For real estate teams
Transform Your Real Estate Operations
with Clear, Consistent Processes
Streamline your property management and sales teams, reduce errors, and improve efficiency with Whale’s platform for process documentation and employee training.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
The problem
Are outdated processes keeping your properties on the market longer than necessary?
Challenge 1
Inefficient Property Turnover
Without clear processes, property turnovers take longer, leading to lost rental income and delayed move-ins for tenants.
Challenge 2
Inconsistent Client Communication
Teams without standardized protocols may provide inconsistent information, leading to client confusion and dissatisfaction during property sales or leasing.
Challenge 3
Compliance Risks
Real estate teams navigating complex legal requirements without documented procedures risk non-compliance, fines, and potential lawsuits.
How teams do it today
Without Whale: Turnovers drag because every manager runs them differently.
With Whale: A documented turnover checklist every manager follows.
Without Whale: What clients hear changes with each agent.
With Whale: Approved scripts so every client hears the same.
Without Whale: Compliance steps get done from memory on each transaction.
With Whale: Compliance steps written down and followed every transaction.
Without Whale: New agents take weeks because process lives in heads.
With Whale: Role-based paths get new agents producing in days.
Solution
Create and share better documentation faster with Whale
Document how deals and turnovers get done and turn it into training every agent completes.
SOP creation - so easy that anyone can do it
Create clear procedures fast with AI, screen recordings, and templates.
Automate role-based training
Design custom training journeys for each role and let automation deliver them, so people move through subjects without waiting.
Just Ask Coral
Meet Coral, your AI assistant. She digs into your company’s knowledge to give accurate answers in any language.
Reach your mobile workers
Give field workers mobile access to procedures, with QR codes that open the latest instructions.
Features
Simple yet powerful tools for documentation & training
AI Writing Assistant
Leverage the AI writing assistant to create new procedures faster and with less effort.
Learn moreStep Recorder
Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions.
Learn moreScreen Recorder
Create bite-size videos to show how to perform specific tasks or follow procedures.
Learn moreSOP & Process Templates
Create new procedures by using pre-built templates that save time, reduce effort, and ensure best practices.
Learn moreAsk Coral AI
Ask Coral, your knowledge assistant, to retrieve the answer to any of your questions, from your mobile device or web app.
Learn moreContextual Suggestions
Proactively suggest in-context knowledge in the websites and tools your team already uses.
Learn moreExperts & Reviews
Assign ownership of your knowledge and regularly review its accuracy.
Learn moreRich Editor
Capture easy-to-digest information using text, videos, GIFs, images and much more.
Learn more
The numbers speak for themselves
50%faster onboarding
#1in Customer Service on G2, 3 years running
4.8/5rating on G2
Real estate teams using Whale see results in the first few weeks.
Success stories
Real results for teams small and big.
How TurnUp gets new hires working from day one
TurnUp
Read the story →: How TurnUp gets new hires working from day one
How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
Wolfe Ridge Manufacturing
Read the story →: How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
How Cash-Wa Direct cut training time in half with a system that tracks comprehension
CashWa Direct
Read the story →: How Cash-Wa Direct cut training time in half with a system that tracks comprehension
How Aurora Medical Spa trains its team across 7 locations
Aurora Medical Spa
Read the story →: How Aurora Medical Spa trains its team across 7 locations
How Oxygen Service Company finally mastered the EOS process component
Oxygen Service Company
Read the story →: How Oxygen Service Company finally mastered the EOS process component
How Image Solutions aligned a 100-person team on processes and kept them engaged
Image Solutions
Read the story →: How Image Solutions aligned a 100-person team on processes and kept them engaged
Rated on G2
Why teams choose Whale
Rated ‘Best support’
Better support
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
Rated ‘Easiest to use’
Easier to use
Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
Rated ‘High performer’
Higher performance
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Coral" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “My company utilizes Whale for our SOP’s and FAQ’s.”
Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.
Fábio B.Enterprise (> 1000 emp.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.
Ketan T.Mid-Market (51-1000 emp.) “Streamlines Documentation with Ease”
I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.
Anouk V.Mid-Market (51-1000 emp.) “Effortlessly Streamlines Team Training with Solid Support”
Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.
Shelley F.Mid-Market (51-1000 emp.) “Effortless SOP Management with Stellar AI Search”
Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.
Jitender T.Small-Business (50 or fewer emp.)
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
01How does Whale speed up property turnovers?
A documented turnover checklist every property manager follows keeps units moving, so they get listed again sooner instead of each manager doing it their own way.
02Can we keep client communication consistent across agents?
Approved scripts and process guides mean every client hears the same answer at each stage of the deal, whichever agent they work with.
03How does Whale help with compliance on transactions?
Compliance steps are written down and reviewed, so the required process is followed on every transaction instead of done from memory.
04Can agents access processes while out at properties?
Yes. Agents and property managers scan a QR code on site to open the right process on their phone, with no login hunt.
05How fast can new agents get productive?
Role-based training paths get new agents producing in days without weeks of shadowing, because the process no longer lives in a few people’s heads.
06Can we capture our listing and closing processes easily?
Use the Step Recorder to capture a turnover, listing, or closing process once as you do it, and Whale turns it into a step-by-step guide.
