Back-office support for brokers, property managers and proptech — lead qualification, appointment setting, tenant support, transaction coordination and CRM operations, with AI-assisted workflows and human verification.
Each service runs on the same AI-assisted quality layer — trained real estate specialists, documented SOPs, AI-assisted scoring and drafting, and human verification on every customer-facing output.
Structured lead qualification against your criteria — buyer intent, timeline, budget, financing status, and property preferences — so agents spend time on real opportunities.
Outbound and inbound appointment setting — showings, listing presentations, property tours, and consultations — with multi-channel outreach and calendar integration.
Explore appointment setting →Tenant and resident support — maintenance requests, lease questions, rent inquiries, and property communications — with documented escalation paths.
Explore tenant support →Real estate transaction coordination — deadline tracking, document collection, vendor coordination, and closing preparation — so nothing falls through between contract and close.
Explore transaction coordination →Real estate document processing — lease abstraction, listing data entry, contract data extraction and file organisation — with AI-assisted extraction and human verification.
Explore document processing →Real estate CRM upkeep — record hygiene, deduplication, activity logging, lead routing and reporting — so agents work with data they can trust.
Explore CRM management →Proptech operations support — platform data management, user support, listing sync and workflow operations for property tech companies — with platform-native specialists.
Explore proptech support →Human-reviewed AI workflows for real estate — lead scoring, document intake, CRM enrichment and market signal detection — with specialists verifying every customer-facing output.
Explore AI in real estate →Real estate runs on speed and follow-through. Leads that don't get qualified within minutes go cold. Showings that aren't booked slip to a competitor. Transactions that aren't coordinated stall at closing.
We run real estate operations as a managed function — trained real estate specialists, AI-assisted scoring and drafting, human verification on every customer interaction, and fair-housing-aligned workflows.
Agents who understand buyer/seller qualification, property types, and transaction timelines — not generic call center staff.
Scripts, workflows and QA aligned with fair housing rules — no discriminatory language, no shortcuts that create exposure.
Structured lead follow-up and appointment setting designed for the reality that real estate leads go cold in minutes, not days.
AI scores leads, drafts responses and extracts documents. Humans verify before anything reaches a client or listing.
A quick reference to the core processes, quality controls and AI opportunities per service. Full detail lives on each sub-service page.
| Service | Core Processes | Quality Controls | AI Opportunity |
|---|---|---|---|
| Lead Qualification | Buyer/seller qualification, intent, timeline, budget | Fair-housing scripts, qualification consistency | AI lead scoring, intent detection, routing |
| Appointment Setting | Showings, listing presentations, tours, consults | Calendar accuracy, no-show tracking, script QA | AI scheduling, reminders, follow-up drafting |
| Tenant Support | Maintenance, lease questions, rent, communications | Escalation hygiene, response QA, tenant satisfaction | Intent classification, response drafting |
| Transaction Coordination | Deadlines, docs, vendors, closing preparation | Deadline tracking, document completeness | AI deadline alerts, document intake automation |
| Document Processing | Lease abstraction, listing data, contract data | Extraction QA, data accuracy, access controls | AI extraction, lease abstraction, validation |
| CRM Management | Hygiene, dedup, activity logging, lead routing | Data quality metrics, dedup accuracy | AI dedup, enrichment, activity summarisation |
| Proptech Support | Platform data, user support, listing sync | Data integrity, user support SLA | AI sync monitoring, data validation |
| AI in Real Estate | Scoring, document intake, CRM enrichment | Human-in-the-loop requirements, QA sampling | Core AI workflows as a managed real estate function |
Every real estate engagement inherits the same baseline security posture, then adds fair-housing and customer-data controls on top.
Scripts, workflows and QA designed around fair housing rules — no discriminatory language, no shortcuts that create exposure.
Role-based access, PII minimisation, and auditable logs for every process that touches buyer, seller, or tenant data.
AI output is reviewed by trained specialists before it reaches a client — no blind automation on customer communication.
Activity logs, contact recording, and audit-ready reporting from day one.
Lead qualification, appointment setting, tenant and resident support, transaction coordination, document processing, CRM management, proptech operations support, and AI-assisted real estate workflows.
Scripts, workflows and QA are designed around fair housing rules. We train specialists on fair-housing language, review customer communications, and maintain documentation that stands up to scrutiny.
Yes. We operate inside Follow Up Boss, kvCORE, BoomTown, Sierra, HubSpot, Salesforce, and other real estate CRMs — with role-based access set by you.
Speed-to-lead targets are defined in the scope and reported weekly. Most engagements target first contact within minutes for inbound leads, not hours.
No. AI scores leads, drafts responses and extracts documents. Trained specialists handle every customer conversation and transaction touchpoint.
Pricing depends on scope and volume — per FTE, per qualified lead, per transaction, or as a monthly retainer. Agreed upfront with no hidden add-ons.
A 30-minute conversation is usually enough to scope the first real estate process worth moving.