For independent agents & small agencies.
Stop losing real estate leads to inbox-switching.
Unified lead intake, automated open-house follow-up, listing-launch playbooks, and past-client nurture — for agents and small agencies who run on too many tools at once.
The real estate stack problem
A typical independent agent or small agency runs on Zillow Premier, Realtor.com, a CRM (Follow Up Boss, KW Command, or just Gmail and a spreadsheet), MLS for listings, Canva for marketing, and Facebook or Instagram for inbound — none of which talk to each other natively.
Leads land in five different inboxes. Open-house sign-ins live on paper. Past clients fall out of touch the week after closing. The marketing-to-close conversion math gets worse every quarter because the leakage compounds.
The automation work isn’t replacing the CRM. It’s making everything else feed into it consistently — and making sure no lead, no open-house attendee, and no past client falls through the cracks.
Where we typically start
A typical Quick-Win Map for an independent agent doing 8–12 transactions a year surfaces these as the top automation targets:
01
Lead intake unification
Every source (Zillow, Realtor.com, Facebook, referrals, website) pipes into one Airtable base via Zapier or Make. Single dashboard, no leakage. Time-to-first-touch drops from 6–24 hours to under 5 minutes.
02
Open-house lead capture
QR code at the listing → digital sign-in form → automatic enrollment in a 7-touch SMS + email follow-up sequence. Conversion from "signed in at door" to "booked second touchpoint" typically doubles or triples.
03
Listing-launch automation
New listing in MLS → social posts queued in Buffer or Canva, MLS update reminders, neighbor mailing list export — all from one trigger. The agent stops doing the 90 minutes of busywork that every new listing previously required.
04
Closed-deal nurture
Every closing creates a 4-touchpoint follow-up over 24 months (1 month, 6 months, 1-year anniversary, 2-year referral ask). Past-client referral rate typically lifts by 1–2 deals per year — which at $8K–12K commission each pays for the engagement many times over.
05
Showing scheduling
Buyer's inquiry → automated calendar offering with neighborhood-specific availability windows → confirmed showing with auto-reminders. Reduces phone-tag dramatically.
What it looks like in practice
Illustrative scenario describing a typical engagement at this scale, not a specific client.
An independent agent doing 8–12 transactions a year typically sees these outcomes by quarter 2 of an engagement:
- Lead leakage: zero (down from estimated 15–25% of inbound previously lost)
- Open-house second-touchpoint conversion: ~10–15% → ~30%
- Past-client referral deals: typically up 1–2 per year
- Listing-launch admin time per listing: 90 minutes → under 15 minutes
- Time spent in CRM data entry: down 60–75%
Build takes 4 to 6 weeks. Audit before it is 1 to 2 weeks.
What we don’t do
- We don’t replace Follow Up Boss, KW Command, or your existing CRM. Those tools work — they need feeding consistently.
- We don’t manage your listings or post on your behalf. We automate the workflow; you provide the content.
- We don’t run paid ads or take over your marketing budget. We connect what’s already running.
See what we’d automate first.
A Quick-Win Map for your agency or solo practice takes 1 to 2 weeks. Deliverable: a ranked list of automation opportunities with impact-vs-effort scoring, and a recommendation on what to build first. Most agents get the audit done before deciding whether to engage for the build phase.