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Canvas Playbook
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Canvas Playbook

Never guess your next move again.

Canvas Playbook is the brokerage-grade guidance desk for Canvas agents — built for speed in live deals and clarity for agents who want to evolve.

Open Playbook How it works
Fast answers
Policy-safe
Transaction Desk aware
Built for Canvas agents
The reality

Most agents are either rushing… or trying to catch up.

Real estate doesn’t pause while you look things up. When you’re in the middle of a deal, guessing costs time, leverage, and sometimes the entire transaction.

  • Too many moving parts: offers, addenda, disclosures, deadlines, workflow.
  • Too many systems: Transaction Desk, MLS, email, texts, and “how we do it at the office.”
  • Too much risk: sending the wrong thing, at the wrong time, to the wrong person.
What agents would love

Clarity now. Mastery over time.

Canvas Playbook is built for two modes of an agent’s life:

On the go
Quick answer → correct next step.
When a deal is live, speed and accuracy matter more than theory.
In learning mode
Understand the “why” → evolve.
When you want to level up, you need reasoning, not random advice.
The guide

Canvas Playbook acts like the office operations desk — on demand.

This is not a public chatbot. It’s a private, Canvas-focused guidance system designed to help you move correctly, reduce risk, and build confidence through repetition.

Operational guidance Sales-deciding Broker confirmation baked in Logged for training
What you get every time
  • A helpful answer based on Florida norms + Canvas workflow.
  • Reasoning so you learn, not just copy.
  • A final check to confirm with broker/office before executing.
The plan

How it works in 3 steps

Designed for agents who need answers quickly — and agents who want to evolve.

1
Pick a topic
Auto for most questions, or choose Sales / Transaction Desk / Contracts.
2
Ask one clear question
Get a direct answer with the “why” and the right next step.
3
Confirm before you execute
Before sending, signing, issuing, or executing — confirm with broker/office.
Success looks like

Cleaner files. Faster moves. More confidence.

  • Fewer mistakes in paperwork and workflow.
  • Better communication with clients and co-brokers.
  • More consistent execution — even under pressure.
  • More closed transactions from cleaner processes.
Avoid the cost of guessing

One wrong move can trigger delays, disputes, or cancellations.

Canvas Playbook exists to help you avoid “I thought…” decisions and replace them with “Here’s the correct next step.”

This system is internal. Use it professionally. Always confirm with broker/office before executing.
Ready when you are
Open Canvas Playbook and ask your next question.
Fast answers for live deals. Clear reasoning for agents who want to evolve.
Open Playbook See the 3-step plan