Agent Ledger Pro

Why Choose Agent Ledger?

From chaos to clarity in three simple steps The Problem Juggling spreadsheets, sticky notes, and multiple apps. Missing important deadlines. Losing track of client communications. Spending hours on manual data entry instead of closing deals. The Solution One powerful platform that manages everything. AI-powered contract scanning eliminates data entry. Automatic calendar sync keeps you on schedule.

How does the AI Contract Scanner work?

Simply upload a PDF contract (even scanned documents up to 15MB), and our AI powered by GPT-4o Vision reads the document using advanced OCR technology. It automatically extracts buyer/seller names, property details, dates, prices, deposit amounts, and calculates important deadlines like inspection periods and financing contingencies.

What is ERICA - the AI Virtual Receptionist?

ERICA (Enhanced Real-estate Intelligent Call Assistant) is your 24/7 AI-powered phone receptionist. She answers calls, qualifies leads, schedules appointments, and can hand off to a live agent when needed. ERICA handles after-hours inquiries, captures lead information, and even makes outbound calls on your behalf. All calls are recorded and logged for your review.

What is the Client Portal?

The Client Portal gives your buyers and sellers secure, password-protected access to view their deal progress, important dates, uploaded documents, and transaction details. It keeps clients informed 24/7 without constant calls and emails, improving their experience while reducing your workload. You can generate portal credentials with one click.

Is my data secure?

Absolutely. Agent Ledger uses enterprise-grade PostgreSQL databases with full encryption, multi-tenant data isolation, role-based access control (Owner, Admin, Agent, Staff, Viewer), and comprehensive audit logging. All data is backed up regularly. Your clients' sensitive information is protected with bank-level security standards.