Tools4 min read

Runnerr Workflow

How we use Runnerr — our CRM, DMS, and marketing platform — to log every lead, run saved searches, and keep deals on rails. Full feature walkthroughs and screen recordings coming soon.

Runnerr is the operational hub. Every lead, every showing, every offer lives in Runnerr — not in your head, not in your texts, not in a spreadsheet on your laptop.

Non-negotiables

Every new client gets added to the Leads section immediately. No exceptions.
Every showing, call, and follow-up gets logged.
Every active deal has its documentation uploaded as it comes in — registration, ID, title, HIN photo, exclusions list, payoff letter.
PSA, addenda, and signed agreements live in the deal folder.

Saved searches & speed to lead

Set up saved searches for every buyer's criteria. Boat Wizard pings daily at midnight. Open them with coffee, surface new matches and price reductions, and message your buyer before any competitor can.

What's coming to this section

Screen-recorded walkthroughs of building a saved search.
Step-by-step: entering a new lead with the right fields.
Deal-folder structure and the document checklist baked into Runnerr.
Marketing automations — when do they fire and what does the client receive.