Whoever answers first keeps the conversation. It is one of the few things every broker agrees on, and also one of the few that do not depend on talent: you do not need to be a better salesperson to answer sooner, you need to be available at the exact moment. Which is precisely what a person cannot guarantee while driving, while showing a house, or while asleep.
So follow-up gets delegated to an engine. Not to replace the agent: to cover the gaps where the agent cannot be.
36 plans that come already written
An automation you have to build from scratch is an automation that never gets switched on. That is why the platform ships with 36 seeded, proven plans: lead welcome, cold lead rescue, post-showing, birthdays, countdown to closing. You switch on the template and it runs. Twenty of the 36 start on their own when the event happens, with nobody having to remember to apply them.
They are born switched off, though. Turning one on is an explicit act by the brokerage, not a default that surprises you by sending messages in your name.
The anatomy of a plan: trigger, wait, action
A workflow listens to something that actually happens in your operation — there are 19 triggers: lead created, stage changed, no-show appointment, document signed, form received, external webhook — and responds with a sequence of steps: wait, send an email, send an SMS or a WhatsApp, create a task, notify someone, move the stage.
What matters most is what happens when the client replies: the plan pauses itself and hands the conversation back to you. Nothing is more awkward than a client who already answered and keeps getting reminder number three.
And if the plan you need is not there, you describe it
"When a lead goes 7 days without a reply, send them an SMS and create a task for their agent." You write that sentence and the AI builds the plan with the right steps, sanitized against your brokerage real catalogs — it does not invent stages or sources that do not exist. You dry-run it with your branding and you switch it on yourself.
The form that creates the work by itself
The other half of the engine is intakes: branded public forms — the agency logo, the agent card, and the Equal Housing seal — built with a visual editor and 14 ready templates for buyer, seller, closing, rental, and legal. Every submission generates its PDF on your letterhead, creates or updates the lead, and notifies whoever owns it. And because the link is per person, the lead is assigned on its own to whoever shared it. Consent is verified on the server: compliance by design, not by good faith.
The golden rule: the AI drafts, a person switches on
Automating without control is the fastest way to burn a database. So every run is logged step by step, a failing step does not kill the plan — it is skipped, it is reported, and the rest continues — quiet hours are respected on the recipient clock, and there is a cap of one message per contact per day.
The AI drafts, but nothing goes out until a person has switched it on. That rule has no exceptions.
Katia Valdés Martínez, co-founder
The result is not an automatic brokerage. It is a brokerage where the new lead gets its first touch in seconds even while you are at a showing, where the reactivation plan starts by itself after 60 days of silence, and where response speed stopped depending on how the day went.
One workflow, end to end
The cold lead rescue is the easiest to explain and the one that leaves the most money on the table when it does not exist. It runs like this: the engine notices a lead has gone seven days without a reply — a person does not notice it, the event does — and starts the plan. A short SMS goes out, a task is created for the agent it is assigned to, and if the silence continues, the sequence carries on with its second touch on the scheduled date.
The part that matters is the part you do not see: if the client replies, the plan pauses itself. Nothing is worse than a client who answers and the next day receives the automated reminder that they have not answered. That detail is the difference between automation that helps and automation that embarrasses you.
The other thirty-five plans are on their own page, and the AI builder — describe the plan in one sentence and review it before switching it on — lives on the AI page.