NOW ONBOARDING NEW AGENTS

Every home transaction, one clear path forward.

RallyPoint Journey gives real estate agents and their clients a single, guided space to move through a purchase or sale — from the first intake form to the Homeowner Hub after closing.

THE PROBLEM

A transaction shouldn't live across six apps and a group text.

  • Clients lose track of what's actually happening — is the offer in? Is the inspection scheduled? Did the lender get what they need?
  • Documents end up scattered across email threads, texts, and whatever app the title company prefers this month.
  • Coordinating everyone on a deal — lender, title company, the other agent — happens across scattered calls and texts, with no single place tracking who has what.
  • Great agents want to stay part of their clients' lives well past closing — but without a system built for it, that relationship is too easy to lose touch of.

"I don't sell homes — I put families into their next journey. RallyPoint is that journey, laid out clearly, from the very first form to the day the keys turn over."

— Trista Allen, Founder, RallyPoint Journey

HOW IT WORKS

One journey, four stages, zero guessing.

Every buyer and seller moves through the same clear structure — agent and client looking at the same information, at the same time.

01

Getting Started

Intake forms, pre-approval, and readiness tasks so nothing important gets missed before the search even begins.

02

Offers & Negotiation

Every offer tracked in one place, oldest to newest, with commission and payoff details visible at a glance.

03

Under Contract to Closing

A running countdown, task list, and document hub that stays accurate as dates shift and deadlines pass.

04

Homeowner Hub

After closing, every buyer keeps a home record, service history, and reference guides tied to their new address.

A CLOSER LOOK

What agents and clients actually see

A preview of the real screens inside RallyPoint Journey today.

TASK TRACKING

A checklist that actually matches the transaction

Tasks appear and disappear based on what's really happening — a cash buyer never sees a financing task, a listing that's already photographed never shows a photography reminder.

  • Separate views for buyers, sellers, and dual-journey clients
  • Agent and client always looking at the same status
GETTING STARTED
Pre-approval letter uploaded
Buyer intake form submitted
Schedule first showingDue Fri
Confirm PCS timeline with lender
OFFER TRACKING

Every offer, in order, with nothing hidden

Multiple offers on one listing stay sorted oldest to newest, so no one has to scroll or guess which one came in first. Closed and withdrawn offers stay visible, clearly marked, instead of disappearing.

  • Commission and payoff estimates shown alongside each offer
  • Accepted offers advance the journey automatically
OFFERS RECEIVED
Offer AWithdrawn
Offer BDeclined
Offer CUnder review
$342,000Conventional
DOCUMENT HUB

Every document, exactly where it belongs

Disclosures, inspection reports, and contracts live in one secure place tied to the transaction — searchable, dated, and never buried in an inbox.

  • Images automatically compressed, PDFs untouched
  • Agent-controlled visibility on every file
DOCUMENTS
📄 Property Disclosure.pdf Signed
📄 Inspection Report.pdf
🖼 Survey — front elevation.jpg
📄 Purchase Agreement.pdf
AFTER CLOSING

The relationship doesn't end at the closing table

Every buyer is automatically entered into their Homeowner Hub — a lasting record of their home, service providers, and reference guides tied to their address, long after the transaction closes.

  • Home records and service history in one place
  • A natural reason to stay in touch for the next move
HOMEOWNER HUB
🏠 Closing date — March 14
🔧 HVAC service record
📋 Recommended providers
📖 Move-in reference guide
BUILT FOR

Wherever you are in your business

Solo agents

Run every active transaction from one dashboard, without a transaction coordinator on payroll.

Small teams

Give every agent on the team the same client experience, without rebuilding your process for each new hire.

Brokerages

A consistent, branded client journey across every agent in the office — visible to leadership, owned by the agent.

PRICING

Lock in early pricing before public launch

These are our real rates. Every plan starts with a 7-day free trial. Pay monthly, or pay yearly and get 2 months free on any plan.

Solo Agent

$59 per month · $590/year (2 months free)
  • Unlimited active journeys
  • Full document hub
  • Homeowner Hub included

Growing Team

$249 per month · $2,490/year · up to 8 agents + free team lead seat · +$10/month ($100/year) per additional agent, up to 15
  • Everything in Small Team
  • Free team lead seat included
  • Priority support

Brokerage

Contact us 16+ agents
  • Custom onboarding
  • Shared branding template for new agents
EARLY ACCESS

Be one of the first agents on RallyPoint Journey

Leave your details below and we'll reach out personally to get you set up — no spam, no automated drip campaign.

Which plan are you interested in?

We don't currently have the ability to set up agents outside the U.S. We'd still love to let you know when we expand — just fill in your name and email above and submit, and we'll reach out the moment that changes.

QUESTIONS

Frequently asked questions

You'll hear from us personally — no automated drip sequence. Once your account is set up, you'll book a 30-minute walkthrough where we build a test client journey together, so you're comfortable with the platform before using it with a real client.

Yes — veterans, active duty, retirees, and their spouses receive 15% off after a quick verification step. Email hello@rallypointjourney.com to get started.

Yes — team accounts let a team lead invite agents, who must individually accept before any access is shared. Team leads get view-only visibility into a member's branding, guides, and providers, and any change to a client or journey requires the member's approval unless marked urgent. Growing Team plans include a free seat for the team lead.

Your RallyPoint account belongs to you, not your brokerage, so your journeys and client connections move with you. Just update your branding in Settings — and congratulations on your new move! If your brokerage agreement has rules about transaction files, it's worth a quick check before you go.

Client documents and information stay private to your workspace and the specific participants on that journey — they're never shared, sold, or used outside of providing the service to you. See our Privacy Policy for the full details.

Yes. Every plan, monthly or yearly, starts with a 7-day free trial. You'll add a card when you sign up, and you won't be charged until the trial ends. Cancel before then and you won't pay anything. We'll send you a reminder before your trial ends.

Yes. Cancel anytime from your account, and your access continues through the end of your current paid term — no penalty, no hoops.

The rates shown are our real, current early-access pricing. As RallyPoint grows, pricing may increase for new signups — joining now means locking in today's rate.

GET IN TOUCH

Questions before you join?

Prefer email?

Reach out directly and we'll respond personally — no ticket queue, no bot. Please allow 24–48 hours for a response.