Year in Review
Every agent gets a personal, on-brand carousel of their year, built from your data. They approve it, they post it, and your brand shows up across every agent’s network in the same few days. Live in 5 days.
What every agent gets
This is the page each agent opens from their private link. It’s shown here for Coastwright, our fictional brokerage, with sample agents. Pick one, change the numbers, flip through the slides.
Concept · sample agentsNumbers come from the brokerage’s own records. Check them, adjust anything you like, then approve.
Nothing is shared until you approve.
Their year, made for them
A personal carousel
Five slides about their year: families helped, home turf, the moments that stood out, and a thank-you in their own words.
Their numbers, already done
Built from your brokerage’s records, so nobody has to dig through spreadsheets in December.
Final say
They check every number, edit their note, choose which slides to use, and approve before anything is shared.
One tap to post
Straight to the phone’s share sheet as a carousel, with a caption ready to go.
Your brand, everywhere at once
Your brand on every feed
Every slide carries your identity. One campaign shows up across every participating agent’s network at once.
A reason to talk to the sphere
December is when clients are listening. This gives every agent something warm and specific to send.
A recruiting story
Nothing says “we invest in our agents” like a brokerage that does this for them. Recruits see it too.
A dashboard
Who’s approved, who’s shared, and which slides travelled furthest, plus a results report in January.
See who’s in
Track the campaign from your side: who approved, who shared, which slides travelled furthest. A gentle reminder for anyone who hasn’t opened their link yet.
Sample dashboard · illustrative numbers
Five days to every feed
Book by December 1 and your agents are sharing by mid-December, when their clients are most likely to be listening.
Send us your export
A spreadsheet from your transaction or MLS system: agent, closings, neighbourhoods, dates. We map it and check it with you.
We build it in your brand
Slides, copy and captions in your identity and voice, plus license numbers and brokerage identification on every slide.
Agents get their link
Each agent gets a private link to review, edit, approve and share. You get the dashboard.
Results report
Participation, shares and what worked, so next year’s version is even better.
Accurate, approved, compliant
Advertising rules apply to agent marketing, and a public number has to be right. The guardrails are part of the product.
- Numbers come only from your records, and every agent approves their own before anything is shared
- Sales volume is off by default and optional for each agent
- License number and brokerage name on every slide, as advertising rules require
- Each agent’s link is private, and nothing is public until they share it
- Agents can only edit their own carousel
Good to know
What do we need to send?
One spreadsheet export from your transaction or MLS system: agent, closings, neighbourhoods and dates. We map it and check it with you on day 1.
Do all our agents have to take part?
No. Every agent gets a private link, and nothing is shared until they approve it. Agents who skip it simply don’t appear in the dashboard totals.
What if a number is wrong?
Agents check and correct their own numbers before approving. Sales volume is off by default.
What does it cost?
A fixed price based on the number of agents, agreed on a 30-minute call. Add-ons include an animated video version, a printed card for client mailers, and a client edition: “your year in your home”.
Is it too late for this December?
Book by December 1 and it’s live in 5 days, while clients are still listening. After that, ask us: we’ll tell you honestly if there’s room.
Year in Review is one part of what we do for brokerages. See the real estate offer