PATHNOTE – Real Estate Communication & CRM Mobile App
About project
Pathnote is a mobile CRM and communication platform designed to help real estate agents keep clients informed throughout key stages of the home-buying journey.
The application enables agents to create and manage personalized, branded communication graphics and deliver a more consistent client experience without relying on fragmented manual workflows.
Main goals of the project
- Simplify agent-client communication by bringing recurring communication workflows into one mobile application
- Create a consistent branded client experience through customizable, professionally designed message graphics
- Reduce repetitive manual work around preparing and managing client communications during the home-buying process
- Deliver one cross-platform product that works consistently across both iOS and Android
- Protect user accounts and application data through secure authentication and protected application routes
- Create scalable foundations for a Real Estate CRM product that can support additional workflows, integrations, and automation as the platform grows
Challenges and solutions
Challenge: The product needed to provide a consistent mobile experience for real estate professionals using both iOS and Android without maintaining two completely separate applications.
Solution: Developed the mobile application from scratch using React Native and Expo, creating a shared cross-platform codebase while maintaining responsive and platform-appropriate user experiences.
Challenge: Account verification and application notifications needed a reliable communication layer that could support important user actions.
Solution: Integrated AWS SES for transactional email delivery, including verification processes and notification emails connected to application workflows.
Challenge: What appears to users as a simple communication flow requires structured forms, validation, multiple steps, and management of different domain-specific entities behind the scenes.
Solution: Developed complex multi-step forms with full client-server validation, enabling users to create and manage application entities while maintaining data consistency throughout the workflow.
Challenge: CRM applications handle user-specific workflows and communication data, making secure account access and session management essential.
Solution: Built authentication and protected backend routes using AWS Cognito and implemented dynamic routing and authentication flows within the mobile application to securely manage user sessions and access.
Functionality
Features that make this project unique
The application is designed around communication moments that occur throughout the home-buying process rather than functioning as a generic messaging application
Instead of forcing agents into complex desktop CRM workflows, core communication and management functionality is available directly from a mobile device
React Native and Expo allow the platform to maintain a unified product experience and development roadmap across both mobile ecosystems
AWS Cognito provides the authentication layer required to protect accounts, routes, and user-specific application functionality
Tech stack
React Native
Expo
Expo Router
JavaScript
TypeScript
NodeJS
NestJS
REST API
AWS Cognito
AWS SES
EAS Build
Expo
Figma
Trello
Notion
Optional features that can be added to similar project types
Generate or personalize client messages according to transaction stage, property context, agent tone, or communication history
Connect property data and listing platforms directly with client communication workflows
Provide visibility into active clients, communication status, upcoming actions, and overall engagement across individual agents or brokerage teams
Synchronize contacts, activities, and client information with existing Real Estate CRM systems to reduce duplicate data entry
Connect transaction milestones and follow-up actions with calendars and task-management workflows
Track communication activity and engagement to help agents understand which touchpoints are being completed and where follow-ups may be needed
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