Solutions | Real Estate
Copiafy for Real Estate Agents & Brokers
Track Commissions. Help Clients Get Mortgage-Ready. All in One Secure Platform.
Help Clients Become Home Ready
Save for down payments
With clear goal tracking you can keep clients on track.
Monitor bills and spending
understand what they can afford
Create and track credit dispute letters
clean up reports before underwriting
Collaborate with Clients
shared dashboards
“I use Copiafy to track my own commissions, then recommend it to clients who need help getting mortgage-ready. It adds value, builds trust, and gets deals closed faster.”
Built for Agents Who Do It All
Manage recurring expenses
Set and monitor savings goals
Help clients organize their finances
A Win for Agents
and Buyers
Copiafy isn’t just a productivity tool—it’s a client engagement platform.
Use it to stand out as an agent who doesn’t just find homes, but helps buyers be ready for them.
Why Copiafy for
Real Estate
Real estate agents helping first-time buyers
Align client spending and saving habits with tax strategies and long-term financial goals.
Investors or agents with multiple income streams
Instantly create dispute letters for credit issues, and track resolution progress.
Teams and brokerages who want to offer more value
Tag, label, and separate expenses for business, personal, or investment-related tax prep.
Clients needing down payment planning or credit to be repaired
Your clients' information stays private. Copiafy never syncs with external accounts or sells data.
Start Free Trial
