Estate Trio
Open house management and agent training for real estate teams
About This Project
Running open houses still means paper sign-in sheets and scattered follow-ups for most real estate offices. Estate Trio replaces that with a digital platform purpose-built for how agents and brokers actually work.
Visitors sign in via QR code at open houses, automatically capturing their contact information. The platform then triggers automated follow-up messages, so no lead slips through the cracks. Agents and brokers get real-time dashboards showing visitor traffic, engagement metrics, and lead activity across all their events.
Beyond open houses, Estate Trio includes a full training and development system. Brokers can build a centralized training library with courses, track agent completion and engagement, and keep their team developing — all from the same platform.
What It Does
- QR code open house sign-ins
- Automatic visitor information capture
- Automated follow-up messaging
- Agent training library and course management
- Training completion tracking for brokers
- Reporting dashboards and visitor analytics
Project Details
- Industry
- Real Estate
- Users
- Agents & Brokers
- Focus
- Open Houses & Training
- Key Benefit
- Every Visitor Captured
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