Know every client, every detail.

Worthington keeps a complete, up-to-date file on every client — what they're looking for, where things stand, and what needs to happen next. Ask him anything, any time.

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"You're about to call a client you haven't spoken to in three weeks. You ask Worthington for a quick summary. He tells you her name, what she's looking for, where things stood last time, and that she mentioned she has a hard deadline of June. You walk into the call completely prepared."
01 — Capture

Worthington builds client files automatically.

From your emails, calls, and notes — every interaction gets captured and filed without you doing anything manually. A new lead emails in; a file appears. You take a call; the notes are logged.

No manual data entry. Ever.
Client record
Pete O'Brian
Active Buyer
Looking for
3-bed, Riverside
Budget
Under $850k
Last contact
Yesterday
Stage
Viewing booked
02 — Ask

Ask him anything about a client.

He pulls the most relevant details instantly — no digging through emails or trying to remember what someone said three weeks ago. Walking into a call? Ask Worthington first.

Chat with Worthington
YOU
What's Pete O'Brian's situation right now?
WORTHINGTON
Pete is an active buyer looking for a 3-bed in Riverside under $850k. He emailed yesterday asking about financing timelines. I've drafted a reply — want to review it?
03 — Update

He keeps records current.

Every interaction — a call, an email, a note you dictate — updates the file in real time. Your records are always accurate and up to date, without you doing any of the filing.

Records update automatically from every interaction.
Record updates — today
Email captured — Pete O'Brian
Financing question. Draft reply queued.
9:04
📝
Voice note added — Sandra Osei
"She has a hard deadline of end of June."
8:41
📅
Stage updated — Thomas Berg
Moved to Closing. Documents signed.
8:15

Client Records

Know every client, every detail.

Real estate runs on relationships. Worthington makes sure you always know exactly who you're dealing with, what they need, and where things stand.

Worthington client records — James Chen profile with notes, preferences, and follow-up reminder

Questions about Client Records

For many agents, Worthington handles everything a CRM would — and because it's updated automatically from calls, emails, and voice notes, there's no manual data entry. If you already use a CRM, Worthington works alongside it. If you don't, Worthington is a natural replacement.
Worthington is trained to recognise what matters in real estate conversations — property requirements, budget, deal stage, timelines, and relationship context. It extracts this automatically from emails and calls, and files it against the right client without you telling it what to look for.

Your competition isn't slowing down.

Join the waitlist today and get early access to Worthington.

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