Journal for real estate brokerages and property managers
These guides cover the daily office work inside a small brokerage or rental portfolio, from assigning a Sunday 7 p.m. buyer inquiry on Monday morning (an illustration) to tracking closing disclosures and lease renewals. Every playbook includes a five-minute check you can run on your own files and shows how a person on your team approves every draft before it goes out.
Start here with three core guides
Browse real estate guides by office job
A person on your team assigns every lead, and every listing description or prospect reply waits for human review and approval.
Leads and follow-up
How a person on your team assigns each new inquiry and how Cody drafts the first reply for agent approval, plus our Speed to lead workflow page.
Showings and leasing
Coordinating tour windows, tenant inquiries, and lease renewal notices without automatic booking or steering, paired with our Showings and leasing workflow page.
Transactions and compliance
Inside the Transaction room workspace Omni built, Olivia tracks the paperwork and Sam flags missing deadlines without ever filing documents or moving funds.
Property management
Handling evening maintenance triage, vendor coordination, and owner updates with our Tenant maintenance requests workflow.
Tool alternatives
Side-by-side comparisons of brokerage tools and our Compare Omni with your brokerage tools overview, where our team helps bring your records over during setup.
Manage leads, showings, leases, and your transaction checklist in one workspace
In the real estate workspace built by Omni, Cody drafts the lead reply, Olivia tracks the paperwork, Sam flags missing deadlines, and you approve every message before it goes out. If your brokerage needs custom lead routing, document checklists, or weekly reports, we build that workflow for you as a Custom Build. See our plans on See the plans (Free 14-day workspace, no credit card. Pilot $497 a month. Custom Build from $4,500 a month. Enterprise: talk to a person).
Free 14-day workspace, no credit card. Runs on sample data with simulated calls, texts, and email, and daily limits.