Create and set automated action plans
Build powerful, automated action plans that you can assign to your clients and properties. We call them DNA Plans – the lifeblood and core of your agency.
Complete your daily tasks
Check the Daily Tasks tab to view your automated tasks for the day – and for letters, the templates/letters are preloaded, and all you need to do is print and send.
Set recurring tasks
Yearly anniversary calls are made easy with recurring tasks. Just create a task and set it to repeat every year – you’ll never miss another call.
Design templates
Create templates and assign them to your DNA tasks, and you have a systemised agency ticking the boxes for success.
Dynamic task assignment
The DNA Builder allows you to assign tasks dynamically – such as to the property PA, or the Sold By agent. Behind the scenes, LockedOn assigns the task to the right person for the job.
Conditional tasks
Check the Daily Tasks tab to view your automated tasks for the day – and for letters, the templates/letters are preloaded, and all you need to do is print and send.
Hitlists
Complete your calls with LockedOn Hitlists
Complete your calls with LockedOn Hitlists
Hitlist’s are a targeted list of clients to call – and the Hitlist workflow lets you create and manage these lists with ease, so you can make those calls. You can also save and continue your Hitlist to complete at a later time.
Install pre-built action plans
A turn-key solution for your agency – LockedOn has assembled the best real estate minds, including top coaches, authors and trainers, to create a asingle-click pack that covers all aspects of your real estate business.
Contains plans, templates and letters
All the necessary resources are included, pre-made and ready to go – including action plans, email / SMS templates and letters. Also, you can customise and design them further if needed.
One click to install
Just go to the Packs section and click install. All action plans and templates are ready for you to use right away (with new ones getting added all the time) – and you can update and tweak them as much as you need.
Time-tested by industry leaders
LockedOn’s pre-built packs have been used for years by top performers, and have been carefully designed and battle-tested by real estate industry leaders.
