How our website, Client Hub, Agent Portal, and Academy work together so you can spend more time with clients and less time on admin.
Roby Realty runs on one connected system. Our website brings clients in, the Client Hub gets them organized, and your Agent Portal puts every lead, deal, listing, design, and training session in one place. It is the brokerage CRM, so you do not need to juggle spreadsheets, scattered texts, or a separate paid tool.
The goal is simple: less admin for you, faster response for clients, and a professional experience that wins referrals.
Nothing extra. The website, portal, Client Hub, Listing Studio, and Academy are included with your Roby Realty affiliation.
Clients who book with you on your booking link only see times you are open. Put your vacation or time off on the Roby Realty calendar (invite Kori and title it Vacation, Out of office, or PTO) and those days disappear from your booking page by the next morning.
Aim to contact every new lead within one hour during business hours. The first agent to respond usually earns the client.
At the top of My Leads is a search bar. Type any part of a name, phone number, email, or property address and the list filters as you type. Narrow it further by source, status, or time frame (last 7, 30, or 90 days, or 12 months). Tap Clear to reset. Brokers also get an agent filter, including Unassigned, in the Assign Leads view.
Every active Roby Realty listing appears on the website automatically from Flex MLS, with the listing agent credited on the card. Co listed homes credit the agent who did the work, and listings with video play the video instead of a still photo.
Buyer side closings can be advertised right away, without waiting on a listing record.
Every flyer, post, and graphic must include the brokerage name, Roby Realty, and the office number, 769.297.8897. The studio templates already include both. Do not remove them.
Through our partnership with attorney Sherrie Prince, Roby Realty clients can receive a free trust as part of closing, with no hidden fees on the Closing Disclosure. From the Trust menu in your portal, pick one or more clients and send them the client facing trust page. Clients are blind copied when you send to several at once. Use it in every listing presentation and buyer consultation.
The Academy lives inside your portal. Complete the getting started checklist first, then work through the Sunday training sessions. Each lesson ends with a short knowledge check, and every compliance topic cites the MREC rule behind it.