Free action plan
Five questions return a move timeline and a list of questions to bring to an agent, before anyone registers.
Show it liveMake every move start with a plan, not a pitch.
EstateCircle gives buyers and sellers an action plan, a seller checklist and an offer workbook, then a private way to ask your team for a conversation.
Try the live demo. It opens with a guided tour.
Open the live demoSound familiar?
People start a move without a plan.
Sellers are unsure what is left to do.
Offers are hard to line up.
Every first call repeats the same basics.
Prospects worry about being pushed.
When people begin a move without a plan, the first call becomes a lesson in basics. You spend your best hour explaining what a checklist could have shown.
Pushing harder makes prospects pull back. A private place to organize questions earns the conversation instead.
Your own home-planning community, with your name on it.
Here is how the platform takes those problems on, and you can click through every screen in the live demo.
Planning tools
Eight tools cover the plan, the seller checklist, offer comparison, a payment illustration and more, with saved dated results.
Show it liveGuided tracks
Three tracks with nine lessons prepare buyers and sellers for the conversation.
Show it liveTalk with the team
Members request a buyer discovery or seller planning conversation and approve the exact words first.
Show it liveService requests
Your team sees each request with the member's own words and consent in one place.
Show it liveContent library
Approved content is what members and the AI guide draw from.
Show it liveWant EstateCircle under your brand?
Tell us about your business and we will scope it. Every project gets its own custom quote.
Not a listing funnel. A planning community.
Unknown is allowed
An unknown becomes a question to ask, never a disqualifier.
No valuation, no verdicts
Nothing values a home, qualifies a loan or says which offer to accept.
Consent first
Members approve the exact words before the team sees a request.
AI in its lane
A guide answers from approved material, is labeled as AI, and never calculates a number.
You own it
Your brand, your domain, your member list.
Quick to start
We start from a working platform and shape it around your brokerage.
Built to support your marketing.
These are tools the platform gives you. How you use them is up to you.
A free action plan as your lead magnet
Visitors get a timeline and question list before they register.
A seller checklist
A practical tool for people thinking of listing.
A free Member tier
People start free and move up to Plus for every tool and track.
Live office hours
Sessions on a calendar give you something to announce each week, with replays.
Engagement views
See who is learning and who has gone quiet.
Consented conversation requests
Members choose to ask, so calls start with their questions in hand.
This supports your marketing and does not replace it. It values no home and makes no promise about price, timing or results, and results depend on your audience and your effort.
See it in action.
Walk in as a visitor, then as a member, then as the owner, and click through every screen yourself.
EstateCircle is the member community in the EstateOps complete set, next to the command center, the company website and ATLAS.
See ten more screens
Questions, answered.
Do I need to be technical?
No. We shape the platform around your brand and set it up with you. You run it from the owner workspace.
Is this real estate or legal advice?
No. It is education and planning tools. Nothing values a home, qualifies a loan or commits anyone to an agent.
Does it connect to EstateOps?
It is designed to pair with EstateOps as part of the complete set. The handoff in the standalone demo is simulated, and a live connection is scoped and tested.
Can I try it first?
Yes. The live demo is open to anyone. Use the Demo menu to switch between the public site, a member and the owner, or start the guided tour.
How much does EstateCircle cost?
Every project is scoped and quoted, so this page shows no price. Request a custom quote or call (561) 287-3456.
The other membership platforms.
Twenty-seven more platforms for different niches. Find the closest fit, or tell us what you need.
Property managers and rental owner services who educate owners before a management conversationExplore PropertyCircle
Mortgage lenders and loan officers who educate buyers before an applicationExplore MortgageCircle
Remodelers and builders who educate homeowners before a site visitExplore BuildCircle
Restoration businesses offering preparedness educationExplore Restore Ready
Creators, influencers, podcasters and public personalitiesExplore CreatorCircle
Life, business, career and mindset coachesExplore CoachCircle
Educators, course creators and training businessesExplore LearnCircle
Insurance agents and agenciesExplore ProtectCircle
Credit repair businesses and credit educatorsExplore CreditCircle
Business funding brokers and financing consultantsExplore FundingCircle
Retirement planners and financial professionalsExplore WealthCircle
Tax preparers, bookkeepers and accounting practicesExplore TaxCircle
Sales trainers, dealership coaches and sales organizationsExplore SalesCircle
Associations, sororities, professional groups and chambersExplore MemberCircle
Fitness and wellness coaches and lifestyle communitiesExplore WellnessCircle
Law firms, legal educators and attorney networksExplore LegalCircle
Wealth and retirement planning firms who educate people before an advisory conversationExplore AdvisoryCircle
Dental practices and dental groups that want patients to arrive preparedExplore DentalCircle
Care groups and health practices that want people to arrive organized and share nothing privateExplore HealthCircle
Boutiques and specialty retailers that want shoppers to share only what they chooseExplore RetailCircle
Gyms, studios and training clubs that want new people to plan a first week they can stick toExplore FitnessCircle
Hotels, resorts and boutique stays that want guests to plan before they bookExplore HospitalityCircle
Charter businesses building a returning guest communityExplore Cast Club
Venues and event businesses building repeat participationExplore Gather Table
Pet-care businesses building a member communityExplore Good Paws Club
Capital advisors and business-funding firmsExplore Capital Commons
Guides, outfitters and outdoor communitiesExplore TrailboundReady to see EstateCircle with your name on it?
Get a custom quote, call us, or book a demo. We will show you the live platform and scope it around your business.