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Early in my career, I wasted a ton of time on the wrong real estate agent tools. I’d jump between different CRMs, struggle with outdated marketing platforms, and spend hours manually managing transactions. At one point, I was juggling so many systems that I felt more like a tech support agent than a real estate professional.
That all changed when I streamlined my tech stack. Once I found the right real estate tools, I could focus on what actually mattered—closing deals. My follow-ups became automatic, my listing presentations looked more professional, and my clients were more impressed than ever.
If you’ve ever felt overwhelmed by technology or wondered whether you’re really using the best real estate agent tools, this guide is for you. I’ll walk you through:
- My go-to tool for winning listings
- The best CRMs for staying on top of leads
- AI-powered platforms that actually make your job easier
- The most effective real estate comparables tools for accurate pricing
By the end of this guide, you’ll know exactly which tools will save you time, help you generate more business, and make you stand out in 2025.
The Best Real Estate Agent Tools in 2024
If there’s one thing I’ve learned in real estate, it’s that having the right tools can mean the difference between winning and losing business. When I first started, I relied on spreadsheets, manual follow-ups, and generic listing presentations. It worked—kind of. But as the market became more competitive, I realized that I needed smarter tools to stand out and close more deals.
Here are the must-have real estate agent tools that have made a massive difference in my business.
Highnote – The Ultimate Listing & Presentation Tool
If you’re still emailing PDFs or using outdated PowerPoint / Google / Canva files in your listing presentations, you’re making things harder on yourself and leaving money on the table.
Before Highnote, everything was just an email with a big PDF attachment and a bunch of links. It was a poor reading experience for the buyer or seller and we didn’t even know if they read it or not! Even if they did read it, it is really not the best way to communicate a lot of information at once.
My agents and I needed something better. Something that would stand out and be tech-forward. Online, interactive, and stunning. So I created Highnote. Highnote changes the way I pitch to clients. It allows me to create stunning, interactive digital listing presentations that impress sellers, make me look better than my competition, and help me win more listings.
When I first started using Highnote, I noticed an immediate difference in how sellers responded when I showed up for my listing appointments. Sellers felt like they knew me already and were definitely educated as to why me and my brokerage. They were engaged, impressed, and actually excited to meet with me and take the next step with me. I frequently get compliments on how slick and tech-forward my Highnote listing presentation is and how much better it was than what other agents sent.
How It Helps:
- Creates professional, online, and customizable real estate presentations for sellers, buyers, and investors.
- Lets me track who opens and engages with my presentation, and exactly what sections are being read, so I know exactly when to follow up.
- Makes me look more polished and prepared compared to agents still using traditional printouts.
I once had a seller who was interviewing multiple agents. Instead of just sending a CMA and hoping for the best, I put together a Highnote presentation showcasing my marketing plan, previous sales, and testimonials. The seller later told me, “You were the only agent who actually looked like you had a strategy.” I got the listing—at a full 6% commission.
If you’re serious about winning more listings, this is one tool you can’t afford to ignore.
But Highnote isn’t just real estate listing presentation software.
You can custom-brand your presentations with your logo, colors, and contact information, reinforcing your professionalism.
It allows you to personalize each pitch by including videos or messages tailored to the specific client.
Highnote allows you to drag and drop content, including videos, PDFs, links, images, and testimonials, into a sleek, branded presentation.
You can create multiple templates for different situations—listing presentations, buyer consultations, pre-listing packets, and even agent recruiting.
Live Tracking and Engagement Insights
- This is one of my favorite features—Highnote shows you exactly when a client opens your presentation and what they spend the most time on.
- You can see if a seller is fixated on the marketing plan or if a buyer keeps revisiting the pricing strategy, giving you valuable insights on what matters most to them.
Seamless Sharing and Accessibility
- Instead of sending large email attachments, Highnote generates a single link that you can text or email to your client.
- Presentations look great on desktop, mobile, or tablet, ensuring a seamless viewing experience.
How Some of The Best Agents Use Highnote
Winning Listings with Highnote
When competing for a listing, many agents traditionally send a pre-listing packet with market data, testimonials, and pricing strategies. However, a Highnote presentation allows agents to deliver a more engaging and interactive experience that sets them apart from the competition.
A well-structured Highnote listing presentation typically includes:
- A video introduction showcasing the agent and their team
- A custom marketing plan highlighting past successful listings
- A direct link to client testimonials and Google reviews
- An embedded comparative market analysis (CMA) outlining pricing strategies
- A section that clearly defines what makes the agent different from competitors
Many sellers find this format more compelling than traditional printed packets. One seller noted that a Highnote presentation was “more detailed and engaging” than what other agents provided, leading to the agent securing the listing over competitors with more experience.
Making Buyer Presentation More Interactive
Highnote also enhances buyer consultations by replacing static PDFs or long email explanations with a dynamic, easy-to-navigate presentation. Instead of walking buyers through printed documents, agents can send a buyer presentation that includes:
- A step-by-step breakdown of the home-buying process
- A video walkthrough explaining the loan pre-approval process
- Direct links to recommended lenders, home inspectors, and title companies
- Sample contracts so buyers can review what to expect when making an offer
This format makes it easier for buyers to absorb key information. First-time buyers, in particular, have responded positively, with one stating, “This was so much easier to understand than reading a long PDF. I felt more confident moving forward because I knew exactly what to expect.”
Helping Buyers Submit Stronger Offers
In multiple-offer situations, agents need to ensure their buyers’ offers stand out. Instead of submitting a standard email with attachments, many agents use Highnote to create a polished, professional offer presentation that includes:
- A personalized video from the agent explaining why their client is the best choice
- The offer details in a clear, easy-to-read format
- A pre-approval letter from the lender
- A buyer love letter (if appropriate for the transaction)
A listing agent once shared that a Highnote presentation made a significant impact on a seller’s decision, saying, “Your offer was the best-presented one I received, and that made a huge impression.” The seller ultimately accepted the offer, even though another buyer had submitted a slightly higher bid, simply because the presentation was more professional and persuasive.
Real Estate Presentation Templates & Examples
One of the standout features of Highnote is its pre-built real estate presentation templates and examples designed specifically for agents. Instead of creating presentations from scratch, you can choose from expertly crafted templates that cover everything from listing presentations to offer packages.
These templates aren’t just placeholders—they’re based on proven, high-converting real estate presentation examples by top agents. This means you get a professional, structured format right away, and all you need to do is customize the details to fit your brand and client needs.
Real Estate AI Tools Are Changing the Industry
Artificial intelligence is transforming the real estate industry, helping agents work smarter, close deals faster, and improve client experiences. From predicting which real estate leads are most likely to convert to automating client follow-ups, AI tools eliminate guesswork and save time.
Many agents assume AI is complicated or only useful for tech-savvy professionals, but in reality, AI-powered real estate tools are designed to make everyday tasks easier. Here’s how some of the best AI tools are helping agents generate more business and stay ahead of the competition.
AI-Powered Lead Scoring & Predictive Analytics
Agents often struggle with identifying which leads are serious buyers or sellers and which ones are just browsing. AI-powered lead scoring tools analyze consumer behavior, search patterns, and market trends to predict who is most likely to buy or sell soon.
Best AI Lead Scoring & Predictive Analytics Tools:
- Revaluate – Uses AI to analyze consumer data and predict which contacts are most likely to move.
- Offrs – Generates predictive seller leads by analyzing property and homeowner data.
- SmartZip – Uses AI to identify potential home sellers before they list.
How Agents Use It:
Instead of calling every lead on a list, agents can focus on the most motivated prospects first. AI tools flag high-priority contacts based on engagement levels, helping agents increase conversion rates and reduce wasted effort.
I Chatbots for Client Communication
Many potential buyers and sellers visit an agent’s website but leave without taking action. AI chatbots engage visitors in real time, answer questions, and capture leads even when the agent isn’t available.
Best AI Chatbots for Real Estate:
- Tidio – AI-driven chatbot that engages website visitors, responds to inquiries, and integrates with email and social media platforms.
- Roof AI – Assists with lead capture and answers common real estate questions.
- Freshchat – AI-powered messaging tool for website and social media integration.
How Agents Use It:
AI chatbots respond instantly to inquiries, qualify leads, and set up appointments without the agent lifting a finger. This ensures that agents never miss a lead, even outside of business hours.
AI-Driven Pricing & Market Analysis
Determining the right listing price is one of the most critical parts of selling a home. AI-powered pricing tools go beyond traditional CMAs by analyzing real-time market data, buyer demand, and predictive trends.
Best AI Pricing & Market Analysis Tools:
- HouseCanary – Uses AI to predict home values and market trends.
- Restb.ai – AI-powered image recognition that evaluates property features for better pricing.
- Homebot – Provides automated home value reports to keep past clients engaged.
How Agents Use It:
Instead of relying solely on MLS comps, agents use AI-driven pricing tools to deliver more accurate valuations and impress sellers with data-backed pricing strategies. This helps in winning listings and setting the right price from day one.
AI-Powered Content & Marketing Automation
Marketing is a time-consuming task for agents, but AI-powered platforms can generate content, automate social media posting, and create email campaigns that keep agents top-of-mind with potential clients.
Best AI Marketing Tools for Real Estate:
Of course, we can’t live without ChatGPT, but these tools is also a great must-have for agents:
- Gemini by Google – AI-powered content creation with deep search integration, ideal for market trend analysis and SEO copy.
- Jasper AI – Specializes in AI-driven marketing content, including ad copy, social media posts, and lead nurturing email sequences.
- RPR Market Trends AI – Provides instant market reports for social media and email marketing.
- Adwerx – Uses AI to create and distribute targeted digital ads for listings.
How Agents Use It:
Agents who consistently market themselves get more business. AI tools automate content creation, social media posting, and email follow-ups, freeing up time while maintaining a strong online presence.
Must-Have Real Estate Broker Tools
As my business grew, I quickly realized that managing multiple agents, keeping track of commissions, and ensuring compliance was a completely different challenge than just handling my own transactions. Running a team or brokerage requires more than just lead generation and sales skills—it takes the right tools to stay organized, recruit the right agents, and keep deals running smoothly.
For years, I tried to juggle everything manually. I had spreadsheets for tracking commissions, a whiteboard for deal statuses, and endless email chains to keep up with compliance. It was a mess. Once I started using the right real estate broker tools, I was finally able to scale my business without feeling like I was drowning in paperwork.
Here are the top tools that have made my life easier as a broker and team leader.
Broker CRM & Agent Management – MoxiWorks & BrokerSumo
One of the biggest challenges I faced when growing my team was keeping track of agent performance and making sure everyone stayed on top of their deals. A standard CRM works for individual agents, but as a broker, I needed a system that helped me manage my agents, track sales performance, and oversee transactions all in one place.
Best Broker CRMs:
- MoxiWorks – A powerful CRM designed for brokers and teams, with features for agent management, coaching, and performance tracking.
- BrokerSumo – A commission tracking and brokerage accounting system that keeps everything organized.
How I Use It:
Before I had these tools, I used to rely on agents self-reporting their deal progress. It was inefficient, and I had no real insight into what was happening until a deal was already in trouble. Now, I can see all active transactions in one dashboard, track agent performance, and identify who needs help before it’s too late.
Recruiting & Retention Tools for Real Estate Teams – Brokerkit & WizeHire
Finding the right agents is one of the hardest parts of growing a brokerage. I learned this the hard way when I hired an agent who looked great on paper but ended up struggling with follow-ups and closing deals. A strong recruiting system helps avoid these mistakes and ensures new hires actually fit the team culture and performance expectations.
Best Real Estate Recruiting Tools:
- Brokerkit – Helps brokers automate recruiting efforts, track candidates, and streamline the onboarding process.
- WizeHire – A recruiting platform that finds and pre-screens top-performing real estate agents.
How I Use It:
I used to spend hours manually reaching out to potential agents, trying to convince them to join my team. Now, Brokerkit automates the outreach, and I only focus on candidates who are already interested. It’s saved me at least 10 hours a week, and I’ve hired better agents because of it.
Commission & Accounting Management – Loft47 & QuickBooks for Brokers
Tracking commissions manually was a nightmare when my team started closing multiple deals each month. Agents would constantly ask, “How much am I making on this deal?” and I’d spend way too much time calculating splits, fees, and expenses.
Best Commission & Accounting Tools:
- Loft47 – Automates commission calculations and payouts, keeping everything transparent for agents.
- QuickBooks for Brokers – Helps manage brokerage finances, tax deductions, and expenses.
How I Use It:
Loft47 was a game-changer for me. Agents can log in and see exactly how much they’re earning on each deal, eliminating constant commission-related questions. It also helps me track revenue, expenses, and profitability, so I can actually focus on growing the business instead of crunching numbers.
The Best Real Estate Comparables Tools for Pricing & Valuations
One of the fastest ways to lose a listing—or a buyer’s trust—is by getting the price wrong. Overpricing leads to stale listings, frustrated sellers, and price reductions. Underpricing leaves money on the table and can make a seller feel like they’ve been shortchanged. That’s why having the right real estate comparables tools is critical.
Early in my career, I relied entirely on MLS comps for pricing homes. While that worked in some cases, I quickly learned that not all MLS data tells the full story. Some listings were outdated, some didn’t account for market shifts, and others missed key property features. Once I started using third-party comparables tools, my pricing accuracy improved, and I won more listings because I could justify my pricing strategy with solid data.
Here are the best tools I’ve used for pulling accurate comps and delivering better pricing strategies to clients.
MLS-Based Comparables Tools
Every agent has access to their MLS for pulling comps, but not all MLS platforms provide the same level of detail. Some include tax records, historical sales, and market trend reports, while others are more limited.
How to Maximize MLS Data for Pricing:
- Look beyond just recent sales—pay attention to days on market, price reductions, and expired listings to understand pricing trends.
- Use MLS search filters to find homes that match key property features like lot size, renovations, and location within the neighborhood.
- Compare pending sales rather than just closed sales to get the most up-to-date pricing insight.
Many agents rely only on MLS comps, but pairing MLS data with AI-powered pricing tools can increase accuracy and give sellers more confidence in your numbers.
Cloud CMA – The Best CMA Tool for Agents
For agents who want to create better, more visually appealing CMA reports, Cloud CMA is one of the best tools available.
Why It’s Better Than a Basic MLS Report:
- Customizable reports with branded pages, charts, and interactive visuals.
- Integrates with MLS data while allowing for manual adjustments based on property condition.
- Includes pricing strategy explanations that help sellers understand the logic behind the numbers.
How I Use It:
Before using Cloud CMA, I used to email sellers a boring PDF with raw MLS data. Now, I create polished, interactive CMA reports that include professional charts, comparable properties, and even a “recommended pricing range” based on different selling strategies.
One seller told me, “Your CMA was the most professional and easy-to-understand report I’ve seen.” That listing appointment turned into a signed contract on the spot.
HouseCanary – AI-Powered Home Valuations
When I need more data-driven pricing models, HouseCanary is my go-to tool. It uses AI and predictive analytics to estimate property values based on more than 40 years of market data.
Why It’s a Game-Changer:
- Uses AI-powered valuation models that account for economic trends, interest rates, and local demand.
- Provides forecasted price appreciation to help sellers see future value potential.
- Gives instant reports that compare home values across different neighborhoods.
How I Use It:
I had a seller who insisted on listing their home at $50,000 over market value. Instead of just telling them they were overpricing, I showed them a HouseCanary report that forecasted slower appreciation in their neighborhood. The data convinced them to price competitively, and their home sold within two weeks—while a similar overpriced listing sat on the market for months.
Choosing the Best Real Estate Tools for Your Business
With so many tools available, it’s easy to feel overwhelmed. The key to success isn’t using every tool on the market—it’s choosing the right ones that align with your business needs.
Below is a breakdown of the best real estate tools by category, helping you decide which ones will have the biggest impact on your workflow, lead generation, and closings.
Best Real Estate Tools by Category
Category | Best Tool(s) | Why It’s Essential | Best For |
Listing Presentations & Offers | Highnote | Creates professional, trackable presentations that impress sellers and help buyers stand out in competitive offers. | Winning more listings and submitting polished offers. |
Lead Generation & Marketing | Zillow Premier Agent, BoldLeads, Adwerx | Generates high-quality buyer and seller leads through targeted ads and lead capture forms. | Agents looking to grow their pipeline and increase online visibility. |
CRM & Follow-Up Automation | Follow Up Boss, kvCORE, LionDesk | Organizes leads, automates follow-ups, and ensures no client slips through the cracks. | Agents who want to streamline lead management and nurture long-term relationships. |
AI-Powered Lead Scoring | Revaluate, Offrs, SmartZip | Uses predictive analytics to identify which leads are most likely to buy or sell. | Agents who want to prioritize high-intent leads and improve conversion rates. |
Transaction Management & Compliance | Dotloop, Skyslope, DocuSign | Keeps deals on track by organizing contracts, deadlines, and compliance requirements. | Brokers, team leaders, and solo agents handling multiple transactions. |
Comparables & Pricing Analysis | Cloud CMA, HouseCanary, PropStream | Provides more accurate home valuations by combining MLS data with AI-driven insights. | Agents looking to price homes competitively and win more listings. |
Recruiting & Brokerage Management | Brokerkit, MoxiWorks, Loft47 | Helps brokers manage agent performance, track commissions, and grow their team. | Brokerage owners and team leaders scaling their business. |
Client Retention & Homeowner Engagement | Homebot | Keeps past clients engaged by sending monthly home value updates and market insights. | Agents focused on long-term referrals and repeat business. |
How to Build Your Real Estate Tech Stack
1. Identify Your Biggest Challenges
- Struggling with lead follow-up? → Invest in a CRM.
- Losing out on listings? → Use Highnote for better presentations.
- Wasting time on manual tasks? → Automate with AI-powered tools.
2. Start with Core Essentials
- Every agent should have at least a CRM, lead generation tool, and transaction management system.
3. Add AI & Automation as You Scale
- Once your basics are covered, introduce AI-driven pricing tools, lead scoring, and marketing automation to save time and boost efficiency.
