AI workflows for agents, teams, brokerages, and property managers. Lead response, showing scheduling, transaction paperwork, tenant requests, and the listing content that feeds it all.
Who this is for: Solo agents and teams, independent brokerages, and property management companies with 50 to 2,000 doors.
Where the hours go
A Zillow or website lead that isn't answered in five minutes is usually answered by someone else. It comes in while you're at a showing.
Disclosures, inspections, lender documents, and signatures each have a deadline. Missing one costs a closing.
Referrals come from staying in touch. Nobody has time to send the home anniversary note or the neighborhood market update.
For property managers, every after-hours call is a choice between answering it yourself and risking a bad review.
Try it live
A sample business with its own prices, hours, and rules. Ask what your customers ask. Try to book. Ask something it shouldn't answer and watch it hand off to a person.
In a real deployment this runs on your phone line, SMS, Instagram, and Facebook DMs, with your knowledge base and your calendar.
Open the full demoWorkflows we install
Each of these is a fixed-scope pilot on its own. Most clients start with one and add the next once they've seen it run.
Today
Portal leads sit in the inbox until you're out of the showing.
With the workflow
New leads get a text or call within two minutes, are qualified with your questions (timeline, financing, area), and are booked for a showing or a call on your calendar. Every conversation lands in your CRM.
Today
The transaction coordinator keeps a spreadsheet and sends reminders by hand.
With the workflow
Each transaction gets a checklist built from your contract dates. Missing documents are requested from the right party with secure upload links, reminders escalate, and you see one view of what's outstanding.
Today
A newsletter goes out when someone remembers.
With the workflow
Home anniversaries, market updates for their neighborhood, and check-ins go out in your voice on a schedule. Replies are routed to you with context.
Today
After-hours calls go to the owner's cell or voicemail.
With the workflow
Tenants reach a line that logs the request, triages emergencies by your rules, dispatches your on-call vendor for true emergencies, and schedules the rest for business hours.
Today
Comments and DMs asking "is this still available?" get answered the next day.
With the workflow
Inquiries on listing posts get an instant answer, a link to the listing, and an offer to book a showing. Leads are captured with the property they asked about.
Today
Applications are reviewed by hand in the order they arrive.
With the workflow
Applications are checked for completeness, income and ID documents are read and verified against your criteria, and a summary goes to the manager for the decision.
Every automated message is reviewed for fair housing compliance before it goes live. Automated conversations disclose that they are automated where required, and nothing represents you as a licensee in ways your state prohibits. Client data stays in your CRM.
How we handle dataWorks with
If yours isn't listed, ask. If a tool has an API we use it, and if it doesn't we work through exports, email-in, or an approved browser automation.
Content and growth
Real estate runs on personal brand. We produce the listing tours, neighborhood guides, and market updates that keep you in front of your sphere, and the inquiry workflows that catch what they generate.
Listing content follows fair housing advertising rules and your MLS's media requirements. We flag anything that needs a compliance look before it posts.
Questions
Yes. Leads that arrive by email or through your CRM trigger the responder. We connect to the CRM rather than the portal, so it works with any source that lands there.
We recommend disclosing it, and in some states it's required. The responder handles the first questions and booking. The moment a lead asks something that needs you, you get a text with the full conversation.
Yes. The maintenance line and application processing workflows are built for property management, and they connect to AppFolio, Buildium, and Rent Manager.
Start with a free 30-minute audit. You get a written workflow map and a fixed price, whether or not you go ahead.
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