Is there a free trial?

Yes. Every plan starts with a 14-day free trial. You add a payment card when you start the trial, and you are not charged until the 14 days end. Cancel anytime before then and you pay nothing.

Can brokers see agent data?

Brokerage owners get read-only oversight of transactions, commissions, and compliance for agents in their brokerage, plus tools to manage invites and caps. Agents keep their own workspace for leads, clients, and personal expenses.

Can I use it on my phone?

Yes. The ledger is designed to be used on phones and tablets — from logging mileage and scanning receipts to tapping-to-call clients and checking the morning briefing.

Property Agent Ledger

Features

Everything a real estate agent needs in one place.

The Property Agent Ledger brings your clients, deals, commissions and expenses into one app. Solo agents run their whole business from it, and brokerages oversee their agents from the same place.

A real estate agent in a suit holding a folder while talking with a smiling older couple at their front door

Leads & Clients

Keep every lead and client in one CRM, with their full history on one record.

CRM for leads and clients, with pipeline stages
Stay-in-touch campaigns to follow up with past clients
Log calls, texts and emails on the client record

A real estate agent holding up a floor plan for a family seated in a modern kitchen

Listings & Deals

Track each property and transaction from listing to closing.

Properties and listings
Transactions with deadlines
Commission tracking
Documents and e-signature
Property photo galleries
Signs and flyers with QR codes

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Money

See what you earn, what you spend and what you can deduct.

Expense tracking
AI receipt scan, using your connected AI account
Mileage tracking with IRS standard mileage rates
1099 contractor tracking
Profit and loss

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Brokerage

Bring your agents onto one account and oversee their business.

Agent invitations by email
Read-only broker oversight of transactions, commissions and compliance
Brokerage dashboard and brokerage ledger

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AI & Calls

Optional AI tools that work with accounts you connect yourself.

AI assistant for questions about your business
Morning briefing of what needs your attention
AI listing descriptions
AI receptionist: connect your Retell AI account to answer calls, capture leads, and log call recordings and transcripts
MLS/IDX: connect your MLS RESO Web API credentials and test the connection. Automatic listing import is coming soon.

AI features use your own Anthropic account (API key), which you connect in Settings. Their usage is billed by Anthropic separately.

A woman standing in a home office looking at her smartphone

Install on your phone

Add the ledger to your home screen and use it like an app.

iPhone: open the site in Safari, tap Share, then Add to Home Screen
Android: open the site in Chrome, tap the menu, then Add to Home screen or Install app
Log mileage, scan receipts and call clients from your phone

Common questions

Try it with your own business

14-day free trial. You add a payment card to start, and you are not charged until the 14 days end. Cancel anytime from Settings → Subscription.

See pricing →