Every step of the deal
Hatch turns open house visitors into contacts, reads the accepted offer, books the deal’s tasks and keeps your clients posted until possession day.
Sample deal: 1820 Napier St, Vancouver
- Subject removalTue Nov 10, 5 pm
- Deposit dueWed Nov 11
- CompletionFri Dec 4
- PossessionSat Dec 5, noon
- Confirm financing with lenderMon Nov 9
- Sign subject removalTue Nov 10, 5 pm
- Deposit $62,400 to brokerage trustWed Nov 11Sam, assistant
- Book final walkthroughThu Dec 3
- Confirm funds with notaryFri Dec 4Sam, assistant
- Hand over keysSat Dec 5, noon
6 added to Google Calendar
Leads and contacts
Every lead becomes a contact with a next step, wherever it came from.
Lead capture
Website forms, Zapier, Google Ads lead forms and open house sign-ins each create a contact with a next-call date.
Open house sign-in
Visitors scan your sign, use a tablet or sign in on their own phone. Each one becomes a contact with a call task, and you can design the sign.
Texting
Texts, photos and replies arrive in one Messages inbox and on the client’s timeline, sent from your own Twilio number.
Past-client follow-up
A congratulations, a review request, check-ins and a home anniversary note. You pick the clients, preview every email and can stop at any time.
- Priya SandhuScanned the signCall Mon Oct 19
- Marc TremblayTablet at the doorCall Mon Oct 19
- Hannah ChoHer own phoneCall Tue Oct 20
3 more signed in. All 6 added to Contacts.
- Owen FraserGoogle Ads, Nov 9Call Mon Nov 9
- Grace LamWebsite form, Nov 5Call Fri Nov 6
- Hannah ChoOpen house, Oct 17Call Tue Oct 20
Each one added to Contacts with a next-call date
Sample deal: 1820 Napier St, Vancouver
Could we see 1820 Napier on Thursday?Tue Oct 20, 8:12 pm
Thursday at 5:30 works. I’ve booked it.Tue Oct 20, 8:20 pm
Showing booked: 1820 Napier St, Thu Oct 22, 5:30 pm
- Congratulations emailSat Dec 5, 2026Previewed
- Review requestSat Dec 19, 2026
- Check-inFri Mar 5, 2027
- Home anniversary noteSun Dec 5, 2027
You preview each email before it sends. Stop at any time.
Deals
The accepted offer sets the dates, and the dates set the work.
Deal automation
Upload an accepted offer and Hatch fills in the subject removal, deposit, completion and possession dates, then books the tasks and reminders.
- Purchase price$1,248,000from page 2
- Deposit $62,400 (5%)Wed Nov 11page 2, 24 h after subjects
- Subject removalTue Nov 10, 5 pmfrom page 2
- CompletionFri Dec 4from page 3
- PossessionSat Dec 5, 12 pmfrom page 3
- AdjustmentSat Dec 5from page 3
Sample deal: 1820 Napier St, Vancouver
Tasks in order
A checklist for each deal stage, shared with your assistant.
- Confirm financing with lenderMon Nov 9
- Sign subject removalTue Nov 10, 5 pm
- Deposit $62,400 to brokerage trustWed Nov 11Sam, assistant
- Book final walkthroughThu Dec 3
- Confirm funds with notaryFri Dec 4Sam, assistant
- Hand over keysSat Dec 5, noon
6 added to Google Calendar
Sample deal: 1820 Napier St, Vancouver
Deal folders
A named folder for every deal in Google Drive or Dropbox.
- 1820-Napier-CPS-signed.pdfNov 3accepted offer
- Strata-Form-B.pdfNov 4from the listing
- Subject-removal-signed.pdfNov 10signed 5:02 pm
- Deposit-receipt.pdfNov 11$62,400 to trust
Deals / 2026 / 1820 Napier St, Vancouver
Sample deal: 1820 Napier St, Vancouver
Commission tracking
What’s paid this year, plus firm and pending amounts, with GST, HST or QST set aside for your province.
- Paid this year$148,600$7,430 GST
- Firm1820 Napier St$31,200$1,560 GST
- Pending$46,800$2,340 GST
Sample deal: 1820 Napier St, Vancouver
Clients and listings
Each buyer and seller gets one page.
Client portal
A private page where buyers and sellers see the upcoming steps and key dates, with your photo and contact details.
Listing Key
One link per listing with photos, video, documents and details. You see the showing notes; buyers see the brochure.
Sample deal: 1820 Napier St, Vancouver, with a sample listing photo
- NextSubject removalTue Nov 10, 5 pm
- ThenDeposit dueWed Nov 11
- ThenCompletionFri Dec 4
- LastPossessionSat Dec 5, noon
$1,248,000 · 3 bed, 2 bath
Showing note: buyers asked about the roof age. Updated 2019, invoice in the folder.
- Property disclosure statement
- Strata Form B
- Floor plan
$1,248,000 · 3 bed, 2 bath
- Property disclosure statement
- Strata Form B
- Floor plan
Marketing
Posts and newsletters in your brand.
New this week in Kitsilano: two bedrooms, two baths, open house Saturday.
Made from the listing in about a minute
Social posts
Branded listing posts in about a minute.
Sample deal: 1820 Napier St, Vancouver
What sold on our streets this month, and an open house you might like.
- Just listed, 2290 W 13th Ave$1,089,000
- Open house, 2290 W 13th AveSat Nov 14, 2–4 pm
- Sold, 4471 Fraser StNov 6
Leah Morrison Personal Real Estate Corporation, 1200 Commercial Dr, Vancouver BC.
You get this because you signed in at an open house. Unsubscribe in one click.
Email campaigns
Newsletters in your brand colours, sent from your own address.
Sample deal: 1820 Napier St, Vancouver
Daily work
Tasks, appointments and new leads, in one email.
Morning email
A daily summary of your tasks, appointments and new leads.
Two-way calendar
Google or Outlook calendar sync. Hatch adds deal deadlines to your calendar.
Hatch AI
A built-in assistant, plus connections to Claude, ChatGPT, Grok and Gemini. Add clients, log notes and check due tasks by chat or voice.
Tasks
- Sign subject removal, 1820 Napier St
- Call Hannah Cho
- Send Form B to Marc Tremblay
- Confirm photos for 2290 W 13th Ave
Appointments
- Showing, 2290 W 13th Ave
- Subject removal, 1820 Napier St
New lead
- Owen Fraser
- Confirm financing with lenderMon Nov 9From the deal
- Showing, 2290 W 13th AveTue Nov 10, 10:30 am
- Sign subject removal, 1820 Napier StTue Nov 10, 5 pmFrom the deal
- Deposit $62,400 to brokerage trustWed Nov 11From the deal
Hatch adds deal deadlines to your calendar
Log that Priya wants a second viewing of Napier on Saturday.You
Logged on Priya Sandhu, and added “Second viewing, 1820 Napier” for Sat Oct 24 at 11 am.Hatch AI
Sample deal: 1820 Napier St, Vancouver
Integrations
Each one connects from Settings in about a minute.
| Category | Services | Used for |
|---|---|---|
| Client email and campaigns from your own address | |
| Calendar |
| Two-way sync; Hatch adds deal deadlines |
| Documents |
| A named folder for every deal |
| Media |
| Listing video on the Listing Key |
| Leads |
| New leads become contacts with a next-call date |
| Texting |
| Texts and photos from your own number |
| Social | Branded listing posts | |
| AI assistants |
| Add clients, log notes and check due tasks by chat or voice |
Opens early 2027
Join the waitlist and we’ll write when your account is ready.