Your data, your way
Track the Details That Move a Deal Forward
Add fields for pre-approval, price range, target towns, and timelines, then use them in forms, filters, and automations.
30-day trial · Plans from $99/month · Unlimited users
Illustration with sample data.
What is Custom Fields in RealtyCoworker?
Custom Fields in RealtyCoworker are the extra data fields agents add to contacts and opportunities to store real estate details like pre-approval status, price range, target towns, move timeline, or listing address. You choose the field type, group fields in folders, and use them in forms, smart lists, automations, and personalized messages.
What’s inside
Everything in Custom Fields.
Contact fields
Add your own fields to contact records so every buyer and seller profile holds the details you care about.
On the job: Each buyer record shows price range, target towns, and whether they have a home to sell.
Explore ContactsOpportunity fields
Add custom fields to opportunities to track deal-specific details in your pipelines.
On the job: Listing deals carry the property address, list price, and expected closing date.
Explore OpportunitiesField types
Choose from types such as text, dropdown, date, number, and monetary so data is entered in a consistent format.
On the job: A dropdown for pre-approval status keeps answers to Yes, No, or In progress.
Folders
Group related fields into folders and hide empty fields for a cleaner record view.
On the job: A Buyer Criteria folder keeps beds, baths, budget, and towns together.
Use in forms
Map form and survey questions to custom fields so answers land on the right record automatically.
On the job: An open house sign-in form in Bayville saves each visitor's timeline to their contact.
Use in automations and messages
Filter, branch, and personalize with field values in automations, smart lists, and merge tags.
On the job: An email says, "Hi Maria, here is what is new in Brick under $500K."
Explore Automations
How agents use it
Custom Fields, on a real workday.
- 1
Qualify buyers without retyping
A buyer inquiry form asks about pre-approval and timeline, saves answers to fields, and routes ready buyers to a call task. Keep questions fair housing compliant.
- 2
Segment your sphere
A smart list filters past clients by closing date field so you can send home anniversary notes each month.
- 3
Organize listing details
A team tracks listing address, list date, and commission notes on each opportunity so the transaction coordinator sees everything in one place.
How it compares
RealtyCoworker vs the tools you might be paying for.
FAQ
Custom Fields questions, answered.
What custom fields should a real estate agent track?
Common choices are pre-approval status, lender, price range, target towns, beds and baths, move timeline, home to sell, and closing date. Avoid fields that ask about protected classes. Fair housing rules apply to how you qualify and segment buyers and sellers.
Can I use custom fields in emails and texts?
Yes. Custom field values can be inserted as merge fields in messages, so an email can mention a buyer's target town or budget. You can also add fallback text in emails in case a field is empty.
Can I add custom fields to deals as well as contacts?
Yes. RealtyCoworker supports custom fields on opportunities, so each deal in your pipeline can hold details like the property address, list price, and expected closing date, separate from the contact's personal details. Your transaction coordinator can then filter and report on those deal details.