Operations · Feature
Real estate records that connect
Properties, listings, transactions, and projects on one address — with section tabs for marketing, showings, offers, repairs, checklists, and Routine-driven milestones.
The problem
Property details sit in MLS exports, transaction checklists in email, and commission math in spreadsheets — disconnected from the people involved.
How it works
Open a property once, then work across four main areas: Property (owners, photos, dates), Listings (marketing, showings, offers, proceeds), Transactions (contract-to-close, repairs), and Projects (renovations and flips). Each area has configurable section tabs — calendar, notes, checklists, inbox, print queue, and more. List and Kanban views let you work properties, listings, transactions, or projects as their own pipelines. Key dates on every record feed Routines and dashboard widgets.
One address, every deal type
Listing, sale, and rehab context on the same property — no duplicate records or lost history.
Milestone discipline
Important dates and status tabs drive calendar work and Routines instead of static PDF checklists.
AI where it saves time
Listing copy, offer comparisons, repair imports, Gamma presentations, and photo-to-video — you edit before anything client-facing goes out.
See it in SAM
Theme-aware product views from the live app — plus campaign hero art where noted.
Contract-to-close workspace on the property — parties, dates, repairs, checklists, and linked communications.
Under contract
You open the transaction record, review the inspection date Routine, use AI Import on the repair list, assign checklist items to your TC, and track negotiation notes — all linked to the buyer, seller, and property.
Inside the hub
Each main area — Property, Listings, Transactions, and Projects — has its own section tabs. Reorder and hide tabs per user; Routines and checklists attach to the dates and fields on each record.
Property
The property record is the anchor — address, owners, photos, dates, and operational history for a physical asset. Open any property to work across Listings, Transactions, and Projects without losing context.
Owner Information
Purpose: Link sellers, landlords, and other owners to the property with roles and contact details.
Benefits: Household and ownership context stays on the record — ready for Routines, inbox threads, and call lists without retyping names.
Property Details
Purpose: Core facts: property name, type, beds/baths, square footage, and the photo gallery.
Benefits: One source of truth for listing copy, presentations, and team handoffs. Hero photos surface in list and Kanban views.
AI: From the photo gallery, generate short marketing videos from still images (photo-to-video). Turn listing photos into social-ready clips without a separate video editor.Property Location
Purpose: Structured address and location fields used across merges, maps, and filters.
Benefits: Consistent addressing for templates, print pieces, and saved list layouts by market or neighborhood.
Tags
Purpose: Flexible labels for segmentation — farm areas, property type, marketing cohorts, and more.
Benefits: Drive saved layouts, Routine audiences, and newsletter segments from the same tags you use on contacts.
Important Dates
Purpose: Property-level milestones that can trigger calendar activities and Routines.
Benefits: Date-driven ops on the asset itself — not only when a listing or transaction is active.
Calendar
Purpose: Activities and appointments linked to this property record.
Benefits: See showings, inspections, and tasks in context with the people and deals attached to the address.
Notes
Purpose: Running log of conversations, observations, and internal updates.
Benefits: Institutional memory survives agent turnover; notes stay with the property, not a personal notepad.
AI: Draft or refine notes with AI assistance inside the note editor. Capture meeting takeaways faster while keeping your voice in the final text.Checklists
Purpose: Launch or maintenance checklists assigned to the property record.
Benefits: Repeatable steps for listing prep, seasonal maintenance, or team standards — tracked to completion in SAM.
Files
Purpose: Attachments: surveys, plats, HOA docs, and other property-level documents.
Benefits: Stop searching email for the same PDF every time a new listing or project starts.
Inbox
Purpose: Email and SMS threads linked to this property entity.
Benefits: Communications stay tied to the address — assign, snooze, and hand off without losing which home the client means.
Print Queue
Purpose: Letters, postcards, and handwritten pieces queued for this property.
Benefits: High-touch offline mail tracked alongside digital follow-up — drafts, due dates, and fulfillment status in one place.
Listings
Turn a property into an active listing with marketing copy, showings, offers, and seller proceeds — plus pipeline views and team widgets for launch discipline.
Listing Details
Purpose: Price, status, MLS identifiers, and core listing fields.
Benefits: Status changes feed dates and Routines so launch, pending, and sold transitions drive the right next steps automatically.
Tags
Purpose: Listing-specific labels for campaigns, price bands, and team workflows.
Benefits: Filter list views and Routine triggers by how you market and coach each listing.
Important Dates
Purpose: Listing lifecycle dates — photography, go-live, open house, price change, contract, and more.
Benefits: Milestone discipline without a spreadsheet; dates move calendar work and Routines when they change.
Marketing Information
Purpose: Descriptions, special features, marketing title, and featured-listing settings.
Benefits: Professional, on-brand listing copy in the same workspace as CRM and send tools.
AI: Generate listing description, special features, and marketing title from property photos, details, and your stated objective — then edit before publish. Send to Gamma for AI-built seller presentations (optional Manus research for neighborhood/CMA context). First draft in minutes, not hours; presentations and copy stay consistent with the record.Showing Information
Purpose: Showing schedule, access instructions, and buyer-facing logistics.
Benefits: Showing coordinators and listing agents share one place for times, lockbox notes, and updates.
Party Members
Purpose: Sellers, listing agents, co-agents, photographers, stagers, and other stakeholders.
Benefits: Everyone on the deal is linked with roles — templates and Routines can target the right party.
Estimated Proceeds
Purpose: Seller net sheet with commissions, fees, and payoff assumptions.
Benefits: Model net proceeds in the listing conversation without exporting to a standalone calculator.
Offers
Purpose: Track incoming offers, contingencies, and negotiation status.
Benefits: Compare terms in one grid; accept offers and print summaries for seller consultations.
AI: AI Compare analyzes two or more selected offers side by side; save comparisons for later review. Help sellers decide faster with plain-language contrast of terms, not just spreadsheet columns.Calendar
Purpose: Listing-tied activities — marketing deadlines, showings, and milestone tasks.
Benefits: Due and overdue work surfaces on dashboards and in SAM Chat daily briefing.
Notes
Purpose: Listing-specific conversation log and internal strategy notes.
Benefits: Strategy and seller conversations stay with the listing record through price changes and negotiations.
AI: AI-assisted drafting inside listing notes. Summarize calls and showing feedback without retyping from memory.Checklists
Purpose: Listing launch and marketing checklists from your team library.
Benefits: Nothing ships late because a step lived only on a coordinator’s whiteboard.
Files
Purpose: Listing agreements, marketing assets, and seller disclosures.
Benefits: Marketing and TC teams pull the latest collateral from the record, not shared drives.
External Documents
Purpose: Links and references to docs hosted outside SAM (MLS sheets, vendor portals).
Benefits: One jump-off point for external systems without breaking the single-record workflow.
Showings Intelligence
Purpose: Showing feedback, visitor tracking, property passports, and buyer engagement for this listing.
Benefits: Listing agents see which showings need follow-up, feedback gaps, and visitor activity — aligned with Showings Pipeline dashboard widgets.
Inbox
Purpose: Threads linked to the listing entity.
Benefits: Buyer and seller texts about this listing stay findable for the whole team.
Outbox Messages
Purpose: Scheduled and queued outbound email tied to the listing.
Benefits: Review bulk or sensitive seller updates before they send.
Print Queue
Purpose: Just-listed postcards, seller gifts, and other mail for this listing.
Benefits: Offline launch touches tracked with the same due-date discipline as email and SMS.
Statuses
Purpose: Configurable status grid for listing launch milestones (sign ordered, photos done, MLS live, and custom steps).
Benefits: Visual launch discipline for teams; status changes can drive Routine conditions and template merge fields.
Transactions
Contract-to-close execution on the property — parties, dates, repairs, checklists, and communications in one transaction workspace.
Transaction Details
Purpose: Purchase price, financing, contingencies, and contract status fields.
Benefits: Buyers, sellers, and TCs work from one record; status moves trigger dates and Routines like listing workflows.
Tags
Purpose: Labels for deal type, risk flags, or team routing.
Benefits: Segment active deals for dashboards, call lists, and compliance review.
Important Dates
Purpose: Inspection, appraisal, loan approval, closing, and custom contingency dates.
Benefits: When a date moves, calendar and Routines move with it — fewer missed deadlines.
Party Members
Purpose: Buyers, sellers, agents, lenders, title, and service providers with roles.
Benefits: Handoffs and template merges always target the right person on the file.
Calendar
Purpose: Transaction activities — walkthroughs, signings, and task due dates.
Benefits: TCs and agents see overdue contract work next to client appointments.
Notes
Purpose: Negotiation log, repair discussions, and client updates.
Benefits: File history survives when a teammate covers closing week.
AI: AI-assisted note drafting on transaction notes. Document inspection calls and repair negotiations while details are fresh.Checklists
Purpose: Under-contract and closing checklists from your library.
Benefits: Standardize TC workflows; checklist completion visible on the deal record.
Files
Purpose: Purchase agreement, addenda, disclosures, and closing PDFs.
Benefits: Compliance and agents open the same document set — no version confusion.
Repairs
Purpose: Repair requests, credits, and resolution tracking through closing.
Benefits: Inspection outcomes stay on the transaction; export CSV or PDF reports for parties.
AI: Import repair items from inspection reports with AI-assisted parsing. Build the repair list in minutes instead of retyping from a PDF.External Documents
Purpose: Links to title portals, lender portals, and other external closing tools.
Benefits: Bridge to outside systems without losing the SAM record as home base.
Inbox
Purpose: Buyer/seller/lender threads linked to the transaction.
Benefits: Answer client texts with full contract context on screen.
Outbox Messages
Purpose: Queued client updates and bulk status emails for the file.
Benefits: Team leads approve sensitive closing communications before send.
Print Queue
Purpose: Closing gifts, thank-you notes, and printed updates for this transaction.
Benefits: Experience-layer touches ship on schedule, not as an afterthought.
Statuses
Purpose: Custom transaction milestone statuses (lender cleared, repairs agreed, etc.).
Benefits: Pipeline visibility for TCs and team leads; ties into Routines and reporting.
Projects
Renovations, flips, and improvement work on a property — scope, contractors, dates, and checklists when the job is not a traditional listing or sale.
Project Details
Purpose: Scope, budget fields, status, and narrative description of the work.
Benefits: Track flips and renovations alongside listings and sales on the same property address.
AI: Generate project description, special features, and marketing title from property context and your objective. Document scope and marketing angle for investor updates or resale positioning faster.Tags
Purpose: Project type, contractor cohort, or investment strategy labels.
Benefits: Report on active rehabs and filter project lists for investor clients.
Important Dates
Purpose: Start, inspection, completion, and custom project milestones.
Benefits: Routines remind contractors and agents when phases should complete.
Party Members
Purpose: Contractors, vendors, investors, and project managers.
Benefits: Everyone on the job is linked for templates, notes, and accountability.
Calendar
Purpose: Walkthroughs, permit appointments, and phase deadlines.
Benefits: Project timelines visible next to listing and transaction calendars on the same property.
Notes
Purpose: Site visit logs, change orders, and vendor conversations.
Benefits: Flip and rehab history stays with the property for the next listing.
AI: AI-assisted drafting in project notes. Capture walkthrough observations without slowing down on site.Checklists
Purpose: Rehab phase checklists — demo, rough-in, finish, punch list.
Benefits: Repeatable renovation playbooks for teams that scale flip volume.
Files
Purpose: Permits, bids, invoices, and progress photos.
Benefits: Investors and partners review documentation from one record.
External Documents
Purpose: Vendor portals, permit trackers, and other external project links.
Benefits: Jump to outside tools while keeping SAM as the property command center.
Inbox
Purpose: Threads linked to the project entity.
Benefits: Contractor texts and vendor email stay tied to the job, not a personal phone.
Outbox Messages
Purpose: Investor updates and vendor communications queued from the project.
Benefits: Batch project updates with review before send.
Print Queue
Purpose: Printed notices, signage orders, or mail related to the project.
Benefits: Physical touchpoints tracked with the same queue as listings and transactions.
Statuses
Purpose: Custom project phase statuses (permits submitted, rough-in complete, etc.).
Benefits: Team visibility into rehab pipeline; conditions for Routines and reporting.
FAQ
Related
Features
- Routines — Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
- Checklists — Entity checklists from a shared library — attached to listings, transactions, and projects so nothing gets skipped.
- Calendar — Activities, recurrence, resources, and routine-linked dates — so your calendar reflects deals and contacts, not just meetings.
- Client Portal — Stop juggling group texts, email chains, and random attachments. SAM Client Portal is a branded home for buyers and sellers — milestones, documents, your team, and next steps — tied directly to the listings and transactions already living in SAM.
Integrations
- Gamma — AI presentation decks for listings and sellers.
- Google Gemini — Primary AI for SAM Chat, Knowledge Library, and media.
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