SyncID

Full-agency real estate CRM · AU & NZ

A modern real estate CRM for the work your agency actually does.

CRM, applications, eSign, trust, reporting and practical AI — connected in one modern workflow.

  • Core CRM
  • ApplyHub
  • eSign
  • Reporting
  • Practical AI
Everything connected · One source of truth

2-minute product walkthrough — add NEXT_PUBLIC_FUNNEL_WALKTHROUGH_VIDEO_URL (direct MP4 URL) when your asset is ready.

Stop running one agency workflow across six different places.

Old way

6 separate tools
CRM
Inbox
Spreadsheet
App Form
External eSign
Reports

Work scattered across tools

Data copied. Updates chased. Reports rebuilt.

SyncID

1 connected workflow
Lead

Enquiry in

CRM

One record

ApplyHub

Application

eSign

Docs signed

Trust

Financials

Reporting

Live insights

No spreadsheet handoffLess chasingSigned records connectedLive visibility

From first enquiry to final reporting.

Ten connected stages — one workflow your team already runs every day.

  1. 1

    Enquiry

    Capture every source

  2. 2

    CRM

    One contact record

  3. 3

    Pipeline

    Track every next step

  4. 4

    Sales / Rentals

    Both flows, one CRM

  5. 5

    ApplyHub

    Cleaner applications

  6. 6

    Verification

    References tracked

  7. 7

    eSign

    Signed in-flow

  8. 8

    Signed Records

    Auto-attached

  9. 9

    Trust / Commission

    Money workflows visible

  10. 10

    Reporting

    See the full picture

Your agency data, visible at a glance.

Dashboards built into the workflow — no exports, no spreadsheets.

Rental funnel
This month
Enquiries
148
Applications
89
Owner Approved
54
Lease Signed
41
Conversion28% enquiry → lease
Application response time
12 weeks
2.4days avg↓ 34% vs last quarter
1.1d
Best
2.4d
Avg
4.8d
Worst
Application pipeline
Live
24
Applied
16
In Review
9
Approved
6
Leased
AppliedIn ReviewApprovedLeased
Team activity
Live
SC
Sarah Chen Application approved
2m ago
JW
James Wilson Lease sent for signing
14m ago
MP
M. Patel Reference submitted
28m ago
ED
Emma Davis Trust reconciled
1h ago

Everything your agency expects — plus the workflows usually outside the CRM.

Core CRM

The essentials your office uses every day, in one place.

  • Contacts & properties
  • Notes & tasks
  • Activity history
  • Roles & offices
SC
Sarah Chen
42 Park St · Buyer + Renter
Active
Last noteAttended Sat OFI
Next taskSend appraisal
PipelineBuyer · Offer stage
4 notes3 tasks12 activities

ApplyHub

Applications should not live in inbox threads.

ApplyHub connects every stage — from application through to lease signing — back into SyncID.

Apply
Structured form
Verify
ID + refs requested
References
Tracked in-system
Owner Approval
Secure link, recorded
Lease Signed
Direct into eSign
ApplyHub Pipeline3 Active
42 Park Street, Sydney
Owner approvedRef 3 of 3
15 Beach Ave, Bondi
Awaiting referenceRef 2 of 3
8 Elm Road, Melbourne
eSign sentSent for signing
Avg. time to approval2.4 days
Applications
100%
References complete
72%
Owner approved
54%
Lease signed
41%
Lease Agreement — 42 Park St2 of 3 signed
1
Sarah Chen
Tenant
Signed
2h ago
2
James Wilson
Tenant
Signed
1h ago
3
M. Patel
Landlord
Pending
Awaiting
Audit trail
12 events
Final PDF
Auto-attached

eSign

Signing should be part of the workflow, not another handoff.

PDF Templates

Reuse your forms with merge fields

Lease AgreementActive
Management Authority
Disclosure Form

Signing Order

Sequenced — tenant, landlord, witness

1
Tenant
→
2
Landlord
→
3
Witness

Secure Links

Direct signer links, expiry enforced

Sign · sarah@email.comActive
Sign · mpatel@email.comPending

Signed Records + Audit

Final PDF + audit cert auto-attached

Attached
Signed PDF
Generated
Audit cert
12 logged
Audit events
Cleared
Expiry links
Practical AI

Practical AI. No gimmicks.

Helpful when it matters. Out of the way when it doesn't.

Follow-up drafts

Ready to review · based on real workflow data

Hi Sarah — just checking in on the reference for 42 Park St. We're expecting it today. Happy to resend the link if needed.
Send via SMSEdit draft
Draft only · your team sends

Lead summaries

Up to speed on a contact in seconds

SC
Sarah Chen · 42 Park St
Rental applicant
Enquired Tue via REA · attended Sat OFI · applied Wed · 2 of 3 refs back · last contact: SMS Wed 4:12pm

Reporting help

Numbers explained in plain language

Your team processed 41 leases this month — up 18% on last month, driven by faster reference turnarounds.
41
Leases
2.4d
Avg time
+18%
vs last mo
AI assists. Your team decides.

Control built into the workflow.

Visibility, accountability and audit — for principals, admin and finance teams.

Role-based access
Office-scoped
Activity logs
Full audit trail
Secure signer links
Expiry enforced
Audit timelines
Every event recorded
Signed records
Auto-attached PDF
Configurable automation
Per-team settings

Activity & audit

Live
SC
Sarah Chen Approved application
2m ago
JW
James Wilson Sent lease for eSign
14m ago
ED
Emma Davis Reconciled trust
1h ago

Records & signing

Signed leases128
Audit certificates128
Secure signer linksActive · expiring
Compliance statusAll records stored
Every signed document records its complete audit trail.

Want the feature overview?

A short breakdown of what SyncID covers — CRM, ApplyHub, eSign, trust, reporting and practical AI.

Walkthrough

See how SyncID fits your office workflow.

A short walkthrough of the connected workflow — CRM, applications, documents, reporting and follow-up — in one place.

  • See the connected workflow

    CRM, ApplyHub, eSign and reporting in one tour.

  • Tailored to your office

    Mapped against how your team works today.

  • AU & NZ team

    Built for local agency workflows.

  • No commitment

    30 minutes, no sales pressure.