Rentals at a glance
Every managed property, owner, tenant, lease, and repair in one place. Only you can see this.
Never store Social Security numbers, bank or card numbers, or passwords here.
Team performance
Every agent's book and Kap progress. Only you can see this. Click View portal to see exactly what an agent sees.
| Agent | Open leads | Waiting | Deals | Next closing | License anniversary | Getting started |
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Manage the portal
Add, edit, or remove what the team sees. Changes show up for agents the next time they open the portal.
My leads
Leads assigned to you. Reach out fast, then update the status so Kori and Georgia can see where things stand.
Lenders you add are saved for the whole team and show up in every lender dropdown from now on. Kori and Georgia are notified.
Add a client you are already working with. It lands in your leads with the next sync, and Kori and Georgia can see it. Pick a lender only after the client says it is okay to be contacted.
Pick a listing, then open the sign in page on a tablet or print the QR code for the door. Every visitor lands in your leads.
Send buyers and sellers here instead of texting back and forth. They create an account and answer the questionnaire, then Kori or Georgia routes the lead to you.
Assign leads
Only Kori and Georgia see this tab. Every lead, future lead, and follower stays stored here and in the client list.
Pick an agent, a lender, or both, then approve. With the next sync the lead moves to the agent, the client gets a confirmation email, and everyone assigned gets an introduction email. Mark someone as a Follower when they are not an active lead (for example a giveaway or newsletter signup). Followers stay saved in the client list and keep getting Roby Realty emails, but no agent, lender, or intro emails go out for them.
My deals
Deals come from the Master Tracker. Add your key dates and check items off as you go.
License and getting started
Your license dates and onboarding checklist in one place.
Team announcements
My listings
| Property | Price | Status | Your role |
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Listing Studio
Enter an MLS number or address, pick a template, and open it in Canva on your free account. Use the listing photos and caption here, then send your design to Kori for approval before you post.
Tap a photo to use it in your instant graphic. Double tap to open it full size for Canva. Every photo and video is also on the MLS permalink above.
Tell it what you want to say in your own words. It writes the caption from this listing's details, remarks, and your signature.
Change any line below. Your words replace the text on the graphic and save automatically for this listing.
The listed by line is optional. Roby Realty and the office number 769.297.8897 always stay on it for MREC compliance.
Drag added text right on the preview to move it. Tap it to edit.
Playing:
The video plays in the photo area. The download keeps the video's sound, ready for Reels, TikTok, or Stories. Keep this screen open while it saves.
Photo zoom and position
On a computer you can also drag the photo on the preview.
The Roby Realty logo and brokerage line stay on every graphic.
Open the Roby Realty template. Canva makes your own copy in your free Canva account. Add the listing photos, check the price and details, and keep the Roby Realty brokerage line.
In Canva, click Share, set access to "Anyone with the link can view," copy the link, and paste it here.
Using the instant graphic or a video instead? Leave the link blank and tap Submit. Once Kori approves, it posts to the company pages automatically.
My designs and templates
Everything you save lives here. Approval status updates as soon as Kori reviews.
Files and brand kit
The current, approved versions. No more digging through Drive.
Purvis Law
Jackson and Flowood
Mumford and Mumford
Closing and estate work
Jo Dixon
Trustmark
Ali Barakat
Rocket Mortgage
Non exclusive. In client documents say "your lender."
Essential Home Trust for your buyers
Every Roby Realty buyer gets a free trust through attorney Scherrie Prince. Submit your buyer with the intake form below. Scherrie's office receives it, and a copy comes to Kori.
- Click Submit a buyer and fill in the buyer and transaction details.
- At the very end, in "Send confirmation email with the submitted responses to," enter kori@robyrealty.net. Never the buyer's email.
- Submit. Scherrie's office takes it from there.
Check one client or several, or add a new one. One client gets a personal email or text. Several clients get one email with everyone in BCC, plus a personal email and text button for each.
Team: book your own complimentary trust with Jonathan now so you can speak from experience. Family and friends you refer get 25 percent off any estate plan. They book with the same link and write "Roby Realty referral" in "Is there anything else we need to know?" Regular fees: revocable living trust $3,500 individual or $5,500 married couple, irrevocable trust from $6,500. Questions: scherrie@princelawassociates.com · 601.206.0284.
Thank youFirst Birthday Celebration sponsors+
Listed by sponsorship level as a thank you for supporting our celebration. This is not a referral list and no one is required to use any provider. Always give clients choices.
Dates and events
Office dates, Kap milestones, and MLS open houses on Roby Realty listings.
MREC insights
What changed and what it means for your deals. Updated as MREC publishes.
Request support
Marketing, a CMA, listing prep, a contract question. Kori and Georgia get it right away.