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For agents

Everything you do,in one place.

Every deal on one live timeline. Your clients, your people and your marketing, right alongside. Ezra keeps it all moving.

Create your accountSee a live deal
JR

Jordan Rivera

to ezra@in.ratifyly.com

9:14 AM

Fwd: Ratified contract, 48 Harborview

Purchase_Agreement_signed.pdf
E

Ezra from Ratifyly

9:16 AM

Deal built for 48 Harborview Drive. Inspection ends Jul 20, loan approval due Aug 1, closing Aug 12. I'll remind you before each one.

Three weeks later, by text

Where's the loan on Harborview?

Conditions are in and loan approval is due tomorrow. Nothing needed from you yet.

Closing week

Move the walkthrough to 10 tomorrow

Done. Walkthrough Tuesday at 10, closing Wednesday. Every document is in, nothing left on your list.

48 Harborview closed. Your just-sold post is ready, and your file is already clean.

Portal

Your clients, always in the loop.

One invite gives them a beautiful home for their deal: the journey, their to-dos, key dates, who's involved and the documents they need. They can estimate their net or their closing costs, read guides for each stage, and ask Ezra questions about their own deal. They'll know before they have to ask.

  • A live client portal on every deal, the thing you demo in a listing pitch

  1. Before the contract

    Your buyers search homes and get alerts. Your sellers see their pricing, showings and offers.

    TRThe Rivera GroupJordan Rivera

    Homes

    Search the homes for sale, like the ones you want to see, and save a search to hear when a new one matches.

    Save this search
    Address, subdivision or MLS #
    Any townNo minimumNo maximumAny beds

    1,186 homes

    Newest
    • New418 Orchard DriveBlacksburg · 4 beds · 3 baths · 2,460 sq ft$512,000Listing courtesy of Ridgeline Realty
    • Price reduced27 Woodland CourtChristiansburg · 3 beds · 2.5 baths · 1,880 sq ft$389,900Listing courtesy of Cardinal Oak Realty

  2. Under contract

    Their timeline, their to-dos, their documents, and Ezra to answer questions any time.

    TRThe Rivera GroupJordan Rivera

    26 days until closing

    Good afternoon · Friday, July 17Next up · Inspection deadline, Monday

    48 Harborview Drive

    Salem, VA 24153 · You're buying · $549,000

    Inspection

    Your journey to closing

    Three things happen at once after ratification.

    RatifiedJul 10, 2026

    Contract and inspection

    Now: inspection, due Jul 20

    Your financing

    Appraisal with Fairview Mortgage, updated Jul 14

    Title and settlement

    Title search with Cornerstone Title & Escrow, updated Jul 14

    Closing dayAug 12, 2026
    See the full journey

    The date on each line is the latest news we have.

    New to this?Read what happens between now and closing.

    Where things stand

    Contract and inspectionYou're in the inspection period.Waiting on the other side5 of 8Inspection deadlineDue Jul 20, 2026
    Your financingThe appraisal is being ordered.Waiting on Fairview Mortgage2 of 10Appraisal orderedNot on the calendar yet
    Title and settlementYou're waiting for the title search to come back.Waiting on Cornerstone Title & Escrow2 of 6Title search backNot on the calendar yet
    Closing dayThe closing day steps start closer to the date.Waiting on you0 of 4Homeowners insuranceNot on the calendar yet

    These run at the same time, not one after another. Open any card to see its steps.

    What can still change

    Home inspection deadlineuntil Jul 20, 2026Until this date you can still act on what the inspection turns up, like asking the seller for repairs. Your agent can tell you what your contract allows.3 days left
    Financing approval deadlineuntil Aug 1, 2026Until this date you can still act if your financing doesn't come through, like asking the seller for more time. Your agent can tell you what your contract allows and what happens to your deposit.15 days left

    Your contract still leaves these open. The dates are when each one closes.

    Private and secure: only your deal. Powered by Ratifyly.

  3. After closing

    Every paper and record for the home they bought, in one place, ready to share. Their portal stays with them, documents and all.

    TRThe Rivera GroupJordan Rivera

    Your Home File

    Every paper and record for your home in one place, ready to share.

    Download everything

    48 Harborview Drive

    Salem, VA

    A gift from Jordan Rivera at The Rivera Group

    Bought
    August 12, 2026
    Price
    $549,000
    Built
    1971
    Living area
    2,240 sq ft
    Rooms
    4 bed, 2.5 bath
    Lot
    0.31 acres
    Type
    Single family
    Parcel
    268-3-14
    Assessed
    $498,000

    Facts from county records, read when this Home File opened.

    Your copies of the papers from the sale, kept here even after the brokerage closes its file.

    Closing

    Closing DisclosurePDF · 212 KB

    What you paid and signed on closing day.

In practice

A day with Ezra.

He reads the paperwork the moment it lands, builds the deal, and keeps every date, document and follow-up on one timeline, so you never hold it in your head.

  • E

    Ezra

    Booked: Thursday, Jul 23 at 9:00 AM. Emily confirmed, deal calendar updated. Done as you asked.
    Reaching out now. Emily is mornings only, so that's what Blue Ridge Home Inspection gets. Nothing books until she signs off.
    Reach out to Blue Ridge Home Inspection and get it scheduled. Make sure it works with Emily's schedule
    Your window runs through Jul 27. Calendar's still empty. Want me to start scheduling?

    Today 8:47 AM

    When is our inspection deadline on 123 Maple Ave?
    Good
    48 Harborview's earnest money receipt landed. That was the last thing I was waiting on there.
    iMessage

    “Move the inspection to Thursday and tell my buyer.”

    Done. The note is ready for your YES.

  • E

    Ezra for Jordan Rivera via Ratifyly

    to leah@fairview.com · cc Jordan Rivera

    8:02 AM

    Alex Morgan, 48 Harborview Drive, Salem, VA 24153

    Hi Leah,

    Checking in on Alex Morgan's loan for Harborview. Nothing's come through on our end in over a week, and we're set to close Wed, Aug 12. Where do things stand? I'm watching for the file going to underwriting in particular.

    Could you also confirm you've added me to your loan milestone emails, at ezra@in.ratifyly.com? If I'm not on them yet, adding me to the loan as a transaction coordinator does it.

    Thanks, Ezra AI assistant for Jordan Rivera, The Rivera Group ezra@in.ratifyly.com

    The lender goes quiet.

    Ezra checks in. Before you even notice.

  • 48 Harborview DriveMLS #2604417Listed Jun 24Pending Jul 10

    Dates

    Earnest money
    Paid Jul 15, 2026
    Done
    Loan application
    Submitted Jul 13, 2026
    Done
    Inspection
    Jul 17, 2026
    Done
    Financing approval
    Ends Aug 1 · in 1 day · Updates from your lender
    Underway
    Final walkthrough
    Schedule closer to closing
    Next
    Utilities transfer
    Aug 12, 2026 · in 12 days · Your client checks this off from their portal
    Underway
    Closing
    Aug 12, 2026 · in 12 days

    Read from your paperwork and deemed accurate. Worth a quick check against the contract.

    Contract status

    RatifiedEMDInspectionRepairsClosing

    Tap a step to log it yourself, or a step you logged to reopen it; reported updates stay put.

    Lender status

    Fairview Mortgage
    Updates from your lender
    Now: Initial CD signed
    ApplicationFile to processorAppraisal orderedUnderwritingConditional approvalAppraisal receivedInitial CD signedApprovalClear to closeFinal CD sent

    Closing office status

    Cornerstone Title & Escrow
    Updates from your closing office
    Now: Title received
    IntakeTitle orderedTitle receivedConditions clearedTitle commitmentReady to close

    A new listing hits the MLS.

    The deal opens itself.

  • Due a word

    Marcus HaleBuyer · last touched 2 weeks agoOverdue by 2 daysOverdue by 2 days
    Karen EllisonPast client · last touched 3 months agoDue todayDue today

    Follow-up dates that have arrived, longest overdue first.

    Dates that matter

    Jul 29Karen EllisonHome anniversary · in 7 days
    Aug 3Marcus HaleBirthday · in 12 days

    “Who do I owe a call today?”

    Your list, with the follow-ups already drafted.

  • JR

    FW: Ratified contract, 48 Harborview

    jordan@yourbrokerage.com → ezra@in.ratifyly.com

    9:14 AM
    Purchase_Agreement.pdfLead_Paint.pdfPre_Approval.pdf+6 more

    Filed automatically

    48 Harborview Drive · 9 documents filed Jul 10, 2026 · deadlines tracked · portal ready to send

    A contract comes in.

    Every date, on one live timeline. In about a minute.

  • The Rivera GroupJust Sold88 Maple Court, Radford, VA

    Just sold · drafted by Ezra Sep 14

    88 Maple Court

    A home sells.

    Your just-sold post, designed and waiting.

Home

Your day, on one screen.

Ezra, docked below every page. Tap an app, or just ask. Home opens on his brief: what needs you, the dates ahead, and the people you owe a word.

  • Ezra's brief first, with the field to answer him right under it
  • Drop a contract anywhere on Home, or tap the paperclip, and the deal builds itself
  • The apps you use most live in the dock, and you can rearrange it; All apps holds the rest

Good morning, Jordan

Wednesday, July 22

Needs you

Marcus Hale and Karen Ellison are due a word from you.
Marcus HaleKaren Ellison
123 Maple AvenueOn Maple, the title company asked for something I can't answer: how the buyers will hold title.
Open the requestNot now

Next up

Calendar
Inspection123 Maple Avenue · tomorrow
Inspection period123 Maple Avenue
Karen Ellison's home anniversary
Marcus Hale's birthday

While you were away

Since Tuesday, 6:10 PM
I filed the addendum48 Harborview Drive · 6:48 AM

The rest is on each deal's record.

Waiting on others

Underwriting on 48 Harborview DriveAsked Monday · Fairview Mortgage

If the lender stays quiet, I'll ask again Monday.

That is all of it. What would you like to do?

Draft a note to MarcusAdd a contractWhat is due this week

Ezra

He does the work an assistant does.And he knows when to ask.

Talk to him however you like. In the app. By text, from Messages on your phone. By email, to your own deal address. Even in an iMessage group with your client, where he only shares what everyone in it should see.

Answers questions about any of your deals, instantly.
Ask what is outstanding on Maple, when the inspection window closes, whether the receipt landed. The answer comes from your live files, never from a guess.
Moves dates, fixes details, files documents and sends them where they need to go.
Schedules what needs scheduling, confirms what needs confirming, follows up on what has not come back.
Learns how you work.
Your preferences, your standing instructions, the way you write: he remembers them, so nothing starts from a blank page. Connect your Facebook Page and Instagram and he writes your captions in your own voice. Connect Gmail and say yes, and he learns from the mail you send, so what he drafts in your name sounds like you. He keeps how you write, never the messages. Open “What I remember about you” to read every word of it, and delete any of it.
Speaks up first, when something needs you.
Every deadline read from the contract's own terms and reminded before it slips, every page checked against 86 rules, and every fact he read shown with where he read it. One amendment re-flows the whole chain behind it, and what you missed gets caught.
Coaches you, if you want one.
Tell him what you're working toward. He asks what gets in the way and what you're doing about it, then proposes a plan: a few things you'll do each day or each week, each with a count. Ask how you're doing, and he answers against your own numbers, never anyone else's.

Your plan

Goal

18 closings and $8.1M in 12 months from Wednesday, July 1

Pace

1.5 a month. Your last 12 months ran 1.2 a month.

Call past clients on weekdays (5)
Add new people on weekdays (3)
Host an open house weekly

The pace comes from your own MLS history. Version 1.

Anything new that reaches a client, a lender or the other agent waits for your OK; reminders you have set run on their own. He never signs for you. He never handles wire instructions. You approve what counts.

What you ask him is yours. Your thread is fenced to you, and it is not summarized into anyone's dashboard or used to brief anyone before a meeting. Your broker sees the deal file, which is what oversight runs on. Every deal and client you build is yours to keep; your data is never sold or shared.

E

Ezra

Today 1:12 PM

Put the final walkthrough on my calendar Tuesday at 10, send Alex and Sam an invite
Want me to send Alex Morgan at alex.morgan@example.com and Sam Morgan at sam.morgan@example.com a calendar invite from you for "Final walkthrough", Tue, Aug 11, 10:00am to 11:00am, and put it on your calendar? Their answers come to your email.
Yes, send it
Sent. Alex Morgan and Sam Morgan got the invite for "Final walkthrough", Tue, Aug 11, 10:00am to 11:00am, and your copy is in your email.

Today 4:40 PM

Put the open house on my calendar Saturday, 1 to 3
Done. "Open house", Sat, Aug 15, 1:00pm to 3:00pm, is in your email as a calendar invite, so your calendar can add it.
iMessage

Text him like you'd text your assistant. See how texting with Ezra works

Paperwork

Deals that build themselves.

Forward the contract, text a photo of it, or drop the PDF on Home. Ezra reads it, splits the packet and fills in the deal. New listings on the MLS open their own deals.

  • Email the paperwork in; the deal, dates, and deadlines build themselves
  • Deadline reminders and action items arrive by email or text, your choice
  • Whatever produces your PDFs (your forms library, your e-signature), Ratifyly just reads them

48 Harborview Drive

Salem, VA · Buyer side · Alex and Sam Morgan

On trackContract: EMDCloses in 33 days

Now: Loan Submission Deadline

Needs you

Send the file
Ready to send to Cornerstone Title & Escrow

Everything else on this deal is on track.

Deal page

One live timeline.

Every date, every document, everything that hasn't come back. Each deal page shows what needs you, the dates, the paperwork, the people, and a place to ask Ezra about that home. Connect your lender's status feed and their milestones land on your timeline, no status calls, and when the closing office goes quiet Ezra asks them for an update himself. And when an amendment moves the closing date, everything downstream moves with it, automatically.

  • Contingency deadlines with overdue and due-soon flags
  • Lender milestones fill in from a connected feed, no chasing status, no data entry
  • The lender, the closing office and the agent on the other side join by email or text, no login and nothing to install
  • Dates read from the paperwork, not typed by you

Dates

Earnest money
Paid Jul 15, 2026
Done
Loan application
Submitted Jul 13, 2026
Done
Inspection
Jul 17, 2026
Done
Financing approval
Ends Aug 1 · in 1 day · Updates from your lender
Underway
Final walkthrough
Schedule closer to closing
Next
Utilities transfer
Aug 12, 2026 · in 12 days · Your client checks this off from their portal
Underway
Closing
Aug 12, 2026 · in 12 days

Read from your paperwork and deemed accurate. Worth a quick check against the contract.

Contract status

RatifiedEMDInspectionRepairsClosing

Tap a step to log it yourself, or a step you logged to reopen it; reported updates stay put.

Lender status

Fairview Mortgage
Updates from your lender
Now: Initial CD signed
ApplicationFile to processorAppraisal orderedUnderwritingConditional approvalAppraisal receivedInitial CD signedApprovalClear to closeFinal CD sent

Closing office status

Cornerstone Title & Escrow
Updates from your closing office
Now: Title received
IntakeTitle orderedTitle receivedConditions clearedTitle commitmentReady to close

Inside Ratifyly

More apps, built in.

People

Your CRM. Who to call today, who's next, and what you talked about last time.

Your clients filed from your contracts, a follow-up rhythm you set, birthdays and home anniversaries, and who referred whom.

People

Your clients, and the lenders and closing offices this workspace has learned.

Working with now

2 homes
  • 48 Harborview DriveAlex Morgan, Sam Morgan · Under contract
  • 123 Maple AvenueEmily Chen, Marcus Chen · Under contract

Due a word

Marcus HaleBuyer · last touched 2 weeks agoOverdue by 2 daysOverdue by 2 days
Karen EllisonPast client · last touched 3 months agoDue todayDue today

Follow-up dates that have arrived, longest overdue first.

Dates that matter

Jul 29Karen EllisonHome anniversary · in 7 days
Aug 3Marcus HaleBirthday · in 12 days

Under contract

Alex MorganClient · 48 Harborview DriveSpoke 2 days ago
Sam MorganClient · 48 Harborview Drive
Emily ChenClient · 123 Maple AvenueDue in 2 days
Marcus ChenClient · 123 Maple Avenue
CMA

The home and its comps, side by side, with photos. A printable “How I compare” sheet in one tap.

Your CMA is built from MLS sales, county records and our valuation engine, far more than a general-purpose AI chat can see. Drag comps in or out, or ask Ezra to build it, and hand your seller a branded report with a pricing strategy.

2209 Grandin Road SW · Indicated value $452,000 · 3 comps

Generate the report

Beside this home3

FactThis home

2209 Grandin Road SW

Roanoke, VA 24015

Off market		1

2114 Grandin Road SW

Roanoke, VA 24015

Sold

Added by Ezra

Remove		2

1826 Brandon Avenue SW

Roanoke, VA 24015

Sold

Added by you

Remove		3

2309 Denniston Avenue SW

Roanoke, VA 24015

Sold

Added by Ezra

Remove
Sold$456,000Jun 18, 2026$441,500Jun 2, 2026$462,000May 22, 2026
Sale to list98.9%97.0%100.4%
Per finished sq ft$188$183$191
Finished size2,380 sq ft2,426 sq ft+2%2,413 sq ft+1%2,419 sq ft+2%
Beds and baths4 bd · 2.5 ba4 bd · 2.5 baSame3 bd · 2 ba−1 bd · −0.5 ba4 bd · 3 ba+0.5 ba
Year built192819262 years older19313 years newer1928Same year
Days on market9 days14 days6 days

This home comes first; the small figure under each sale is its difference from this home.

More comparable sales2

4.1715 Memorial Avenue SW

Roanoke, VA 24015

$429,000 on Apr 30, 2026 · 96.4% of list · $176 per finished sq ft · 2,438 sq ft · 4 bd · 2 ba

Added by Ezra

Add to valuation

5.2506 Laburnum Avenue SW

Roanoke, VA 24015

$474,000 on Jul 1, 2026 · $195 per finished sq ft · 2,431 sq ft · 4 bd · 3 ba

Added by Ezra

Add to valuation

2506 Laburnum Avenue SW

Roanoke, VA 24015

Sold for $474,000 on Jul 1, 2026

Add a sale by address or MLS number

Address or MLS number
Marketing

A ready-to-post card for every home. Coming soon, just listed, open house, price improvement, pending, sold. Nothing posts until you say so.

Cards from your listing's MLS photos, in your brand or your team's. Or let Ezra pick the best photos. Ezra drafts the post in your voice the day your listing goes live, goes under contract and closes, and it goes to your Facebook Page and Instagram with one tap, or a YES to Ezra.

Marketing

A ready-to-post card for every home. Nothing posts until you say so.

The Rivera GroupUnder Contract48 Harborview Drive, Salem, VARepresenting buyers

48 Harborview Drive

Under contract, representing buyers · Photograph, big word up top

PostChange
The Rivera GroupUnder Contract123 Maple Avenue, Roanoke, VARepresenting buyers

123 Maple Avenue

Under contract, representing buyers · Photograph, big word up top

PostChange
The Rivera GroupJust Sold41 Juniper Hill Road, Roanoke, VARepresenting buyers

41 Juniper Hill Road

Just sold, representing buyers · Photograph, big word up top

PostChange

Any other home

Pick the home and the post

Pick a home

The card you see is the card that posts; Change opens its post, look, size and words.

Posting

Instagram@jordanrivera.homesConnected
Facebook PageJordan Rivera HomesConnected
LinkedInConnect

Post sends the card to the accounts you leave ticked, with the caption you write or Ezra drafts.

Also here

Your brandCards use The Rivera Group's brand
MLS

The full feed, with your own listings first.

Ratifyly connects to your MLS, live today with New River Valley and Roanoke Valley and more boards being added: your new listing opens its own deal on its own, with the paperwork checks running from the day it goes live, and when the MLS shows it Pending, the deal moves to under contract.

Prospecting

Your farms and your prospects, in one view.

The neighborhoods heating up, the homes more likely than most to sell this year, and your farms with their owners of record.

Prospecting

Neighborhoods heating up, and the homes in them more likely than most to sell, from your MLS and the public record.

NeighborhoodsLikely sellersMy farms

3 neighborhoods heating up, the busiest against their own past first.

Larkspur Ridge, Havenford

Surging

9 sales so far this year, against about 3 a year over the last decade.

212 homes · median sale $418K · owners usually stay 14 years

Tanager Hollow, Havenford

Rising

7 sales so far this year, its busiest since 2021.

164 homes · median sale $362K · 21 days on market

Wrenfield, Brookmere

Rising

6 sales so far this year, its busiest since 2019.

298 homes · median sale $331K

Calendar

The next 30 days, the month, and every invite Ezra sent.

Books

Your personal money and each business on separate books, every statement proved and sorted, a log for your write-offs, and a tax-ready package for your accountant.

Rivera Homes LLC

PersonalRivera Homes LLC
OverviewNeeds you

August: 94% finished

Reconciled to all 3 August statements. Three lines need a word from you before the month closes.

Money in and money out by month

Money inMoney out

Fixed each month

  • MLS fees and lockbox$62 a month
  • Photographer retainer$250 a month
  • Phone$84 a month
  • Car insurance$138 a month

Ezra, this morning

August's statements are in and they add up. Three lines need you.

Coach

Your plan. What to do today, how the week went, and whether you're on pace.

The pace comes from your own MLS history, or from the numbers you give Ezra. Mark an action done on Home, in Coach, or by text. Choose a morning list, an evening check-in and a weekly review, each by text, email or in the app. If you share your scoreboard with your team leader, they see only how often you keep your standards, never your goal or what you told Ezra.

Coach

Wednesday, July 22

MTWTFSS

Today, 3 left

Call past clients

SkipDone

Add new people

SkipDone

Host an open house

This week

SkipDone
Add a to-do for todayAdd

Your to-dos sit under your standards and never count against your streak.

No more typing dates off a contract. No more chasing updates. No more “where are we?” calls. Just one timeline that keeps itself current, and an assistant who already knows what's next. Ezra gives you back the hours the paperwork used to take. For the straight version of what an AI transaction coordinator can and can't do, we wrote it down. Everything Ezra does, hat by hat, and the short list of what he will not do, is on his own page.

Also built in

Ratifyly, in your pocket.And in theirs.

Ratifyly for iPhone.
Home, Deals, People and Ezra, wherever you are. Approve what Ezra's prepared with a tap. Or open it in any phone's browser.
An app for your clients, with your name on it.
Your brand, your team's brand. Home search, saved searches with alerts, market numbers, and their deal, all in one app.
Listing sites.
A private presentation for your seller. A public site for every listing, with showing requests that go straight to People.
JR

Good morning, Jordan

Wednesday, July 22

Needs you

Marcus Hale and Karen Ellison are due a word from you.
Marcus HaleKaren Ellison
123 Maple AvenueOn Maple, the title company asked for something I can't answer: how the buyers will hold title.
Open the requestNot now

Next up

Calendar
Inspection123 Maple Avenue · tomorrow
Inspection period123 Maple Avenue
Karen Ellison's home anniversary
Marcus Hale's birthday

While you were away

Since Tuesday, 6:10 PM
I filed the addendum48 Harborview Drive · 6:48 AM

The rest is on each deal's record.

Waiting on others

Underwriting on 48 Harborview DriveAsked Monday · Fairview Mortgage

If the lender stays quiet, I'll ask again Monday.

That is all of it. What would you like to do?

Draft a note to MarcusAdd a contractWhat is due this week
The Rivera GroupRequest a showing
For sale

418 Orchard Drive

Blacksburg, VA 24060

$512,000

4 bed · 3 bath2,460 sq ft0.34 acres

4

Beds

3

Baths

2,460

Sq ft

0.34

Acres

Questions, answered

All FAQs
How is this different from a human TC or a tool like ListedKit?

Like an AI TC, you forward the contract and the deal builds itself, with deadlines read from the paperwork and reminders by email and by text. What’s different is the scope: Ezra tracks all three lanes (contract, loan, and closing), can pull your lender’s status onto the same timeline, and gives every client a live portal of their own, beyond the agent’s task list. A new listing of yours on the MLS opens its own deal too, with the property facts pulled in. Your CMA comes from MLS sales and county records, far more than a general-purpose AI chat can see: drag comps in or out, or ask Ezra to build it, and your seller gets a branded report with a pricing strategy. And the buyers and sellers on your contracts file themselves into People, your own client book. If you already work with a human TC, Ratifyly gives them more capacity: more files per coordinator, not fewer coordinators.

Do I have to learn new software or change how I work?

No. Forward the contract, text a photo of it, or drop the PDF on Home. Ezra reads it, splits the packet and fills in the deal. Then talk to him however you like. In the app. By text, from Messages on your phone. By email, to your own deal address.

What does getting started actually look like?

Create your account at ratifyly.com, or accept your invite. Once you’re in, you’re up and running in minutes. Every step can wait, so start wherever you like: pair your phone with one text to Ezra, find yourself on the MLS, name your deal address if it’s yours to name, bring your people and tell him about you. Then send your first contract. Forward it from any device, and about a minute later, your deal is ready.

Do I have to switch my CRM, e-signature, or forms?

No. Keep your forms and your e-signature tool: whatever produced the PDF, Ezra reads it. For your clients, Ratifyly has People, your own client book, filled in from your contracts on its own, with a follow-up rhythm you set. If you keep another system as well, the Ratifyly API and webhooks can feed it.

Does Ezra learn how I work?

Yes. He remembers your preferences, your standing instructions and the way you write. Connect your Facebook Page and Instagram and he writes captions in your own voice; connect Gmail and say yes, and he learns from the mail you send too, so what he drafts in your name sounds like you. What he remembers is yours alone: open “What I remember about you” to read every word and delete any of it. Deal facts never live in his memory; they live on the deal, where you can see them.

Can Ratifyly keep my books?

Yes. Books keeps them all year, with your personal money and each business you run on separate books. It reads every statement, proves it against its own balances and sorts every line, and asks only what it cannot decide alone. A closing counts as income when its deposit clears, and at year end you download a tax-ready package for your accountant. Your books are yours: your brokerage never sees inside them.

What if my brokerage doesn’t use Ratifyly? Can I still use it?

Yes. When there’s no brokerage connected, Ratifyly works for you alone: it builds the deal, tracks every deadline, sends the reminders, and gives your clients the portal. If your brokerage later comes on for compliance, the same deals feed that side too.

What do my clients see, and does it make me look good?

You invite your buyer or seller and they get their own portal: every front of the transaction at once, the contract and inspection, the loan, the title work, and closing day, each with its own count of what’s done and, where there is one, the name of the company holding it. It updates the moment the paperwork changes. They stop texting you “any updates?” because they can watch it move, and you can see when they’ve looked. It’s something no other agent in the deal can show. And your listings market themselves from the MLS. Ezra drafts the post in your voice the day your listing goes live, goes under contract and closes, and it goes to your Facebook Page and Instagram with one tap, or a YES to Ezra.

Less busywork. More business.

Send your first contract. Forward it from any device. About a minute later, your deal is ready.

Create your accountWhat your clients see

Founding Agent: use Ratifyly free while you give us feedback, and keep a reduced founding rate when billing turns on. Cancel anytime. See the founding offer

You're early enough that your feedback moves the roadmap. You get a direct line to the team.