Client Records
Know every client, every detail.
Worthington keeps a complete, up-to-date file on every client — what they're looking for, where things stand, and what needs to happen next. Ask him anything, any time.
Join the Waitlist →"You're about to call a client you haven't spoken to in three weeks. You ask Worthington for a quick summary. He tells you her name, what she's looking for, where things stood last time, and that she mentioned she has a hard deadline of June. You walk into the call completely prepared."
How it works
Worthington builds client files automatically
From your emails, calls, and notes — every interaction gets captured and filed without you doing anything manually.
Ask him anything about a client
He pulls the most relevant details instantly — no digging through emails or trying to remember what someone said three weeks ago.
He keeps records current
Every interaction — a call, an email, a note you dictate — updates the file in real time. Your records are always accurate and up to date.
What you get
Real estate runs on relationships. Worthington makes sure you always know exactly who you're dealing with, what they need, and where things stand — so every conversation feels like you've been paying close attention.
- Automatic client record creation from emails and calls
- Add notes by voice: "Add a note to Pete's file — he's friends with Joe Martin."
- Instant client summaries on demand
- Tracks buyer requirements, seller timelines, and deal status
- Links clients to properties automatically