Connected to the tools you already use.
Freehold is the system of record; everything else plugs in. Here's what's connected today and what's on the way, in the order working TCs ask for it.
NewWorking today
The Claude connector
Point Claude at Freehold and ask what's closing this week, what's overdue, or who the lender is on a file. Give it write access and it adds tasks, logs notes, and moves a status for you. Copy one address out of your dashboard, paste it into Claude, sign in, and you are done. Included with every plan, and we recommend it.
Claude on the web, the desktop and mobile apps, and Claude Code all work. Freehold speaks the open connector standard, so other assistants that support custom connectors can use the same address, and Claude is what we test on every release.
In Claude
Freehold
ConnectedWhat's closing this week?
Three files:
- 412 Maple Avenue, Wednesday, everything done
- 88 Harbor Lane, Thursday, survey still out
- 17 Cedar Court, Friday, waiting on the lender
Answered from your own files, under your own permissions.
Working today
Email & reply capture
Send transactional email from your workspace's own address, and when anyone replies, it lands right back on the transaction, threaded. No mailbox setup, ever.
OpenSign e-signatures
Built into every plan: Freehold runs its own OpenSign instance, so there's no separate e-signature account to create, no vendor contract, and no per-envelope fee. The first document you send provisions your workspace automatically. Prefer your own Documenso or DocuSign account instead? Connect one from Settings any time.
Claude AI
Reads contracts with page-cited extraction, powers the site assistant, and answers your spoken questions in voice search. The Claude connector, above, puts your whole workspace behind the assistant as well.
ElevenLabs & LiveKit
Voice search speaks its answers with ElevenLabs over a LiveKit realtime session: natural back-and-forth, interruptible, on every dashboard page and every client portal.
Deepgram
Speech recognition behind both voice search and the Dictate button: streaming transcription with punctuation, so talking is as precise as typing.
S3-compatible storage
Keep documents on any S3-compatible service you choose, or the bundled default when self-hosting.
Calendar feeds (ICS)
Every client and agent portal, and every person on your team, has a subscribe-once calendar feed: deadlines land in Google, Outlook, or Apple Calendar and stay current.
Freehold API
REST API with signed webhooks: read and write transactions, contacts, tasks, clients, and your account, plus a ready-made Claude skill.
Follow Up Boss
Working today: connect with your API key. Website leads flow straight into your Follow Up Boss automations, and your people import into Freehold contacts.
Twenty CRM
Working today: connect your Twenty instance with an API key. Website leads land in Twenty as people, and your people import into Freehold contacts.
Zapier
Working today: instant triggers (new transaction, document uploaded, envelope completed, website leads) and actions into 7,000+ apps, including DocuSign and Dotloop through your own accounts.
Stripe
Powers Freehold Cloud subscriptions. That's the whole job. Client invoicing never touches a payment processor: it's a document and a follow-up task, not a charge.
ERPNext
Working today: connect your own ERPNext (Frappe) instance and Freehold creates the Sales Invoice there instead of just in Freehold. Your ERP stays the ledger, and paid status mirrors back automatically.
FindTCPros directory
Working today: the coordinator directory pulls in FindTCPros's public listings alongside Freehold-enabled workspaces, so one search covers both, filtered by state, specialty, and software.
On the way
Every integration below is committed. The order they ship in is decided by the people who need them, so if one of these is the reason you can't switch yet, say so and it moves up.
SkySlope
Bring sales and listings across with contacts and documents, with multiple profiles supported.
Brokermint
Import and export transaction details, contacts, and documents from Brokermint accounts.
JotForm
Turn a submitted intake form into a new transaction with its details, contacts, and documents.
ShowingTime and Supra
Auto-import showings and feedback so sellers see activity without you retyping it.
Mailchimp and SendGrid
Send bulk campaigns to your database through the email tools you already use.
Need one of these first?
Tell us which integration is blocking your switch and we'll prioritize it. Email hello@freeholdtc.dev or ask on GitHub. In the meantime, our migration service moves your full book of business from the legacy platforms by hand.