iOS app — forthcoming
A native iOS companion is in development for in-the-field work: log a call after a showing, swipe a task done from the car. Web is the daily driver today.
Features
Every surface, designed for the daily loop.
Northpoint is opinionated. Each surface answers a specific question an agent asks themselves every day, and the data flows between them so you stop retyping anything.
Today
Open the app and know what to do.
Pipeline value, YTD GCI, and conversation count up top. Below: deals at risk, the day's calendar, momentum by stage, recent activity, and an action queue pulled from your tasks. Reorder the widgets, hide the ones you don't want.
Designed so the first thirty seconds of your morning are the most useful thirty seconds of your day.
Daybook
An agent's working ledger.
A 10-day forward-and-back spread of every showing, call, follow-up, and closing on one scrollable page. Choose 7, 10, or 14 days. Filter by lens: all activity, just deals, or just buyer hunts.
Eight common entries — log a call, send a closing gift, draft an offer, schedule a tour — are one tap from any day. The friction of recording the work is finally lower than the friction of doing it.
Pipeline
Deals from intake to closed, with everything attached.
Board or table view of every open file: intake, active, contract, closed. Each card shows price, expected close, and at-risk flags when milestones slip. Click in and you're looking at the deal's contract, milestones, parties (buyer, seller, lender, attorney), execution tasks, and a complete activity log.
Upload a contract PDF and Northpoint extracts the terms into structured fields you can confirm and edit. The contract is right next to the milestones it's tracking.
Contacts
People and companies, one book.
One unified book for everyone you work with: buyers, sellers, sphere, lenders, attorneys, listing agents, and the brokerages and title companies they belong to. Statuses, timeframes, custom fields, and a full interaction timeline live on every profile.
CSV importer with field-mapping that learns your column names, plus deduping against existing rows. Bring your sphere of influence in once, keep it forever.
Calendar
The right calendar for an agent's week.
Appointments tied to contacts and deals. Showings, inspections, closings, listing consultations — appointment types you define, color-coded the way your brain already groups them.
Read-only sync from your existing calendar is on the roadmap; today the value is keeping the work scheduled where the work lives.
Tasks
Tasks that know what they're about.
Every task can attach to a contact, a deal, or stand alone. Priority, due date, and a board view that mirrors your real workflow.
Task packs (reusable checklists) and blueprints turn one-time setups — new listing intake, under-contract sequence, post-close follow-up — into something you apply in a click.
Beyond the screens
The plumbing that makes it real.
AI assistant integration
A built-in typed tool surface lets Claude or other AI assistants read and update your workspace. The assistant inherits your role and sharing rules — it sees what you let a teammate see, and nothing else.
Documents library
Every file you upload — contracts, disclosures, photos — lives in one workspace-wide library, attached to the deal or contact it belongs to.
Role-aware visibility
Owner, agent, assistant, and collaborator each see what they should and nothing more. Note-level privacy (private / internal / shared) and deal-financial gating are first-class.
Blueprints & task packs
Save the sequence you run on every new listing or every escrow. Apply it in one click, undo it if you applied it to the wrong deal.
Daily-discipline log
An optional log that records your morning intent and your end-of-day check-in. Compounds streaks over weeks so you can see whether the loop is actually closing.
See it on your data.
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