A real estate link organizer for teams that onboard agents constantly

Six tabs before the first showing, and a new agent every month

The MLS. The county recorder for the plat. The assessor for tax history. The lender's portal to check where the pre-approval stands. The title company's order page. The showing scheduler. The team's transaction checklist, which lives in a Google Doc that somebody duplicated in March and now exists twice.

You know where all of them are. The agent who joined three weeks ago does not, and asks in the team chat, and gets a link that was already pinned four months and two thousand messages ago. Team leads answer the same five questions per new agent forever, which is why so many brokerages have an onboarding PDF that is eighteen months stale.

On the client side the failure is different. You email a buyer six listing links on Tuesday. By Sunday that email is under nineteen other emails, two of the listings are pending, and the buyer texts you asking for "the one with the yard" — which you now have to find again.

One team board that new agents get on day one

Build the team board once: MLS and search tools, County & public records, Lender and title, Showing & scheduling, Marketing templates, SOPs. Then mark it required so it appears on every agent's account automatically and can't be removed. A new agent's first day starts with the same working link set as your top producer, which is the entire point.

The onboarding problem in real estate isn't training material — it's that nobody can find the link to the thing they were trained on.

Keep the master board view-only for most of the team. Agents open everything and change nothing, so the county records link doesn't quietly get replaced with somebody's affiliate page. Team leads and the transaction coordinator get edit rights, and "Can share" delegation lets a lead bring on a new agent without waiting on the broker's admin.

• Required boards: every agent gets the tools board without asking
• View-only per person so the master list stays clean
• Checklists with a recurring cadence for listing prep, under-contract steps, and closing week
• Text blocks for the things that aren't links — commission splits reference, lockbox conventions, who to call for a rush title order

A checklist per transaction stage, attached to its links

Boards hold checklists, not just links, and that is what makes them work for transactions. Under Contract gets its steps: earnest money receipt, inspection scheduled, appraisal ordered, HOA docs requested — each sitting next to the portal you actually use to do it. The step and the link live in the same place instead of a checklist in one app and the link in a browser folder.

Set a recurring cadence for the parts of the job that repeat weekly: check pending statuses, follow up on expired listings, refresh the market report.

Send buyers a board instead of an email thread

On the Business plan you can publish a board as a public page at a pretty URL and hand a buyer one link that holds all their listings, plus the resources they always ask for: the lender you like, inspectors, the local school district page, the county tax lookup. Per-link descriptions and images mean each listing shows its own photo and your note about it, and you pick a theme — Gallery and Card Grid suit listings.

Because it's a board, you update it and the buyer's link stays the same. The pending listing comes off, the two new ones go on, no second email. Put it behind a password-protected share link so it isn't a public page for anyone who guesses the URL, or require an account to view.

Honest about the limits: Linksley is not a CRM or a transaction management platform. It doesn't store documents, run e-signature, or track a pipeline — keep Dotloop, SkySlope or whatever you use. It also has no mobile app and no Safari extension, and agents live on phones, so treat this as the desktop layer of the workflow rather than the whole thing.