Goals & Settings

New Listing

Creates a new pre-listing for this seller. You can edit the rest of the fields once it's in your pipeline.

Add New Client

Add Reminder

Log Communication

Find Duplicate Contacts

Import Darwin Production Report

① Upload File
② Map Columns
③ Preview & Import
Drop your Darwin CSV here, or click to browse
Exported from Darwin → Reports → Agent Production (any date range)
Accepts .csv or .txt — any column layout, we'll map it together
How to export from Darwin
1. Log into Darwin → Reports
2. Find an Agent Production or Commission Summary report
3. Set your date range (e.g. Jan 1 – today for YTD, or full last year)
4. Click Export → CSV or Excel
5. Drop the file here — we handle the rest

Scan contract with Claude

Open the contract PDF, select all (Cmd+A), copy, and paste below. Claude extracts the price, dates, contingencies, and parties — you review before anything is saved.

Pending Transactions

Unmatched Darwin Deals

These deals from the Darwin report aren't linked to any client in your CRM yet.

Send email

Signature auto-added Edit signature

Text

Complete info for Stage

These fields are required to move the listing to this stage. Save commits them to the listing and continues the transition; cancel aborts the stage change.

Text thread

Edit email signature

Your signature is appended to every email you send from Koch CRM. Edit the Plain text version for clients that can't render HTML, and the HTML version (with links, bold, color) for everyone else.

HTML preview

Draft Property Description

Claude drafts an MLS-ready property description from the facts you give it. Edit freely before you copy or save it to the listing.

⊞ CMA — Claude-assisted

Enter the subject property facts + 3 comparable sales (pull from Paragon/MLS). Claude will compare them, suggest adjustments, and recommend a list-price range with reasoning + seller talking points. This does not replace your pull from MLS — it helps you reason about it.

Subject property
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