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Agent Resources

Tools and Technology

Complete reference for every platform, CRM, dialer, MLS and resource available to Winslow Homes agents.

Reviewed and updated October 3, 2026 by Ryan and Megan Winslow, Winslow Homes

OverviewGetting StartedTools and TechnologyLead SourcesMarketingCommissionLegalMortgage PartnershipTrainingJoin Our Team
Agent setting up technology
Getting Set Up

The 5 Essential Tools

When you join Winslow Homes, start with these five core platforms. They form the backbone of your daily operations and lead management. Set them up in this order.

  1. Winslow CRM: your complete contact and lead management system. Set up your account, import your phone contacts and turn on your automatic text and email campaigns.
  2. Your MLS platform: Stellar MLS for Florida, MLSPIN for New England. Create your search alerts and listing setup shortcuts.
  3. ShowingTime (showingtime.com): enable appointment scheduling and buyer feedback collection on every showing.
  4. Mojo dialer (mojosells.com): set up your phone and power dial list campaigns for prospecting.
  5. Lending portal (www.winslowloan.com): pre-qualify your buyers and partner with Ryan and Megan, our mortgage team at The Federal Savings Bank.
1. CRM and Lead Management

Winslow CRM Is the Hub of Your Business

All leads, contacts, transactions and communications flow through these systems.

Winslow CRM

Our own CRM, built for Winslow Homes agents. This is where your business happens. Mojo dialer leads, website leads from winslowhomesllc.com, sphere and referrals all live here.

  • Contact and lead database: full communication history on every contact. Search and filter by source, status, location and price point.
  • Lead routing: incoming leads go to the right agent automatically.
  • Automatic text and email campaigns: nurture sequences for buyers and sellers that run on their own.
  • AI assistant: replies to new leads fast so no lead waits.
  • Needs you list: shows exactly which leads and tasks need your personal attention today.
  • Tags and follow-up tasks: organize contacts by status, source or location and never miss a follow-up.

The Winslow back office

Commission tracking and transaction management.

  • Commission calculation with custom split percentages
  • Transaction document submission and tracking
  • Agent statements showing earnings and activities
  • Transaction history and archive for tax and accounting purposes

crm.winslowhomesllc.com/office

2. Dialer and Prospecting

Fill Your Pipeline

Power dialing platforms and lead list providers that keep fresh leads coming.

Mojo Dialer

Leading power dialer with built-in lead lists and skip tracing. Your core tool for systematic prospecting.

  • Triple-line power dialer: dial three numbers at once and connect to the first live person, with call recording and notes
  • FSBO list prospecting: import and batch dial for sale by owner listings in your farm
  • Expired listings: owners looking for representation, prioritized by days expired and price
  • Pre-foreclosure leads: time-sensitive opportunities
  • Neighborhood search: drag a circle on a map to pull available phone numbers
  • Skip tracing: find current cell numbers and addresses
  • Property data: details, ownership history and estimated values
  • Campaign management: batch campaigns with productivity tracking
  • Call recording and coaching: analytics and shared top calls

mojosells.com

REDX

Lead list provider focused on motivated sellers.

  • Expired listings with owner contact info
  • FSBO properties across the country
  • Pre-foreclosure leads with detailed property data
  • Flexible list building by location, property type and days on market
  • Real-time leads refreshed daily

theredx.com

Cole Realty Resource

Neighborhood data and contact information for farming and prospecting.

  • Comprehensive neighborhood profiles with demographics
  • Phone numbers and addresses for residents in target areas
  • Market trends and price analysis by neighborhood
  • Export lists for direct mail or door knocking campaigns

coleinformation.com

3. MLS Platforms

Your Official Databases

Listing input, MLS searches and market data. Each region has its own MLS.

Stellar MLS

Official MLS for Central Florida, including Orlando, Daytona and surrounding counties.

  • Matrix search with unlimited filters
  • Listing input and editing
  • Market statistics and trend reports
  • Tax records and public records
  • Comparable sales data for pricing
  • MLS rules, forms and compliance documents
  • CE courses for license renewal

stellarmls.com

Daytona Beach Flex MLS

Official MLS for Volusia and Flagler counties covering the Daytona Beach region, also accessed through FlexMLS.

  • Local search with Volusia and Flagler coverage
  • Listing input and management for Daytona area listings
  • Market data specific to the Daytona market
  • Tax record and comparable sales tools

daytonabeachflex.com

MLSPIN

Official MLS for New England covering Massachusetts, Connecticut and Rhode Island.

  • Pinergy search engine across New England markets
  • Listing input for MA, CT and RI properties
  • Market data by city and county
  • Comparable sales and valuation tools
  • Tax records and deed information

mlspin.com

4. REALTOR Board Tools

Your Associations

Local and national associations provide education, market data and professional support.

Orlando Regional REALTOR Association (ORRA)

The official board for Orlando and Central Florida.

  • Continuing education
  • Central Florida market reports
  • Member directories and networking events
  • Supra lockbox program
  • Advocacy and legislative updates
  • Professional liability insurance programs

orlandorealtors.org

Daytona Beach Association of REALTORS (DBAR)

Serving Daytona Beach, Port Orange and surrounding areas.

  • Local market data and community statistics
  • Networking events and member meetings
  • Continuing education and training
  • Local MLS updates and compliance training

daytonarealtors.com

New Smyrna Beach Board of REALTORS (NSBBR)

Serving New Smyrna Beach and surrounding Volusia County communities.

  • Local market resources and community information
  • Member events and professional development
  • Education specific to the New Smyrna Beach area

nsbboardofrealtors.com

Greater Boston Association of REALTORS (GBAR)

Serving greater Boston and eastern Massachusetts.

  • Boston metro market statistics and research
  • Continuing education and designations
  • Legal forms and contract templates
  • Networking and professional events

gbar.org

Worcester Regional Association of REALTORS (WRAR)

Serving Central Massachusetts including Worcester, Fitchburg and surrounding areas.

  • Central Massachusetts market data and trends
  • Continuing education for license renewal
  • Professional development and designations
  • Local networking and community events

wrar.com

National Association of REALTORS (NAR)

The national trade association for all REALTORS.

  • RPR (Realtors Property Resource) national property research
  • Code of Ethics and Standards of Practice
  • .REALTOR domain registration and branding
  • National advocacy and legislative initiatives
  • E&O insurance and professional protection programs
  • Continuing education and designations

nar.realtor

5. Showing and Access

Schedule and Access Showings

Technology for scheduling showings, accessing lockboxes and managing buyer appointments.

ShowingTime

Premier appointment scheduling and buyer feedback platform.

  • Scheduling with buyer confirmation and reminders
  • Buyer tour sheets
  • Automated feedback requests after each showing
  • Showing history and analytics by property
  • Integration with your MLS
  • Mobile app

showingtime.com

Supra eKey

Electronic lockbox system for secure property access.

  • Electronic key access to lockboxes
  • Showing logs tracking all showings and agents
  • Instant notifications when a property is shown
  • Mobile app for key requests
  • Compatible with major lockbox brands

supraekey.com

BrokerBay

Alternative showing and appointment management system.

  • Appointment scheduling and coordination
  • Showing notifications and feedback collection
  • Property access management

brokerbay.com

6. Property Research and Valuation

Know Every Property

Property data, comparable sales and neighborhood analysis for listings and buyer matching.

Aerial view of a neighborhood

RPR: Realtors Property Resource

narrpr.com. The official NAR property research tool with national coverage.

  • Property details, ownership and tax information nationwide
  • Comparative market analysis (CMA) reports for pricing
  • Neighborhood demographic and economic data
  • School information, ratings and boundaries
  • Flood zones and environmental hazards
  • Parcel maps and property boundaries
  • Historical sales and price trends

Forewarn

Background screening and risk assessment for prospects. Available through many MLS and CRM systems.

  • Background checks on potential buyers and sellers
  • Criminal history and civil judgments
  • Bankruptcy and financial distress indicators
  • Prepares you for difficult conversations and negotiations

forewarn.com

HomeSnap Pro

Mobile MLS and property search platform.

  • Mobile MLS search with photos and listings
  • Property information and valuation estimates
  • Agent-to-agent messaging
  • Pocket listings shared between agents
  • Off-market property research

homesnap.com

PropStream

Investment property research and skip tracing.

  • Investment analysis and ROI calculations
  • Skip tracing and current owner contact information
  • Property data, tax records and ownership history
  • Distressed property identification
  • Lead generation for investor outreach

propstream.com

Regrid and LandGrid

Parcel data and mapping for property research.

  • Official parcel boundaries and mapping
  • Ownership and assessment records
  • Land use and zoning information
  • Mobile-friendly parcel search

regrid.com

7. Mortgage and Lending Tools

Close More Deals With In-House Lending

Ryan and Megan Winslow are mortgage bankers with The Federal Savings Bank, lending in all 50 states. These tools help you pre-qualify buyers and close more deals.

Winslow Loan Lending Portal

Client application portal for pre-qualification and loan applications. Phone: 386-690-5858.

  • Direct buyer application links to share with clients
  • Instant pre-qualification estimates
  • Down payment assistance program lookup
  • Loan product comparisons and rate quotes
  • Document upload and submission

www.winslowloan.com

WinslowLoan.com

Mortgage education and product site for agents and buyers.

  • Loan product descriptions and rate information
  • Educational guides for first-time buyers
  • Down payment assistance program details
  • Agent resources and co-op information
  • Buyer calculator tools

winslowloan.com

Beast Credit Monitoring

Credit repair and monitoring for buyers who need to prepare for pre-approval.

  • Credit score tracking and improvement guidance
  • Dispute management for credit report errors
  • Personalized recommendations to raise scores
  • Refer buyers who need credit repair before pre-approval
  • Helps marginal buyers qualify for better rates

Down Payment Assistance Programs

Access to multiple DPA programs to help first-time and limited-income buyers.

  • State and local DPA lookup by location
  • Grants and forgivable loans to reduce cash needed
  • Programs specific to Florida, Massachusetts, Connecticut and Rhode Island
  • Tied to pre-qualification to show real buying power
8. Transaction and Documents

Sign, Track and Store

Digital signature platforms and document storage for secure transaction management.

DocuSign

Digital signature and document management used across the industry.

  • E-signature for purchase agreements and forms
  • Status tracking and audit trails
  • Integration with many transaction platforms
  • Mobile signing for remote closings
  • Legally binding signatures across all states

DotLoop

Transaction management and digital closing platform.

  • Digital document signing and exchange
  • Checklist and milestone tracking
  • Agent collaboration and client communication
  • Automatic document organization in the cloud
  • Integration with major brokers and title companies

Google Drive Agent Folder

Shared cloud storage for agent resources, templates and training materials.

  • Listing templates and marketing materials
  • Forms and contract templates
  • Marketing scripts and buyer and seller guides
  • Training documents and process guides
  • Real estate calculators and tools
9. Communication

Stay Connected

Platforms for staying in touch with clients, teams and prospects all day.

Winslow CRM Text and Email

Text and email built into your CRM.

  • Send texts and emails to contacts from Winslow CRM
  • Automatic text and email campaigns
  • AI assistant replies to new leads
  • Replies log to the contact record
  • Needs you list flags conversations that need you

BombBomb Video Messaging

Video email and messaging for client engagement.

  • Personalized video messages to clients and prospects
  • Video property tours and education content
  • Mobile app for quick video creation
  • Engagement tracking showing who watches
  • Integration with email and CRM platforms

bombbomb.com

Google Workspace

Professional email, calendar and collaboration suite.

  • Professional email with your Winslow Homes domain
  • Google Drive cloud storage
  • Google Calendar for scheduling
  • Google Docs and Sheets
  • Google Meet for client video calls
  • Shared team calendars and contact lists
Getting Help

Questions About Your Tools?

Questions about setup, features or how platforms work together? Ryan and Megan provide onboarding training for all agents and help troubleshoot any technology issue.

[email protected] | 386-690-5858 | 3539 Tuscany Reserve Blvd, New Smyrna Beach, FL 32168

Winslow Homes Publishing

Books for real estate agents by Ryan and Megan

Practical guides from 17 years and over 3,000 closings. Available on Amazon in Kindle, paperback and hardcover.

Real Estate Social Media Marketing book cover

Real Estate Social Media Marketing

Real Estate Agent Lead Generation book cover

Real Estate Agent Lead Generation

Listing Presentation Mastery book cover

Listing Presentation Mastery

Expired Listings Conversion Guide, The Property Playbook Series book cover

Expired Listings Conversion Guide, The Property Playbook Series

FSBO Conversion Playbook book cover

FSBO Conversion Playbook

Illinois Real Estate Exam Prep book cover

Illinois Real Estate Exam Prep

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