Real Estate · Residential Brokerage
Qualified before the notification even fades.
We build the intake agent that answers every buyer and seller inquiry in seconds, confirms budget, timeline, and pre-approval in the same thread, and routes a fully briefed lead to the right agent.
Buyer file · building
Auto-routed · Dana confirmed the Saturday 10am showing in 90 seconds
Which of your own listings would this thread actually be about?
The first 60 seconds
Median reply time
Under 60 sec
any hour an inquiry lands
Qualifying questions
3, every time
budget, timeline, financing
Showings booked
Same conversation
no separate call to schedule
Agent handoff
Fully briefed
nothing re-asked in person
Where a buyer goes quiet
Six places a lead slips through a busy desk
The message that lands at 11pm
A buyer messages about a listing they just found online. By the time an agent sees it in the morning, three other brokerages have already replied.
A Saturday spent on buyers who were never ready
Nobody asked about financing before the showing got booked, so the agent finds out mid-walkthrough that pre-approval is still months away.
Feedback that never leaves the car
A showing wraps and the agent's read on the buyer stays in their head, so the next follow-up starts from nothing.
A pre-approval letter nobody checked
An offer goes in on the strength of a financing claim no one verified, and it unravels partway through underwriting.
A handoff with no context attached
A lead passes from intake to an agent with a name and a phone number, and nothing about what the buyer actually said.
A second showing that quietly never gets booked
Interest cools between visits because nobody owns the follow-up, and the file goes cold without anyone deciding to let it.
What the agent handles
The layer that never lets an inquiry wait
Lead qualification and routing
Every inbound is engaged the moment it arrives, asked the questions your best agents ask, and routed to the right desk while it's still hot.
Showing scheduling
A showing books straight onto an agent's real calendar from inside the qualifying conversation, with no separate call afterward.
Buyer and seller nurture
Interest between showings keeps getting a useful touch, so a lead that isn't ready today stays warm for when it is.
CRM and handoff notes
Every qualifying answer and file note lands in the CRM record on its own, so an agent opens a file that's already filled in.
N. Ibarra · 214 Maple Ridge Ct
Routed · Dana Whitfield
Flagship · the hand-off
The file an agent actually opens
By the time an agent sees the notification, the buyer is already qualified, the showing is already on the calendar, and the whole conversation is already attached to the record.
- Every answer from the conversation lands in the file automatically
- An agent opens the handoff already knowing budget, financing, and intent
- The showing is already on the calendar before the agent says a word
- Nothing about the buyer gets asked a second time
Watch it qualify one of your own leads
Try it on a lead who's actually waiting on a reply. The same three questions (budget, timeline, pre-approval) get asked inside your thread, and the answers land in a file an agent can act on immediately.
The routing rules
Every lead has one desk it belongs to
A qualified lead gets more than a reply. It goes to the desk built to close it, on rules your brokerage sets.
Price band, lead type, and referral relationships all factor into where a file lands, before an agent ever sees it.
Routing rules · desk protocol
How a lead becomes a client
The conversation starts
A web, SMS, or portal inquiry gets a reply within seconds, whatever the hour.
Budget, timeline, and financing get confirmed
The same three questions your best agents ask, asked every time, no exceptions.
The lead is routed to the right desk
First-time buyer, investor, luxury, or referral: the routing rules decide, not whoever answers first.
A showing is booked, the file is attached
The agent's calendar and the buyer's file update together, before the conversation even ends.
What changes at the curb
Fewer quiet leads, from first message to showing
No inquiry sits unanswered
Every message gets a useful reply within a minute, day or night, weekday or weekend.
Agents only walk into showings that are ready
Budget and pre-approval are confirmed before anyone gets in the car.
Every handoff arrives with context attached
A new agent opens a full file, not a name and a phone number.
Buyers keep hearing from someone, even between showings
Saved-search alerts and follow-up keep a slow-moving lead from going cold.
Questions
What brokerages ask first
01Does it handle both buyer and seller inquiries?
Yes. Buyer and seller leads are both qualified on arrival, asked the questions relevant to each, and routed on their own set of rules.
02What happens if a lead isn't ready to buy yet?
It stays in play. Saved-search alerts and scheduled follow-up keep a slower buyer warm until they're ready to book.
03Does the actual transcript reach the agent, or just a summary?
Both. The agent gets the full conversation attached to the file plus a short summary, so nothing gets lost in translation.
04Can we define our own routing rules?
Yes. Routing by price band, lead type, or referral relationship is set to match how your desk already assigns leads.
05What happens to a lead outside business hours?
It gets qualified and, where appropriate, booked immediately. Anything that needs a human judgment call queues for the next agent on rotation.
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