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Speed-to-lead sequences
Instant text from the agent’s number, an auto-dial task, and a matched-listings email the moment a lead is assigned.
Automation — Overview
Follow-up that happens whether you’re busy or not
The team that responds in five minutes wins the deal. We build the automation that makes that real — instant routing, first-touch texts and calls, transaction checklists, and a 12-month nurture that closes the leads everyone else forgot.
Why it matters
Your best leads go cold while your agents are at showings
Most internet leads buy in 6 to 24 months — long after the manual follow-up stopped. Automation covers the gap: it responds instantly, keeps a polite cadence going for a year, and drops a re-engaged lead back to the top of the agent’s list. It also runs the transaction — the task lists, the reminders, the document chases — so your coordinator isn’t the bottleneck.
What's included
Everything that goes into it, under one roof.
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Lead routing & reassignment
Round-robin or weighted routing with automatic reassignment if the first agent doesn’t act in your set window.
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Long-term nurture
Saved-search alerts, monthly market updates, and price-drop notifications that run for 12+ months on autopilot.
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Transaction automation
Contract-to-close checklists, deadline reminders, and document requests triggered by deal stage.
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Internal alerts & handoffs
Slack, SMS, and email alerts for hot leads, stalled deals, and tasks that need a human — nothing falls through.
How we work
From first call to live, in four steps.
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01
Map
We document every workflow worth automating — what triggers it, what it does, and what happens if it fails — before building anything.
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Build in staging
Automations are built and tested with real data in a safe environment, so failures get caught before they touch a live lead.
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Connect
We wire in your CRM, dialer, MLS feed, e-sign, and messaging tools, with monitoring so you know when something needs attention.
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04
Handoff
Documentation and a walkthrough of every automation, so your team can adjust the basics without depending on us.
Common questions
Frequently asked.
We work with native CRM automation, plus Zapier, Make, and n8n for cross-app workflows, and custom code when reliability matters. We pick the tool for the job.
Yes — messages send from the agent’s line or a dedicated local number, not an obvious shortcode, so replies land where they should.
It shouldn’t. We tune cadence and copy so a sequence reads like a person following up, and every message has a clean opt-out.
Yes. Contract-to-close checklists, deadline reminders, and document chases can all be triggered by deal stage and assigned automatically.
We build in monitoring and failure alerts, and every workflow is documented so a problem is quick to trace and fix.
No. For most workflows a non-technical team member can handle day-to-day adjustments after a walkthrough. Complex custom builds come with a support option.
Get started
Let’s automate the follow-up you keep meaning to do
Book a demo and we’ll find the three or four workflows that will get you the most closings for the least effort.