Frequently asked questions

Keyline is a deal workspace for real estate agents and their clients. It brings every transaction into one organized space (messaging, documents, deadlines, deal stages, showings, and more), so you run your deals like a pro and your clients feel genuinely looked after on one of the biggest decisions of their lives. Agents and clients each get their own tailored tools, so everyone has exactly what they need for their side of the deal.

Real estate agents and the clients (buyers and sellers) they work with. Agents use it to run and organize their deals; clients join to stay informed throughout their transaction.

A CRM is built to track leads on your side of the business. Keyline manages the live deal, the day to day communication, documents, and deadlines between you and your client. For many agents, it replaces the scattered mix of texts, email, and file apps they’d otherwise use per deal.

Keyline is a monthly subscription for agents. You can start with a free trial, no credit card required. Your clients always use Keyline for free.

Yes. Your clients join and use Keyline at no cost. They get a clear, guided view of their transaction so they always know what’s happening next.

No. You can start your free trial without entering any payment details.

Your subscription is managed on the Keyline desktop website. You can upgrade, update, or cancel anytime from your account settings.

Yes. You can cancel whenever you like. If you cancel, you keep access until the end of your current billing period.

Message your client in real time, share and auto file documents, track deal stages and deadlines, schedule showings, manage contacts and notes, and give your clients a calm, guided view of their transaction, all in one place, one space per deal.

You invite them to a deal space with a simple link or code. They join for free, see only their own deal, and get a clear view of what’s happening and what’s next.

Yes. Keyline works on desktop and mobile. Use mobile when you’re out showing properties, and desktop at the office. Everything stays in sync.

Yes. Documents shared in a deal are automatically filed to that deal, so they’re always easy to find. No more digging through email or texts.

Keyline has an agent directory where clients who join without an agent can find and connect with one, filtered by their city. As the network grows, being listed gives you another way for new clients to reach out to you. You control it with a simple “accepting new clients” toggle in your settings.

When your client has a great experience, they can share your personal agent link with friends and family. When someone signs up through that link, Keyline connects them to you automatically. It’s a simple way for happy clients to send you more business.

Yes. Your data is encrypted in transit, and each deal space is private. Clients only ever see their own transaction, never anyone else’s.

Only you and the client you’ve invited to a specific deal space. Deals are private and separated, with no shared feed or public visibility.

Yes. You can delete your account and associated data at any time from your account settings.

Create your free account on keylineconnect.com and start your trial today. Set up your first deal, invite your client, and you’re running. You can also download the Keyline app to manage your business on the go.

Keyline is available on Google Play, and coming soon to the App Store. You can also use it right now on any desktop or mobile browser at keylineconnect.com.