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The product

Follow one lead. Start to first call.

The Whitakers fill out your form on a Tuesday night. Here’s everything that happens next.

Tuesday, 8:52 pmOn your site

Dana fills out your form.

Seven questions, in your brand, on your site.

  • Where, when and who it’s for
  • Their must-haves and budget range
  • Spam and remodels held for your team
Harbor & Pine Homes · Start Your Build
Start Your Build under the builder’s logo: Any must-haves? with open floor plan, home office and walkout lower level picked, beside Your Home Board, setting up as the family answers.
Start Your Build on a phone: Any must-haves? with three picked, and Your board, 12 rooms, plus Walkout, Lower Level.

One minute laterHer phone

Her board opens.

Twelve rooms, set up from her answers, with your homes in every one.

  • Love, keep or pass on your ideas
  • Her own photos, sorted into rooms
  • The big choices, answered early
The family’s board on a phone: Your Rooms, 10 of 12 started, with the Great Room, Kitchen & Dining, Whole House and Primary Bath as photo tiles.
One idea on the board: a long kitchen island with five stools, “One long island everyone gathers around”, reactions from Dana, Chris and Ruth, and a heart, a bookmark and a pass button.

Wednesday, 7:30 amYour team

Your team reads the brief.

Who they are, how ready they are, and where to start the call.

  • The family in one sentence
  • Worth talking through
  • Only your team ever sees it
The Whitaker Home · Brief
The team’s brief on the Whitakers: A warm farmhouse on their own sloped lot, with room for Dana’s mother. Who they are, readiness for a first call rated high, and a budget read.
The brief on a phone: A warm farmhouse on their own sloped lot, with room for Dana’s mother.

Wednesday, 9:40 pmHer phone

Her family joins.

Chris, her mother Ruth and their designer Priya add their say.

The Whitaker Home · Kitchen & Dining
Kitchen and Dining on the family’s board: 8 of 10 ideas reacted to by Dana, Chris, Ruth and Priya, notes for the team from Dana and Chris, and a summary of what they want.
People on the family’s board: Dana Whitaker (owner), Chris Whitaker (partner), Ruth Ellison (Dana’s mother) and Priya Raman (interior designer), an Invite Someone button, and the Harbor & Pine team to message.

Friday, 8:00 amYour team

You see who’s serious.

Every family sorted by what they do on their board.

  • Ready, warming or just started
  • Who’s going quiet this week
  • Every lead by stage
Harbor & Pine Homes · Pipeline
The team’s pipeline: 40 inquiries down to 7 signed, stage by stage; Going Quiet, the Kims 16 days and two families 10 days, each with Reply; and Moving Fastest.
Going Quiet on a phone: three families with 16, 10 and 10 days quiet, each with a Reply button, and Moving Fastest below.

Friday, 12:15 pmHer phone

She picks a time.

Your team suggests times. She taps one.

  • Messages from your team, by name
  • One clear next step
  • Nothing to download
Dana’s home screen on a phone: Pick a Time for Your First Call, with Mon, Oct 26 at 10:00 AM and Tue, Oct 27 at 2:00 PM to tap, and her Big Choices below.

Sample data: the Whitakers and Harbor & Pine Homes are fictional.

Questions

Short answers.

Do families download anything?
No. It opens in the browser, and they can add it to their home screen as your app.
Who can see their board?
The family, the people they invite, and your team. Invited guests never see contact details.
Where do the ideas come from?
Your own homes. We load them at setup and your team reviews every one.
Does AI talk to them?
Never. Every message they get comes from a real person on your team.
Is the brief written by AI?
AI drafts it from their board and it’s labeled that way. Your team has the final say.
What happens to spam?
It never opens a board. Suspicious leads wait in Held for your team to decide.

Monday, 10:00 am

The first call. You already know them.

Get StartedSee how setup works

Try it free. Pay when you open it to families.