Jordan Avery
Buyer · Frisco 75034 · $550K–$700K · 4 bd
One complete real estate system
One system for every lead, client and transaction
Stop juggling disconnected platforms to manage one client and one deal. PulseHubCo automates every stage, from lead, CMA and transaction to e-signature, Disbursement Authorization and accounting. Information entered once flows through to the next step, so there's no retyping, fewer mistakes, and much less time spent on data entry.
- Lead routing, automatic CMA and transaction workflows
- E-signature, Disbursement Authorization and double-entry accounting
- Referral management with its own DA, plus client, vendor and agent portals
Lead Command CenterLive
New
- Captured from the website form
- Routed to Ava M. by round robin
- Ava accepted · first text sent
- Nurture step 2: new listings that match
- Showing booked · status Contacted → Showing
- Client → transaction → commission → ledger
41sto first touch
100%leads assigned
1record, start to close
Illustration. The names and times are examples.
One complete system
A system like no other
One record runs from start to finish. Most offices run one client and one deal across a CRM, a CMA tool, transaction software, an e-sign app, a commission spreadsheet and accounting software. Every handoff means typing the same details again, and every retype is a chance for a mistake.
Today: disconnected platforms
- CRMEnter name, phone, email
- CMA toolEnter the address again
- Transaction softwareEnter parties, price, dates again
- E-sign appUpload, re-add signers
- Commission spreadsheetRetype price, splits, fees
- Accounting softwareRe-key the deposit and payout
- Texts & emailChase updates from everyone
Same client, entered 6 or more times. Each copy can drift from the others.
PulseHubCo: entered once, used everywhere
Jordan Avery · 4512 Ridgecrest Dr
- LeadCaptured once
- ClientConverted, history kept
- CMAStarts from the address
- TransactionParties & dates prefilled
- E-signatureSigners already known
- Disbursement AuthorizationFrom the commission lines
- AccountingPosted with the deal attached
- PortalsClient, vendor, agent updates flow back
- Or refer outReferral Agreement, partner portal, referral DA
- No repeated entryEach detail is typed once and carried forward
- Fewer mistakesOne source of truth, not seven copies
- Less time on data entryAutomation fills in each next step
Product tour
From first lead to the books on one record
Click through the eight steps a deal takes in PulseHubCo. Each step starts from the record the last one built, so nobody types it in again.
Every lead lands in one place with its context
- Website forms, Facebook and Google leads, CSV imports and webhooks
- Round-robin or source-based routing with accept-or-reassign windows
- Text, call and email from one timeline, plus AI nurture for later buyers
The client record keeps everything from the lead
- Converting keeps the source, notes and full communication history
- The buyer representation agreement goes out for electronic signature
- One click starts the transaction with the people and property already filled in
The CMA starts on its own
- Add an address to a deal and a CMA starts automatically
- Comps come from the MLS your brokerage subscribes to, using your own credentials
- Comps can refresh in the background and are saved to the transaction
Deadlines, tasks and reminders build themselves
- Milestones come from the contract's dates and sync when the forms change
- Tasks go to the buyer, seller, agents, title, lender or inspector
- Workflows send reminders before a deadline and alert the broker when a task is at risk
Signatures happen in the same place as the deal
- Signers use a secure link with no account or login needed
- Track each request as sent, partially signed or signed
- Download the signed PDF right from the deal
The Disbursement Authorization builds itself from the deal
- Becomes available once the deal is under contract or pending to close
- Commission lines, splits and referral fees come straight from the record
- Send it to title as a PDF; voiding needs a reason and keeps the history
Money gets recorded with the deal attached
- Double-entry journal entries post as bills are paid and payments come in
- The trust and escrow ledger tracks deposits and disbursements and reconciles against the GL
- AP, AR, bank accounts, agent earnings and month-end close in one place
Everyone updates the deal from wherever they are
- Clients see progress, chat with you, upload documents and sign from a secure link
- Lenders, title, inspectors and other vendors update their own milestones
- Agents check tasks and update deals from any phone or laptop browser
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Preview screens with sample data. Your actual screens depend on your plan and setup.
Referral management
A second path: lead to referral
Not every lead is yours to work. When you send a lead to an agent outside your office, PulseHubCo manages that referral from start to finish. It comes with its own agreement, its own Disbursement Authorization and a portal for the receiving agent, so you never have to chase updates or your fee.
- LeadCaptured and routed like any lead
- Refer outPick a partner from your referral network
- Referral AgreementSigned by secure link, fee terms included
- Receiving agent portalStatus updates without phone tag
- Referral DABuilt at Under Contract or Pending to Close
- Fee paidClosing and title details collected for payout
Your network, organized
Keep your referral partners in one directory, set your own pipeline stages, and track outgoing and incoming referrals side by side.
Agreements that hold up
The Referral Agreement is e-signed by secure link. If a referral falls through, a signed withdrawal agreement records the reason, such as a fee disagreement.
Updates come to you
The receiving agent updates status and closing details from their portal. Automatic reminders go out after 3 and 7 days, so you don't have to chase them.
A DA for every referral
Each referral has its own Disbursement Authorization, built from the fee terms once it's under contract. Send it to title, and voiding it keeps a full audit trail.
Everything in PulseHubCo
Your whole operation on one platform
Start with the part that's causing the most trouble and turn on the rest when you're ready.
Front office
- Lead Command Center and routing
- Clients and customer workflows
- Automatic CMA and MLS listings
- Lead types: buyer, seller, investor, lessee, lessor, land, commercial
- Email, SMS, social and audiences
Transaction operations
- Transactions and forms
- Document Intelligence
- Electronic signature
- Milestones, tasks and calendar
- Workflow automations and reminders
Financials & back office
- Commissions and agent earnings
- Disbursement Authorizations
- Trust and escrow ledger
- AP, AR and bank accounts
- Double-entry GL, period close and reports
Portals & network
- Client portal with chat, uploads and signing
- Vendor and partner portal
- Vendor directory
- Referral pipeline: outgoing and incoming
- Referral Agreements and referral DA
- Receiving-agent portal and withdrawal agreements
Recruiting & growth
- Agent recruiting pipeline
- Roster and onboarding
- Training and academy library
- Sponsorships
See it with your deals
Tell us how your leads and transactions run today, and we'll walk you through them in PulseHubCo.
Get your setupWho it's for
Start where your lead problem is
Answer first without living in your inbox
Leads from your website, ads and open houses all land in one list. Each one shows where it came from and what the person was looking at, and has a next step already set.
- One list for every source, with the lead type shown
- Text, call and email from one timeline
- Long-term buyers stay in nurture instead of getting forgotten
Usual starting point
Core · Front office
Lead and client records, property context and front-office workflows.
Get an agent setupEvery lead assigned and every handoff visible
Round robin or rules by source spread leads fairly. Acceptance timers move unclaimed leads to the next agent, and the pipeline shows who's working what.
- Round-robin and source-based routing
- Accept-or-reassign windows
- See which sources turn into showings and closings
Usual starting point
Core → Operations
Add transaction workspaces when your coordinator joins the record.
Get a team setupYour whole brokerage, from lead to ledger
Front office, transaction work, commission and trust accounting run on one connected record. Leaders can see what happened and who owns the next step without rebuilding it.
- Routing profiles for each office and team
- Agent recruiting and onboarding pipeline
- Commission, trust and escrow, and a double-entry ledger
Usual starting point
Operations → Full ERP
Sized against your current tools, offices and handoffs.
Get a brokerage setup
Built by operators
Designed from a real brokerage floor
PulseHubCo is co-founded by Maria E. Cardoza, principal and managing broker of an independent brokerage. The lead steps are based on what her offices handle every day: fast first contact, fair routing, follow-up that holds up for compliance, and a clean handoff to the transaction.
The first conversation is a working session about your sources, routing and handoffs, not a generic tour.
Map my lead flowGet your lead setup
Tell us how your leads work today
About two minutes. Your answers go straight to the PulseHubCo team, who will come to the first call with a routing and follow-up plan.
Suggested starting point
Choose your role
We'll suggest a plan based on your role, team size and lead volume.
- We review your sources, tools and gaps.
- We walk through your leads moving through PulseHubCo.
- You decide the right starting point, or we tell you where it doesn't fit yet.
FAQ
Questions agents and brokers ask first
Can I keep my website and lead sources?
Yes. Your website forms, Facebook and Google leads, and other sources connect to PulseHubCo through form intake, a webhook or a CSV import. Each lead keeps its source and campaign.
How does routing work?
Pick round robin, rules by source, or routing profiles for each team or office. Acceptance windows send an unclaimed lead to the next agent so it doesn't sit.
Is this only for big brokerages?
No. Solo agents usually start with the front office (lead and client records). Teams add routing and transaction workspaces. Brokerages can add commission, trust and the ledger later.
Do we have to replace everything at once?
No. Most offices start with the part that's causing the most trouble, usually lead intake and routing, and add more once that's working.
What happens after I send the form?
The PulseHubCo team reviews your answers and sets up a working session around your sources, routing and handoffs. Pricing is sized to your setup, not a per-seat sticker.
Is electronic signature included?
Yes. Send documents for signature from the deal. Signers use a secure link with no login, you can see who has signed, and the signed PDF stays with the transaction.
How does the Disbursement Authorization work?
Once a deal is under contract or pending to close, PulseHubCo builds the Disbursement Authorization from the deal's commission lines, splits and fees. You can download it as a PDF or send it. Voiding one requires a reason and keeps the original for audit.
Can clients and vendors update the deal?
Yes. Clients get a portal to check progress, chat, upload documents and sign. Lenders, title and other vendors get a partner link to update their milestones. No logins are needed.
Can I manage leads I refer to other agents?
Yes. Referral management is built in. Refer a lead to a partner, get the Referral Agreement e-signed, and let the receiving agent update status and closing details through their own portal. A Disbursement Authorization for your referral fee is created once the deal is under contract.
Can I connect my MLS?
PulseHubCo connects to the MLS your brokerage is contracted with, using your own credentials.