Pull back the curtain on
EPIC Client Connect.
A free, behind-the-scenes live demo. Watch the real systems run, see exactly how they'd work in your business, and get your questions answered by Rose.
Next live demo starts in
Built for the way you do business
Systems for solo agents and teams, in escrow states and attorney states.
NEW CLIENT EMAIL
ONCE APPROVED BY LENDER
SUBMITTING AN OFFER
OPEN ESCROW
ADD TIMELINES TO YOUR CALENDAR
CLOSE ESCROW
1. SEND EMAIL OR TEXT TO BOOK APPOINTMENT
Hello [CLIENT NAMES],
Thanks for reaching out! I'd be honored to walk you through the entire home buying process. We can meet either on Zoom or in person, whichever is more convenient for you. Please let me know what day and time work best for you, and I'll make sure to set it up!
Looking forward to helping you through the home buying process!
The real EPIC Buyer Board, every step from first call to closing, with the email already written.
Trusted by agents at
A day without systems
Does this feel a little too familiar?
You're not bad at this. You're just doing all of it by hand.
The part nobody talks about
You became an agent for freedom. Somewhere along the way, you became the bottleneck.
You care so much about your clients that you've become the assistant, the transaction coordinator, the marketer and the therapist, all at once.
And the guilt is real. Guilt about the past clients you haven't called. Guilt about the dinners you've missed. Guilt that you know you could give a better experience if you only had the time.
It doesn't have to stay this way.
Your behind-the-scenes tour
Here's what I'll open up and show you, live.
No slide deck. No theory. The real systems, exactly how agents use them from contract to close.
Buyer & seller workflows
The proven path from consult to closing and beyond, so every transaction runs the same, organized way.
Checklists that keep you on track
Every deadline and next step laid out in order, so nothing gets left behind or missed. Check tasks off as you go, or schedule them to go out automatically.
The live client portal
Where your clients see their progress any time, and stop texting you “what's next?” at 9 PM.
Ready-to-use templates
Scripts, emails and Canva templates, with AI rewriting to match your brand. Multilingual, too.
Your monthly marketing
GEO farm, pop-by and social media boards, ready to customize so your database hears from you all year.
Tracking & team boards
Weekly tracking, assistant, TC and lead boards so you and your team stay in sync.
Peek inside
Your whole business, on one dashboard.
Every client, every pipeline and every board in one place, with buyer and seller templates for solo agents and teams ready to go.
Dashboard Overview
Here's a snapshot of your businessSOLO AGENT
SOLO AGENT
TEAM AGENTS
TEAM AGENTS
The time you'll get back
What changes when the systems carry the weight.
Why agents choose EPIC Client Connect
“Marketing isn't about being seen. It's about being remembered. Your next client may already be in your database. They just need a reason to remember you.”
After the demo
Two ways to get started with
EPIC Client Connect.
Full customization upgrade available for an additional cost · No setup fee · Cancel anytime
Basic plan
The foundation systems
$97/month
Everything you need to run buyers and sellers from contract to close.
- Buyer & Seller Plug & Play Systems
- Agent Weekly Tracking Boards
- Assistant & Transaction Coordinator Boards
- Buyer & Seller Lead Boards
- Personalized rewriting for every template
Premium plan · Most popular
Systems + monthly marketing
$197/month
Everything in Basic, plus your monthly marketing and weekly accountability.
- Everything in the Basic plan
- GEO Farm boards
- Social Media boards
- Pop By boards
- Weekly group accountability calls
- AI-powered rewriting to your brand
Not sure which one fits? That's exactly what the live demo is for.
Why I open the doors every Thursday
I built these systems because I needed them, too.
I'm a working agent. EPIC Client Connect is how I run my own business, and how I got my evenings back. I used to walk agents through it one-on-one. Now I pull back the curtain live every week, so you can see everything, ask anything, and decide if it's right for you.
- Free and live, every Thursday at 11:00 AM PT
- See the real systems, not a slide deck
- Bring your questions
- No pressure, ever
Save my spot
EPIC Client Connect Live Demo
Every Thursday · 11:00 AM PT
It's 5:00 PM. You close your laptop. Every client is taken care of.
That's what happens when your business runs on systems instead of memory. Come see how.
EVERY THURSDAY · 11:00 AM PT · FREE · LIVE
Save my spot