Industry
Every lead answered before the other agent does.
We build into the CRM and lead sources your team already runs, so every call, form, and portal inquiry gets a personal reply in seconds, showings get booked, and buyers and sellers are followed up until they transact or stop.
The problem
A portal lead comes in at 8pm and gets a reply the next afternoon. Showings are threaded by text across three calendars. Follow-up stops at the third touch because the agent is at a closing. The ad spend is fine. The response is what leaks.
What we install here
Four modules, mapped to how teams run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamEvery missed call texted back in seconds, every form and portal lead answered on the property they asked about, budget and timeline captured, and the showing booked.See the module
- 03Follow-upFor your revenue teamBuyers and sellers worked on schedule across text and email with matching listings, post-tour follow-up, and dormant leads revived, until they transact or opt out.See the module
- 04Operations and VisibilityFor leadershipOne screen for leads by source, response times, showings booked, transactions by milestone, and what is waiting on an agent.See the module
Also on the layer
Installs on the same connections once the first system is live.
Built into the tools you already run
- Follow Up Boss
- KvCORE
- Sierra Interactive
- BoomTown
- Zillow
- Realtor.com
- Meta Lead Ads
- dotloop
- DocuSign
- Twilio
- OpenPhone
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What teams ask first.
Does text-back stay TCPA compliant?
Text-back is triggered by the lead's own inbound call or form, every message carries opt-out language, and the consent trigger and the message are logged. The system does not cold-text anyone who has not reached out or opted in. Your broker can review the rules at any time.
What about Fair Housing?
The system never filters or qualifies by a protected class, and outbound copy is screened against the language your broker sets. The prompts and the screening rules are yours to read.
Will it sound like me?
It is built from your own texts and emails, and you review the first batch of messages before it sends on its own. Autonomy is granted one message type at a time, and never for anything with a price in it.
Does it work with Follow Up Boss or KvCORE?
Yes. We build into the CRM you already run and write leads, activity, and pipeline stages both ways. If you run something custom, we build the connection and verify it before anything depends on it.
Further reading
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies