Dana Whitfield, Lakeside RealtyRegistered at first visit · Aug 3 · 3% co-op
Approved- Contract price at sale
- $446,300
- Final price at closing
- $459,550
- Co-op due at closing
- $13,786.50
- Tax ID on file
- •••• 4821
The productEvery screen a builder’s
Every screen a builder’s
team actually uses.
Fourteen screens from a sample workspace — pipeline, lead record, texting, homesites, plans, contract, change orders, construction, buyer portal, co-op, warranty, the sales report and the model-home kiosk — then the numbers behind your sales and your realtors.
The application, one screen at a time.
Traffic214↑ 18%
Appointments58↑ 13%
Sales19↑ 16%
Closings14↑ 8%
Bottleneck: 27 OSC leads without an appointment in 7 days
01 / 14
The sales manager’s screen
Traffic, appointments, sales and closings for the range you pick, with the bottleneck called out.
- The sales manager’s screen: Traffic, appointments, sales and closings for the range you pick, with the bottleneck called out.
- The pipeline, five ways: Kanban with your own stages; the same records as list, compact, swimlane and funnel.
- The lead record, the texts and the score: Every text, call, note and visit on one timeline. AI score 0–100 with a written reason.
- Texting, with the rules checked first: Every outbound text is checked against consent, do-not-contact, the national DNC upload and quiet hours.
- Communities and homesites: Each community’s homesites by status — available, held, under contract, closed — with lot premiums.
- Floor plans, elevations and lot premiums: Plans and elevations per community; the homesite’s premium added to the base price.
- The contract record: Purchase agreement PDF, contingencies with deadlines, earnest money and estimated closing.
- Options, design center and change orders: Options catalog and design center appointments. Only a signed change order moves the price.
- Construction updates: Stages with % complete, the date reached and photos. The buyer sees the same on their portal.
- The buyer’s portal: Contract price, estimated closing, loan status, documents and construction. No payment requests.
- Realtor co-op: First-visit registration wins. Co-op accrues at closing on the final price. 1099-NEC export.
- Warranty and walkthroughs: Orientation, 60-day and 11-month walkthroughs set at closing. Requests routed to your trades.
- The US sales report: Traffic → appointments → sales → cancellations → closings, by community and by source.
- The model-home kiosk: A tablet sign-in for walk-ins. Visitor, realtor and texting consent go straight to the lead.
Sales reportThe numbers you run
The numbers you run
the week on.
Traffic, appointments, sales, cancellations and closings — by community and by lead source, for any date range.
214
Traffic
new leads58
Appointments
visits set19
Sales
homes sold2
Cancellations
10.5% rate14
Closings
homes closedSales by month
Sales and cancellations, last six months
Net salesCancellations
By lead source
Traffic → appointments → sales, by source
Zillow78 traffic → 17 appointments → 5 sales
Appointment rate 22%Traffic to sale 6.4%
NewHomeSource41 traffic → 12 appointments → 4 sales
Appointment rate 29%Traffic to sale 9.8%
Website form52 traffic → 14 appointments → 4 sales
Appointment rate 27%Traffic to sale 7.7%
Walk-in43 traffic → 15 appointments → 6 sales
Appointment rate 35%Traffic to sale 14.0%
Each event is counted in the period it happened: a March sale cancelled in April is a March sale and an April cancellation. Illustrative figures from a sample workspace.
Realtor co-opCo-op paid at closing,
Co-op paid at closing,
on the final price.
A realtor registry, first-visit registration, a workspace co-op cap and a 1099 export — so the co-op conversation is settled by the record, not by memory.
First visit wins
The realtor who registers the buyer on the first model-home visit gets the co-op. Later claims are recorded, with dates, but do not win.
Paid at closing, after change orders
Nothing accrues at the sale. At closing the co-op is worked out on the final price, after every signed change order.
Your cap, enforced
The workspace sets the maximum co-op rate. A rate above the cap accrues nothing automatically, rather than being quietly lowered.
A 1099 export at year end
Tax IDs are stored encrypted, with only the last four shown. An admin exports 1099-NEC rows, and that export is audited.
Co-op due at closing
= final contract price × co-op rateIllustrative figures.
Against a generic CRMBuilt around how
Built around how
new homes are sold.
A general-purpose CRM ends at “closed won”. A new-home sale keeps going for months — through options, change orders, construction, the loan, closing and the warranty.
| Area | Generic CRM or spreadsheets | ZevroCRM |
|---|---|---|
| Inventory | Custom objects you build yourself | Communities, homesites, floor plans, elevations and lot premiums |
| Lead intake | Copy and paste, or a paid connector | Zillow and NewHomeSource lead emails, website form, model-home kiosk |
| Texting | A personal phone, or an add-on | Two-way Twilio texting with a TCPA consent ledger, DNC and quiet hours |
| Model home | A paper sign-in sheet | Sign-in kiosk: visitor, realtor and texting consent on the lead |
| Contract | An attachment on a deal | Purchase agreement PDF, contingencies, earnest money, e-signature |
| Options | A spreadsheet at the design center | Options catalog, design center appointments, signed change orders |
| Price changes | Someone edits the amount | Only a signed change order moves the price; every amendment kept |
| After “sold” | Stops | Loan status, construction updates, closing, warranty walkthroughs |
| Buyer | No login | Buyer portal: contract, loan status, documents, construction |
| Realtors | A contact type | First-visit registration, co-op at closing, 1099-NEC export |
| Reporting | Pipeline value | Traffic → appointments → sales → cancellations → closings, by community and source |
| Data | Shared multi-tenant tables | Own database per builder |
Product questionsWhat it does,
What it does,
and what it doesn’t.
Straight answers on scope: what is in the product today.
How is ZevroCRM different from a general-purpose CRM?
A generic CRM stops at “closed won”. ZevroCRM continues through what happens next in a new-home sale: communities, homesites, floor plans and lot premiums; the purchase agreement, contingencies and earnest money; options, design center appointments and signed change orders; loan status; construction updates on a buyer portal; realtor co-op paid at closing; and warranty walkthroughs after closing.
Which lead sources can ZevroCRM capture?
ZevroCRM reads Zillow and NewHomeSource lead emails into your workspace, takes leads from your website form through its lead-ingest API, and records model-home walk-ins through a sign-in kiosk. Phone, realtor, referral and email inquiries are entered by the team and tracked the same way. Every lead is deduplicated by phone number.
How does ZevroCRM handle texting and TCPA consent?
ZevroCRM sends and receives texts through your own Twilio account. Before every text it checks the lead’s consent in a TCPA consent ledger, your do-not-contact list, the national Do Not Call list you upload, and quiet hours in the buyer’s time zone. STOP and HELP replies are handled, and a blocked text is logged on the lead with the reason. Have your counsel review your consent wording before you go live.
Does ZevroCRM handle contracts and change orders?
Yes. ZevroCRM generates the purchase agreement as a PDF and keeps a contract record with contingencies, earnest money and an estimated closing date. Purchase agreements and change orders go out for e-signature through Dropbox Sign. Only a signed change order moves the contract price, and every price amendment is kept in the record.
Can ZevroCRM take payments?
No. ZevroCRM records the contract price, earnest money and loan status, but it does not collect money online. Construction updates on the buyer portal never carry a payment request.
How does ZevroCRM handle realtor co-op?
ZevroCRM gives the co-op to the realtor who registered the buyer on the first model-home visit; later claims are recorded but do not win. The co-op accrues at closing on the final price, after every signed change order, up to a cap your workspace sets. An admin can export 1099-NEC rows at year end.
Does ZevroCRM handle warranty?
Yes. When a home closes, ZevroCRM schedules the orientation, 60-day and 11-month walkthroughs and reminds the buyer’s owner on your team. Warranty requests are tracked against workmanship, systems and structural coverage (1, 2 and 10 years by default) and assigned to your trades.
Does ZevroCRM work on mobile?
Yes. ZevroCRM installs on Android, iPhone and desktop as an app straight from the browser, with no app store, and sends push alerts when a lead is assigned or a follow-up is due. Appointments and follow-ups can also be shown in Google Calendar or Outlook through a one-way calendar feed.
Can we import our existing leads?
Yes. ZevroCRM imports leads from a CSV file, including TCPA consent columns, and we help map your columns before your team starts, so nothing is lost from the spreadsheet or CRM you are moving off.
How your data is kept · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.
Get startedLet’s talk about
Let’s talk about
your communities.
Tell us a little about your team and communities. We’ll show you how ZevroCRM fits the way you sell — from the first inquiry to closing and the warranty.
- A 30-minute walkthrough
- Set up with a sample community, plans and homesites
- Guidance on moving off spreadsheets and your current CRM
- No obligation — we reply within one business day