Needs attention
Signed in
Welcome
Key dates
Every deadline across all your deals
Upcoming
Service providers
Your recommended lawyers, inspectors, brokers & more — recommend one to a client in a click
Add a provider
Closed
Your archive of completed listings & purchases
Closed files
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Seller updates
Every active listing, how long since that seller last heard from you, and what to tell them
Client nurture
Birthdays & closing anniversaries — reach out and stay top of mind
🎂 Birthdays
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＋ Add a birthday
Added manually here; if a CRM is connected, we'll try to save the date there too.
🏡 Closing anniversaries
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Email templates
Edit the wording of any automated email. Your changes take effect the next time that email is sent — until you edit one, the built-in wording is used.
Automated emails
Add a custom template
Admin
SoloEngine accounts & pilot signups
👥 All accounts
Every SoloEngine account, newest first. This is your view of who's on the platform.
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🌐 Website signups
People who signed up on the website. Provision turns a signup into a live account and gives you their temporary login to share.
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➕ Add an agent manually
Demo logins
Read-only sample logins to hand to other agents. They see demo data only (John Doe, 123 Main Street) and every action button is disabled.
Settings
Your profile & password
Profile
Your details — used across your emails, the deal sheet, and the client portal.
SC
Defaults to the eXp Realty logo. Upload your own if you're at a different brokerage.
Replaces the default sign-off at the bottom of your emails. You can also drop the token {signature} into any email template.
Dashboard tiles
Pick what shows on your home dashboard. Changes save instantly.
🎨 Appearance
Pick a colour theme for your control panel. Applies instantly and is saved to your account.
🤖 Automations
📬 Recipients & test mode
Who your automated emails go to, plus a safe test mode that routes everything to you while you're trying things out.
✅ Checklists
Tailor the step-by-step tasks for your listings and purchases. Rename a step, drag the order with the arrows, hide one you don't use, or add your own. Built-in steps that run an automation keep their button — you can rename or hide them, but not delete them. Changes apply to every deal.
📄 Documents
The documents SoloEngine looks for when it reviews a deal's cloud folder. It matches on the file's name, so add the words you actually use when you save them.
Tip: after running a document review on a deal, any PDFs that didn't match a rule are offered there with a one-click "track this document" — the fastest way to build this list from your own files.
🔔 Notifications
Choose what shows in the bell (top-right), and how you'd like to be told. Changes save instantly.
Notify me about
How to receive them
Sent once each morning if there's anything waiting.
Timing
During quiet hours no emails or texts are sent. Leave quiet hours blank to disable.
Push notifications
Get a push when something's due today or overdue. Send a test to confirm they're working on this device.
🔌 Connections
Which services this app is connected to. Connect/reconnect happens on the server (env keys / OAuth).
📁 Where your deals live
Point SoloEngine at the cloud folders that hold your files. Leave blank and it creates & manages a tidy
/SoloEngine folder for you. Within each, a deal is a subfolder named for the address.💬 Client texting
Turn on texting per client. Only clients you switch on can receive reminder or recommendation texts — this is their consent. If a client ever replies STOP, they're blocked automatically and can't be re-enabled here.
Connect Client texting (Twilio) above to start texting clients.
👥 Team
Give your assistant or team members their own login. We email them their sign-in link and temporary password — they set their own password on first sign-in.
Change password
Delete my account
Permanently delete your SoloEngine account and all of its data — listings, connections, settings, and references to your documents. This cannot be undone.
🔑
No buyer files yet
Add a buyer file to track the accepted offer, conditions, closing dates, and your buyer checklist. Buyer files in the Cloud with an accepted offer import automatically.
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👥 Clients & contacts
Buyer 1
Buyer 2 (if any)
Buyer 3 (if any)
Seller's agent
Seller 1
Seller 2 (if any)
Mortgage broker
Notes
📅 Purchase details & dates
📄 Purchase documents
🔍 Inspections
Auto-detected from the accepted offer — set the date/times and send the buyer each one.
📋 Conditions
Auto-populated from the accepted offer + addendums — check each off as it's removed.
✅ Buyer checklist
👥 Client portal
Your buyer gets a private progress portal — no password, no login. The link goes out automatically inside the congratulations email; you can also create one here and copy or email the link.
🕘 Activity
Nothing yet.
🏡
No listings yet
Create your first listing to start tracking key dates, documents, and your checklist. Already have active listings in your cloud storage? Sync to import them automatically.
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👥 Clients & contacts
Reads the signed MLC/ELC in this listing's Cloud folder and fills the sellers + dates.
Seller 1
Seller 2 (if any)
Seller 3
Seller 4
📅 Listing dates
✅ Listing setup
📅 Offer / accepted dates
Reads the accepted Contract of Purchase & Sale in the Cloud and fills the offer, subject removal and deposit dates.
Entering these unlocks the offer-stage steps below.
✅ Offer / accepted
📅 Closing dates
Reads the accepted contract in the Cloud and fills completion & possession.
Entering these unlocks the closing steps below.
✅ Sold / closing
🌐 Marketing landing page
🕘 Activity
Nothing yet.