Built for New York Agents

Your entire real estate
business in one place

Pipeline management, AI intelligence, showings, documents, and compliance — purpose-built for how NY agents actually work.

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Early AccessLaunching for NY licensed agents
Core

Client Pipeline & Automation

Every client. Every stage. Nothing slips.

Manage your entire book of business on a visual board that moves with your deals. Automated task generation catches dropped balls before they cost you a client — from welcome emails to document packages, the system flags exactly what needs attention and why.

Visual pipeline: Lead → Prospect → Active → Under Contract → Closed
Automated tasks with intelligent fallback and error handling
Client intake forms — Buyer Needs Assessment & onboarding in one click
Priority levels, agent assignment, and workload tracking
Lead3
Sarah M.
Buyer
David K.
Seller
Amy T.
Buyer
Prospect2
Michael R.
Buyer
Lisa P.
Seller
Active2
James W.
Buyer
Nina C.
Seller
Contract1
Robert H.
Buyer
Closed1
Elena S.
Seller
Intelligence

Know Your Clients

See what they see. Before they call you.

MrktGenius syncs your clients' property activity on Matrix — their favorited or disliked properties, what's gone pending, what sold. You always know where their head is before you pick up the phone. No more guessing what they want — the data tells you.

Live sync of client favorites, discards, and browsing activity
Property status tracking: Active, Pending, Sold — updated automatically
Matrix visit timestamps so you know when clients are actively searching
One-click intake forms: Buyer Needs Assessment and Client Intake, or upload your own custom forms
👤
Rachel & Tom Bennett
Client since 2/10/2026 · Last OneHome Visit: 9:14 AM
ActiveSend Form
12
Total Properties
12
Favorites
3
Discards
2
Notes
24 Birch LaneACT
$825,000MLS: 871204
🛏 4🛁 2.5📐 2,400 sqft
📍 Commack
7 Winding RoadPND
$749,000MLS: 883019
🛏 3🛁 2📐 1,800 sqft
📍 Smithtown
53 Oak Hollow DrACT
$899,000MLS: 890455
🛏 5🛁 3📐 3,100 sqft
📍 Kings Park
11 Cypress CourtSLD
$810,000MLS: 862177
🛏 4🛁 2.5📐 2,200 sqft
📍 Nesconset
38 Meadow PathPND
$779,000MLS: 895632
🛏 3🛁 2📐 2,000 sqft
📍 Hauppauge
6 Harbor View CtACT
$925,000MLS: 901388
🛏 5🛁 3.5📐 3,400 sqft
📍 Pt Jefferson
AI Assistant

Meet DONNA

Your AI real estate brain. Always on.

DONNA isn't a generic chatbot with a real estate skin. She knows your pipeline, your clients, and your market. Ask who needs follow-up, draft emails in your voice, or get instant answers about your business — with Quick Actions for the things you do every day.

Personalized to your working style via behavioral profiling
Answers grounded in your actual pipeline and client data
Quick Actions for daily workflows — follow-ups, scheduling, drafting
Built specifically for NY real estate operations
D
DONNA
AI Real Estate Assistant
Which of my buyers haven't been contacted in over a week?
You have 3 buyers without contact in 7+ days: Sarah M. (12d), David K. (9d), and Amy T. (7d). Want me to draft follow-ups for each?
Draft EmailsView PipelineSchedule Calls
Scheduling

Showings & Tour Management

Schedule smarter. Tour efficiently. Close faster.

One calendar for everything — individual showings, multi-property buyer tours, and availability management. Enter an MLS number, pull available times, and book. Build optimized tour routes so your buyers see more homes in less windshield time.

Unified calendar with month, week, day, and agenda views
ShowingTime-integrated scheduling with quick availability lookup
Multi-property tour builder with route optimization via Google Maps
Status tracking across all your appointments
Confirmed (8)
Pending (1)
Declined (4)
Completed (0)
TodayBackNext
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42 Harbor Ln, Pt Jeff...
18 Oak St, Smithtown...
7 Elm Ct, Huntington...
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7 Elm Ct, Huntington...
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42 Harbor Ln, Pt Jeff...
18 Oak St, Smithtown...
7 Elm Ct, Huntington...
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42 Harbor Ln, Pt Jeff...
18 Oak St, Smithtown...
55 Maple Dr, Kings Pk...
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42 Harbor Ln, Pt Jeff...
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18 Oak St, Smithtown...
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Compliance

Documents & E-Signatures

NY-compliant docs. Sent and signed. Done.

Stop sending three separate emails for three required forms. MrktGenius bundles your NY-required documents — Agency Disclosure, Fair Housing, Right to Represent — into a single package and sends it for e-signature in one click. Your client gets one notification, signs everything in one session. Automated triggers send packages when clients hit key pipeline stages, and the Task Command Center flags anything that fails so nothing falls through.

Automated document packages — triggered when clients move through your pipeline
One signature request, one client notification — not three separate emails
NY-specific templates pre-built: Agency Disclosure, Fair Housing, Right to Represent
Real-time tracking: Draft, Sent, Signed — with error handling when something fails
DocumentsView All →
📄
Agency Disclosure (Buyer)
Mar 1
SignedSend
📄
Fair Housing Disclosure
Mar 1
SentSend
📄
Right to Represent
Mar 1
SentSend
📄
Buyer Intake Form
Feb 28
DraftSend

Purpose-built for New York

Not another national CRM trying to be everything for everyone. MrktGenius is designed from the ground up for how NY agents actually work — the forms you need, the MLS you use, the compliance you can't skip.

OneKey MLS IntegrationNY Agency DisclosureFair Housing ComplianceRight to RepresentShowingTime CompatibleDISC Agent Profiling

Ready to run your business
from one dashboard?

We're opening early access to a limited group of NY-licensed agents. Get in early, shape the product, and lock in founder pricing.

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