Works alongside eXp, KW, Compass and more

Brokerage tools come and go. Your relationships stay yours.

Your brokerage portal holds leads, listings and the brand’s tools, and it changes when you change brokerages. What you know about each client stays in your own Librarian account, whichever portal you log into this year.

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The Librarian

This week in your book of business

RT
Rosa Torres5-year home anniversary on Friday
Fri
DK
David KimAssigned lead · asked about Sunnyvale
Today

One agent, two brokerages

A move that doesn’t cost you your memory

Every switch means a new portal and a new set of tools. Here’s what stays put.

March

A lead assigned in KW Command

Your team lead assigns David a referral through KW Command. You call him, then tell The Librarian what he wants: a Sunnyvale townhouse, two kids, a move in the summer.

KW Command keeps the assignment. The Librarian keeps what David told you on the call, ready for the day you follow up.

The LibrarianMar 12, 3:20 pm

You: New referral David Kim. Sunnyvale townhouse, two kids, wants to move by July.

The Librarian: Saved David with what he’s looking for and the July timeline. I’ll remind you to check in next Tuesday.

September

You move to eXp. Your history moves with you.

New brokerage, new eXp World login, new everything. The Librarian didn’t change: David, Rosa and everyone before them are still there.

An agent recording a voice note on the go

The LibrarianSep 3, 9:10 am

You: First day at eXp. Who should I tell about the move this week?

The Librarian: Twelve past clients you’ve talked to this year, starting with Rosa Torres, plus David Kim, who’s still looking. Want a short note drafted for each?

Every year

The anniversary reminder follows you

Rosa bought her house five years ago. On Friday The Librarian reminds you, with what she told you about the house and the name of her dog.

Past-client follow-up is the business that compounds. It shouldn’t depend on which brokerage’s software you use this year.

An agent reconnecting with a past client on her porch

The LibrarianFri 8:00 am

You: Anything I should know today?

The Librarian: Rosa Torres closed on Elm Court five years ago today. Last spring she mentioned refinancing. Draft: “Happy five years on Elm Court, Rosa!…”

The Librarian is not a brokerage platform. It helps you carry your relationships forward.

Keep the portal your brokerage provides. The client details you share with The Librarian can support your next conversation.

Your brokerage portal supports the business

Brokerage listings, resources and internal workflows stay in the platform your company provides.

The Librarian keeps the relationship in view

Share what matters to each client and what you agreed to do next. Prepare for the person behind the record.

See every tool The Librarian works with

Also works with

Your brokerage is your choice. Your book of business is yours.

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30 days free, then USD 49.99/month.