For real estate agents
WarmBook turns your database, your deals, and your market into an operating system: a morning briefing that knows your Book, listing-appointment prep in minutes, and a coach that holds you to your numbers — grounded in a proven relationship-first method, with the compliance rails on. Your data stays yours.
Become a founder — $79/mo, rate locked for lifeFounder rate locked for life · cancel anytime · built by a licensed agent in North Idaho. Questions first? Email the team.
Not ready to subscribe? Start free — the business diagnosis, a morning briefing every day, and the Three Asks drill. No card.
Why it's different
Generic AI gives generic advice with confident delivery. WarmBook's coach is grounded in a specific, complete methodology — a data-aimed call rotation, daily reach quotas, referral drills, a stake-and-streak accountability loop — and it reads and writes your actual business, not a chat window.
Open WarmBook and today is already decided: who to call, which relationships are going cold, today's meetings, your leads due, your daily ritual — from your own database, instantly.
Weekly accountability against your real numbers. Two-minute call debriefs. Drills for whatever the scoreboard shows — referral asks, bold negotiating, hard conversations. It holds the line.
Your whole sphere in one place — tiers, touch history, lead tracker with source mix, calendar. One-way import from the Lofty account you already pay for. It's a file on your computer, and it's yours.
The client-intake system: a warm get-to-know-you conversation (or a printable your client fills in) that loads the Book with the gold — what home feels like to them, the dates that matter, how they like to be reached. Fair-Housing-clean by design, and every answer keeps working for years: briefing reminders, gesture ideas, appointment strategy.
Six homes, one Saturday? Hand the coach your list and get the efficient stop order around every time window, a client brief for each door from your own Book, video-touch reminders at the right moments — and a pre-filled mileage log entry for tax season.
How it works
One folder, one run button. The setup installs what it needs and checks itself — a built-in System Check tells you everything's healthy.
WarmBook's coach runs on the AI subscription you already have (Claude or ChatGPT's Codex). Your WarmBook key unlocks the coaching system — the method, the drills, the briefings.
The coach interviews you, builds your 90-day plan, helps you load your sphere (or pulls it from Lofty), and starts the daily rhythm: briefing → calls → debriefs → scoreboard.
Your data
Your contacts, clients, and deals live on your computer — never on our servers.
Cloud CRMs hold your database hostage on their infrastructure. WarmBook is the opposite: the app and your Book stay local; only the coaching system is served from us — your AI asks for a drill or a briefing, and that's all that crosses the wire. Cancel someday? Your Book, your app, and your data stay with you. The coaching stops; your business doesn't.
Founder pricing
Human accountability coaches run $500–$1,500/month. WarmBook is the same job, every day, for $79.
Questions
A Windows PC and a paid Claude account (Pro or Max) — or ChatGPT's Codex CLI if you prefer. WarmBook's coach runs on your AI subscription; we never see your conversations.
Three ways, one key: the full desktop package (the Book/CRM + dashboard), the Claude connector (coach in your chats, even on your phone), and — once our app-directory listing clears review — one-click in ChatGPT. Step-by-step: the setup guide.
On your computer, in files you can open and back up yourself. Our server never receives your contacts, clients, or deals — it only serves coaching content to your AI when asked.
No. WarmBook is the layer that makes your daily work happen — if you have Lofty, it imports your database in one click (one-way; we never write to your CRM). If you have nothing, WarmBook's Book is your start.
The coaching system goes quiet — no more briefings, drills, or methodology. Your app keeps working and every byte of your data stays with you. We gate the coaching, never your information.
Every public-facing draft runs a built-in check: no invented numbers, Fair Housing language rules, brokerage/license compliance reminders. You review and send everything yourself — the AI drafts, you decide. WarmBook is coaching, not legal advice.