Speed-to-lead
- Trigger
- A new lead arrives from a portal, ad or website
- Outcome
- An immediate personal-sounding text and email go out, and the lead lands in your CRM
- Follow Up Boss/Lofty/kvCORE
- Twilio
REAL ESTATE TEAMS & BROKERAGES
Reply to new leads while they’re still deciding.
We connect your CRM, lead sources and calendar. New leads get a personal reply right away, even when you’re with a client, then reach the right agent and stay warm until they’re ready to move.
- TriggerNew lead from a portal or ad
- ActionInstant text and email
- CheckReply qualified
- AlertRouted to the right agent
- UpdateLead logged in your CRM
THE PROBLEM
Where the time goes
Portal leads go cold
The first agent to respond usually gets the conversation.
Leads land with no one
Routing rules live in someone’s head.
Showings take too many texts
Coordinating times eats the afternoon.
Past clients forget you
Referrals depend on remembering to stay in touch.
WORKFLOWS
Workflows we build for real estate teams and brokerages
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Qualification & agent routing
- Trigger
- The lead replies
- Outcome
- Key details are captured and the lead is routed by area, price range or rotation
- CRM
- Twilio
Showing scheduling
- Trigger
- A buyer asks to see a property
- Outcome
- The buyer picks a time; the agent’s calendar and confirmations are updated
- Google Calendar
- Twilio
Nurture follow-ups
- Trigger
- A lead isn’t ready yet
- Outcome
- Long-term check-ins go out on schedule, and the agent is alerted when they re-engage
- CRM
Transaction milestone updates
- Trigger
- A contract milestone is reached
- Outcome
- The client gets a plain-English update, and documents go out for e-signature
- DocuSign
- CRM
Review & referral requests
- Trigger
- A closing completes
- Outcome
- Review and referral requests go out at the right time
- CRM
- Email/Twilio
INTEGRATIONS
Works with your real estate stack
CRM
- Follow Up Boss
- Lofty
- kvCORE
E-signature
- DocuSign
Calendar
- Google Calendar
Communication
- Twilio
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for real estate
Will this replace our CRM?
No. Follow Up Boss, Lofty or kvCORE stays at the centre.
Can leads from portals and ads be connected?
Usually, through your CRM’s lead integrations or email parsing. We confirm each source during the review.
Do automated texts follow messaging rules?
Texting has consent and registration requirements. We set workflows up to work within them and your provider’s requirements.
Can an agent take over a conversation at any point?
Yes. Automation stops as soon as an agent replies.
RELATED INDUSTRIES
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