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For real estate agents

Pulse for real estate agents

What you will see, when to step in, and how to send a client update in two minutes.

Who this is for:
real estate agents
Updated
Sep 5, 2026
5 min read

Your coordinator answers the check-in. You see every deal at a glance, get one email a week with who said what, and can send a client update in about two minutes.

What you will notice

  • A chip in the deal header. On track, Watch, Problem, or Check-in due, with one line of context.
  • A Pulse card on the overview. This week's answers from the lender and title company, a short history, and two buttons.
  • A line on your dashboard. How many check-ins are due and when the next one is.
The Pulse chip in a deal's header reading On track, confirmed by the coordinator.
The header chip. Green means the deal is moving.
The six Pulse statuses as they appear in a deal's header: Not set up, Scheduled, Check-in due, On track, Watch, Problem.
Every state the chip can be in.

Reading the Pulse card

The Pulse card after an On track answer.
A good week: on track, two of three parties answered, client update sent.
  • The status line. Who answered and when.
  • Parties this cycle. One chip per outside party. Green is on track. Red is a possible problem. White is no answer yet. Click a chip to read their words.
  • History. One line per past check-in.
  • The footer. Flag a problem and Compose client update.
The expanded row: each party's answer, their words, what they confirmed, and Remind for the silent one.
Open a party to see their words and what they confirmed.

The result note in your inbox

After every On track or Watch answer, you get one email. It is a weekly status report nobody had to write.

The result note the agent receives after the check-in: the answer, each party's line, and the next 14 days.
The result note: the answer, each party's words, and the next 14 days.

The Draft the client update button opens the deal with the update ready to edit.

When to step in

You seeWhat to do
Watch with a noteRead the note. Usually nothing today. Maybe one call.
A red party chipRead their words. Decide if it is a Watch or a Problem.
ProblemHandle it, then press Mark resolved with one line on the fix.
An escalation emailThe check-in sat for three days. Answer it yourself.
The Pulse card with an open problem and Mark resolved.
A flagged problem. Mark resolved is right on the card.

Sending the client update

Pulse drafts the update from what the parties said and what is coming up. You edit, preview, send. It goes from your own email when Gmail is connected.

  1. Press Compose client update.
    On the card, on the check-in row, or from the result note email.
  2. Untick what you do not want to share. Edit freely.
    Each party's answer is its own block, in their words.
  3. Press Preview email.
    What you see is what they get.
  4. Press Send.
    A PDF copy is filed to the deal's Documents tab.
Recording: compose, preview, send
Opening Compose client update, reviewing the draft built from party answers, previewing and sending.
Two minutes from result note to client update.
The Compose client update sheet with the draft built from each party's answer.
The composer. Untick a block to leave it out.
The deal's Documents tab with the sent client update filed as a PDF under Client updates.
Every sent update is filed as a PDF.

Listings get a pulse too

A listing can have the same weekly check-in. The only difference is there are no outside parties to ask. Set it up from the listing's Settings tab.

Try it: a week on one deal

Try it · nothing is saved
A week on one deal

Step through five moments on a made-up deal. The card on the left is the real Pulse card.

What the team sees
PulseScheduledNext check-in Tue, Sep 8 9:00am

Pulse

Help
ScheduledNext check-in Tue, Sep 8 9:00am
Parties this cycle
HistoryAll activity
  • Tue, Sep 1 WatchTina · 9:40 AMparties 1 on track · 1 flagged · 1 silentclient update sent
  • Tue, Aug 25 On trackJordan · 9:05 AMparties 3 on trackclient update sent
No client update sent this cycle
Who hears about it
Sunday

Nothing to do yet

The check-in is set for Tuesday at 9:00 AM. Until then the deal says Scheduled.

No email. No text.

Want the coordinator's side? Read Pulse for transaction coordinators.

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