| MAIN PACKAGE FEATURES | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| 50 high-potential seller prospects added to your account every month with contact info and property details. Learn more > | Max Pro only | Max Pro only |
| Max For Real Estate – mobile app for agents for lead activity notifications, lead management, and more | ✓ | ✓ |
| Premium Search | ✓ | ✓ |
| Polygon search (draw on map) | ✓ | ✓ |
| MarketBoost Market Reports | ✓ | ✓ |
| Marketing Automation – automated follow-up campaigns with listing recommendation engine | ✓ | ✓ |
| Real Estate CRM | ✓ | ✓ |
| Email, phone & chat support | ✓ | ✓ |
| Setup services | ✓ | ✓ |
| Website setup services | Max Pro only | Max Pro only |
| AGENT AND OFFICE PAGES | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Agent bio pages with automated featured listings | | ✓ |
| Office page(s) for each office in brokerage with contact information and map | | ✓ |
| Photo | | ✓ |
| Contact information | | ✓ |
| Agent’s website link (optional) | | ✓ |
| Customizable bio content with WYSWIG editor | | ✓ |
| Agent listings auto-populated by agent ID | | ✓ |
| LEAD ASSIGNMENT | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Optional agent selector for buyers/sellers on website | | ✓ |
| Manual lead assignment by team lead/manager/admin | | ✓ |
Automated lead routing based on:
• Geographic territory
• Round robin
• Listing agent | | ✓ |
| AUTOMATED LEAD ENGAGEMENT | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Agent-branded email listing alerts for new listings/price changes for chosen areas/criteria | ✓ | ✓ |
| Agent-branded Market report emails for active & sold listings, open homes and market stats | ✓ | ✓ |
| AGENT TOOLS | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Agent logins | ✓ | ✓ |
| Agent lead management & insights | ✓ | ✓ |
| View leads’ search and viewing activity | ✓ | ✓ |
| View leads’ email engagement | ✓ | ✓ |
| View leads’ saved listings and searches for insights | ✓ | ✓ |
| Add/review notes in lead records | ✓ | ✓ |
| Add leads to Market report, open house, & listing alert emails | ✓ | ✓ |
| WIDGETS FOR CUSTOM WEBSITE PAGES | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Agent Roster Page widget | | ✓ |
| Agent Bio Page widget | | ✓ |
| MARKETBOOST | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Listing and open home pages for predefined searches | ✓ | ✓ |
| Dynamically updated market report pages | ✓ | ✓ |
| Lead capture forms for alert signups | ✓ | ✓ |
| Daily listing alerts | ✓ | ✓ |
| Monthly market report emails | ✓ | ✓ |
| Weekly open home emails | ✓ | ✓ |
| MARKETING AUTOMATION | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Smart Content – Listing recommendation engine based on advanced behavior tracking | ✓ | ✓ |
| Auto-assign leads to campaigns based on source | ✓ | ✓ |
| Lead aggregation from 30+ sources | ✓ | ✓ |
| Text/email campaign builder with AI content generator | ✓ | ✓ |
| Text/email campaign management | ✓ | ✓ |
| Campaign analytics | ✓ | ✓ |
| PROPERTY SEARCH | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Premium Search – interactive map search & results with advanced search criteria options | ✓ | ✓ |
| Polygon search (draw on map) | ✓ | ✓ |
| Quick Search widget | ✓ | ✓ |
| Beds/baths range | ✓ | ✓ |
| Quick Search embed code | ✓ | ✓ |
| PRE-BUILT IDX PAGES | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Featured Listings | ✓ | ✓ |
| Property features | ✓ | ✓ |
| Property Details pages with: | ✓ | ✓ |
| Walk Score – neighborhood amenities & insights | ✓ | ✓ |
| Map | ✓ | ✓ |
| Print/send to printer | ✓ | ✓ |
| Great Schools – local school information* | ✓ | ✓ |
| Mortgage calculator | ✓ | ✓ |
| “Schedule a showing” form – lead capture | ✓ | ✓ |
| Social & email sharing | ✓ | ✓ |
| “Request info” form – lead capture | ✓ | ✓ |
| “Save to favorites” – lead capture | ✓ | ✓ |
| “Similar Listings” widget | ✓ | ✓ |
| Embedded virtual tours for YouTube, Vimeo, and Matterport content | ✓ | ✓ |
| Premium Search page with integrated search forms | ✓ | ✓ |
| Email Alert signup page | ✓ | ✓ |
| Property Organizer Login page | ✓ | ✓ |
| Sold Listings | ✓ | ✓ |
| Pending Listings | ✓ | ✓ |
| AUTOMATED FEATURED LISTINGS MANAGEMENT | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Multiple agent IDs for Featured Listings | ✓ | ✓ |
| One agent ID for Featured Listings | ✓ | ✓ |
| WIDGETS – WORDPRESS OR JAVASCRIPT | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Quck Search widget | ✓ | ✓ |
| Featured Listings Gallery | ✓ | ✓ |
| Market (saved search) Gallery | ✓ | ✓ |
| Home Valuation Request Form | ✓ | ✓ |
| Sold / Pending Listings Gallery | ✓ | ✓ |
| Registration widget | ✓ | ✓ |
| LEAD CAPTURE | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Contact Us form | ✓ | ✓ |
| Customizable User Registration prompts | ✓ | ✓ |
| Home valuation request form | ✓ | ✓ |
| “Schedule a showing” form (property details pages) | ✓ | ✓ |
| “Request info” form (property details pages) | ✓ | ✓ |
| Save listings & searches | ✓ | ✓ |
| Email alerts for new listings/price changes | ✓ | ✓ |
| Social login with Google for streamlined lead capture | ✓ | ✓ |
| MarketBoost email report signup forms | ✓ | ✓ |
| PROPERTY ORGANIZER | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Portal for leads’ favorite listings, searches and comments | ✓ | ✓ |
| View leads’ saved listings, searches and comments | ✓ | ✓ |
| LISTING ALERT EMAILS | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Listing Alerts for new, sold and price changes | ✓ | ✓ |
| Personalized email branding | ✓ | ✓ |
| Listing back-links to your site | ✓ | ✓ |
| REPORTING | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| IDX Event Tracking for Google Analytics | ✓ | ✓ |
| Monthly site statistics and trends | ✓ | ✓ |
| Email engagement reports | ✓ | ✓ |
| Lead activity history | ✓ | ✓ |
| MAX FOR REAL ESTATE – MOBILE APP FOR AGENTS | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Get notified instantly when contacts visit your website, so you’re always ready to connect | ✓ | ✓ |
| Real-time alerts triggered by your contacts’ activity keep you informed, connected, and in control | ✓ | ✓ |
| View latest property search & user activity on your site | ✓ | ✓ |
| Instant access to contact information and activity history for all leads | ✓ | ✓ |
| Add/remove email campaign subscribers for MarketBoost email reports & Marketing Automation email & text follow-up campaigns | ✓ | ✓ |
| Add or assign Lead Stages and Tags for leads | ✓ | ✓ |
| Time-stamped note history for leads | ✓ | ✓ |
| OPTIONAL HOSTED WEBSITE FEATURES | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| Secure hosted WordPress website | Add-on option with Max Pro | Add-on option with Max Pro |
| Real estate WordPress theme | Add-on option with Max Pro | Add-on option with Max Pro |
| Free Domain Name | Add-on option with Max Pro | Add-on option with Max Pro |
| Responsive, mobile-friendly design | Add-on option with Max Pro | Add-on option with Max Pro |
| REAL ESTATE CRM | INDIVIDUAL AGENT PLANS | TEAM PLANS |
|---|
| CRM Business dashboard | ✓ | ✓ |
| Advanced lead filtering | ✓ | ✓ |
| Lead Rating based on advanced behavior tracking | ✓ | ✓ |
| Lead Stages | ✓ | ✓ |
| Custom & pre-created Tags for filtering and locating leads | ✓ | ✓ |
| Expanded lead info: type, birthdays, anniversaries | ✓ | ✓ |
| Lead notes and call log | ✓ | ✓ |
| To Do list with calendar sync | ✓ | ✓ |
| Send custom emails to leads | ✓ | ✓ |
Drag-and-drop email builder
with AI content generation | ✓ | ✓ |
| Automated birthday and closing anniversary emails | ✓ | ✓ |
