Fast lead follow-up
New leads from your website, the portals and texts get a quick, friendly reply that asks the right questions and offers times to talk. Hot leads come to your phone right away.
Lead Follow-Up AutomationReal estate agents & brokers
AI that follows up while you're at a showing.
Leads go cold while you're in the car, at a showing or at a closing. We set up AI to answer them fast, schedule showings, draft listing copy and keep every deal's checklist moving. You review anything that goes public.
You approve every listing and post
Off your plate
- New leads answered fast, hot ones sent to you
- Listing copy drafted, fair-housing-safe
- Showings and deal checklists kept on track
Where the hours go
The top 5 time-wasters
The jobs that eat the most hours in a normal week. Each one is something we can set AI up to handle, with a person still in charge.
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Leads that go cold
A portal lead comes in while you're at a showing. By the time you call back, they've already talked to another agent.
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Listing descriptions from a blank page
Writing a fresh description for every listing, plus versions for the MLS, social posts and the flyer.
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Scheduling showings by text
Back and forth with buyers, sellers and listing agents to find a time that works, then confirming it all again the morning of.
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Transaction checklists in your head
Inspection, appraisal, mortgage commitment, attorney approval, final walk-through. Every deal has a pile of dates, and someone always needs a nudge.
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Past clients you meant to call
Home-anniversary notes, market updates and referral asks that never happen, because the active deals take every hour you have.
Sound familiar?
A free visit is the fastest way to find out which one to hand off first.
What we automate
What we set up for you
Built on the accounts you already have. You approve anything that goes out, and you own every account and file.
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Listing descriptions you edit, not write
From your notes and photos, AI drafts the listing description, social posts and flyer text. The copy describes the home, not who should live there, and you approve every word.
Document Automation -
Showings booked from your open times
Buyers pick from times you've opened up. Confirmations and reminders go out by text, and changes land on your calendar.
Scheduling & Calendar Automation -
Transaction checklists that nudge
Each deal gets a checklist with key dates from accepted offer to closing. You get a reminder before things are due, with a note to the attorney or lender drafted and ready to send.
Custom Dashboards & Reports -
Past-client check-ins
Home-anniversary notes, market updates and gentle referral asks drafted on a schedule, so past clients hear from you more than once a year. You send or skip each one.
Lead Follow-Up Automation
How we help
How it fits your week
Real estate is a speed business with a paperwork tail. The agent who answers first often gets the conversation, and every deal after that comes with a checklist of dates, documents and people to nudge. Meanwhile the listing description still needs writing, and your past clients haven’t heard from you since closing day.
AI can cover the parts that don’t need you, so you can be in the car, at the showing or at the closing table. New leads get a fast, friendly reply that asks the right questions. Showings get booked from times you choose. Every deal has a checklist that nudges before dates slip. Listing copy starts as a draft from your notes and photos instead of a blank page.
Copy about the home, not the buyer. Listing descriptions are set up to describe the home: the rooms, the light, the yard, the drive to downtown Albany. Not the kind of buyer it’s “perfect for.” And the AI doesn’t publish anything on its own. Every description and post waits for you.
You keep the relationship. AI answers fast and books the time. Questions about price, offers, negotiation or advice go to you. It introduces itself as your assistant, never as you.
The Capital Region market moves with the seasons: spring listings, summer moves before school starts, and quieter weeks once the snow comes. We set up follow-ups around that rhythm, so past clients and slow leads hear from you when it counts.
We’ll meet you at your office or the brokerage, set it up on the CRM, phone and calendar you already use, and train you and your assistant in person. For a lot of agents, follow-up is the first thing to slip in a busy week. Call or text us, tell us what falls behind for you, and we’ll start there.
Start with one task
We come to you, watch how the week really runs, and point to the one job worth handing off first. The visit is free.
A day with AI
A normal day, once it’s running
A sample day. Your times and tasks will be different, but the idea holds: the routine work keeps moving while your people handle the rest.
Day planner
A sample Tuesday
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Overnight leads already got a friendly reply. One buyer wants to see a house in Niskayuna this weekend, and it's at the top of your list.
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You walk a new listing and talk into your phone. Back in the car, a draft description, social posts and flyer text are waiting for your edits.
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A buyer picks a showing time from your open slots. The confirmation and a reminder go out by text.
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Your deal checklist flags that the mortgage commitment date is coming up. A note to the lender is drafted and waiting.
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You're at a showing when a new lead calls. It's answered, the basics are written down, and you get a summary to call back from the driveway.
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Home. A short list of past clients with home anniversaries this month, each with a drafted note you can send or skip.
See it work
Try it with sample data
Ten messy emails sorted into leads, customers, bills, vendors and junk — with replies drafted.
Sam’s inbox Sample
Inbox
6 unread
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Sample Equipment Rental
PAST DUE - 2nd notice - Acct 20931 – Our records show invoice 88120 (skid steer, September) is 15 days past due. A late fee will be added after Friday…
Bills 6:30 AM -
Dana K.
quote for front steps?? – hi, got your name from my neighbor on Elm. our front steps are crumbling and my mother-in-law almost tripped sunday…
Leads Sun 9:48 PM -
Acct Security Team
URGENT!!! your mailbox will be DELETED in 24hrs – Dear user, we detected unusual activity. Verify your password now to avoid losing all messages. Click here…
Junk Sun 3:12 AM -
Linda P.
Still waiting on the gate (2nd email) – I wrote last week about the side gate you put in. It still won’t latch and the dog got out Saturday…
Customers Sat 5:47 PM -
Mark T.
RE: RE: Thursday – Hey, something came up at work. Any chance we can push the walkway to next week? Mornings are better for us…
Customers Fri 6:15 PM -
Hudson Sample Lumber
Price changes effective the 1st – Due to rising mill costs, pricing on treated lumber and bagged concrete mix will change on the 1st. Updated sheet attached…
Vendors Fri 4:40 PM - + 0 more
Inbox zero. All six emails are sorted below.
Leads
0-
Dana K.
quote for front steps??
Needs you today
AI New lead in Delmar. Crumbling front steps, wants someone out this week. Referred by a neighbor.
Dana K.
sample customer
quote for front steps??
hi, got your name from my neighbor on Elm. our front steps are crumbling pretty bad and my mother-in-law almost tripped on them sunday.
can someone come look this week?? we are in Delmar. thanks
Dana
Hi Dana,
Thanks for reaching out, and I’m glad your mother-in-law is okay. With the cold coming, now is a good time to look at those steps.
I can stop by Wednesday at 4:30 PM or Thursday at 8:00 AM. It takes about 20 minutes and the estimate is free. Which works better?
Sam, Sample Masonry & Repair
Nothing here yet Sort the inbox to fill this bucket.
Customers
0-
Linda P.
Still waiting on the gate (2nd email)
Needs you today
AI Upset customer. The side gate you installed won’t latch and her dog got out. Second time asking.
Linda P.
sample customer
Still waiting on the gate (2nd email)
I wrote last week about the side gate you put in. It still won’t latch and the dog got out Saturday. We found him two streets over.
This is the second time I’m asking. I’d really like someone to come fix it.
Linda
Hi Linda,
I’m sorry. You shouldn’t have had to ask twice, and I’m really glad your dog is okay.
We’ll fix the latch at no charge. I can have someone there Tuesday between 8 and 10 AM. If that doesn’t work, tell me a time that does and we’ll make it happen.
Sam, Sample Masonry & Repair
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Mark T.
RE: RE: Thursday
This week
AI Wants to move Thursday’s walkway job to next week. Mornings work best for them.
Mark T.
sample customer
RE: RE: Thursday
Hey, something came up at work. Any chance we can push the walkway to next week? Mornings are better for us.
Sorry for the short notice!
Mark
Hi Mark,
No problem at all. We can move the walkway to next week. I have Tuesday or Wednesday morning open, and the crew can start at 8:00 either day.
Reply with the day that works and I’ll lock it in. Thanks for the heads-up.
Sam, Sample Masonry & Repair
Nothing here yet Sort the inbox to fill this bucket.
Invoices & bills
0-
Sample Equipment Rental
PAST DUE - 2nd notice - Acct 20931
Needs you today
AI September skid steer rental is 15 days late. A late fee starts Friday. Pay it or call them today.
Nothing here yet Sort the inbox to fill this bucket.
Vendors
0-
Hudson Sample Lumber
Price changes effective the 1st
Before the 1st
AI Treated lumber and concrete mix go up on the 1st. Check any open quotes before then.
Nothing here yet Sort the inbox to fill this bucket.
Junk
0-
Acct Security Team
URGENT!!! your mailbox will be DELETED in 24hrs
Spam, blocked
AI A fake “verify your mailbox” scam. The link goes to a look-alike site. Blocked, no need to open it.
Nothing here yet Sort the inbox to fill this bucket.
6 sorted 3 need you today 3 replies drafted 0 approved
The three that need you today: a new lead, a past-due bill and an unhappy customer. Everything else is filed, and three replies are waiting for your OK.
Want your inbox sorted like this every morning?
Live demo with sample data. We build the real version on your own accounts.
Want this on your own accounts?Keep exploring
The services behind it
What we usually set up for real estate agents & brokers, with starting prices. Your final price comes in writing after the audit.
- Lead Follow-Up Automation Every lead gets a fast first reply and polite follow-ups, so quotes don't go cold while you're busy on jobs. From $3,500 per workflow
- Scheduling & Calendar Automation Customers book, confirm and reschedule by text or email, and your calendar stays right without the back-and-forth. From $3,500 per workflow
- Document Automation Proposals, quotes, contracts and reports drafted from your notes on your own templates, ready for you to check and send. From $3,500 per workflow
- AI Receptionist Answers your calls and texts when you can't, asks your questions, books the job and texts you a summary. From $3,500 per workflow
- Custom Dashboards & Reports One page that pulls your numbers together and updates itself: jobs, bids, money owed, follow-ups. No more Friday spreadsheets. From $3,500 per dashboard
- Something else on your list? See every service we set up, grouped by the kind of work it takes off your plate. All services
Real work: systems we run at our own company
- Case study Website & local marketing Our construction company's own website, lead form, Google Business Profile posts, ads and conversion tracking, all set up with AI. See how it works
- Case study Owner's live dashboard One page that updates itself: open bids, active jobs, who is waiting on a call back and what needs doing today. See how it works
Questions
Straight answers
Have a different one? Call or text (518) 704-3125.
More questions and answersCould AI write listing copy that breaks fair-housing rules?
We set it up to describe the property, not the buyer, and to avoid language about who should live there. But the real safeguard is you: every listing description and public post waits for the agent's review and approval.
Does it work with my CRM and the portals?
Usually. We build around the CRM, email and calendar you already use, even if your CRM is a spreadsheet. Portal leads usually reach you as an email or a text, so AI can answer them fast even when the portal has no direct connection. We check what your setup allows at the first visit.
Does it work for a team or a whole brokerage?
Yes. New leads can go to the right agent by town, price range or a simple rotation. Each agent approves their own listing copy and messages, and the broker gets one view of open leads and deals. We set the rules with you before anything goes live.
Free intro visit
Let’s find the hours you’re losing.
Tell us where to call. We’ll set up a free 30‑minute visit at your office — or a quick call if that’s easier.
We come to you anywhere in the Capital Region. Our office at 401 New Karner Road, Albany is open by appointment only. Mówimy po polsku.
Get a call back
Two fields. A real person calls back, usually the same business day.
Got it — we’ll call you soon.
Need us sooner? Call or text (518) 704-3125.
Prefer to tell us more? Use the full request form.