Real estate lead follow-up automation that reaches the buyer before the next agent does
Portal leads cost real money and lose value by the minute. We build follow-up that replies about the exact listing they viewed, routes the lead by your team's rules in Follow Up Boss, BoldTrail, Lofty or Sierra Interactive, and keeps long-timeframe buyers warm until they are ready.
- First reply references the listing and the lead's question
- Unclaimed leads reassigned on your timer
- Consent checked before every text
Why paid leads turn into wasted spend
First response depends on the rotation
Leads that arrive during showings, dinners and weekends wait. Meanwhile the buyer keeps clicking 'contact agent' on other listings.
Twelve-month buyers fall out
A buyer says 'maybe next spring.' No task gets set, the drip is generic, and next spring they buy with the agent who kept in touch.
Nobody knows which source pays
Leads from Zillow, Realtor.com, Homes.com and your IDX site land with inconsistent source tags, so the team cannot compare cost per closing.
What the follow-up automation does
Messages come from templates your team approves. An agent takes over the moment a buyer is ready to talk.
Listing-aware first reply
Replies within minutes about the property the lead viewed, using your IDX feed: status, price, a couple of open showing times and one question about timeframe.
Rules-based routing
Assigns by area, price band, lead source or round robin, matching how your CRM routing is set up, and reassigns when nobody makes contact in your window.
Intent and timeframe tags
Reads replies and tags pre-approval status, timeframe, buy or sell, and whether they already work with an agent, so agents call the hottest leads first.
Saved-search nurture
Buyers six to twelve months out get listing alerts and check-ins tied to their saved search and price range, not a generic newsletter.
Consent and quiet hours
Texts go only to contacts with a recorded consent source, inside the hours you set. 'Stop' or 'please quit texting me' ends texts everywhere.
Source-to-closing reporting
Normalizes source tags so you see cost per appointment and per closing by portal, and which agents convert each source.
Connected to your lead sources and CRM
Follow Up Boss
Leads, notes, tasks and stages through its open API and webhooks.
BoldTrail (formerly kvCORE)
Leads and activity through BoldTrail's API, with agent tasks where a field cannot be written.
Lofty and Sierra Interactive
Lead capture and nurture through each platform's API access.
Zillow and Realtor.com leads
Received through their CRM integrations or lead emails and parsed with the listing and question intact.
Agents for the whole pipeline
Lead response is one of six real estate agents.
Clean data after hand-off
Stages, tags and duplicates kept tidy once leads are worked.
Designed for the rules that govern lead outreach
TCPA consent, documented
Many marketing texts require prior express written consent under the TCPA. Each contact carries its consent source, form and timestamp, checked before the first text.
Opt-outs honored however they are said
FCC rules require honoring a revocation made by any reasonable means. 'Stop,' 'unsubscribe' and 'not interested, quit texting' all end texts.
Do Not Call scrubbing
Contacts who did not reach out to you directly are checked against your Do Not Call scrub before any outreach starts.
Replies stay on the listing
Fair Housing rules prohibit steering. First replies talk about the property and the buyer's stated criteria and never characterize who lives in an area.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is real estate lead follow-up automation?
Automation that replies to new portal and website leads within minutes, routes them to the right agent, tags their intent and nurtures long-timeframe buyers, all inside your CRM.
Does the FCC one-to-one consent rule affect our purchased leads?
That rule, which would have required consent naming a single seller, was vacated by the Eleventh Circuit in January 2025 before it took effect. The TCPA's existing written consent requirements still apply, so we check how each lead source collects consent. Your counsel makes the call.
Zillow leads already flow into Follow Up Boss. What do you add?
Delivery is not a reply. We add the listing-aware first message, intent tags, reassignment when nobody makes contact and nurture tied to the lead's search.
Can it ask about pre-approval and introduce our lender?
It asks and tags the answer. Lender introductions follow your broker's approved list, and nothing ties a referral to payment, with RESPA Section 8 in mind.
What happens when a lead wants to see a home?
It offers open times from the agent's calendar and checks whether a written buyer agreement is signed or scheduled before the tour, as the NAR settlement practice changes require of MLS participants.
Does it pretend to be the agent?
Messages go out from your team's account in a voice you approve. Your broker sets the policy on disclosing automated messages, and some states have rules on it.
Stop paying for leads nobody answers
Take the 2-minute AI audit to see how fast your team responds today and what to fix first.
- Measure today's response times
We pull six months of leads from your CRM and calculate first-response time and conversion by source, agent and hour of day.
- Write replies and stop rules
Your team lead approves first replies, nurture messages and stop rules. Your counsel approves the consent language on your lead forms.
- Approve replies for two weeks
Replies are drafted and an ISA or agent approves each one. When edits taper off, approved categories send on their own.
- Tune routing every month
We review missed leads, reassignments, source tags and new portal lead formats in each monthly check.