Property & Real Estate
Real Estate Suite
Win the lead in seconds, launch listings in minutes, and never let the sphere go cold.
A full operating system for a brokerage, team, or solo agent. It covers the entire deal lifecycle: from the instant a portal lead lands, through listing launch and the transaction, to keeping past clients and the sphere warm for repeat and referral business. Speed-to-lead and consistent follow-up are where agents win or lose; this suite makes both automatic, then layers on listing content, transaction coordination, and database nurture so the agent can stay in front of clients instead of in the back office.
Residential brokerages, agent teams, and high-volume solo agents who buy portal/paid leads and live or die on response time and database nurture.
Illustrative failure hypotheses
Questions for the audit to verify
Slow lead response: most enquiries get a reply hours later, after the lead has moved on
Hours lost writing listing copy, syndicating, and producing marketing for each new listing
Transaction deadlines and document chasing handled manually, risking blown contingencies
The past-client database and sphere left cold, leaking repeat and referral business
Showing no-shows and uncollected feedback that never makes it back to the seller
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Speed-to-Lead
Replies to a portal, site, or paid lead within seconds, qualifies budget/timeline/area, and books the showing or call.
Portal and paid leads decay within minutes. An always-on responder that replies and books in seconds visibly lifts conversion in week one, the fastest, clearest proof of value.
Designed playbook
Proposed work streams and roles
These are configuration ideas to test during an audit. They are not autonomous workers or evidence of a live deployment.
Forma Core
Runs under every suite. The shared operating spine: front desk, follow-up, reputation, owner reporting, cash, and content.
Designed role descriptions ↓Close ↑
Front Desk
Captures and triages every inbound (email, web form, missed call, DM), then replies, classifies, and routes it to the right place.
Follow-Up Engine
Runs persistent, polite multi-touch follow-up on every quote, no-show, and stalled enquiry until it converts or is cleanly closed.
Reputation Engine
Asks happy customers for reviews at the right moment, drafts replies to every review, and routes negative feedback to a human first.
Owner's Digest
Compiles the weekly (and on-demand) operating picture into a plain-English brief: what happened, what's at risk, what needs a decision.
Money Flow
Issues and chases invoices, tracks AR aging, and reconciles payments so nothing slips and cash comes in faster.
Content Engine
Turns the brand kit into a steady cadence of social, email, and blog content, ready for one-click approval.
Lead Response & Booking
Capture, qualify, and book every buyer/seller enquiry the moment it arrives.
Designed role descriptions ↓Close ↑
Speed-to-Lead
Replies to a portal, site, or paid lead within seconds, qualifies budget/timeline/area, and books the showing or call.
Showing Concierge
Coordinates showings end-to-end: scheduling, confirmations, reminders, and post-showing feedback back to the seller.
Listings & Marketing
Turn a new listing into live, syndicated, beautifully-marketed inventory fast.
Designed role descriptions ↓Close ↑
Listing Launch
Turns a new listing into polished copy, syndicated everywhere, with a marketing kit ready to go.
Comp & CMA Builder
Pulls comparables and drafts a polished CMA / pricing recommendation for listing appointments.
Listing Visual Studio
A proposed role to scope and validate before any pilot use.
Transaction Management
Keep every deal on the rails from contract to close.
Designed role descriptions ↓Close ↑
Transaction Coordinator
Drives every deal from accepted offer to close: tasks, documents, signatures, and status updates to all parties.
Contingency Deadline Sentinel
Watches every contingency, inspection, and financing deadline and escalates before anything is missed.
Sphere & Past-Client Nurture
Keep the database warm so repeat and referral business compounds.
Designed role descriptions ↓Close ↑
Sphere Nurture
Keeps the whole database warm with personalised market updates, drips, and timely check-ins.
Equity & Anniversary Check-in
Reaches past clients at their home-purchase anniversary with a personalised equity / value update that sparks the next move.
Measurement design
Candidate measures to baseline
These labels do not claim a result. The audit must define the source, window, method, baseline, and owner before a metric can support a pilot decision.
Median speed-to-lead
Seconds from lead arrival to first response, the single biggest conversion lever.
Listings live in full
Listings launched with complete copy, syndication, and marketing kit.
Days-on-market
How fast listings sell, lifted by better content and faster launches.
Pipeline GCI
Weighted gross commission income in the pipeline.
Sphere touch rate
% of the database receiving a meaningful touch each month.
Showing no-show rate
Reduced by automated confirmations and reminders.
Connector boundary
Availability is scoped per controlled pilot
Connector names in the internal playbook are planning inputs, not a public integration promise. Current code-live readers are bounded and require account-specific verification before use.
See the commerce pilot boundaries →Audit first
Validate the playbook against your operation.
Pricing, scope, data access, review boundaries, and success measures are agreed in writing before any paid work.
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