CRM & Operations
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Tasks & Automation

Your agency on autopilot. Finally.

DNA Plans are the blueprint your agency runs on — automated action plans that handle your follow-up, task management and client communications, built with Australia's top real estate coaches. Set them up once. Let them run.

Install the best minds in real estate in a single click.

DNA Plans aren't just task lists — they're fully automated action plans built with Australia's leading coaches, trainers and top performers, installed into your agency with a single click. Every touchpoint, every follow-up, every communication, handled automatically from the moment you connect a contact.

DNA Plans

Pre-built automated action plans designed with Australia's top coaches. Install in one click, customise to suit your agency, and let them run on autopilot — indefinitely.

Task management

Create, assign and track tasks across your whole team. Every task connected to a contact or property — so nothing falls through the cracks.

Automated communications

Schedule emails, SMS and letters to go out automatically as part of a DNA Plan — personalised with merge fields, sent at exactly the right time.

Build your own plans

Use the DNA Builder to create custom action plans from scratch — tailored to your agency's workflow, your market and your style.

Team task visibility

See every outstanding task across your team in one view. Know exactly what's been done, what's due, and what's overdue — at a glance.

One-click install

Browse the DNA Plan library and install plans created by top coaches and industry leaders. Ready to run in seconds, customisable from day one.

Set your agency up once. It runs itself.

Connect a contact to a DNA Plan and LockedOn takes it from there — sending emails, scheduling tasks, firing SMS messages and managing follow-up at exactly the right intervals. Your team works the leads. LockedOn works the system.

Not just automation. The right automation.

Every pre-built DNA Plan in LockedOn has been developed with Australia's top real estate coaches and trainers. These aren't generic workflows — they're proven follow-up sequences used by the country's highest-performing agents, available to your agency from day one.

Ready to systemise your agency?

Book a free demo and we'll show you how DNA Plans work — including how to install a pre-built plan and watch it run from day one.

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