Threshold
Seminar-to-client software for real estate teams
Built for seminar-driven real estate teams

Every attendee is
one conversation from becoming a client.

Threshold runs the whole life of your educational seminar — registration, check-in, name tags, surveys — and quietly surfaces who in the room is actually ready to sell, buy, or move. No more good leads lost on a paper sign-in sheet.

Already running real educational seminars in two Nebraska markets.
See it in action

A guided tour of a real seminar day.

Seven steps, click through — this is exactly what happens from the moment someone walks in the door to the moment an agent calls them back.

She registers — duplicates get caught first

Online ahead of time, or as a walk-in at the door — same database either way. If she's already in it, the system flags the possible match before a second record ever gets created.

This person may already be in the database — tap instead of adding a new record
New registration
First name · Last name
Name for badge
Phone · Email · City · ZIP
REGISTER & PRINT TAG

Check-in prints the tag, instantly

The moment she checks in, her tag prints at the door — sponsors, and anyone interested in sponsoring, are flagged and marked right on the tag. It all still works even when the venue's wifi doesn't.

MARY
Johnson
ATTENDING SINCE 2019
Printed in under 2 seconds — offline-safe, syncs later

One dashboard, every seminar

Every event you've run, upcoming and past, with real counts — registered, checked in, walk-ins, surveys — not a guess at how it went.

📞 Your call list All events →
Upcoming
Lincoln — October seminarOct 14
62
REG
58
IN
9
WALK
67
TOTAL
51
SURVEYS

Scan the surveys, upload the PDF

Run the paper surveys through a scanner as one stack and upload that PDF — Threshold splits it into batches and reads every page in the background. No manual typing, ever.

Scanned surveys Conversation notes
lincoln-october-surveys.pdf
6/9 batches

Queued — you can leave this page, it keeps processing.

Every agent's call list, ready to work

Sorted by what matters most — tasks, hot leads, longest since contact, most recently attended — with a live progress bar, a printable call sheet, and a one-tap "Export clients" for anyone who's closed.

Sarah's call list
October 2026 · 7 of 18 called
🚩 Tasks first ▾ Print Export clients
🚩 call back after Oct 1 🔴 Mary Johnson
📞 (402) 555-0118 · attended last month
Hot lead — selling mention (Sarah)
🟡 Dale & Ruth Whitford 👪
📞 (402) 555-0187 · last attended 3 months ago
Warm lead — asked about selling the farm
⚪️ Ruth Albers · 📞 (402) 555-0142 · 🕓 94 days since last contact

Open one contact, see everything at once

This is the one that sells itself — tap a name and the whole picture is right there: quick actions, survey history, a real-estate lead status, and the call log, all in one card.

🔴 Mary Johnson
✉️ Email mary.j@example.com 📮 Mailed a note this month 📅 Register for next seminar
🚩 Add a task (e.g. call back after Oct 1) Add
📮 412 Maple Ave, Lincoln, NE · 🕓 contacted 12 days ago
Reminders: email + mail · Seminars attended: 4
Interested in: Market pricing, Selling
Notes: Outgrown the current place, leaning toward something closer to family.
From her surveys / notes
October seminar
"We've been thinking about selling sometime in the next year or so."
Asked: Can someone walk us through reverse mortgages?
Real-estate lead

Auto-flagged: selling, moving

🔴 Hot lead 🟡 Warm lead ✅ Client ⚪️ Not a lead
Lead note: wants to wait until spring 2027
Call outcome
Reached
Call notes
Wants to talk after the holidays. ✓ Saved

See the whole team's progress, by market

Every caller's list and how many they've reached this month, at a glance — no spreadsheet, no asking around on a Friday afternoon.

Team call reports — Lincoln
Sarah 12/20
Mike 17/20
Dana 5/19
The problem

Your best leads are sitting in a shoebox of sign-in sheets.

Teams running educational seminars — first-time buyers, downsizers, veterans, investors, whoever your market is — generate real intent in the room every single month. Someone mentions they're thinking about selling, a couple asks about buying their next place. Then the seminar ends, the clipboard goes in a drawer, and that conversation never gets followed up on.

Threshold was built inside a real seminar program to fix exactly that — then opened up so any team running education-based seminars can run on it.

One room.
Every seminar is a room full of people who already chose to be there and are already listening to your team. The only question is whether anyone catches what they say — before the sign-in sheet goes in a drawer.
What it does

One system for the whole seminar day — and everything after it.

Registration & check-in

Attendees sign up online or walk in the door — the check-in table works even when the venue wifi doesn't.

Name tags, printed on arrival

Every guest gets a tag the moment they check in — sponsors, and anyone interested in sponsoring, are flagged and marked right on the name tag.

AI-read paper surveys

Scan your paper surveys as one stack and upload the PDF — it transcribes every page, matches it to the right attendee, no data entry.

Automatic lead flags

Mentions of selling, buying, or moving get caught in notes and surveys and flagged for your team, unprompted.

Team call lists

New leads route to agents automatically. Every call, outcome, and note is tracked — on paper or on a screen.

Reports that export anywhere

Pull a clean list of warm leads whenever you want it — Threshold feeds your CRM, it doesn't try to replace it.

"

Threshold isn't another real estate CRM — there are enough of those already. It's the layer in front of one: the system that runs your seminar, keeps the room organized, and hands your agents a short list of people who are actually ready to talk. What happens after that call is still your CRM's job.

How a seminar day runs

Four steps, start to follow-up.

1

They register

Online ahead of time, or as a walk-in at the door — same database either way.

2

They check in

A name tag prints in seconds. Returning guests are recognized automatically.

3

They fill out a survey

Scan the paper surveys as one stack and upload the PDF — AI does the reading.

4

Your team follows up

Flagged leads land on the right agent's call list the next morning.

Pricing

Three plans. Same team, however far you run it.

Starter
$199/ month, per team

For a team running one seminar a month in one market.

  • 1 market
  • 1 seminar / month
  • Unlimited agents on your team
  • AI survey reading & lead flagging included
  • Works offline at the door
Unlimited
$399/ month, per team

For a team running seminars across as many markets as they can book.

  • Unlimited markets
  • Unlimited seminars & attendees
  • Unlimited agents on your team
  • AI survey reading & lead flagging included
  • Works offline at the door

One client pays for the whole system — everything after that is profit.

$449

One-time setup, any plan — a name-tag printer and a registration laptop, both fully configured and tested before they reach your table, plus hands-on onboarding for your team. Equipment is yours to keep.

Ready to level up your follow-up?

15 minutes on a video call — we'll walk this exact flow live, start to finish.

We'll get back to you within a day.