UMe IDX Backoffice
The desk that runs the whole deal.
Leads, inbox, VoIP, calendar, Jack, and your website — one agent dashboard instead of a stack of bolt-ons.
Know who is hot before they call.
Buyer and seller leads with intent scoring, timelines, notes, and preferences — so you prioritize the next conversation, not the loudest notification.
- Leads CRM with pipeline stages and intent signals
- Timeline of views, notes, and touchpoints
- Preferences and needs you can refine as you learn
Site inquiries, calls, and SMS on your number.
Unified inbox for site leads plus native calls and texts on an agent business line — recordings and transcripts where you need them.
- Inbox for website inquiries in one place
- Calls & Texts via your UMe number (Twilio)
- Voicemail, recordings, and conversation history on the lead
Own the phone line agents actually use.
No third-party dialer tax. Call and text from the CRM — then get an AI summary and key facts in the same thread so follow-up is immediate.
- Calls & Texts with SMS and outbound call history
- AI call summary plus extracted key facts
- One business line logged to the right contact
Tours, tasks, and the people around the deal.
Calendar for showings, tasks for follow-up, deals for GCI, and contacts for lenders, coordinators, and co-op agents.
- Calendar for tours and appointments
- Deals pipeline with price and GCI context
- Contacts graph for the professionals on every file
An assistant that sees your leads live.
Jack helps with how-tos, CRM actions, and listing match — without you pasting lead context into a separate AI tab.
- Dashboard Jack with CRM and help knowledge
- Create leads, notes, stages, and imports from chat
- Match homes to a lead’s preferences when you ask
Builder, domains, and tracking — in-house.
Ship the public site from the same login: homepage blocks, custom DNS, branding, GTM/GA4/Meta, and MLS feed preferences.
- Homepage builder and site pages
- Custom domains and white-label branding
- Tracking integrations and MLS visibility controls
Invite agents, assign roles, fill seats.
Team & Billing puts roster control in manager hands — see seats filled, invite members, and set owner / admin / member roles without a spreadsheet.
- Active members with role dropdowns
- Edit seats and invite flow in one surface
- Seat usage visible (filled vs open) at a glance
Plan, payment methods, and invoices.
Custom brokerage subscriptions with seats, auto-renew, cards on file, and paid invoices — without leaving the backoffice.
- Plan, billing period, auto-renew, and seat usage summary
- Cost breakdown and payment methods on file
- Invoice history with view and PDF
One login
CRM and IDX that share a brain.
See how the backoffice replaces the dialer, the form tool, and the template site in one walkthrough.