Real Estate Team Sub-Account Kit

1. No. 01

   1 AI Receptionist

   Component 01 · AI Receptionist

   The problem

   A buyer standing outside a listing rings the number on the board while the agent is mid-viewing with somebody else, and a seller who saw a postcard rings to ask what their house is worth. Neither call can wait, and neither may be answered with a figure.

   Once it is loaded

   The receptionist picks up on the first ring at any hour, establishes whether the caller is buying, selling or both, captures the property, timeline and finance position, books a viewing or a listing appointment, and offers a valuation appointment instead of a number over the phone.

   How it pays back

   If a team fields a hundred and forty enquiries a month and loses a quarter to voicemail, recovering a handful at their own commission per completion is not a close call. The buy-or-sell branching alone is half a day an operator would otherwise spend building it per team.

2. No. 02

   1 AI Chatbot

   Component 03 · AI Chatbot

   The problem

   Half the chat traffic on an estate agency site is what is my home worth, and the other half is whether a listing is still available. Answering the first with a number is a valuation nobody will stand behind; answering the second late loses the viewing to whoever replied first.

   Once it is loaded

   One assistant across the site, text, email and the social inboxes confirms availability against the listing, captures buyer criteria including budget, area and finance position, and turns a valuation question into a booked appraisal appointment rather than an estimate it cannot support.

   How it pays back

   Take five hundred site sessions a month with three per cent engaging. Fifteen conversations, of which a couple become listing appointments, is a different quarter at their own commission per completion. For you, availability lookup and criteria capture arrive wired instead of scoped.

3. No. 03

   Pipelines

   Not one of the nine — what they run on

   The problem

   Buyers and sellers do not move the same way. A buyer can travel from enquiry to offer in a fortnight or drift for a year, while a seller sits still until a life event and then moves in a week. A team running both on one board cannot tell which of those is happening.

   Once it is loaded

   Each side of the business gets its own board: buyers tracked by criteria, finance and viewings, sellers running from valuation request through listing appointment to instruction and offer, and a sphere board holding everybody who is not yet in either of them.

   How it pays back

   An operator building buyer and seller stages from a discovery call is a comfortable half-day per team, and those stages usually get revised twice. Load them instead and week one becomes a conversation about renaming a stage, which is the conversation that keeps a client engaged.

4. No. 04

   Workflows

   Not one of the nine — what they run on

   The problem

   Portal enquiries arrive in evening bursts and the first agency to respond books the viewing, but the automation that has to answer inside two minutes also has to behave completely differently for an open-house sign-in than for a homeowner asking about a valuation.

   Once it is loaded

   The automations answer a new enquiry within minutes, run the open-house follow-up sequence from the sign-in that same evening, chase viewing feedback from the attending agent for the vendor report, and escalate a listing that has had viewings but no offers.

   How it pays back

   Assume a hundred and forty enquiries a month at fourteen minutes of first-response work each. That is a working day a week off an agent who should be at a listing appointment, and the open-house sequence alone is usually a full afternoon of build you now skip entirely.

5. No. 05

   Appointment reminders, confirmations and no-show recovery

   Component 05 · Smart Appointment System

   The problem

   A buyer who does not arrive for a viewing costs an agent a drive and an apology to the vendor, and a seller who forgets a valuation appointment usually means a competing agency got through the door first. The wording for a vendor is nothing like the wording for a buyer.

   Once it is loaded

   Viewings, valuations and listing appointments confirm on booking with the address and access notes attached, prompts go at twenty-four hours, one hour and a quarter of an hour before, and a missed appointment triggers a recovery call inside the hour with recovery targeted at seventy per cent.

   How it pays back

   If a team runs fifteen viewings a week and loses three, recovering two of them weekly is a couple of dozen viewings a quarter that would otherwise have been drives to an empty house. Against their own commission per completion, that is not a difficult report to write.

6. No. 06

   Funnels

   Not one of the nine — what they run on

   The problem

   A team usually has one contact form doing the work of a valuation request, a viewing booking and an open-house registration, so a seller who was ready to instruct lands in the same undifferentiated list as somebody who only wanted to see a floor plan.

   Once it is loaded

   Purpose-built paths land ready: a valuation path that books an appraisal rather than emailing an estimate, a buyer registration path capturing search criteria for alerts, an open-house sign-in that works on a phone at the door, and a seller guide path for the homeowner a year out.

   How it pays back

   A valuation path converting one extra seller a month at the team's own commission per completion changes the year. From your side these are loaded and rebranded rather than built, which is the difference between a same-week handover and a rollout that slips a fortnight.

7. No. 07

   AI Studio website

   Component 04 · Professional Website

   The problem

   Most agency sites are a property feed and a headshot, with nothing that ranks for the neighbourhood a seller actually types into a search box, and the copy that would rank has to describe a local market without promising what any particular house will fetch.

   Once it is loaded

   Neighbourhood pages come written for the areas the team names, buyer and seller journeys are kept apart because those two readers want opposite things, and agent profiles, a valuation request path and a viewing calendar all sit inside the same sub-account.

   How it pays back

   One neighbourhood page bringing two valuation requests a month, converting at the team's own instruction rate and commission per completion, outruns the whole account cost. Not commissioning area copy per team is the biggest line you remove from an estate agency rollout.

8. No. 08

   Nurture campaign

   Component 02 · AI Outbound Caller + Component 08 · Database Reactivation

   The problem

   The sphere of influence is where most agents say their business comes from, and it is also the list nobody touches between transactions, because writing something monthly to people who moved two years ago always loses to today's viewings and today's offers.

   Once it is loaded

   The engine keeps all three groups warm on their own cadence: long-horizon sellers on a market-update rhythm, registered buyers on criteria-matched alerts, and the past-client sphere on move anniversaries and neighbourhood activity, with an outbound call for anyone who re-engages.

   How it pays back

   Say the team holds two hundred past clients and long-horizon sellers between them. One instruction a quarter from that list, at their own commission per completion, is several times the account cost, and you wrote the sequences once and load them per team in an afternoon.

9. No. 09

   Review automation

   Component 06 · Review Harvesting + Component 07 · Review Automation

   The problem

   The thank-you moment in a move is the handover of keys, and it is the moment everybody involved is exhausted. Agents intend to ask and never do, which is how a team that has moved sixty families in a year ends up with a profile that looks like a side hustle.

   Once it is loaded

   Completion fires the request to both sides of the transaction, attributed to the agent who handled it so individual profiles build alongside the team one, gated by a satisfaction question that routes an unhappy vendor to the principal, and rotated across the platforms the team chooses.

   How it pays back

   Hold the five to ten reviews a month target as your assumption. For a team whose next listing appointment is won by whichever agent the seller looked up the night before, that visibility is the cheapest lead source they have, and it is on the dashboard you handed them.

10. No. 10

    Seasonal automation

    Component 09 · Lifetime Nurture Campaigns

    The problem

    Estate agency has a spring everybody plans for in March, by which point the sellers who were going to list have already had a valuation from somebody else. The anniversary and market-report campaigns that would have started that conversation in January never get built in time.

    Once it is loaded

    Every recurring campaign is dated to months the team sets: a spring listing push to the long-horizon list, purchase anniversary messages, a periodic neighbourhood market update, a property assessment prompt, and a referral request timed well away from the chaos of the move.

    How it pays back

    Three hundred past buyers receiving an anniversary message at a two per cent response is a small number of conversations against a large commission per completion. For you, arming a dated campaign set beats writing a seasonal calendar per team every January.

11. No. 11

    Custom values

    Not one of the nine — what they run on

    The problem

    Estate agency teams change people constantly, and an account with the duty agent hard-coded into enquiry routing has to be reopened every time somebody joins, leaves or takes a fortnight off, which is a Monday morning nobody budgeted for in the retainer.

    Once it is loaded

    Brokerage and licence details, areas served, the agent rotation, office address and viewing hours, the valuation appointment lead time and the vendor feedback interval all live at the top of the sub-account, so adding an agent is a value change rather than a rebuild.

    How it pays back

    This is the value that keeps paying in a trade with turnover. An hour saved per roster change, four changes a year, across five teams under management is a working week you did not spend renaming somebody inside a dozen separate automations.

12. No. 12

    Custom fields

    Not one of the nine — what they run on

    The problem

    Buyer criteria and a seller timeline decide who gets called when a property comes on, and in a hurried account they live inside a note, so the day a listing arrives nobody can produce the matching buyers without reading through the entire database by hand.

    Once it is loaded

    Search area, bedrooms, budget band, finance position and chain status on the buyer side, property address, target price band, motivation and intended move date on the seller side, plus purchase anniversary and agent of record, all structured, filterable and readable by the alert automations.

    How it pays back

    Texting matching buyers within an hour of a listing going live is an advantage worth more than the account costs. On your side, the fields and the matching automations arrive together, so nobody discovers in week three that a trigger has nothing to read.

13. No. 13

    Forms and surveys

    Not one of the nine — what they run on

    The problem

    An open-house sign-in on a clipboard is data that never reaches the account, and a feedback request landing as an email to a busy agent never gets written up, which is why vendors complain about missing viewing feedback more than about anything else an agency does.

    Once it is loaded

    The instruments cover the whole cycle: a valuation request qualifying motivation and timing, a buyer registration capturing search criteria for alerts, a phone-friendly open-house sign-in, a one-tap feedback form for the attending agent, and a post-completion survey for both sides.

    How it pays back

    If chasing and writing up feedback costs an agent twelve minutes per viewing and the team runs fifteen a week, that is three hours weekly back and a vendor report that arrives on time. Building a sign-in that works at a front door is an afternoon you no longer repeat.

On purchase you receive two things: one snapshot link, and one PDF with full installation instructions. Installation is not in the kit price — load it yourself from the PDF, or add installation by us for $200 a sub-account. Every payback figure above is an illustrative scenario with its assumptions in the sentence, not a measured customer result.