AI automation for real estate agents, wired into Follow Up Boss, BoldTrail and your transaction platform
We build AI automations that answer Zillow and Realtor.com leads in minutes, keep the CRM clean, track contingency deadlines from the signed contract and keep past clients in touch. Built on the major model APIs, connected through official APIs, running in accounts your brokerage owns.
- Portal leads answered and routed by your team's rules
- Inspection, appraisal and financing deadlines tracked from the contract
- Texts sent only with documented consent
Where a real estate team's pipeline leaks
Paid leads go cold in an hour
A Zillow or Realtor.com lead lands at 8:40 p.m. The agent on rotation is at a listing appointment. By morning the buyer has heard from two other agents.
The CRM turns into a junk drawer
Duplicate contacts from three portals, stages nobody updates and smart lists that pull the wrong people. Agents stop trusting it and go back to their own spreadsheets.
Contract dates live in someone's head
The inspection objection deadline, appraisal contingency and loan approval date are buried in the purchase agreement, and one coordinator tracks dozens of files in a spreadsheet.
What we automate for real estate teams
Your CRM and transaction platform stay the record. Each automation reads from them and writes back through their APIs.
Speed-to-lead replies
New portal and website leads get a reply in minutes that references the property they asked about, then get assigned by your routing rules.
Routing and reassignment
Leads go to the right agent by area, price band or rotation, and are reassigned when nobody makes contact within your window.
CRM cleanup
Merges duplicates, corrects stages from real activity and tags leads by timeframe and intent from their own messages.
Contract-to-close timeline
Reads the executed contract and builds the contingency checklist in Dotloop, SkySlope or Brokermint, with reminders before each date.
Buyer agreement checks
Flags any buyer about to tour without a signed written buyer agreement on file, which MLS participants now need under the NAR settlement practice changes.
Past client touches
Home anniversaries, neighborhood market updates and referral check-ins drafted for each agent's approval.
Specific services for real estate agents
AI agents for real estate
AI agents for real estate teams that answer portal leads, check buyer agreements before tours, track contract deadlines and keep past clients in touch.
Learn moreCRM automation
Real estate CRM automation that merges duplicates, fixes stages, fills fields from conversations and writes closings back in Follow Up Boss or BoldTrail.
Learn moreLead follow-up automation
Real estate lead follow-up automation that answers Zillow, Realtor.com and IDX leads in minutes, routes them by your rules and nurtures them with consent.
Learn moreTransaction automation
Real estate transaction automation that reads the signed contract, builds the deadline calendar, chases documents and warns every client about wire fraud.
Learn morePick the leak to plug first
Lead follow-up automation
Listing-aware first replies, routing and long-timeframe nurture.
CRM automation
Duplicates merged, stages corrected and closings written back.
Transaction automation
Contract reading, contingency calendars, compliance pre-review and wire fraud warnings.
AI agents for real estate
Six named agents for the handoffs teams drop most.
Long-term nurture campaigns
Sphere and past-client marketing beyond the CRM drip.
A scored starting point
The audit ranks your team's workflows by hours lost and deals at risk.
Built for real estate's legal tripwires
Consent before every text
The TCPA requires prior express written consent for many marketing texts, and portal leads do not always carry it. Each contact's consent source is stored and checked before a text goes out.
No steering in automated replies
Under the Fair Housing Act, nudging buyers toward or away from areas based on protected characteristics is steering. Replies stick to listing facts and never describe who lives somewhere.
Referral messages kept clean
RESPA Section 8 prohibits kickbacks and unearned fees for referring settlement services. The automation shares only the lender and title options your broker approves and never ties a referral to payment.
Wire fraud warnings built in
Every closing-stage message tells clients to verify wiring instructions by calling the title company at a known number. The automation never sends wiring details itself.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
Does this work with Follow Up Boss?
Yes. Follow Up Boss has an open API and webhooks, so leads, notes, tasks and stages can be read and updated directly, including Zillow leads that already flow into it.
What about BoldTrail, Lofty or Sierra Interactive?
Each offers API access, with differences in what can be written back. Where a field cannot be updated through the API, we create a task for the agent instead of guessing.
Can AI handle buyer agreements?
It can check whether one is signed before a tour and remind the agent. It never drafts terms or negotiates compensation. The agent and broker set those.
Will automated texts expose us under the TCPA?
We design around it: texts go only to contacts with recorded consent, inside your quiet hours, with opt-outs honored right away. Your counsel makes the final call on consent language.
How do you keep listing copy and replies Fair Housing safe?
Copy is checked for phrases that state a preference about who should live somewhere, and a person approves every listing description. Replies describe the property, not the people nearby.
Is this for teams and brokerages or solo agents?
Teams and brokerages fit best, because lead volume and file count make the build pay back. A solo agent with heavy portal spend can still benefit from speed-to-lead.
Stop losing leads to slow follow-up
Take the 2-minute AI audit and see what your team should automate first.
- Pull six months of lead history
We export leads, sources, first-response times and outcomes from your CRM to see exactly where they go cold.
- Agree routing and consent rules
Your team lead signs off on rotation, reassignment windows, which leads can be texted and what each message says.
- Replies drafted, agents approve
For the first weeks every reply goes out only after an agent or ISA approves it, and we measure their edits.
- Hand off and tune monthly
Approved categories send on their own. Each month we review missed leads, new lead sources and CRM changes.