You: Which of this week’s new leads are pre-approved and ready to view?
Real estate & mortgage
Keep lead context with the people following up.
Build agents that collect lead information, prepare pipeline briefs, and draft follow-ups from your CRM and lead sources.
Ready-to-view leads
Know
Your pipeline brief, every morning. Which deals need you today.
New leads scored by intent, deals stalling near close, and overdue follow-ups, each with a next step.
real-estate
Send me a 7am brief: new leads, hot deals, and anything stalling.
Done. I'll post every morning at 7:00 AM with new leads scored by intent, deals near close that have gone quiet, and overdue follow-ups — each with a suggested action.
Which deals are stalling closest to closing?
3 deals quiet 5+ days near close: 14 Oak St ($620k, no reply since Tue), Harbor Loft ($410k), 8 Pine Ct ($295k). Want me to draft check-in messages for all three?
Act
Follow-ups, drafted and ready. Context from your CRM.
An agent drafts the first message to each new lead, and your team decides how to follow up.
real-estate
A new lead just came in from Zillow — qualify it and draft my first email.
Ready to send: • Lead: buyer, pre-approved, $500–650k, Bethesda • Intent: high (3 listings viewed today) Approve to send the personalized intro email?
Approved. Add them to my Saturday tour follow-up sequence.
Sent and logged to HubSpot. They’re enrolled in the Saturday tour sequence and I’ll remind you the morning of with their saved listings.
Build
Build a view of your pipeline. Metrics that help you decide.
Define a lead-source report or close-rate breakdown, and an agent drafts the analysis and dashboard.
real-estate
Build a lead-source ROI dashboard: cost per lead vs. closed deals by source.
Done. I built cost per lead, conversion rate, and closed volume by source from your CRM and ad spend. It's live and ready to share with the team.
Add a column showing average days-to-close by source.
Added. The dashboard now shows average days-to-close per lead source, so you can see which channels bring the fastest closers.
Questions
The CRM and lead sources your workflow needs, through an integration or an API. Setup depends on your tools and access.
Yes. It drafts them from lead context and your process, then your team reviews them and picks which actions to enable.
A developer or implementation partner sets up the integrations, agent, and deployment. Your team supplies the process and uses it in Slack or the web.
Your technical team chooses the connections, permissions, and deployment. Read the security docs and raise data requirements before connecting sensitive systems.