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.

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Are outdated processes keeping your properties on the market longer than necessary?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

Turnovers drag because every manager runs them differently.

What clients hear changes with each agent.

Compliance steps get done from memory on each transaction.

New agents take weeks because process lives in heads.

With Whale

A documented turnover checklist every manager follows.

Approved scripts so every client hears the same.

Compliance steps written down and followed every transaction.

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 Alice

Meet Alice, 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.

The numbers speak for themselves

Real estate teams using Whale see results in the first few weeks.

50%

faster onboarding

#1

in Customer Service on G2, 3 years running

4.8/5

rating on G2

Features

Simple yet powerful tools for documentation & training

Success stories

Real results for teams small and big.

TurnUp

TurnUp added 12 people to a 20-person team in one year and onboards every new hire through Whale, with admin and accounts ready before day one.

Wolfe Ridge Manufacturing swapped tribal knowledge for recorded SOPs with Whale’s Step Recorder. New hires now run tricky assembly processes right the first time, and the know-how stays in the business when someone moves on.

CashWa Direct

Cash-Wa Direct slashed onboarding time by 50% and revolutionized product training after implementing Whale’s all-in-one solution with integrated AI, comprehensive tracking, and built-in assessments.

Aurora Medical Spa

Rapidly-growing Aurora Medical Spa replaced paper-based training with Whale’s digital knowledge hub, giving 85+ employees instant access to critical procedures across multiple locations.

Oxygen Service Company

Oxygen Service Company has been running on EOS since 2013. With increased growth, the team needed a way to document, centralize & update processes.

Image Solutions

Image Solutions is a uniform service provider to some of the most well known brands. The 25-year-old company, 100 team members strong, had a growing need for streamlined internal processes.

Theiner ICT

Theiner ICT, a Dutch IT company, has been serving small and medium businesses since 2006. As the company grew from 3 to 35 employees, maintaining consistency in processes and knowledge sharing became increasingly difficult.

Rihm Family Companies

Rihm Family Companies, Inc. (RFC) is a 4th generation family-owned and operated business focused on providing exceptional service in the heavy-duty truck industry. See how Rihm is harnessing their company wisdom to onboard new hires.

SJA Solutions

SJA Solutions is the IT Solution for companies who don’t have IT! Find out how SJA Solutions is creating an internal Google using Whale.

Spartan Plumbing

Adi Klevit is a Whale Certified Partner and the CEO of Business Success Consulting Group. She worked with CEO of Spartan Plumbing Josh Ferguson to document the company’s process to help organize the business and ramp up new hires.

Posternock Apell

The team at Posternock Apell was looking for a way to systematize their policies and procedures for their legal firm. From implementing Whale they now have a more efficient way of working.

Wasatch I.T.

Whale was implemented to make it easy for policies and information to be sent out and read. The team can also now verify that users have read and understood it.

Fairway

With the help of a process consultant and Whale, Ben and his team were able to onboard new team members and train them consistently across locations.

Avior Wealth

Implementing Whale meant that Avior Wealth could train their team members across eight locations but with one central repository.

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.

Enterprise-ready. Out of the box.

Security, compliance, and admin controls that pass procurement on the first call.

SOC 2
CERTIFIED

HIPAA
Ready

GDPR
COMPLIANT

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.

Trusted by 5K+ teams of all sizes

4.8/5 (180+ reviews)

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 Accounting

Mid-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. "Alice" 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 Farming

Mid-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.)

Frequently asked questions

How 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.

Can 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.

How 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.

Can 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.

How 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.

Can 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.

For real estate teams

Transform Your Real Estate Operations with Clear, Consistent Processes

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Are outdated processes keeping your properties on the market longer than necessary?

Challenge 1

Inefficient Property Turnover

Challenge 2

Inconsistent Client Communication

Challenge 3

Compliance Risks

How teams do it today

Turnovers drag because every manager runs them differently.

What clients hear changes with each agent.

Compliance steps get done from memory on each transaction.

New agents take weeks because process lives in heads.

With Whale

A documented turnover checklist every manager follows.

Approved scripts so every client hears the same.

Compliance steps written down and followed every transaction.

Role-based paths get new agents producing in days.

Solution

Create and share better documentation faster with Whale

SOP creation - so easy that anyone can do it

Automate role-based training

Just Ask Alice

Reach your mobile workers

The numbers speak for themselves

50%

faster onboarding

#1

in Customer Service on G2, 3 years running

4.8/5

rating on G2

Features

Simple yet powerful tools for documentation & training

AI Writing Assistant

Step Recorder

Screen Recorder

SOP & Process Templates

Ask Alice AI

Contextual Suggestions

Experts & Reviews

Rich Editor

Success stories

Real results for teams small and big.

Why teams choose Whale

Rated ‘Best support’

Better support

Rated ‘Easiest to use’

Easier to use

Rated ‘High performer’

Higher performance

Enterprise-ready. Out of the box.

SOC 2 CERTIFIED

HIPAA Ready

GDPR COMPLIANT

Integrations

Whale works where you do.

Loved for its overall simplicity and support

Lyndon S.

Small-Business (0-50 emp.)

Verified User in Accounting

Mid-Market (51-1000 emp.)

Andres A.

Enterprise (> 1000 emp.)

Martha Y.

Mid-Market (51-1000 emp.)

Harley B.

Small-Business (0-50 emp.)

Verified User in Farming

Mid-Market (51-1000 emp.)

Georgia R.

Mid-Market (51-1000 emp.)

Fábio B.

Enterprise (> 1000 emp.)

Ketan T.

Mid-Market (51-1000 emp.)

Anouk V.

SOC 2
CERTIFIED

HIPAA
Ready

GDPR
COMPLIANT