Conversion
Client pipeline
A lead nobody follows up is a lead you paid for and then gave away. Verna hands every agent one pipeline: capture leads, log each call and site visit, chase follow-ups, and see the deal the moment it closes, all scoped to the right person.
From first inquiry to closed deal
Lead capture
Agents create leads directly in the portal, tagged to their brokerage and to themselves as the source. Capture type, rating, and contact details from first inquiry.
Pipeline stages
Track every lead across pipeline stages from new through converted or lost. A live status breakdown shows exactly where the brokerage's book of business sits.
Activity logging
Log calls, site visits, and notes against any lead, each with an outcome, direction, and disposition. Site-visit feedback keeps context attached to the right client.
Follow-ups & reminders
Set the next follow-up date on any lead and surface everything due in the next seven days. Reminders keep hot leads from going cold.
Lead reassignment
Broker admins reassign leads between agents by number, while agents see only the leads assigned to or created by them. Ownership stays clear at every level.
Deal visibility
When a lead's offer converts, the resulting deal appears for the brokerage with final price, unit, project, and payment plan, closing the loop from lead to sale.
Get started
Ready to run a tighter pipeline?
Give every agent one place to capture, chase, and convert their clients.