The portal lead
Answered tomorrow
A buyer asks about a listing at 9:40pm. Whoever answers first gets the showing.
9:40PM
Tonight
Listing portal9:40 PM
Hi, is 14 Elm still available? Could we see it this weekend?
Unanswered
An illustration. The buyer and the listing are made up.
For realtors
New sales leads answered first. Past clients brought back to list.
A portal lead, an open-house sign-in or a seller who texts at 9pm gets a reply from your number within a minute and a showing in your open hours. Follow-ups go on day 2, 5 and 10. Past clients get a note on their closing anniversary and an update about their street. Reviews are asked at closing.
Text me- Your own numberas iMessage
- Portal leadsanswered in 60 s
- Reviewsasked after closing
- Past clientstexted from your number
Choose what you want. The text message you send will list your choices.
What goes wrong today
Where a realtor's month leaks.
The missed call
During a showing
The phone rings during a showing. Most callers do not leave a voicemail.
Incoming callMissed call
Voicemail · none left
The open house
Sign-ins nobody follows up
Fourteen names on a clipboard, three texted once, none texted twice.
Sign-inText 1Text 2
1
2
3
4
5
6
7
8
9
10
11
12
13
14
14 names · 3 texted once · none texted twice
The closing
No review asked
Closing day passes without a review request, and the next buyer picks the agent with more reviews.
Closing day
No review asked
An agent with more reviews
You
The past client
Forgotten for two years
Two years after closing nobody has heard from you, so they list with whoever reached them last.
Year oneYear two
ClosingTwo years later
The seller
Waiting for an update
“Any showings this week?” asked on a Sunday. Answered on Monday.
Any showings this week?
Sunday
SunMon
Answered on Monday
For realtors
What it does.
Lead follow-up
Every lead, every source, one thread
Portal, website, sign, open house: answered from your number under a minute, three follow-ups on day 2, 5 and 10, a showing booked into the hours you opened. It stops the moment they answer.
Portal
Website
Sign
Open house
Buyer · portal lead
Hi, is 14 Elm still available? Could we see it this weekend?
It is. I have Saturday 11:00 or 1:30 for a showing. Which works for you two?
Follow-ups Day 2Day 5Day 10
Follow-ups stop as soon as they replyReview engine
Asked at the right moment
On closing day the client gets one text with your review link. Five stars go to Google; anything under four comes to you and is not posted.
Closing day, keys handed over
Five stars → GoogleUnder four → to you
GoogleFive starsSent to youNot posted
Your own number
The number on your sign, as an iMessage line
Your number registered to iMessage, with RCS and SMS for other phones, checked before you commit. History and caller ID unchanged.
iMessage lineiMessageRCS · SMSfor Android and other phones
Past clients
Your past clients, texted from your number
Past clients get a note on their closing anniversary and an update about sales on their street, so you are the agent they call when they list.
The anniversary of their closingA note from you
A market updateAbout their street
They text backA reply, written the way you write
Setting it up
The first month.
- 1
Line check and sources
Your number tested for iMessage, your portals and website connected, your calendar's showing hours opened.
- 2
The assistant, in your voice
Trained on how you text, what it may say about a listing, and when it hands to you.
- 3
Live
The first portal lead answered in under a minute. You get one line: who, what, booked when.
- 4
Reviews and the sphere
Review requests attached to closings; past clients loaded from your CRM, one row per person.
Swipe sideways to see all 4 steps.
Other services it uses
The messaging channels, ads, leads and ad creative this setup can use.
Messaging
iMessage line
A missed call or a text gets a reply from your own number that quotes only approved prices and books into open hours. You no longer call back or retype bookings.
Messaging
WhatsApp Business
Meta verification, approved templates and replies handled for you. Used only for people who wrote first.
Ads and leads
Meta ads
Each lead from the ad is answered within a minute. Ads start paused until you approve. Spend, leads and booked jobs arrive as one row per day.
Ads and leads
Leads & outreach
Leads from map listings, licence records and websites become one record each. The first message is written from it; follow-ups on day 2, 5 and 10 stop when they reply.
Ads and leads
Creative
You write one brief. The images and videos are made, a person picks them, and they are uploaded paused until you approve.
Permissions
Permissions and limits set up for a realtor.
Leads
The AI assistant replies to leads from your number, written the way you write, only within the permissions you set. If someone asks, it says it is an AI assistant.
Passed to you
It books showings. It does not negotiate, quote a commission or give legal advice: those conversations are passed to you.
Reviews
Everyone who closed is asked for a review, whatever rating they would give. Nothing is offered in return for a review.
Under four stars
If a client answers with fewer than four stars, the answer is sent to you. The system does not post it anywhere.
Follow-ups
A lead with no reply gets three follow-up texts: on day 2, day 5 and day 10. They stop as soon as the lead replies.
Your brokerage
Every message sent and received is recorded, and your broker can read it.
Permissions switched on
What the assistant may read, do, and whom it may answer.
What it may read
CalendarWhat is next, and which hours are open
MessagesThe threads you choose, not all of them
MailSearch and read, tracked sends
What it may do
ReplyIn your writing style, within your permissions
BookOnly into the hours you opened
Follow upDay 2, 5 and 10, with something useful to say
Whom it may reply to
LeadsTold it is an AI assistant when they ask; passed to a person when they ask for one
Customers
Every action is recorded.
Sent, delivered, read, and what it said, written to the Ledger, which you can read. Message text is not published.
Text back the missed call
- read: Messages, this handle only
- in your writing style, using only prices you approved
sent from your number
Book the 2:30
- write: Calendar, only hours you opened
invite sent
Refund everyone from last month
- limit: ≤ $500 per action, one customer per action
refused · no permission for this
Questions
Does it talk to my leads as me?
It replies from your number, in your voice, within the permissions you set, and says it is an assistant when someone asks. It books showings; it does not negotiate, quote commission or give legal advice. Those hand to you.
Is the review ask compliant?
It asks everyone who closed, does not gate by rating, and never offers anything for a review. Under-four responses are routed to you and not posted anywhere.
Which portals?
Any that email or text you the lead. The email is read, the lead becomes a row, and the first reply goes out from your number. If a portal has an API we connect it directly.
What about my brokerage's rules?
Send them. The assistant's rules are yours to set, and the transcript of every message is on the ledger for your broker to read.
More detail on the parts of this setup.
Text the line.
Text how many leads you got last month and how many were answered within an hour. The reply shows what would have happened to the rest.
Your setup: