apply your signature directly without sending yourself an email.
Your initials will still use the initials shown above.