BackHOMS Agent Workflow Assistant

Client research, in order.

Pick the client scenario — showing prep, listing launch, or investor underwrite — and run the right HOMS tools in the right order, with a checklist that survives the week.

Showing prep

Buyer client, showings booked

0 / 5 done

  1. 1. Score each property

    Run the score before the client sees the photos — you want the model’s read first.

    Property Score →

  2. 2. Pull comparables

    Three closest actives and recents per property; note where asking sits against them.

    Comparables Finder →

  3. 3. Read the strata (if strata-titled)

    Reserve fund, levies, restrictions — flag anything that changes the offer posture.

    Strata Analyzer →

  4. 4. Stress-test the budget

    Confirm the client still qualifies at this price point with current rates.

    Mortgage Modeler →

  5. 5. Write the showing notes

    One paragraph per property: the read, the risks, the question to answer at the showing.

Progress is saved on this device per scenario. Want these workflows set up for your team — with training? Talk to us.

Who it's for

Agents and brokerages. HOMS provides technology and intelligence to licensed professionals — your client relationship stays yours. For team rollouts with training, see HOMS for brokerages.

What's next

This is the first version: guided sequences with local progress. Client-ready exports and per-file workspaces are on the roadmap —tell us what your desk needs.

The problem

Agents spend hours assembling client research across disconnected tools — and redo it for every showing, listing, and offer.

What this tool does

Pick a client scenario and get a guided workflow: the right tools in the right order, with a client-ready checklist at the end.

Built for
Real Estate AgentsBrokerages
What you'll get
  • Scenario-based tool sequence (showing prep, listing launch, investor underwrite)
  • Client-ready summary checklist
  • Comparable-property context
  • Follow-up questions for the client
  • Offer-prep checklist

HOMS Real Estate Services Corp. is a technology, intelligence and multidisciplinary services company and is not a licensed real estate brokerage. Licensed real estate trading services are provided by Moji Dargahi, licensed real estate professional withRoyal Pacific Realty Corp.. Tool outputs are estimates for informational purposes only and do not constitute an appraisal, recommendation, financial advice or legal advice.