How it works
Five steps to working your sphere and keeping more of what you earn.
- 1
Connect your contacts
Connect your Google account and your sphere imports automatically. No CSV, no manual entry.
- 2
Classify: A, B, C, or D
Tag each contact: A (hot/active), B (warm, 6–18 months), C (cold/acquaintance), D (dormant). Takes about 20 minutes for a 500-person sphere.
- 3
Work Today — 5 touches a day
Every day, Today shows you five contacts due for a check-in. An AI draft is ready to personalize and send. Log the touch when done. That's it.
- 4
Track deals in the pipeline
Add listings and contracts as they happen. Parties link to your contacts, keeping your relationship context in one place.
- 5
Profit First: every commission allocated
When a deal closes, your commission is automatically split into Profit, Owner Pay, Taxes, and Operating Expenses. Your First Property Fund grows with every deal.
Add to your home screen
REI Agent works best as a home screen app — full screen, fast, no browser chrome.
iPhone (Safari)
- 1. Open in Safari
- 2. Tap Share (square + arrow)
- 3. Add to Home Screen
- 4. Tap Add
Android (Chrome)
- 1. Open in Chrome
- 2. Tap three-dot menu
- 3. Install app / Add to home screen
- 4. Tap Add / Install
First month free. No credit card.