Today's tools are sales-funnel CRMs — the relationship goes cold the moment a deal closes. Merv keeps it warm: onboard your clients, see every portfolio on one screen, and get warm re-engagement triggers the day they matter.
Nothing on the market gives agents a live view of their clients' portfolios after the sale. Merv does — and turns it into warm, timely outreach.
Merv watches every linked client and flags the moments worth a call — a lease nearing expiry to re-rent, strong appreciation to discuss a resale, built-up equity for refinance. A weekly digest lands in your inbox.
Invite a client by email; they join Merv and connect with you in a tap. You get a CRM that's actually about the asset — names, notes, every property — and they get a genuinely useful app. High-quality data handover, not a cold list.
Total book AUM and each client's value, ROI and lease status — at a glance.
Clients share a fixed must-know summary — never mortgage, costs, price or documents. Revocable anytime.
A simple per-seat fee. Merv never takes a cut of your rent, sale or service revenue.
Every client you onboard deepens the relationship and brings their next property onto your book.
Create your agent account and invite your first client in minutes.