Real Estate Agencies
Your leads go cold while your agents sleep. Fix that.
A Zillow lead that waits for hours may already be talking to another agent. I build automations that respond in minutes, qualify consistently, and book showings while the inquiry is still fresh.
Operational map
Lead-to-showing pipeline: every step automated
Connected systems
Follow Up Boss
LionDesk
kvCORE
Coordinated workflow
Lead comes in from Zillow at
2 AM. The workflow targets a response within 60 seconds.
Personalized text sent
references the specific property they inquired about, asks if they'd like to see it.
Lead responds with interest
Automation asks 3 qualifying questions: timeline, budget range, pre-approval status.
Context before connectors
Speed matters when buyers can contact several agents from the same screen, but your team cannot watch every inbox around the clock. I build automation pipelines that acknowledge new inquiries, collect approved qualification details, match leads to properties, and offer showing times before an agent takes over. The workflow records consent and opt-outs, keeps outreach within the rules that apply to the team, and leaves negotiation and relationship decisions with the agent.
Relevant experience
Built lead management automations for real estate teams handling 200+ leads per month. Deep integration experience with Follow Up Boss, LionDesk, and kvCORE.
Problems I solve
Leads from Zillow, Realtor.com, and your website can sit in the CRM while agents are with other clients.
Follow-up stops when active deals take over, leaving future buyers without a useful next step.
Showing coordination turns into repeated calls and messages while available slots keep changing.
A large CRM database is difficult to use when contacts have no reliable status, segmentation, or recent activity.
Lead-to-showing pipeline: every step automated
Workflow
- 0101
Lead comes in from Zillow at
2 AM. The workflow targets a response within 60 seconds.
- 0202
Personalized text sent
references the specific property they inquired about, asks if they'd like to see it.
- 0303
Lead responds with interest
Automation asks 3 qualifying questions: timeline, budget range, pre-approval status.
- 0404
Based on answers
lead is scored and routed to the right agent on the team.
- 0505
Automation sends available showing times pulled
from the agent's calendar. Lead picks a slot.
- 0606
Showing confirmed
Agent gets a briefing: lead source, property interest, qualification notes, conversation history.
- 0707
If lead goes quiet
a 7-day drip sequence activates with property matches based on their stated criteria.
- 0808
Agent wakes up to a booked
showing with a qualified buyer. No phone tag. No manual follow-up.
Systems in the workflow
Related services
Related resources
Case studies
Use cases
Every project starts with a free call. If automation isn't the right fit for your real estatepractice, I'll tell you.
Book a Free Call