Your whole business,
one conversation.
Ask what a house is worth and an adjustment grid appears. Ask who to call and the list is ranked. Ask to book a showing and — if the buyer agreement isn’t signed — it says no. CRM, CMA, net sheets, deadlines, compliance and back office, in the same window.
Good morning — three things before you start:
Jordan Ellis — portal lead, 4 minutes old, 78% contact odds right now. Then Marcus: advocate.
Dana Reyes at 88 Oak Avenue Saturday 10:30: no signed buyer representation agreement on file. Agreement drafted at 2.5% — say the word and it goes out for signature.
Inspection period ends on 1540 Aspen Drive lands Wed, Sep 9 — 28 days to closing, 7% of milestones done.
The stack you carry today,
in one window.
The categories a working agent pays for and juggles today. Each one is a tool, a tab and a monthly line; here they are one brain answering in one window.
Six to eight logins become one conversation.
What the job costs today
NAR 2025 Technology Survey and 2026 Member Profile; lead-cost ranges from industry reporting (sources in the research notes). The median agent closes nine sides a year and spends $9,530 running the business. Most of that spend is software that does not talk to the rest of it.
Three products.
One brain.
The agent, the lender and the investor each get their own Shift. The three share one family brain and one referral pipe, so a client moving between them arrives as a real referral with their file — and every hand-off is on a ledger.
FundShift
Pre-approvals, rate intelligence and borrower follow-up for the loan officer. A borrower who needs a realtor is referred here.
fundshiftai.comAgentShift
CMA, net sheets, the showing gate, critical dates, the compliance ledger and the marketing kit. This site.
agentshiftapp.comRealShift
Deal analysis, portfolios and the investor CRM. An investor who needs a listing agent is referred here.
realshiftapp.comA FundShift borrower asks for a realtor → lands in your AgentShift queue with their file.
A RealShift investor needs a listing agent → arrives here as a signed referral, intent included.
Your buyer needs financing, or is buying to hold → referred to FundShift or RealShift, never re-typed.
Each hand-off writes a referral_ledger row on both sides: who, when, which way, and the consent it rode on. The pipe has been proven live in all three directions.
Memory, learning and a shared context graph. What Shift learns about a client in one product is there the next time another product speaks to them.
The hand-off refuses without the client’s recorded written consent. That check lives in the code, not on the caller.
Referrals move the client’s file, never a thing of value. That is the RESPA §8 line and the pipe sits on the right side of it, with a RESPA check on every co-marketing piece.
The three-way referral pipe is live today (signed HTTP, shared secret, proven in every direction). Referrals land in your queue with the client’s details withheld until you claim them. One Shift account across all three products, with both seats on one canvas, is coming — see the bundle below.
Every tool in the book.
One conversation running them.
Not a CRM with an assistant bolted on. The 32 tools below share one brain, so what it learns pricing your listings shows up in your net sheets, your call list and your voice assistant. Grouped the way the canvas groups them; nothing here is a mockup or a roadmap.
Today
4 toolsDeals
8 toolsPricing
6 toolsPeople
6 toolsMoney
2 toolsMarketing & office
6 toolsAlso built in
not tools — the floor under themAsk a question.
The answer builds itself.
There is no menu of eighty pages. You ask, Shift runs the tool, and the result arrives as a window on one canvas — a valuation as an adjustment grid, a showing as a compliance gate, a price as a net sheet. Everything below is computed on the page, right now, by the same code the product runs.
5 sales in the last 4 months. 19 Maple Pl carries the most weight at 1% gross adjustment; 902 Sumac Dr needed 34% and stays on the grid as a bracket only.
Four of Shift’s tools. Each window is the product’s own renderer over a result the pure domain engine computed on this page — change a comp in the sample and the value changes.
The interface is generated to fit the answer.
Ask what a house is worth and a valuation grid appears. Ask to book a showing and a compliance gate appears. Nothing below is a mockup. It is the product, rendering.
Shift does the work before you ask.
Every morning, Shift briefs you on exactly what matters. Not a dashboard full of metrics, but the two or three things that actually need you today.
Two comps closed above your list price on Aspen Drive this week. Want me to draft the price conversation for your seller?
Jordan Ellis has opened the listing email four times since Tuesday. Contact odds are at 78% right now, the highest this week.
Dana Reyes's buyer agreement expires in 9 days and two showings are booked after that. Want me to send the renewal for signature?
“Hey, I noticed” is Shift's most human behavior: surfacing things you didn't know to look for, without waiting to be asked.
Run the day
without touching a screen.
One microphone, one bar. Say “Hey Shift” and the same tools answer out loud — the same CMA, the same gate, the same net sheet as on the canvas. It drafts and it checks; you send. Shift will never put anything in front of a client without you.
- The morning brief read to you on the drive in
- A valuation while you’re standing in the kitchen with the seller
- The showing gate before you text the listing agent
- Net sheet scenarios at the negotiating table, hands free
- Nothing sent, signed or published without you saying so
Hey Shift, what’s 412 Maple worth?
About $602,500, 88% confidence. I’d list at $610,000 and expect roughly 18 days on market. The grid is on your canvas.
Who do I call first?
Jordan Ellis. The lead is 4 minutes old and contact odds are 78% right now — they halve fast. Call now. Contact rates fall off a cliff after the first few minutes.
Book Dana Reyes at 88 Oak Avenue Saturday 10:30.
I haven’t. No signed buyer representation agreement on file — that has to be signed before a tour. I’ve drafted it at your standard 2.5%; say send and I’ll confirm the showing once it’s back.
And what does the Willow seller net at $485?
$234,938 after everything — 48.4% of price. Each extra thousand on the price is worth $949 to them.
Shift blocks the showing until the agreement is signed.
It does not warn.
Since 17 August 2024 a buyer needs a written agreement before a tour, with a specific compensation amount in it. Every CRM on the market will still book the showing and put a reminder on a checklist. AgentShift puts the rule in the code, at the moment the showing is requested — and then drafts the agreement so the fix is one word away.
Brokers get the other half: every gate, audit and scan across every agent, in one ledger you can hand to your E&O carrier. Carriers are adding AI exclusions; a record of a human approving every outbound action is how you answer them.
Dana Reyes has no signed buyer representation agreement. Touring 88 Oak Avenue without one is prohibited.
Compliance guidance, not legal advice. The gate reads your licence state: Alabama, California, Minnesota, Mississippi, North Carolina, Oregon, South Carolina, Texas, Vermont and Washington carry their own sourced, cited rule (California’s three-month cap, Texas’s trigger, South Carolina’s disclosure before any showing); every other state enforces the NAR practice change and says so. A state rule never loosens the block — it only ever adds. Your broker’s policy governs.
Each gate, audit and scan writes a compliance event — pass or fail — with the rule it checked and the detail. Nothing is a toast that disappears.
Open findings carry a review workflow: assign them, resolve them with a note, and a re-gated showing that clears closes its own finding.
Brokerage tier: every agent’s findings in one view, deals and compliance only — never an agent’s sphere.
For brokeragesA monthly export, hashed and signed, with a public page where a carrier or auditor verifies the hash against the original.
Verify a ledger hashThe layer for the agents
the big brokerages can’t reach.
Every strong AI assistant in real estate is captive to one brokerage. Independents — more than half of the profession — and any agent who has ever switched shops have nothing with their whole book in it. AgentShift gives your office that layer, and gives you the one thing the captive tools don’t: a compliance ledger you can put in front of a carrier.
From one listing
to the whole launch.
Remarks, social, email and a video script from the listing you already entered — every word scanned for fair housing, every lender piece checked for RESPA, every sequence gated on consent. You approve; then it goes.
Nothing is sent, posted or enrolled on your behalf. Shift drafts and checks; you approve. The approval is on the compliance ledger with the scan that cleared it.
Where the public
finds you.
Listing pages, an agent site, a directory and one start page for the whole family. Every inquiry comes back through the same consent and compliance gates as everything else in the product.
A showing requested from a public listing page is a showing request, not a booking. It waits on the same signed buyer agreement as one you book yourself.
Not live yet. Listed so you know.
Everything above this strip is in the product today. Everything in it is being built or queued. No dates: a feature moves up the page the day it ships, not before.
Every critical date watched, every party chased. You approve each message; the ledger proves it.
Your own business number: calls transcribed, texts, contacts synced, “Hey Shift, call Priya” — and your number on the caller ID.
One sign-in across the family and a shared canvas with agent and investor tools side by side, both logos at the top.
How many listings your sphere should produce this year, who they are likely to be, and the calls that get there.
The call list and the showing gate read to you on the road, hands free, between appointments. The brief already reads itself aloud today — press “Hear it”.
Which agents are at risk of leaving and why, from production and engagement — before the recruiter’s call.
In App Store review. The canvas already runs on your phone in the browser, two windows at a time.
Agent who also invests?
One account. One canvas.
Plenty of agents hold rentals, and some lend on the side. The bundle is one Shift sign-in across AgentShift, FundShift and RealShift, with a shared canvas that puts your agent tools and your investor tools side by side — both logos at the top, one brain underneath.
What one account means
- Sign in once; every Shift you use is already there.
- A CMA you ran for a client sits beside the cash-flow analysis you ran for yourself.
- Your sphere, your borrowers and your deals share one memory, so nothing is re-typed.
- Referrals between your own seats still go on the ledger — the proof is the point.
Pricing for the bundle is not set. Each product keeps its own plans today; the bundle will be announced by email to the people on this list first.
Three steps.
No training week.
Bring your book
Sign up, tell Shift your comp plan and your market, then import your sphere from a CSV or paste it. Fourteen days free; no card. Onboarding is a conversation with a Shift panel on every step.
Ask, and it does the work
Type or say what you need. Shift picks the tool, runs the maths against your data and shows the result as a window on your canvas — a grid, a gate, a net sheet, a call list. No fabricated comps, no invented deadlines: when there is no data it says so.
You approve. Then it goes
Shift drafts the agreement, the remarks, the referral. Nothing is sent, signed or published until you say so, and every approval is on the record. That record is what a broker or a carrier asks for.
A dozen subscriptions.
One login.
This is the stack a working agent actually carries. None of it talks to the rest of it, which is why the same client’s details get typed in nine times. Ranges are published list prices for a solo agent or small team; the totals are added up on this page.
| Category | What agents use today | Per month |
|---|---|---|
| CRM & lead management FUB Grow $69/user; BoldTrail solo ~$299–499; Wise Agent $49 | Follow Up Boss, BoldTrail, Lofty, Wise Agent | $49–$499 |
| Paid leads Rural ZIPs. Metro runs $2.5–5k; pay-at-close takes 15–40% of GCI | Zillow Premier Agent, Ylopo, Real Geeks | $300–$1,000 |
| IDX website Sierra $300–600 + $500 setup | Sierra Interactive, Real Geeks, Luxury Presence | $60–$600 |
| CMA & valuation Cloud CMA ~$30–35, often free via the MLS; RPR free with dues | Cloud CMA, RPR, ToolkitCMA | $0–$35 |
| Transaction management Dotloop $31.99; SkySlope $25–60/user | Dotloop, SkySlope, Brokermint | $25–$60 |
| Past-client home reports $25 lender-sponsored, $50 solo, $100 team | Homebot | $25–$100 |
| E-signature | DocuSign, Authentisign | $10–$45 |
| Showing scheduling | ShowingTime, Calendly | $0–$40 |
| Video & email marketing | BombBomb, Mailchimp, Constant Contact | $30–$150 |
| Design & collateral | Canva Pro, Adobe Express | $15–$60 |
| Social scheduling | Later, Buffer, Hootsuite | $15–$99 |
| Prospecting data | REDX, Vulcan7, Espresso Agent | $60–$300 |
| Open house sign-in | Spacio, Curb Hero | $0–$50 |
| Back office & commission | Loft47, Brokermint, a spreadsheet | $0–$80 |
| Compliance & audit | Broker checklists, a folder of PDFs | $0–$60 |
| The whole stack | Plus the hours moving data between them. Without paid leads: $289–$2,178. | $589–$3,178 |
| AgentShift | CRM, CMA, net sheets, deadlines, compliance, marketing copy, back office and the voice assistant — one conversation. It does not sell leads. | $79–$149 |
Priced like one tool.
Because it is.
Every plan starts with a 14-day free trial on Pro. No card until you choose. Cancel from your account at any time; export your data whenever you like, and deleting the account really deletes it.
Every tool. One agent. A book up to 500 people.
Start free- Every core tool in one conversation
- 500 contacts · 10 CMAs a month
- Appraisal-style adjustment grids
- Seller net sheets & buyer cash to close
- Showing compliance gate — blocks, not warns
- Critical dates on business-day maths
- Commission & income forecast
The full platform, voice included. What your 14-day trial runs on.
Start free — 14 days- Everything in Solo
- Unlimited contacts and CMAs
- Hey Shift voice — the whole day hands free
- Family referrals to FundShift lenders & RealShift investors
- Referrals from the family land in your queue
- Canvas layouts saved and restored
- Email support from the people who built it
5 seats. One shared book, one pipeline, one set of deadlines.
Start free- 5 seats · everything in Pro for each
- Shared sphere, pipeline and critical dates
- Team split maths in every forecast
- Office pipeline and deadlines at a glance
- Extra seats $59/mo each, any time
25 seats and the compliance ledger — the record your E&O carrier asks for.
Start free- 25 seats · everything in Team except the shared sphere — your agents’ books stay theirs
- Compliance ledger across every agent
- Every showing gate, listing audit and fair-housing scan, one view
- Human-approval record on every outbound action
- Broker read access to agent pipelines
- Extra seats $49/mo each
A brokerage-agnostic layer for your independents and churn-risk agents.
Talk to us- Custom seat counts and terms
- Franchise and MLS member-benefit programs
- Dedicated onboarding for the whole office
- Invoicing instead of card billing
- A seat at the roadmap table
Seats come in blocks, so growth is not punished: Team includes five and Brokerage twenty-five, billed as one subscription for the whole office, with extra seats added any time. Annual plans pay for ten months and get twelve. AgentShift does not sell leads and never takes a share of a commission.
The work is the same.
The tabs are not.
Bring your book, your listings and your deals. Ask Shift what to do next. When it says no to a showing, that is the product working.