Thirteen years of good answers, and nowhere good to keep them.

I've sold homes in northern Colorado for 13 years, and a lot of my clients are on the move. They're arriving from somewhere else, or they're leaving for somewhere new.

New arrivals ask me the same questions in their first month. Who do you use for a plumber? Is there a roofer who won't talk me into a new roof I don't need? They don't have a neighbor to ask yet. They have me, and I wanted a better way to give them that answer than a forwarded text or a screenshot of my contacts.

I tried spreadsheets. I tried my phone's contacts. Neither was ever as clean as I wanted, and the moment I found a great new electrician, every list I'd already handed out was out of date. There was no easy way to tell a client from two years ago, “I found someone better.”

Referrals had the same problem from the other direction. I'm a member of Agents of Excellence, a whole community of relationships with agents in other cities and states. But most referral tools only let you refer inside your own brand, and so many of the agents I trust work somewhere else. We needed a better way.