What is LockedOn?
LockedOn is a specialized real estate software platform designed to enhance agency performance through integrated CRM, automation, and marketing capabilities. The platform offers a user-friendly interface with simple workflows that enable agents to manage client relationships, track property lifecycles, and automate daily tasks efficiently.
Key functionalities include client management with detailed activity tracking, property lifecycle management for marketing and documentation, and automation features for tasks and targeted bulk communication. The system supports QR check-in technology for open house inspections, mobile access via iOS and Android apps, and integration with trust accounting systems like GUARDIAN by Inhabit. Additionally, it provides tools for creating digital pre-listing kits, agent profiles, property microsites, and agency websites, all backed by cloud technology and comprehensive support.
Features
- Client Management: Track client activity, buying criteria, notes, and tags with detailed contact management
- Property Lifecycle: Manage properties from potential to sold with marketing, portal uploads, documents, and activities
- Real Estate Automation: Automate daily tasks and send targeted bulk marketing using templates or custom plans
- Marketing Platform: Send bulk marketing, create digital pre-listing kits, agent profiles, and property microsites
- Triggers: Automate follow-up tasks like enquiry responses and post-OFI notifications
- QR Check-in Technology: Facilitate smooth open house inspections with QR code check-in and kiosk mode
- Trust Accounting: Deep integration with GUARDIAN by Inhabit for trust accounting management
- LockedOn Mobile: Access CRM software on iOS and Android devices for on-the-go database management
Use Cases
- Managing client relationships and tracking interactions in real estate agencies
- Automating property marketing and communication tasks to save time
- Streamlining open house inspections with QR code check-in technology
- Creating digital marketing materials like pre-listing kits and property microsites
- Generating agency reports and managing franchise operations
