Industries · Real estate teams

Real estate teams: more customers, new revenue, less unnecessary cost.

Real estate teams buy leads, then lose them to slow follow-up, and their best business comes from people they forgot to call. These are the systems we would typically build and operate for a team or brokerage, using the tools it already has.

These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.

What we usually see

Portal leads sit unclaimed while agents are showing homes. Open house sign-ins go into a spreadsheet and stay there. Transaction deadlines live in the transaction coordinator's head. Past clients and the agent's sphere hear nothing between closings, and then list with a friend. Nobody can say which lead sources actually close.

Tools you probably already use

  • Your CRM, such as Follow Up Boss, kvCORE or Lofty
  • Transaction management such as Dotloop or SkySlope
  • Your MLS and lead portals
  • Your website and IDX search
  • Text, email and your calendar

Where we would start

  1. 01

    Leads routed and answered

    New leads from portals and your website get an immediate reply and go to the right agent by your rules, with a fallback when nobody claims them.

    What changes

    Paid leads get worked while they are still looking.

  2. 02

    Open house visitors followed up

    Every sign-in gets a thank-you and a relevant next step, such as similar listings or a showing, and lands in your CRM with the property they saw.

    What changes

    Open houses produce clients, not just foot traffic.

  3. 03

    Transactions tracked to close

    Each deal's contract dates, contingencies and missing documents are tracked from Dotloop or SkySlope, with reminders to agents, clients and your coordinator.

    What changes

    Deadlines stop depending on one person's memory.

  4. 04

    Buyers and sellers kept informed

    Clients get plain updates at each step, from inspection to appraisal to closing day, with what they need to do next.

    What changes

    Fewer "what's happening" texts to your agents.

  5. 05

    Your sphere, kept warm

    Past clients and each agent's sphere hear from you on a steady rhythm: home anniversaries, local market notes and a reason to reach out.

    What changes

    Repeat and referral business stops depending on who remembered to call.

  6. 06

    Lead source report

    Leads, appointments, contracts and closings by source and by agent, in one message each week.

    What changes

    You spend on the sources that close.

Scout, Forge and Sift for real estate teams

Acquire

Scout

Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.

Explore Scout Expand

Forge

Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.

Explore Forge Save

Sift

Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.

Explore Sift

What stays with you

Pricing advice, negotiation and every contract decision stay with your licensed agents. Messages follow your brokerage's rules, fair housing law and the consent each contact has given. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.

Questions

Do we have to switch CRMs?
No. We work with Follow Up Boss, kvCORE, Lofty or whatever your team uses, and connect it to your transaction software and lead sources. We confirm what can connect before any work begins.
Will AI text our leads?
Only in the ways you approve, such as a first reply or a showing confirmation. Real conversations and advice stay with your agents.
Does this replace our transaction coordinator?
No. It gives your coordinator one view of every deadline and does the reminding, so they spend their time on the problems that need a person.

Also in real estate and property

Your business, not a template.

Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.

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