Three things that matter today
Task list
Today's schedule
Notes
Thank you.
You had a choice, and you sent your clients to me anyway. That trust is the whole business — I don't take it lightly. Consider this a small thing built to make your days a little quieter. — Damoris
Calendar
Tap any day to add a showing, closing, or appointment. Closing dates from Transactions appear here automatically.
Selected day
Lead pipeline
Capture the lead before it lives and dies on a sticky note. Run the right consultation — buyer or seller. Move them to Transactions when they're under contract.
Send a request
A loan scenario, a status update, co-branded marketing, or a closing day song. Pick whichever you need below.
Call anytime.
Some scenarios are easier out loud. Call or send this first — either way works.
Call 470-526-4988Loan scenario
Status update
Want to know where things stand? Tell me who, and I'll get you a same-day answer on where the lead or loan is right now.
Co-branded marketing
Need a co-branded piece? Tell me what you're after and I'll turn it around — typically 24–48 hours depending on workload. I already have your branding on file. Only send a separate email with your headshot or logo if it's changed since we set up your VIP materials.
Closing day song
Every buyer we close together gets a personalized song written just for them — my gift, on closing day. I know their story from my side. You know the moments I didn't see. Add your piece and I'll weave it in.
All optional — share whatever you have. Even one good detail can make the song.
Sent requests
Transactions
Every active file in one place. Closing dates flow to the calendar.
Net to seller
An honest number before the listing appointment. Print it and hand it to your seller.
Estimated Net to Seller
Property
Links
Your quick links, plus a direct line to your lender.
Have a buyer who needs a lender?
Send them over and they'll be handled the way you'd handle them yourself — clearly, calmly, and without pressure. You'll hear back the same day.
Start a referral →Your links
Settings
Entered once, used everywhere — including on anything you print for a seller.
Appearance
Pick whichever feels closest to your brokerage's colors — it's your desk, make it yours.
Your details
Your calendar
Send your showings, appointments, and closing dates to the calendar you already use. Download the file, then import it into Google Calendar, Apple Calendar, or Outlook. You can also add events one at a time with the + Google buttons on the Calendar and Transactions tabs.
Your data
Everything you type stays in this browser on this device. Nothing is sent anywhere and no one else can see it — which also means clearing your browser data will erase it. Export a backup before you switch computers.
The Agent Desk v2.4 · Updates arrive automatically — if something looks out of date, refresh the page.
Your lender
How this works
A quick tour of what's inside. Come back anytime — this tab isn't going anywhere.
Most lenders hand you a rate sheet. I built you a business command center. Everything here is yours, it's free, and it stays private to you.
What's inside
Getting the most out of it
- Pick one device to live in. Your info saves privately in that browser — it doesn't sync between your phone and computer. Choose your main workspace and stay there.
- Bookmark it. Save the link so it's always one tap away.
- Back it up. Settings has an Export button — download a backup before switching computers.
- Don't clear your browser data without exporting first. That's the one thing that erases your saved work.
What this isn't
- Not a CRM. It won't replace your brokerage systems — it's a personal command center that lives alongside them.
- Not shared or public. No one else sees your notes, leads, or deals. Not even me.
- Not an app to install. Just open the link — nothing to download.
- Not a place for client documents. Keep sensitive files where they belong; this is for your workflow.
Just ask me.
If anything here isn't working the way you expect, or you wish it did something it doesn't — tell me. This tool gets better because agents like you say something.
Call 470-526-4988