Realay
Agent Features

Everything an agent needs to move referrals faster and serve clients better.

Realay gives agents one elegant system for sending referrals, tracking progress, onboarding buyers, generating seller reports, and keeping every client conversation clear from start to close.

Speed from first contact
Create and send referrals in seconds from desktop or mobile
Always-on deal visibility
Track every milestone without chasing updates
Seller-ready CMA tools
Generate polished pricing reports with less manual work
Client experience built in
Keep messaging, notes, and timelines organized in one place
01 · Send Buyer & Seller Referrals

Refer any client to any agent in all 50 states in under 20 seconds.

Fill in a client’s name, phone number, target state, and budget, then send the referral immediately. Buyer and seller referrals follow separate workflows so the right deal details are collected from the start.

Separate buyer and seller flowsFast client intakeNationwide referral reach
Quick referral
New buyer referral
20 sec flow
ClientChristina Vega
Target marketSan Jose, CA
Budget$500k–$750k
TypeBuyer referral
02 · Real-Time Status Tracking

Know exactly where every deal stands, always.

Every referral moves through a clear status pipeline — Searching, Engaged, Under Contract, CMA Sent, and Closed — with timestamps at every stage. Both you and your client stay informed without chasing updates by phone or text.

Timestamped pipelineClear status visibilityNo manual update chasing
Status timeline
Live updates
1
Searching
Today · 9:12 AM
2
Engaged
Today · 11:38 AM
3
Under Contract
Awaiting update
4
Closed
Not yet
03 · CMA Report Generation

Deliver a professional seller analysis in minutes, not days.

Connect your Rentcast account and Realay automatically pulls comparable sales, calculates a recommended price range, and drafts an AI-written narrative. The result is a polished branded PDF you can share through a unique link instantly.

Rentcast-powered dataAI-written narrativeShareable branded PDF
CMA report builder
PDF ready
Seller Pricing Analysis
Low
$412k
Suggested
$438k
High
$459k
04 · Buyer Onboarding Profile

Capture the full picture of what your buyer actually wants.

A structured 14-section buyer profile collects location preferences, budget, property type, must-haves, deal-breakers, financing details, timing, and more. Buyers complete it through a guided portal so every intake is clean and consistent.

14 detailed intake sectionsGuided client portalConsistent structured data
Buyer profile
14 sections
Location goals
Structured input
Budget
Structured input
Property type
Structured input
Must-haves
Structured input
Deal-breakers
Structured input
Timeline
Structured input
05 · Voice Referral Creation (Mobile)

Create a referral while driving between showings — hands-free.

Use the Realay mobile app to speak a referral into existence. Say who the client is, where they are looking, and the budget range, and the app confirms the details before sending. It is built for speed when your day is moving fast.

Hands-free creationMobile-first workflowVoice confirmation before send
Voice referral
Listening
“Send a buyer referral for Christina in San Jose, budget $500k to $750k.”
Confirmed and ready to send
06 · Contractor Referrals

Connect your clients with trusted vendors in one click.

When a client needs an inspector, plumber, electrician, or mover, refer them directly to a vetted contractor from your brokerage’s approved network. The contractor gets the referral, contacts the client, and you keep visibility over the relationship.

Approved vendor networkOne-click contractor referralsAgent visibility stays intact
Contractor referrals
Broker-approved
Inspector
Available · Metro Detroit
Refer
Plumber
Available · Oakland County
Refer
Mover
Top rated · Wayne County
Refer
07 · Client Portal Messaging

Keep the conversation in one place.

Communicate with your client through their branded Realay portal instead of scattering updates across texts and email threads. Add notes, share progress, and keep every update organized chronologically for full clarity.

Centralized client communicationChronological update logBranded portal experience
Portal messaging
Client thread
Agent
We found two strong matches in your target area.
Client
Great — are either close to top-rated schools?
Agent
Yes, I added school notes and next steps in the portal.
08 · Referral History & Audit Trail

A complete record of every status change and note.

Every referral keeps a full history log showing who changed each status, when they did it, and what notes were added. That makes it easier to resolve disputes, support compliance reviews, and revisit older deals without losing context.

Complete timeline historyWho changed what and whenUseful for compliance and disputes
Audit trail
Complete history
1
Referral created
George · Mar 12 · 10:24 AM
2
Status changed to Engaged
Receiving agent · Mar 12 · 1:41 PM
3
Client note added
George · Mar 13 · 8:19 AM
4
CMA sent
Receiving agent · Mar 14 · 3:06 PM
Agent-ready workflow

Replace scattered texts, spreadsheets, and follow-ups with one smooth referral engine.

Realay helps agents look sharper, move faster, and deliver a more professional client experience across every referral.