Services

Six ways we plug AI into your business.

We find the one build that moves the needle for your team. Then we build only that — not a bundle you don’t need.

Book a callHow we work

Product screens are illustrative — every build is different.

01AI Workflows.The steps you repeat, running themselves.

< 90 sectypical lead response, down from hours

A residential team’s leads after 6pm now get a reply within 90 seconds.

We map your actual process, then automate it so it runs the same way every time, day or night.

Best for: Agents → Teams · Typical build: 2–4 weeks

What’s included

  • Lead scoring, routing, and assignment
  • Follow-up sequences by text, email, and WhatsApp
  • Showing and open-house scheduling
  • Transaction-milestone reminders
  • Listing-status and price-change notifications

02AI Agents.Something clients can actually talk to.

It answers the phone, texts back and forth, qualifies a buyer or seller, and books a showing — in natural language instead of a rigid menu.

Best for: Any size · Typical build: 2–4 weeks

Try the receptionistDemo with made-up listings

Hi, this is Oakline Realty. How can I help?

Is 12 Oak Street still available?

Yes — 12 Oak Street is available to tour. Would Thursday or Friday work better?

100% of after-hours calls answered, in practice.

AI Voice Receptionist

Answers, screens, and books — no phone tree.

Bilingual AI

English and Spanish qualification and follow-up. Pairs with WhatsApp.

What’s included

  • Inbound call answering, screening, and routing, 24/7
  • Outbound follow-up and reminder calls
  • Text and WhatsApp conversations
  • Buyer and seller qualification before handoff
  • Transcripts and recordings logged to your CRM

In practice.One problem, one build.

  • 01 Workflows

    A residential team was losing leads that came in after 6pm. Now every new lead is scored on arrival, the assigned agent gets a text, and the client gets an auto-reply.

    Outcome: every lead replied to within 90 seconds.

    See Workflows

  • 02 Agents

    A property management firm’s after-hours line goes to an AI voice agent that triages emergency vs. non-emergency calls and texts the on-call technician.

    Outcome: 100% of after-hours calls answered.

    See Agents

  • 03 Systems

    A commercial brokerage kept listing data, comms, and deal tracking in three places. Now a status change updates everywhere.

    Outcome: ~90% less manual re-entry.

    See Systems

  • 04 Custom CRM

    A boutique brokerage outgrew its spreadsheets. It now runs per-agent pipelines, lead scoring, and a commission tracker — data migrated and cleaned.

    Outcome: per-agent pipelines and a commission tracker.

    See Custom CRM

  • 05 Plugins

    A commercial brokerage’s CRM couldn’t track lease renewals. A plugin now surfaces them and notifies the broker 90 days out.

    Outcome: broker notified 90 days out.

    See Plugins

03AI Systems.One source of truth.

~90%manual re-entry eliminated

A commercial brokerage had listings, comms, and deal tracking in three places — now one update updates everywhere.

Your CRM, MLS feed, and comms, connected — a listing updated in the MLS updates the CRM record, the agent text, and the transaction file within seconds.

Best for: Teams → Brokerages

Three more wayswe plug in.

When the fix is a better CRM, one missing feature, or a connection between tools you already pay for.

04

Custom CRM. Built around how you sell.

Buyer lead · Oak Street

Per-agent pipeline · Illustrative

Assigned
  • New
  • Qualified
  • Showing
  • Offer
  • Closed
Lead scoreScored
OwnerAssigned agent
AccessRole-based
DataExportable
  • Commission trackerTracked
  • Transaction milestonesReminders on
  • Showing · Thu 2:00pmLogged
  • Migrated from spreadsheetsCleaned

6–8 wks typical build.

Best for: Teams → Brokerages

  • Custom pipeline stages
  • Lead scoring and assignment
  • Commission and transaction tracking
  • Role-based access
  • Exportable, auditable data

Migration and cleanup included — a boutique brokerage moved off spreadsheets to per-agent pipelines.

05

Plugins & Extensions. Extend what you already pay for.

1–3 wks typical build.

A commercial brokerage’s CRM couldn’t track lease renewals — now a plugin flags them 90 days out.

Best for: Any size with an existing CRM

  • Custom fields, automations, and dashboards in your existing CRM
  • MLS and IDX plugins
  • Browser extensions
  • API extensions for kvCORE, Follow Up Boss, Chime, LionDesk, and Wise Agent

06

Integrations. Connected to what you already use.

No rip-out — your team keeps its logins.

Email & calendar

  • Outlook / M365Supported
  • Gmail / Google WorkspaceSupported

Messaging

  • WhatsAppSupported
  • Slack / TeamsSupported
  • RingCentral / TwilioSupported

Documents

  • DocuSign & DotloopSupported

CRMs

  • kvCORESupported
  • Follow Up BossSupported
  • ChimeSupported
  • LionDeskSupported
  • Wise AgentSupported

Automation

  • Zapier & MakeSupported

Accounting & scheduling

  • QuickBooksSupported
  • CalendlySupported

Questions,answered.

Straight answers, grounded in how we actually work.

Still have a question?

Book a call

No. We integrate with the CRM, MLS, and communication tools you already use — no rip-and-replace. If you don’t have a CRM that fits, we can build one.

Not surewhich one fits?Ask us.

That’s the first conversation — not something you need to figure out beforehand.

Book a callor call (786) 998-3142