Workflow Automation for Real Estate Agents

Real estate is won on speed to lead and depth of sphere. The agent who texts back in 3 minutes beats the one who calls at 9am next day. The agent who touches past clients 33 times a year gets the referrals. We build the system that does both automatically.

Book a Free Consultation

Where real estate agents leak money

These aren't hypothetical. They're the exact gaps we see over and over when operators show us their day-to-day.

Leads that go cold in 48 hours

Zillow or IDX lead comes in at 9pm. You see it at 8am. They've already talked to three other agents. Speed to lead is the single strongest predictor of close rate — and most agents lose on this every night.

Sphere nurture that dies after closing

You closed their house in 2022. You sent a gift at closing. Then nothing for three years. They're getting monthly touchpoints from the agent down the street. When they refer a friend, guess which agent gets the call.

Open-house leads never properly followed up

Saturday open house had 12 visitors. By Monday you have a list and intent to call. By Wednesday other work buried it. By next Saturday those 12 people are under contract with someone else.

Listing anniversary reminders forgotten

One year after a buyer closed is prime time for a 'home value update' touch. It feels personal. It keeps you top-of-mind. Nobody remembers to do it manually; nobody.

What we build for you

Every system below is custom-configured to your shop — not a generic template. If you already have parts of this, we integrate with what's working.

1

IDX lead instant response

Zillow, Realtor.com, Homes.com, IDX site, Facebook lead ad — all route to a sub-60-second SMS + callback-queue entry. The first agent to respond wins; this system guarantees you're the first agent.

2

Buyer / seller / past-client segmented drip

New buyer lead: 14-touch sequence over 8 weeks mixing property alerts, neighborhood updates, and mortgage education. New seller lead: market-update-focused track. Past clients: monthly value touch — 'your home is now worth' — on the closing anniversary.

3

Open-house followup sequence

Every sign-in at an open house triggers: that-night 'great to meet you' text + property details link, Monday 'any questions?' check-in, Friday market-snapshot value-add, plus adds them to the long-term nurture track.

4

Anniversary + birthday + life-event touches

Closing anniversary: 'home value' report + market update. Birthday: a non-salesy check-in. Purchase-anniversary 3-year mark: 'thinking about your next move?' conversational opener. 33 touches a year without thinking about it.

5

Referral + review automation

3 weeks post-closing: review request (Zillow first, Google second, Realtor.com third based on your rank priorities). 3 months post-closing: referral sequence with a 'who do you know?' open-ended prompt. Referral rate climbs because the ask happens.

6

Listing-launch coordination

New listing → photographer scheduled, staging confirmed, MLS entry deadline tracked, seller pre-launch walkthrough reminder, open-house promo scheduled. Your first-week-on-market looks tight because the sequence is tight.

What this looks like after 90 days

Your speed-to-lead drops to under 2 minutes automatically. Sphere engagement stops decaying; you get at least one touch to every past client every month without manually remembering. Open-house attendees convert at 2-3x your current rate because the followup actually runs. Referral count climbs because the ask happens at the right moment.

Who this isn't for

Agents who hate technology and want to do everything by phone call. The system doesn't replace relationships — it catches everything that would fall through while you're in the relationship. If you refuse to send a text ever, it won't help.

Questions

Yes — all of those. Also BoomTown, LionDesk, and CINC. We build on top of what you're already paying for, not replacing it.
MLS feeds flow into your CRM of choice; we work with whatever your CRM syncs to. We don't try to replace the MLS layer — we amplify what happens after a lead comes in or a listing goes up.
Yes — our Basic plan is specifically priced for solo agents and small teams. Most solo agents see payback in a single extra deal closed per year, and most see that in the first 60 days from speed-to-lead alone.
Yes. We build team-wide automation where leads route by round-robin, zip code, or price range, with the team lead having visibility across all agents' pipelines. Team configurations are common.

Ready to see this built for your business?

Free 30-minute call. We'll audit what's leaking and show you what a system would cover.

Book a Free Consultation