
GITNUXSOFTWARE ADVICE
Real Estate PropertyTop 10 Best Real Estate Agent Office Software of 2026
Top 10 ranked real estate agent office software for teams, with technical comparisons of Follow Up Boss, LionDesk, kvCORE and more.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
BoomTown is the best fit for offices that want automated lead routing and stage-driven agent tasking across teams, whereas Follow Up Boss works better when mid-size groups need lead distribution and follow-up automation mapped to one consistent pipeline.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
BoomTown
Lead lifecycle automation that connects marketing sources to stage-aware follow-up tasks and routing assignments.
Built for fits when offices need automated lead routing and stage-driven agent tasking across teams..
Follow Up Boss
Editor pickRule-based lead routing tied to pipeline stages and follow-up tasks, with reporting that connects execution to each deal.
Built for fits when mid-size teams need lead routing plus task automation mapped to a consistent pipeline..
Real Geeks
Editor pickAgent-branded IDX lead capture with lifecycle-based automation ties captured intent to follow-up steps.
Built for fits when marketing-generated leads need structured routing and automated follow-up without deep transaction tooling..
Comparison Table
BoomTown
vertical specialistReal estate sales and marketing platform with CRM, IDX websites, lead qualification, and reporting.
Lead lifecycle automation that connects marketing sources to stage-aware follow-up tasks and routing assignments.
BoomTown starts with lead intake from marketing pages and then applies routing and follow-up logic tied to buyer and seller pipeline stages. Agents receive tasking that reflects lead status changes, so contact handling is driven by workflow state rather than manual coordination. Admins can configure lead routing rules and workflow steps so assignment logic and response cadence remain consistent across teams.
A tradeoff appears in day-to-day setup discipline. Complex routing, campaign logic, and stage mapping require careful configuration so automation behaves as intended. The best fit is a brokerage or growing office that wants repeatable lead handling for multiple agents rather than ad hoc follow-up.
- +Configurable lead routing and follow-up tied to pipeline stages
- +Automation-driven agent tasking reduces manual handoffs
- +Marketing-to-CRM workflows align landing pages with contact lifecycle
- +Reporting connects lead outcomes to agent activity
- –Stage and routing configuration complexity can slow initial rollout
- –Advanced workflow changes require admin review to prevent misrouting
- –Limited visibility into partner systems can force manual reconciliation
- –Some operational reporting depends on correct workflow tagging
Broker operations teams
Standardize lead routing across agents
Fewer missed follow-ups
Buyer agent teams
Run stage-aware nurture sequences
Higher contact consistency
Show 1 more scenario
Seller lead coordinators
Manage intake through handoffs
Faster lead-to-action
Use workflow automation to convert seller inquiries into routed tasks and track progression to listing-ready steps.
Best for: Fits when offices need automated lead routing and stage-driven agent tasking across teams.
Follow Up Boss
SMBReal estate CRM focused on lead distribution, follow-up automation, calling, texting, and team accountability.
Rule-based lead routing tied to pipeline stages and follow-up tasks, with reporting that connects execution to each deal.
Follow Up Boss centers on contact management, lead routing rules, and activity tracking so every inbound or imported lead can be assigned, nurtured, and measured. The automation surface spans call and task sequences plus recurring drip campaigns, which reduces manual follow-up between events. Reporting ties pipeline activity to agent execution, which helps operations teams see where deals stall.
A tradeoff appears in configuration depth, because teams often need to map routing, pipeline stages, and templates to their office process to get consistent outcomes. Follow Up Boss fits best when the office has repeatable lead sources and wants transaction coordination activities to stay visible across agents.
- +Highly configurable lead routing rules across pipeline stages
- +Automation sequences combine tasks and drip campaigns
- +Deal-centric dashboards show task completion by contact and stage
- +Office-wide templates keep follow-up and workflow consistent
- –Automation outcomes depend on correct stage and tag mapping
- –Some deeper transaction steps require careful workflow setup
Broker operations teams
Standardize lead routing across agents
Lower missed follow-ups
Inside sales coordinators
Run drip and task sequences
More consistent follow-up
Show 1 more scenario
Team leads
Monitor pipeline execution and delays
Faster coaching interventions
Leads can review agent activity and deal progress to identify stalled stages early.
Best for: Fits when mid-size teams need lead routing plus task automation mapped to a consistent pipeline.
Real Geeks
SMBReal estate CRM and IDX website platform built for lead capture, follow-up, and team sales workflows.
Agent-branded IDX lead capture with lifecycle-based automation ties captured intent to follow-up steps.
Real Geeks centers on lead intake, conversion, and ongoing contact automation rather than only transaction checklists. It connects agent marketing surfaces to internal lead records so agent tasks can stay aligned with the property pages and campaigns that generated the contact.
A key tradeoff is that Real Geeks places more workflow emphasis on marketing-to-lead journeys than on broker-grade transaction dossier depth, so teams that need heavy closing collaboration may add separate tools. Real Geeks fits best when daily work is driven by incoming leads from IDX pages and where follow-up rules need to run consistently across multiple agent team members.
- +Lead capture pages align with branded agent marketing funnels
- +Automation supports buyer and seller follow-up sequences by lifecycle
- +Contact routing helps standardize initial response and next steps
- +Property-focused content keeps lead records tied to intent
- –Broker transaction workflows are lighter than full transaction-coordination suites
- –Complex team governance needs deliberate configuration across agents
- –Some advanced integrations require tighter setup than generic CRM add-ons
- –Reporting emphasizes pipeline and lead activities more than deal-level analytics
Solo agents
Convert IDX traffic into scheduled showings
Fewer lost opportunities from delay
Small teams
Route leads to the right agent
Cleaner workload distribution
Show 2 more scenarios
Buyer specialists
Nurture staged buyer interests
More appointment-ready conversations
Campaign-style automation updates nurture steps as buyer intent changes.
Seller intake coordinators
Manage seller leads from web submissions
More listings with timely outreach
Seller-focused capture flows feed records into scripted follow-up and tasks.
Best for: Fits when marketing-generated leads need structured routing and automated follow-up without deep transaction tooling.
Lofty
vertical specialistReal estate platform with CRM, IDX websites, marketing automation, AI assistance, and team management tools.
Configurable lead routing and automated follow-up sequences built around pipeline stages for consistent officewide follow-up.
Lofty is a lead and marketing automation system for real estate offices that centers on automated follow-up, tasking, and pipeline visibility. It supports list intake from common sources and pushes contacts into buyer and seller flows with configurable rules.
Lofty also provides reporting for agent activity and campaign performance, which helps office leaders monitor throughput across teams. Its office-use strength is coordinating lead routing and follow-up consistency through shared automation logic rather than manual chase work.
- +Automated follow-up sequences reduce missed leads from initial intake to appointment requests
- +Lead routing rules keep ownership consistent across teams and time windows
- +Agent activity and campaign reporting supports office-level performance monitoring
- +Configurable workflows support both buyer and seller lead paths
- –Complex routing and sequence logic needs careful configuration to avoid duplicate outreach
- –Advanced transaction workflow support is not the main focus compared with transaction-first suites
Best for: Fits when offices need automated lead follow-up, routing rules, and activity reporting across multiple agents.
Top Producer
SMBReal estate CRM with contact management, lead follow-up, marketing tools, and MLS-connected workflows.
Configured lead routing tied directly to contact and pipeline status helps brokers enforce consistent follow-up paths.
Top Producer manages real estate lead intake, contact records, and pipeline tracking for brokerages that need consistent follow-up workflows across agents. It connects common data feeds like IDX and MLS imports to keep the property and lead context current, then ties those records to tasking and reporting.
Built-in automation supports lead routing and nurture sequences based on rules configured in the contact and pipeline layers. Administration focuses on agent access controls and reporting views that help brokers monitor production and compliance-adjacent behaviors.
- +Lead routing and follow-up workflows map cleanly to pipeline stages
- +IDX and MLS-linked imports reduce manual property and lead entry
- +Reporting centers on agent productivity and activity visibility
- +Automation rules support repeatable outreach without custom scripts
- –Automation rule setup can be time-consuming for complex routing
- –Some transaction steps require extra workflow outside the system
- –Reporting depth varies by how consistently agents maintain contact fields
- –Integration troubleshooting can slow time-to-launch when data formats differ
Best for: Fits when a brokerage needs rules-based lead routing with ongoing pipeline visibility for many agents.
BrokerMint
vertical specialistBack-office software for real estate brokerages with transaction management, commission tracking, accounting, and reporting.
Office-oriented governance for lead routing and broker review reporting tied to activity history.
BrokerMint targets brokerages that need office-wide controls around lead handling, agent activity tracking, and transaction workflow coordination. It supports configurable lead routing, follow-up sequences, and centralized contact management so tasks do not depend on individual agent habits.
The workspace organizes listings and opportunities through key pipeline stages and ties activity logs to the same records. Reporting and audit-style history support broker review processes for pipeline status and commission-related steps.
- +Configurable lead routing rules support consistent intake to agent assignment
- +Activity history ties changes and tasks to contact and opportunity records
- +Pipeline stage workflows keep buyer and seller processes in one place
- +Office-level reporting supports broker review of follow-up and status
- –Less transparency on MLS and IDX integration depth versus category leaders
- –Automation workflows require careful setup to avoid misrouted leads
- –Transaction coordination details feel lighter than full transaction coordinator suites
- –Reporting granularity can lag when teams need custom dashboard metrics
Best for: Fits when a brokerage standardizes lead routing and broker review across multiple agents.
MoxiWorks
enterpriseBrokerage platform with CRM, presentation tools, websites, recruiting, and marketing products for real estate brands.
Office-wide pipeline governance that keeps routing, tasks, and activity logging aligned across agents without custom builds.
MoxiWorks pairs office-level lead management with structured marketing and transaction handoffs across teams. The system centers on a consistent contact and lead pipeline with activity tracking that agents and admins can review.
It supports MLS-linked workflows and posting-style publishing paths tied to listing lifecycle steps, rather than treating marketing as separate tooling. Admin configuration focuses on routing rules, workflow settings, and role-based access boundaries for day-to-day operations.
- +Office lead routing stays consistent across agent workflows and marketing steps
- +Transaction follow-through uses checklists and task handoffs instead of loose notes
- +Admin configuration helps standardize pipelines and prevent agent-by-agent workflow drift
- +Contact activity history supports agent-to-manager coaching and reporting
- –Automation depth relies on configuration that can become complex at scale
- –Some workflow gaps push teams to use separate tools for niche transaction steps
Best for: Fits when a broker wants office-standard lead handling and transaction checklists across multiple agents.
Wise Agent
SMBReal estate CRM with transaction checklists, contact management, drip marketing, and team collaboration features.
Configurable lead routing rules that trigger pipeline-aligned follow-up tasks and ownership changes across team workflows.
Wise Agent is real estate agent office software built around lead and transaction workflows, with configuration intended to match day-to-day brokerage operations. It focuses on routing rules, follow-up task generation, and pipeline visibility that connect new lead intake to ongoing buyer or seller stages.
Wise Agent also supports marketing-driven contact management, listing lifecycle tracking, and document steps that help prepare transaction dossiers. Integration coverage centers on common CRM workflows and listing data feeds used inside most offices, with automation meant to reduce manual handoffs between agents and team roles.
- +Lead intake to buyer and seller stages with configurable routing rules
- +Automation reduces missed follow-ups through pipeline-aligned task creation
- +Transaction workflow tracking supports consistent handoffs across agents
- +Agent and office views support daily operations without constant exporting
- –Customization depth can require careful setup to match team process
- –Complex office reporting needs may require more work than basic dashboards
- –External system integrations can feel secondary to core workflow management
- –Some transaction document steps are less structured than transaction-coordinator tools
Best for: Fits when a brokerage needs configurable lead routing and pipeline automation across multiple agents without building custom tooling.
TotalBrokerage
vertical specialistAll-in-one brokerage management software with CRM, transaction management, commission handling, forms, and accounting tools.
File-centric workflow execution that ties tasks and checkpoints to a single property transaction view.
TotalBrokerage manages broker workflows around agent transaction processing, listing intake, and brokerage coordination. The system centers on operational checklists and status tracking that connect day-to-day assignments to closing deliverables.
Core capabilities include lead capture handling, contact organization, and task orchestration tied to each property file. Teams use it to standardize internal steps across agents while keeping transaction records in one working view.
- +Broker-style transaction workflows with file-level status visibility
- +Checklist-driven coordination reduces missed closing steps
- +Agent task queues map to property files and due dates
- +Central contact and lead records support repeatable intake
- –MLS and IDX connectivity details can be a deployment dependency
- –Automation and routing rules may require more setup than agent CRMs
Best for: Fits when a brokerage needs checklist-based transaction coordination across multiple agents.
IXACT Contact
SMBReal estate CRM for contact management, email marketing, task automation, and client follow-up.
Activity-linked contact records that keep notes and next-step tasks attached to real estate interactions.
IXACT Contact fits brokerage teams that need database-first contact management tied to real estate workflows. It centers on lead and contact organization with configurable follow-up and segmenting that supports pipeline stage tracking.
The system also focuses on communication touchpoints tied to real estate activity records so teams can keep status, notes, and tasks in one place. Integrations and automation depth matter most for offices that want consistent lead routing and repeatable follow-up behavior across agents.
- +Strong contact and task organization for agent follow-up workflows
- +Configurable lead and audience segmentation for targeted messaging
- +Activity-linked records help keep notes and next steps tied together
- +Admin configuration supports office-wide defaults for consistency
- –Limited visibility into transaction-level workflows without extra process work
- –Automation rules need careful planning to avoid inconsistent stage updates
Best for: Fits when brokerages need office-level contact management and follow-up structure with consistent agent execution.
Conclusion
After evaluating 10 real estate property, BoomTown stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right real estate agent office software
Real estate agent office software centralizes lead routing, follow-up task automation, and office-standard workflows so brokerages can convert marketing and referral intake into stage-aware execution. This buyer’s guide covers BoomTown, Follow Up Boss, Real Geeks, Lofty, Top Producer, BrokerMint, MoxiWorks, Wise Agent, TotalBrokerage, and IXACT Contact based on office governance, routing logic, and automation reach.
The comparisons emphasize how each tool connects lead lifecycle activity to pipeline stages, and how that mapping affects reportable task execution across teams. The narrative also accounts for differences between transaction-coordination depth and marketing-led capture, including how tools handle setup complexity for rules and sequences.
Real estate agent office software for lead routing, follow-up automation, and office-wide governance
Real estate agent office software manages inbound leads and turns them into consistent pipeline actions through rule-based routing and follow-up task sequences. Tools like Follow Up Boss and BoomTown tie stage tags to routing assignments and automated follow-up so execution stays aligned with the pipeline the office defines.
This category also covers office coordination patterns that go beyond individual agent CRMs by adding governance controls, activity history, and checklist-driven workflow visibility. BoomTown and BrokerMint both focus on configurable lead routing rules and admin oversight, but they differ in how deeply transaction workflows and integration details show up inside the same system.
Key evaluation criteria for real estate agent office software
Office software is only useful when lead routing and follow-up execution are mapped to the pipeline stages the office actually uses. Tools like BoomTown and Follow Up Boss turn stage tagging into scheduled actions, so task reporting ties back to each deal instead of generic activity logs.
The second deciding factor is how much office governance and automation depth sits inside the core workflow. BoomTown, BrokerMint, and MoxiWorks emphasize admin control over routing rules and task checklists, while Real Geeks and Lofty concentrate more on lead capture and lifecycle-based follow-up than end-to-end transaction coordination.
Stage-driven lead routing and task automation
BoomTown and Follow Up Boss both route leads based on pipeline stages and assign follow-up tasks that follow the office process. Lofty adds officewide follow-up sequences built around pipeline stage logic for consistent agent follow-through.
Routing rule configuration and governance safeguards
BoomTown and BrokerMint both include configurable lead routing rules plus admin oversight reporting tied to activity history. MoxiWorks focuses on keeping routing, tasks, and activity logging aligned across agents using office-standard checklist handoffs.
Transaction workflow coordination depth versus workflow checklists
TotalBrokerage emphasizes file-level transaction coordination via checklist-driven status visibility across a property view. Follow Up Boss and BoomTown handle deeper steps through workflow setup, while Real Geeks and Lofty keep broker transaction workflows lighter than transaction-first suites.
Lead capture quality and lifecycle automation from marketing funnels
Real Geeks centers on agent-branded IDX lead capture that ties captured intent into lifecycle-based follow-up steps. Lofty and Wise Agent focus on automated follow-up sequences that start from intake and continue into buyer and seller stage-aligned task creation.
Office reporting signal for execution, not only logging
Follow Up Boss reporting connects execution to each deal based on how tasks and sequences ran across stages. BoomTown shifts that same signal into stage-aware routing and automation outcomes that reduce manual handoffs.
How to choose real estate agent office software by workflow philosophy
Choosing real estate agent office software is less about feature count and more about where the system draws the workflow line between lead handling and transaction coordination. BoomTown and Follow Up Boss treat stage tagging as the control surface for automation, while Real Geeks and Lofty treat marketing capture and lifecycle follow-up as the primary operating model.
The second fork is governance depth. BrokerMint and MoxiWorks prioritize officewide standardization of routing, review, and checklists, while Wise Agent and Lofty accept more configuration work to match team processes without adding as much transaction workflow weight inside the same system.
Map each intake source to the exact pipeline stages used by the office
BoomTown and Follow Up Boss both depend on stage and tag mapping because routing rules trigger follow-up tasks from that stage data. Lofty and Wise Agent also create stage-aligned task creation, but the system setup burden shifts toward getting consistent routing logic across agents and time windows.
Pick the platform that matches the office’s transaction coordination footprint
TotalBrokerage is built around file-level workflow execution and checklist-driven coordination tied to a single property transaction view. BoomTown and Follow Up Boss can cover more transaction steps through deeper workflow setup, while Real Geeks and Lofty keep broker transaction workflows lighter than transaction-first suites.
Decide how much admin control should sit inside the routing engine
BrokerMint emphasizes office-oriented governance for lead routing plus broker review reporting tied to contact and opportunity history. MoxiWorks keeps office pipeline governance aligned across agents with task handoffs and checklists instead of loose notes.
Test for misrouting risk based on your team’s tolerance for configuration complexity
BoomTown and Follow Up Boss both warn that incorrect stage and routing configuration can slow rollout or cause misrouting, so governance review should be part of onboarding. Lofty and Wise Agent also require careful configuration to avoid duplicates and inconsistent updates when workflows evolve.
Validate that capture-to-follow-up automation matches how leads enter the office
Real Geeks starts with agent-branded IDX lead capture and lifecycle-based automation that connects captured intent to follow-up steps. Lofty and BoomTown shift more effort toward office routing assignment and stage-driven follow-up after intake.
Who real estate agent office software fits
Real estate agent office software fits brokerages that run multiple agents under one routing policy and need predictable follow-up execution tied to pipeline stages. The tools are most useful when reporting should show what happened for each deal and not only what activities were logged.
The software also fits offices where transaction coordination uses checklists, task handoffs, or a single transaction view so missed steps surface early. Suites that focus on workflow checklists often suit broker workflows, while marketing-led suites suit offices that want tighter lead capture funnels plus structured lifecycle follow-up.
Brokerages standardizing lead routing across many agents
BoomTown, Follow Up Boss, and BrokerMint all focus on configurable lead routing rules that tie intake to stage-aware agent tasking and ownership.
Teams that rely on stage-tagged pipelines for automation
Follow Up Boss and Lofty both map routing and follow-up tasks to pipeline stages, which keeps task reporting linked to deal execution when stage mapping is consistent.
Broker teams focused on transaction checklists and file-level coordination
TotalBrokerage provides file-centric workflow execution with checklist-driven status visibility, which targets missed closing steps inside a single transaction view.
Offices that drive volume from agent-branded marketing funnels
Real Geeks provides agent-branded IDX lead capture and lifecycle-based automation, which keeps marketing intake structured for buyer and seller follow-up sequences.
Brokerages that want officewide governance without heavy custom builds
MoxiWorks emphasizes office-wide pipeline governance with aligned routing, tasks, and activity logging across agents using checklist-style handoffs.
Common pitfalls when adopting real estate agent office software
Most adoption failures come from treating stage mapping as an admin afterthought instead of a workflow contract. BoomTown and Follow Up Boss both tie routing and automation outcomes to correct stage and tag mapping, so incorrect configuration turns follow-up into misrouted tasks.
Another frequent issue is choosing a transaction coordination depth that does not match the brokerage workflow. Real Geeks and Lofty can prioritize capture and lifecycle follow-up, while TotalBrokerage prioritizes file-centric coordination, so selecting the wrong workflow footprint forces teams into extra tools.
Configuring routing rules without a governance review loop for stage and tag mappings
BoomTown flags that stage and routing configuration complexity can slow initial rollout when misrouting prevention is not planned. Follow Up Boss similarly depends on correct stage and tag mapping so automation sequences trigger the intended follow-up tasks.
Choosing a lead capture and lifecycle suite when transaction coordination needs checklist-driven file execution
Real Geeks and Lofty keep broker transaction workflows lighter than full transaction-coordination suites, so transaction gaps may appear. TotalBrokerage is built around file-level status visibility and checklist-driven coordination tied to a single property transaction view.
Underestimating how duplicate outreach can happen when sequences and routing time windows are not harmonized
Lofty warns that complex routing and sequence logic needs careful configuration to avoid duplicate outreach. Wise Agent also requires careful setup to match team process because ownership changes and task triggers depend on consistent workflow alignment.
Assuming activity logging will substitute for execution reporting across pipeline stages
Follow Up Boss ties reporting to how tasks and sequences executed per deal, so logging alone does not show whether stage-driven follow-up ran. BoomTown also focuses on stage-aware routing and automation outcomes tied to pipeline execution instead of generic note history.
Letting advanced workflow changes roll out without admin controls
BoomTown notes that advanced workflow changes require admin review to prevent misrouting. BrokerMint ties changes and tasks to contact and opportunity history, which supports consistent broker review reporting when governance discipline is followed.
How We Selected and Ranked These Tools
We evaluated each office workflow platform on feature coverage for stage-driven lead routing and automation sequences, plus how well execution reporting ties back to each deal. Features accounted for 40% of the scoring because the core job is mapping intake into pipeline stages and turning that into agent tasking.
Ease and value each accounted for 30% of the scoring because routing rule setup complexity changes rollout speed and operational overhead for multi-agent offices. BoomTown earned the top position by connecting marketing and lead lifecycle automation to stage-aware follow-up tasks and routing assignments with configurable routing logic tied to pipeline stage execution.
Frequently Asked Questions About real estate agent office software
How do Follow Up Boss and BoomTown handle rule-based lead routing and stage transitions?
Which tool is better for offices that need broker-reviewed governance of lead handling across multiple agents?
When IDX feeds or listing imports drive the workflow, how do Real Geeks and Top Producer differ in day-to-day setup?
What breaks if a transaction workflow needs closing checklists and document collections to stay tied to the same deal record?
How do MoxiWorks and Lofty handle officewide consistency for follow-up across buyer and seller tracks?
Which platform is most file-centric for coordinating brokerage tasks around a single property transaction view?
How do automation and activity linking differ between IXACT Contact and BrokerMint for repeatable follow-up behavior?
What tradeoff appears when an office wants marketing automation plus pipeline stage tracking in a single workspace?
When admin teams need role boundaries and configuration control, how do MoxiWorks and Wise Agent approach access and workflow setup?
How should a new office plan contact import mapping and pipeline setup to avoid duplicate records across agents in Wise Agent and BoomTown?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
- Real Estate PropertyTop 10 Best Agent Office Real Estate Software of 2026
- Customer Experience In IndustryTop 10 Best Real Estate Agent Client Management Software of 2026
- Employment CareerTop 10 Best Real Estate Agent Recruiting Software of 2026
- Marketing In IndustryTop 10 Best Real Estate Agent Marketing Services of 2026
- Real Estate PropertyTop 10 Best Virtual Assistant Real Estate Services of 2026
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