How we work

We start with how your team works and build Wishfleet around it.

Wishfleet isn’t software you set up alone. We work with your team to map how you run listings. We simplify the tools around it. Then we put your best process on every listing.

Join the waitlist See the process

The process

Five steps from first call to every listing with your approval at each one.

  1. 01

    Show us how you run a listing.

    Walk us through a recent listing from pitch to close. We learn your process, your vendors, and who does what.

  2. 02

    We review your tools.

    We look at every tool your team uses around listing coordination. We show you what to keep, where tools overlap, and where you can simplify.

  3. 03

    We fit Wishfleet to your team.

    We set up your process, your vendors, and your approvals. We flag other workflows worth fixing.

  4. 04

    You approve before anything goes live.

    Nothing reaches a vendor or a client until your team signs off on the setup.

  5. 05

    Launch, then keep improving.

    Start on live listings. We tune the setup as your team uses it.

The tool review

We look at the whole picture and simplify where we can.

Most teams run listings across a CRM, a TC tool, calendars, spreadsheets, group texts, and more. We map how work moves between them. Where Wishfleet can take on work that a tool or workaround handles today, we’ll try to build it.

Keep

The tools that work.

Your CRM and your TC stay. Wishfleet works alongside them.

Simplify

The overlap.

Spreadsheets, side calendars, and vendor lists that hold the same information twice.

Build

The missing workflows.

Recurring work your team still does by hand. We look at building it into your system.

Your ideas, built to scale

Bring the fix you’re already building and we’ll help it scale.

The best ideas often start as a workaround. We’ll turn yours into a system your whole team can run.

  • A pre-listing checklist that lives in a spreadsheet
  • A weekly client update someone writes by hand
  • A preferred-vendor list passed around by text
  • A mock-up someone on your team built with AI tools

What stays yours

We take the busywork so you keep the relationships.

  • You choose the vendors.

    Bring the vendors you trust. We add more only when yours are booked.

  • Your client chooses the work.

    Every quote comes to your agent to share with the client. Your client makes the call.

  • Your team keeps the decisions.

    Wishfleet handles the drafting, sending, and follow-up by email. You stay the person your client hired.

Founding partners

Founding partners get a hands-on setup.

We’re onboarding a small group of real estate teams and brokerages. Founding partners work directly with the people building Wishfleet.

Setup with the founders

The people who built Wishfleet set up yours.

A full tool review

A clear picture of what to keep and what to simplify.

A say in what we build

Your workflows shape the product roadmap.

First access

New workflows reach founding partners first.

Questions

Getting started.

Who from our team needs to be involved?
Usually a team lead and whoever runs listings day to day. We work around their schedules.
Do we have to change our tools?
No. Wishfleet works alongside the tools you already use. The tool review shows where you can simplify. The choice is yours.
Can Wishfleet build workflows beyond listing coordination?
Yes. Listing coordination is the core. Wishfleet runs on a workflow engine that can plug into almost any process your team runs. Where another workflow is costing your team time, we’ll look at building it for you.
What happens after launch?
We keep tuning the setup as your team uses it. Founding partners also help decide what we build next.

Founding partners

Become a founding partner.

We’re onboarding a small group of real estate teams and brokerages. Each one gets a setup built around how they work now. Founding partners work directly with the people building Wishfleet.

We’ll reach out to set up a working session with your team.