Features

Build task lists for each agent or office and bring them into the deal. Link steps that depend on each other. Let due dates calculate from mutual acceptance and closing so the calendar matches the contract.

• Reusable checklists One process per book of business — applied cleanly to every new file.
• Linked tasks When one milestone moves, the work that waits on it can move with it.
• Document expectations What belongs in the file is named up front, not remembered at the end.
• Custom fields Track the data points your operation actually needs, not a generic form.

Write the update once as a template. Fill names, addresses, and contingency dates from the transaction. Send on a schedule that matches the critical timing — including while you are away from the desk.

• Email templates Merge fields pull from the file so copy-paste stops being the process.
• Scheduled sends Contingency-aware timing for the messages that have to leave on time.
• Status on demand Distribute where each transaction stands with a deliberate push, not a scavenger hunt.
• Transaction summaries The one-pager agents forward because it already looks like the work is under control.

Contacts are not a separate island. Buyers, sellers, agents, lenders, and vendors sit with the transactions they touch, with ownership clear enough for a team to share without confusion.

• Shared or individual ownership Know who is responsible for the relationship and the file.
• Categories and ratings Keep the database useful when the next referral is the real growth engine.
• Touch reminders Anniversaries and milestones that should not depend on memory.
• Search across people and files Find the person or the deal without guessing which tool held it.

Give agents, buyers, and sellers a window into the steps that matter — files, listing activity, feedback, and contract dates — without turning every question into a phone call.

• Role-aware access Share what helps. Hold back what should stay inside the shop.
• Activity in one thread Showings, feedback, and tasks visible to the people who need them.
• Fewer status chases The portal answers the recurring question before it hits your inbox.

Saved views for contacts, transactions, and tasks. Pipeline visibility for the person running ten files or the broker watching a hundred. Multi-user ownership from the start — not bolted on later.

• Saved filters and columns See today’s work, not every field the database knows.
• Pipeline and performance What is moving, what stalled, and how the team is doing — without a second reporting tool.
• Roles and permissions Define who can edit, assign, and see across the operation.
• Managed agents Bring agents into the file and the portal without treating every seat the same.

Waypoint meets the tools the day already uses. Sync the tasks that belong on a calendar. Keep documents reachable. Extend through Interchange when the firm needs the wider Marker 17 set joined in one place.

• Calendar sync Choose which tasks and reminders leave Waypoint for the calendar people already open.
• Document storage links Attach and organize transaction files without turning email into the filing cabinet.
• Email and messaging bridges Keep the conversation near the file it belongs to.
• Platform path When the firm outgrows a single product view, Interchange still joins the wider Marker 17 stack.