Meet the Relationship Manager that makes staying in touch as automatic as your morning coffee.
Launching April 9, 2027
From the Lead Latte Blog
Short reads on staying in touch and growing a relationship-based business.
Systems, Not Goals: Why "Close 12 Deals" Fails and "4 Conversations a Day" Works
Every January, real estate agents everywhere write down a number. Close 12 deals this year. Hit $150K in GCI. Double last year's volume. It feels productive. It feels ambitious. And by March, most of those numbers are quietly forgotten. The…
Read more →Why Lead Latte Is the Best CRM for First-Year Real Estate Agents
Congratulations, you passed the exam, hung your license with a brokerage, and ordered your first box of business cards. Now comes the part nobody covers in pre-licensing: building a business from scratch. And almost immediately, your inbox fills up with…
Read more →Farming the Ninja® Way: Growing a Neighborhood One Relationship at a Time
Ask most agents about "farming" and you'll hear about postcards. Pick a neighborhood, mail it every month, and wait for the phone to ring. Sometimes it works. But the Ninja® approach asks a better question: what if your farm were…
Read more →The One-Page Real Estate Business & Marketing Plan
Most agents know they should have a business plan. Few actually write one, because it sounds like a 40-page project. It doesn't have to be. A plan that fits on one page, and that you actually use, beats a binder…
Read more →Build a Morning Routine That Builds Your Business
Ask a dozen top agents how they start their day and you’ll hear a lot of the same things. Few of them begin with email. They begin with intention, then do the work that matters most before the day can…
Read more →Gratitude as a Business Strategy: Why Thank-You Notes Still Beat Email
Think about the last email you got from a business. Now think about the last handwritten note you got from anyone. You probably can’t remember the email, but you might still have the card. In a business built on relationships,…
Read more →How Do the Ideas of Atomic Habits® Help Lead Latte Users?
Most agents don’t struggle for lack of ambition. They set big goals in January, then the busy season hits and the follow-up calls quietly slide. James Clear’s Atomic Habits offers a better way to think about it: results come from…
Read more →How Does Lead Latte Help With Ninja® Selling Ideas?
If you’ve been through Ninja® Selling training, you know the core idea isn’t complicated. Success in real estate comes from relationships, consistency, and showing up for people over time. Understanding that is easy. Doing it every day while showings, inspections…
Read more →Spreadsheet vs. CRM: When It’s Time to Switch
Plenty of great agents started with a spreadsheet. It’s free, familiar and flexible, and for a small database it can work well. But there’s a point where the spreadsheet stops helping you and starts holding you back. Here’s how to…
Read more →Why Real Estate Professionals Need to Use a CRM
Every agent has heard it: your database is your business. Yet many agents still run that business out of a phone’s contact list, a stack of sticky notes and a vague plan to “reach out soon.” It works until it…
Read more →Your client data, encrypted
Farm and sphere contacts segmented by tier, stage, lead type, and assignment.
Your pipeline, visible
A deal pipeline board with stage tracking for all your contacts.
Your follow-up, on schedule
Touch cadence alerts, automated sequences, and overdue reminders tied to Ninja Selling® timing.
Every Tool a Real Estate Pro needs — built into Lead Latte
Manage contacts, pipeline, and properties alongside distress signals and your business directory. Stay on track with tasks, checklists, and sticky notes. Let automated touch sequences and AI-assisted follow-up*1 handle the consistency, and use reporting to see what's working.
Smart Today Dashboard
Widgets that Adapt
Log in to a daily briefing, not a blank screen: overdue touches, hot pipeline deals, and upcoming tasks surfaced automatically, alongside affirmations and quick-access widgets. Turn on auto-sort and your most-used widgets rise to the top, with your Business Tracker always first.
And that's just the beginning
Plenty more built in to keep your business moving.
Quick Search
Find any contact in Sphere or Farm from anywhere with Ctrl/⌘ + Space.
One-Click Calls
Call from the contact record, then log the outcome in a tap.*2
Automated Touch Sequences
Set the cadence once and the follow-up tasks create themselves.
Templates & Scripts
Reusable emails, texts and call scripts that fill in the details.
Tasks & Calendar
Every task and appointment in one list and calendar, so nothing slips.
Touch & Task Reminders
See each contact's stage, tier and next touch, with the checklist to keep them moving.
Sphere Insights
Touches by month, who is overdue, upcoming birthdays and anniversaries, and referrals to thank.
Affirmations & My Life List
Keep your Life List and daily affirmations in view so abundance thinking becomes the identity behind every habit, relationship and transaction.
Open House Registration Form
and Listing Feedback Forms
Register open house visitors and collect listing feedback from showings, so every visit turns into a follow-up opportunity.
Custom Checklists
Build repeatable checklists for listings, under contract and open houses so nothing gets missed.
Principles. Not Platitudes
Success Is Hidden in Your Daily Routine
“You don't rise to the level of your goals; you fall to the level of your systems.”
— James Clear, Atomic Habits®
Frequently Asked Questions
Haven't found what you're looking for? Contact us.
Lead Latte is a real estate relationship manager built around Ninja Selling® and Atomic Habits® inspired ideas. It gives you and your team one workspace for contacts, pipeline, properties, distress signals, business directory connections, task and checklist management, automated touch sequences, AI-assisted follow-up, reporting, sticky notes, and consistent touch cadence.
It was built by James McCarthy, Nevada Real Estate Professional, who wanted a tool that fit the way a relationship-based business works, where small, steady habits do more than any complicated software ever could. We use Lead Latte ourselves every single day, and we love it. It’s also early in development which means some things will keep changing as it grows.
We love and support both Ninja Selling® and Atomic Habits®, and we built their methodologies and concepts into our workflow and our business: consistent touches, simple systems, and small habits that compound. That said, Ninja Selling® and Atomic Habits® are trademarks of their respective owners. Lead Latte is an independent product and is not affiliated with or endorsed by either.
For more information, visit Ninja Selling® and Atomic Habits®.
Individual Real Estate Professional agents, teams, and brokerages who want a structured, habit-driven way to stay on top of their sphere and farm, rather than letting follow-up fall through the cracks in spreadsheets or generic CRMs.
Lead Latte is currently in . You can request early access from this page, and we'll reach out as spots open up.
You can sign in with Google or with a one-time link emailed to you. Either way, your account has to be approved first.
Lead Latte is free during . The planned price is $19 a month per agent ($209 a year, one month free) with a 30-day free trial, the same for solo agents, team members and team leads. Teams add a one-time setup fee and $6 a month per member, and a limited number of Founding Lifetime seats will be offered. Request early access to get started.
Sync runs both ways. When you edit a contact in Lead Latte (or add a new one), the change is sent to Google Contacts if you've left Keep Contacts Synced on. When a contact was changed in Google, Lead Latte notices the next time you open it and shows you what's different. You choose Sync to take Google's version, Merge to keep yours and add what Google has, or Keep mine to ignore the changes. Nothing is overwritten without your approval.
Yes. Lead Latte runs on its own dedicated database and infrastructure, separate from any other product, with access controls scoped to you and your team. Sensitive client data, including contact names, emails, phone numbers and addresses, as well as your notes, touches, tasks and messages, is encrypted before it is stored in our database, and connections to the database are encrypted in transit.