A CRM Built for How
Agents Actually Work
Manage every contact across the full deal lifecycle. From the first lead call through closing day, your contact database stays in sync with every transaction, offer, and agreement you touch.
Four categories.
One organized database.
Generic CRMs give you custom fields and leave the structure to you. PREP ships with the four contact types every agent already uses.
Leads
LeadsAnyone in your pipeline who has not yet hired you. Leads get extra fields specific to prospecting: lead type (buyer or seller), lead source (referral, open house, social, etc.), timeline, and price range. These fields help you prioritize follow-up and understand where your business is coming from.
- Lead type: buyer or seller
- Lead source tracking
- Timeline and price range
- Convert to Client when hired
Clients
ClientsPeople who have hired you. Clients are attached as participants on your active transactions, offers, and agreements. When a lead signs a buyer broker agreement or listing agreement, you convert them to a client and link them to the deal. Every interaction stays connected.
- Linked to transactions and offers
- Participant in active deals
- Full activity history
- Promoted from Lead on hire
Professionals
ProfessionalsThe lenders, attorneys, inspectors, and other agents you work with regularly. Professionals are participants on your deals too. When you send a transaction to the lender or add the listing agent on the other side, you pull from your professionals list. Build your network once, use it deal after deal.
- Lenders, attorneys, inspectors, agents
- Added as deal participants
- Linked to their company
- Reusable across multiple deals
Vendors
VendorsTitle companies, escrow officers, home warranty providers, and anyone else who supports your transactions. Vendors belong to their organizations, and you can pull them into deals as participants when needed. Stop re-entering the same title rep on every contract.
- Title, escrow, home warranty
- Attached to their company
- Available as deal participants
- Contact history per vendor
Real estate contact management,
not adapted from something else
Every capability in PREP's CRM was designed around how agents actually use a contact database, not retrofitted from a SaaS sales tool.
CSV Import
Bring your existing contact list with you. Export from your current CRM or spreadsheet, map the columns, and your contacts are in PREP. No manual re-entry, no lost data.
Company Management
Contacts belong to organizations. Link a lender to their bank, a title rep to their company. When you search for a contact, you find the person and know exactly where they work.
Complete Activity History
Every interaction with a contact is logged. Every deal they appear on, every note added, every status change. The next time you talk to someone, you have full context in one place.
Lead Tracking
Leads get fields that matter for prospecting. Source, type, timeline, price range. Filter and sort your pipeline to focus on the contacts closest to a decision.
Contact-to-Deal Linking
Add any contact as a participant on a transaction, offer, or agreement. Buyers, sellers, lenders, attorneys, and agents all flow from your contact database onto your deals.
Team Contact Database
On team plans, contacts are shared across your workspace. An agent adds a lender once, and the whole team can find and add that lender to their deals. No duplicate contact records.
From lead to client,
nothing gets lost
Most agents lose track of contacts when they move from prospect to active deal. PREP keeps everything connected at every stage.
Lead enters your database
A new contact comes in through any channel: referral, open house, social media, or a website form. You create them in PREP as a Lead and fill in what you know: lead source, type, timeline, price range. They are now tracked and searchable.
Lead source, type, price range, timeline captured at creation.
Qualify and attach to a deal
As you work the lead, you add notes and track activity. When an offer is written or a listing is signed, you attach the contact as a participant on that transaction or agreement. The contact is now linked directly to the deal.
Contact added as participant on transaction, offer, or agreement.
Convert to Client, close the deal
Once they hire you, convert the lead to a Client. The category update flows through to every deal they are attached to. When the transaction closes, the full history and every interaction stays on their contact record.
Category updates across all linked deals. Full history preserved.
Why agents choose PREP
over other options
There are a lot of ways to manage contacts. Here is what makes PREP different from the alternatives most agents try first.
vs. Spreadsheets
The problem
A spreadsheet contact list has no concept of a deal. You end up with a tab for contacts, a tab for transactions, and a tab for notes, and the connection between them lives in your head. One wrong sort and rows get mixed up.
PREP's approach
In PREP, contacts are linked directly to their deals. Click on a contact and see every transaction they are on. Click on a transaction and see every participant. The relationship is structural, not manual.
vs. Generic CRMs
The problem
Salesforce and HubSpot are built for software sales teams. You end up creating custom fields for things every agent needs: lead type, lead source, price range, timeline. The CRM does not understand that a contact can be a buyer on one deal and the neighbor on another.
PREP's approach
PREP treats real estate contacts as real estate contacts. Lead fields are first-class. Participants are built into the data model. You do not configure your way into the right structure: it ships that way.
vs. Separate Tools
The problem
Keeping your CRM in one app and your transaction management in another means you maintain two contact databases. Every new lender gets entered twice. When a deal falls through, the CRM does not know.
PREP's approach
One contact database powers both your CRM and your deal management. The lender you add to your contacts is the same one you pull as a participant on a transaction. One entry, consistent everywhere.
See what else PREP can do
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your contacts?
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