May 27, 2026
REAL-ESTATE-AGENT
Solo-agent and small-firm persona bundle. Single-install deployable for individual real estate agents covering lead capture and contact relationships (CRM-LEAD-MGT, CRM-ACCT-MGT), listing creation and MLS syndication, tour scheduling, transaction execution, disclosure handling (RE-BROK-AGENT-OPS), and contract reference (CLM-REPOSITORY). One module to install; larger brokerages deploy the underlying full modules and skip the starter.
Use the REAL-ESTATE-AGENT semantic blueprint
/semantic-model-deployer deploy https://www.semantius.com/blueprints/real-estate-agent-semantic-blueprint.md Customize this REAL-ESTATE-AGENT blueprint
/semantic-model-analyst customize https://www.semantius.com/blueprints/real-estate-agent-semantic-blueprint.md Entity summary
| Name | Description |
|---|---|
| Contacts | Person at a customer account (B2B) or contact-level record (B2C-relevant). Carries title, email, decision-maker flag, preferred channel, opt-in state. MA contributes engagement data; SALES-ENG contributes cadence touchpoints. |
| Contracts | Canonical contract record: counterparty / supplier, contract type (MSA, SOW, NDA, DPA, subscription, lease), effective and expiry dates, total value, governing law, status (draft, in-negotiation, signed, active, expired, terminated). The most multi-mastered SaaS-related object - CLM owns the document, S2P and SMP contribute context. |
| Disclosure Documents | State-mandated and brokerage-policy disclosure forms attached to transactions (agency disclosure, property condition, lead paint, HOA documents); required for compliance audit. |
| Leads | Pre-qualification prospect record - source, score, status (new/working/qualified/disqualified/converted), assigned rep, conversion target (which contact + account it would become). MQL handoff from MA lands here. |
| Real Estate Listings | Property offered for sale or rent on an MLS or brokerage marketplace; carries pricing, photos, descriptive text, agent representation, and listing-status lifecycle (active/contingent/pending/sold/withdrawn). |
| Real Estate Transactions | Deal pipeline from offer through close: parties, terms, contingencies, escrow timeline, and document compliance. One transaction per accepted offer; survives the listing once the offer is bound. |
| Tour Appointments | Scheduled property showings with lock-box codes, access windows, agent attendance, and follow-up tracking. |
flowchart TD classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500; classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a; legal_contracts["Contracts"] crm_leads["Leads"] crm_contacts["Contacts"] real_estate_listings["Real Estate Listings"] tour_appointments["Tour Appointments"] real_estate_transactions["Real Estate Transactions"] disclosure_documents["Disclosure Documents"] users["Users"] real_estate_listings -->|"generates"| real_estate_transactions real_estate_listings -->|"has tours"| tour_appointments real_estate_transactions -->|"requires disclosures"| disclosure_documents crm_contacts -->|"converted_from_lead (opt)"| crm_leads real_estate_listings -->|"has listing agent"| users tour_appointments -->|"has showing agent"| users real_estate_transactions -->|"has listing-side agent"| users real_estate_transactions -->|"has buyer-side agent (opt)"| users disclosure_documents -->|"has preparer"| users users -->|"owns (opt)"| legal_contracts users -->|"approved (opt)"| legal_contracts users -->|"drafted (opt)"| legal_contracts users -->|"owns"| crm_leads users -->|"owns (opt)"| crm_contacts class legal_contracts embedded_master; class crm_leads embedded_master; class crm_contacts embedded_master; class real_estate_listings embedded_master; class tour_appointments embedded_master; class real_estate_transactions embedded_master; class disclosure_documents embedded_master; class users platform_builtin;