Stop losing the leads
your team never called back.
AI for real estate agents and teams, built around your CRM and your market.
Most agencies don’t have a lead problem. They have a follow-up problem. We map how your team really works, fix the gaps in your follow-up, transactions, and marketing, then put AI exactly where it wins you deals.
Get started for $25 per seat. Built around your CRM and your market.
You are paying for leads you never work.
Every team we meet is leaking deals in the same four places. The audit finds yours and tells you what to fix first.
Leads go cold in minutes
The first agent to respond wins the deal most of the time. If a Zillow or sign-call lead waits an hour, it is usually gone to someone else. We make sure every lead gets a real response in seconds, day or night.
Your database is full of forgotten money
Most of next year’s closings are already sitting in your CRM as past clients, old leads, and sphere. Without steady follow-up they drift to whoever calls first. We keep them warm automatically.
Transactions eat your evenings
Chasing signatures, dates, and documents across Dotloop, SkySlope, and email turns every deal into admin. We tighten the process so contract to close runs itself, with a human on the exceptions.
Marketing is a second full-time job
Listing descriptions, social posts, and flyers pile up between showings. We help you produce on-brand, compliant marketing in minutes instead of hours.
The math behind faster follow-up.
The case for fixing your process is not a hunch. It is well documented, and it is why these are the first places we look.
More likely to qualify a new lead when you respond within five minutes instead of thirty. Speed to lead is the cheapest growth lever you have.
MIT lead-response study
Statutory damages for a single text or call sent without consent. Every outreach flow we build tracks consent and honors opt-outs.
TCPA, 47 U.S.C. 227
What most deals take to close, yet most leads get one follow-up or none. A steady, automated cadence is the whole game.
Brevet Group sales research
A new CRM won’t fix follow-up. A better process will.
Every year teams buy the platform everyone is talking about, move their leads into it, and wonder why conversion barely moves.
The tool was never the problem. The follow-up cadence, the handoffs between agents, and the steps nobody owns are the problem. AI dropped onto a broken funnel just makes the same mess run faster.
So we learn how your team actually works first, fix the process underneath, and only then place the AI that has something real to amplify.
That is why you never get a templated checklist from us.
A new tool on a broken funnel
You buy the CRM everyone raves about, move your leads in, and the needle never moves. Money spent, habits unchanged, leads still going cold.
The right process, amplified by the right AI
We redesign how a lead moves from first touch to closing, then match each step to the tool that fits your team, so the conversion gains actually show up.
The work AI takes off your team’s plate.
These are the places AI tends to pay off fastest for a real estate team. Your audit surfaces the ones that fit how you work.
Speed to lead
Instant text and email replies to portal and sign-call leads in under a minute, around the clock, routed to the right agent.
Database reactivation
Steady, personal follow-up with your past clients, sphere, and old leads so the closings already in your CRM never go cold.
Transaction coordination
Deadline tracking, document chasing, and status updates across your transaction tools, so contract to close stops eating nights.
Listing marketing
MLS-ready descriptions, social posts, and flyers in your brand voice, written to stay Fair Housing safe.
Lead qualification and showings
Qualify new leads, answer their questions, and book showings so your agents only spend time on ready buyers and sellers.
Reviews and referrals
Automatic review requests and referral asks after every close, so your reputation compounds without anyone remembering to send them.
From a quick automation to a custom AI agent.
Every team lands in a different place. We recommend the lightest solution that gets the job done, and scale up only when it earns its keep.
Connect your tools and let the busywork run itself
Often the fastest win. We wire together the apps you already pay for so routine work happens without anyone lifting a finger.
- Text every new portal lead within a minute
- Sync fresh leads straight into your CRM
- Send review and referral asks after each close
Proven agent platforms, tuned to your team
We deploy and configure best-in-class agent platforms so you get capable AI without the cost of building from scratch.
- A database agent that nurtures old leads in your voice
- An intake agent that qualifies and books showings
- A listing assistant that drafts compliant marketing
Custom agents for the problems no tool solves yet
When your team runs a workflow nothing off the shelf handles, we build agents from the ground up, integrated deep into your stack.
- A deal desk agent wired into your transaction tools
- Multi-step agents that run a full lead lifecycle
- Deep integrations with your own systems and data
Not sure which you need? That is the whole point of the audit. We figure it out with you.
We work with the tools you already pay for.
Vendor neutral means we have no platform of our own to sell you. We plug AI into the CRM, transaction tools, and portals your team already runs, so there is nothing to rip out and replace.
Running something not listed here? We almost certainly integrate with it. The audit confirms it.
Fast follow-up, without the legal exposure.
Real estate has two rules AI cannot ignore. Most automation vendors stay quiet about them. We build for them from day one.
Fair Housing, by design
AI that drafts listings or routes leads can drift into language and decisions you cannot use. We build prompts, review steps, and guardrails so your marketing and lead routing stay on the right side of Fair Housing, with final approval always in your hands.
TCPA conscious outreach
Automated texts and calls without consent are how agencies end up in lawsuits. Every outreach flow we build tracks consent and honors opt-outs, so faster follow-up never turns into a violation.
We build practical guardrails, not legal advice. On compliance we work alongside your broker and your own counsel.
Your AI guide for the part that feels overwhelming.
Maggie is the friendly AI assistant who kicks off your audit. She asks smart questions about your team and your pipeline so our human experts arrive already up to speed, making your call count.
- Asks the right questions about how your team actually works leads
- Maps your lead sources, CRM, and follow-up so nothing gets missed
- Works at your pace, with no pressure and no jargon
- Hands a complete brief to our experts before your call
From “where do I start?” to shipped systems.
Three clear phases. First we audit and plan, then we build, test, and deliver, and finally we maintain and keep improving what is live.
Find where AI actually fits, and leave with a roadmap you can act on.
- Register and pay a $25 per seat pre-audit fee, credited toward your audit
- Talk to Maggie about your pipeline, tools, and follow-up
- A real person books your expert call within one business day
- Receive your written roadmap with priorities, timeline, and a quote
Turn the roadmap into shipped, tested, and documented systems.
- You pick which automations and agents to build first
- We send a scoped proposal with fixed, project-based pricing
- We build across milestones with regular check-ins
- You receive working, documented systems ready to run
Once you are live, we keep everything running and keep improving it.
- We fully manage everything we ship for one flat monthly fee
- Token usage is billed at cost with no markup
- Monitoring, fixes, and small improvements are included
- Plans scale with your agent count and workload
Less than one commission.
The full audit costs less than the commission on a single closing. It pays for itself the first time it keeps one deal from going cold. Every dollar of your pre-audit fee is credited toward the audit, up to $250.
Step 1 · Pre-audit
Just $25 for each team member who uses Maggie. We recommend involving everyone so every part of your pipeline gets mapped, but you decide who is relevant. Credited toward your audit, up to $250.
- Full access to Maggie for everyone you include
- Guided discovery of your pipeline and tools
- We contact you within one business day
- Scheduling for your expert call
- Every dollar credited toward your audit, up to $250
Step 2 · Full audit
Your pre-audit fee credited, up to $250 off
Your complete, tailored AI roadmap for the team, delivered in writing.
- The process changes that unlock each AI opportunity
- A step-by-step implementation roadmap with timeline
- Specific recommended tools and the order to adopt them
- An initial quote to implement it all for you
Real plans. Real deals.
“We were letting Zillow leads sit for an hour. Now every one gets a text in under a minute, and we booked nine extra showings in the first month.”
“They pulled eight closings out of a database we had basically given up on. The roadmap paid for itself before we even finished it.”
“My transaction coordinator stopped working Sundays. The deadlines just track themselves now and nothing slips.”
Quotes shown are illustrative examples. Real, named results will appear here as engagements wrap and clients approve sharing.
Frequently asked
Do I have to switch off my current CRM?+
No. We are vendor neutral and build around the tools you already pay for. That includes Follow Up Boss, kvCore, BoldTrail, Sierra Interactive, Chime, CINC, BoomTown, and the major transaction and portal tools. There is nothing to rip out and replace.
Is the automated outreach TCPA compliant?+
Every texting and calling flow we build tracks consent and honors opt-outs, because automated outreach without consent is how agencies get sued. We are not your lawyers, so we build these guardrails alongside your broker and counsel rather than around them.
Could AI-written listings create a Fair Housing problem?+
AI that drafts listing copy or routes leads can wander into language and decisions you cannot use. We add prompts, review steps, and guardrails designed to keep your marketing and lead routing on the right side of Fair Housing. Final approval always stays with your team.
Will this replace my ISA?+
It takes the repetitive first touch and steady follow-up off your team so your people spend their time on conversations that actually close. Many teams use it in place of hiring another inside sales agent, and others use it to make the ISA they already have far more productive.
Do I need to be technical or already use AI?+
Not at all. Most of the brokers and team leads we work with are not technical. Our experts handle the setup and the jargon while you stay focused on listings and clients.
How fast can we be live?+
Your written roadmap typically lands within about five business days of your expert call. The first automations, like speed to lead on new portal leads, often follow shortly after that.
Stop letting deals leak. Get the plan.
In a few short steps you will know exactly where AI fits your team, what to fix first, and what it costs. Start today for $25 per seat.