BROKERAGE AGENTS · LEAD AND BUYER READINESS
HOW IT WORKS
01
Start from the prebuilt agent
It already knows buyers, sellers, listings, parcels and showings, and which signals mean someone is about to move.
02
Configure it to your tools, systems and parameters
We connect your CRM, email, phones, the MLS and county records, and load your markets, readiness criteria, routing and consent rules.
03
Release it into the work
It starts on live conversations and nightly county records. Our platform checks every score, tracks consent and stops for approval.
04
It works like a trained member of your team
Matches arrive ranked with outreach drafted in your agent’s voice. The assigned agent sends, and nothing reaches a client unapproved.
OUR PLATFORM
Your markets, readiness criteria, routing, consent policy and approvals, plus what your agents know about clients and never typed in, written down as the playbook it follows.
Every system connected where it sits, one record per person and per home, and every score traced to the message behind it.
Every score and draft is checked against its source and your consent rules, and it stops where a person has to approve.
Your agents see their own book, a manager sees the office, and every read is logged.
THE SYSTEMS IT READS
CRM notes, texts and call logs
Client email and lender pre-approvals
Call and text transcripts
Tours booked and attended
On-market, pending and sold
Owners, equity and years in home
Renovation and pre-sale work
Offers and signature status
Transaction files and deadlines
Closed commission and splits
Campaign spend by source
Portal leads and saved searches
FAQ
The conversation itself: texts, call transcripts, emails and notes, scored for budget, criteria, timeline, tours and financing. Every score traces to the message or call it came from.
The scoring comes prebuilt. We configure your CRM, email, phone and SMS system and recorded calls, plus your routing and approval rules. Nothing is migrated and your agents keep working as they do.
A CRM scores what somebody typed into a field. The agent reads what was said, including the contact from eighteen months ago who named a rate they would move under.
RELATED READING
Your systems, your documents, and what your people have been carrying around in their heads. Thirty minutes to see what an AI brain could look like in your company.
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