From listing acquisition to buyer pipelines to agent-team recruiting — a single workspace that knows the difference between a hot referral and a Zillow tire-kicker, and treats them differently.
Portals deliver volume, not intent. Half the form fills are tire-kickers, the other half are price-shoppers. Reps burn hours separating them.
First responder wins 78% of the time. But routing through a CRM and a queue means 'first' is rarely under 15 minutes — and 15 minutes is too long.
A lead saw your IG ad, downloaded a guide, and submitted a contact form. To the agent on the call, those three events look like three different leads.
Past clients, attorneys, lenders, and inspectors generate referrals — but nobody systematically follows up with them. The CRM has the data; nothing acts on it.
MLS activity, ownership changes, refi cycles, life-event signals. Score leads by readiness, not just by source.
Sub-minute response to portal leads, personalized to the property and the area. No more 'thanks for your interest' templates.
Listing-specific Reels and TikTok variants generated automatically, with audience seeds from your buyer database.
Quarterly cadences that don't feel automated — birthdays, market updates, referral asks at the right moments.
Identify producing agents in your market who match your team profile. Outreach without poaching.
Every message goes through a Fair Housing classifier before send. Broker can approve sequences at the team level.
Numbers above are representative ranges from the last twelve months of customer outcomes in this vertical. Your results will differ; we'll model the expected range with your data before you sign anything.
Group started with a clean database — 8,400 past clients and referral sources — and zero systematic outreach. We modeled their closed-won list against their database and identified 1,160 contacts in the 'most likely to refer this quarter' bucket based on past behavior and life-event signals.
We set up a quarterly sphere cadence — three touches per quarter, all reviewed by the team lead, mostly value-led (market updates relevant to the contact's neighborhood) with one referral ask per quarter. Setup took two weeks; first quarter generated 47 incoming referral conversations, of which 19 became listings or buyer agreements.
On the listing side, we paired the sphere work with portal lead routing in under 60 seconds and listing-specific Reels generated from each new listing. The combination drove their cost per closed deal down 42% over six months.