AI lead-to-close workflows Move real estate leads and transactions forward with fewer silent gaps.
Start with a useful first workflow Start with missed inquiries or lead routing. Add nurture, transaction, and reporting workflows only after the first automation proves useful. One-time build · configuration, testing, and handoff included.
One-time from $795 · Typical launch 2–3 business days
Compare tiers Missed-Call & Inquiry Rescue Quick win Responds to missed buyer and seller calls, captures the property or service request, and assigns a clear follow-up owner. Outcome: Missed buyer and seller calls become owned follow-up tasks with the property, intent, source, and contact context preserved.Needs: Business calling and approved reply flowOne-time from $795 2–3 business days Typical launch
Instant Property-Lead Response Best first step Acknowledges new portal, IDX, website, and advertising inquiries with relevant property context and alerts the responsible agent. Outcome: New portal, IDX, website, and advertising inquiries receive a prompt property-specific acknowledgment while the assigned agent receives the context needed to respond.Needs: Lead sources, listing data, and approved messagingOne-time from $795 2–3 business days Typical launch
Structured Buyer & Seller Intake High impact Captures transaction side, location, timing, property context, representation status, and preferred contact method without making financial or representation decisions. Outcome: Each inquiry reaches the team with transaction side, location, timing, property context, representation status, and preferred contact method captured.Needs: Approved intake fields and privacy rulesOne-time from $1,795 3–5 business days Typical launch
Brokerage Lead Router Admin saver Assigns inquiries by listing ownership, geography, availability, source, and broker-approved operating rules without protected-class targeting. Outcome: Leads reach the correct agent or team queue according to listing ownership, geography, availability, source, and brokerage operating rules.Needs: Agent, territory, ownership, and fallback rulesOne-time from $1,795 3–5 business days Typical launch
Showing & Consultation Handoff High impact Offers approved consultation or showing-request steps and keeps staff confirmation and required representation-agreement checkpoints visible. Outcome: Qualified requests become staff-confirmed consultation or showing steps with required representation checkpoints visible before an agent-led tour.Needs: Calendar, showing, representation, and approval rulesOne-time from $1,795 3–5 business days Typical launch
Open-House Follow-Up Quick win Organizes consented visitor details and sends timely, property-specific follow-up with reply and agent-handoff tracking. Outcome: Consented open-house visitors receive property-specific follow-up and interested buyers enter an owned next step.Needs: Visitor form, consent, property, and owner dataOne-time from $795 2–3 business days Typical launch
Seller Valuation Appointment Intake High impact Captures home-value inquiries and property context, then creates a comparative-market-analysis or listing-consultation task without publishing an automated valuation. Outcome: Home-value inquiries become comparative-market-analysis or listing-consultation tasks with the relevant property context captured.Needs: Approved property fields and appointment rulesOne-time from $1,795 3–5 business days Typical launch
24/7 Real Estate AI Receptionist AI calling Answers routine questions from approved brokerage and listing information, captures intent, and transfers negotiation, agency, legal, financial, and uncertain requests. Outcome: Routine listing and service questions are handled from approved information while negotiation, agency, legal, financial, and uncertain requests reach a licensed professional.Needs: Approved knowledge, call flow, disclosure, and live handoffOne-time from $5,295 5–10 business days + provider usage
Buyer & Seller Nurture High impact Runs relevant, consent-aware follow-up based on a prospect’s stated timing and interests, with stop-on-reply and agent takeover. Outcome: Eligible buyer and seller leads receive relevant follow-up until they reply, opt out, or reach an agent-owned milestone.Needs: CRM stages, consent, approved content, and ownershipOne-time from $3,495 5–8 business days Typical launch
Transaction Milestone Coordinator Advanced Tracks company-entered deadlines, documents, inspections, appraisal, contingencies, closing tasks, and assigned owners without making legal or transaction decisions. Outcome: Deadlines, documents, inspections, appraisal, contingencies, and closing tasks remain visible to their responsible owners.Needs: Transaction system, approved milestones, and exception rulesOne-time from $8,995 1–3 weeks Typical launch
AI lead-to-close workflows