Your whole business. One login. Included.

SimpleAgentRE puts your clients, follow-up, transactions, forms, e-signatures, commissions and marketing in one place. Every L4 Property Group agent gets the full platform on every plan, flat-fee or 75/25, at no extra cost.

~200
TREC and Texas REALTORS® forms, pre-filled
1 upload
turns a signed contract into a fully dated deal
Auto
Just Listed and Just Sold posts from your photos
$0
extra. Included on every L4 plan

Client Database

Every client in one file: notes, deals and follow-up plan together.

  • Add clients with phone, email, spouse or co-buyer, type, status, address, birthday and lead source
  • Import from a spreadsheet: match columns, preview, import
  • Filter by Leads, Active, Listed, Under Contract, Closed or Not on a plan
  • Unsubscribed clients flagged and protected automatically

Automated follow-up

Timed plans of texts, emails, calls and tasks that run while you work.

  • Plans start from today, or from the close date for past clients
  • A suggested plan for every client
  • Emails send in your name about 30 minutes after they’re due; replies come to you
  • A 7-day reminder bar with Text, Email, Call, Done, Skip and Snooze

Client resources

Professional guides ready to send or print.

  • Buyer’s Guide, Seller’s Guide and Monthly Market Update
  • Your IABS, already filled in with your details
  • Send as secure links by email or text; the portal remembers each client’s preference
  • Open or print any guide from the top bar

Transaction Manager

Every listing and buyer deal with its checklist, documents, photos and dates.

  • Upload a contract or listing agreement and the deal fills itself in
  • Stage checklists with documents filed line by line
  • Broker document review with notes sent back to you
  • Buyer Search tracks buyers before contract, then becomes their purchase
  • Multiple deals per client, all connected in one file

Client reminders

Never let a client miss a deadline.

  • “Remind client” on every dated checklist item
  • Ready-written messages with the deal’s amounts, title company and date
  • Written for your client’s side of the deal; edit and send by email or text
  • Every reminder noted on the client’s record

Forms Center

About 200 TREC and Texas REALTORS® forms, pre-filled.

  • Transaction templates: Residential Listing, Buyer Representation, Commercial Purchase and more
  • Fill & Review: every form, every blank, one screen
  • Calendar date pickers and split-date filling
  • Add your own PDFs to any set
  • TXR forms for Texas REALTORS® members; TREC forms for everyone

E-signature

Signing built in. No separate subscription.

  • Place signature, initial and date boxes for each signer
  • Clients sign on any phone
  • Automatic signer reminders; you’re nudged on days 1, 3 and 5
  • Resend, change email or void any request
  • Certificate of Completion, and signed copies filed to the deal

Commissions & Pipeline

Know what you’ve earned and what’s coming.

  • Commission sheets start at your plan’s split or flat fee
  • Referral fees and deductions handled
  • Broker-signed CDA ready to send to title
  • Pipeline by stage with GCI, net-to-you and monthly reports

Calendar

Your events and every deal deadline in one view.

  • Earnest money, option, survey, inspection and closing dates added automatically
  • Check a date off and it’s done in the deal too
  • Repeating events and coworker invites
  • Remind clients right from day or week view

Marketing tools

Content and analysis without another app.

  • Automatic Just Listed, Under Contract and Just Sold posts from listing photos
  • Social Media Post Generator that writes from what’s in the photo
  • AI-assisted CMA Tool
  • Seller Net Sheet
  • Preferred Vendors list of inspectors, lenders and title companies

Teams

Built for team leaders, too.

  • Team leaders see and work their members’ clients and transactions
  • Associate brokers review the documents of agents they supervise
  • Roles and access set by the brokerage

Anywhere access

Your business in your pocket.

  • Add to Home Screen and it opens like an app
  • Clients sign, read guides and get reminders on their phones
  • Built-in Help Center with step-by-step guides on every screen

The tools it replaces

Most agents piece these together from separate subscriptions and logins. At L4 they come in one platform, included with your plan.

CRM and drip campaignsClient Database and automated Follow-Up Plans
Transaction managementTransaction Manager with contract auto-fill and checklists
Forms softwareForms Center with ~200 pre-filled TREC and TXR forms
E-signatureBuilt-in Send for Signature with automatic reminders
CMA softwareAI-assisted CMA Tool
Social media contentAutomatic listing posts and the Post Generator
Client email newslettersMonthly Market Update sent through your plans
Commission tracking and reportsCommission sheets, CDAs and Pipeline reports

See it with your own listings

Book a call and we’ll walk you through SimpleAgentRE, then show you what you’d keep on each L4 plan.