Automate Your Real Estate Development
Capture more leads, eliminate repetitive manual work, and deliver exceptional service to every client—without adding extra headcount.
Close Deals Faster, Keep Buyers Engaged, and Grow Your Business With AI-Driven Workflows
Specific to Your Industry, Not Just Generic Automation
Eliminate Missed Leads
Your AI workflows capture inquiries from calls, chats, and social media in real time.
Faster Contract Closures
Automate e-signatures and payment requests to speed up the buying process

Boost Client Confidence
Keep buyers and investors in the loop with instant construction milestone updates.
Stay Organized
Manage leads, appointments, and transactions from one central platform.
Reduce support costs and boost customer satisfaction with AI excellence.
Core Workflows at a Glance

1. Lead Capture & Qualification
Purpose: Convert all inbound inquiries (web forms, calls, chats) into qualified leads and prioritize follow-up.
Key Steps:
- Automated chat & call handling
- Quick questionnaires to qualify property type & budget
- Priority tagging for hot leads
2. AI Voice Assistant & Call Routing
Purpose: Provide 24/7 coverage for inbound calls, ensuring urgent leads are flagged and routed appropriately.
Key Steps:
- 24/7 call answering to capture details
- Urgent-call flagging for “Ready to Buy” prospects
- Staff notifications for priority follow-ups
3. Appointment Scheduling & Follow-Up
Purpose: Simplify booking processes (on-site or virtual tours) and automate timely reminders.
Key Steps:
- Online booking for tours
- Automatic reminders via SMS/email
- Personalized follow-ups post-tour
4. No Show & Cancellation Management
Purpose: Minimize wasted time when a potential buyer cancels or doesn’t show up for a scheduled appointment/tour.
Key Steps:
- Trigger if the appointment is canceled or the client is a no-show
- Automated “We missed you” message prompting rescheduling
- Tracking reasons/frequency of cancellations
- Internal alerts for follow-up or deposit policy updates
5. Construction Updates & Milestone Notifications
Purpose: Keep buyers informed about construction progress, site photos, and timeline shifts.
Key Steps:
- Project phase calendar
- Scheduled milestone updates (emails, videos)
- Automated alerts if delays occur
6. Marketing Funnel Workflow & Analytics
Purpose: Manage each prospect’s journey from first inquiry to final sale, while evaluating lead sources (Google Ads, social media, listing portals) to maximize ROI.
Key Steps:
- Automated funnel stages (New Lead → Tour → Proposal → Contract Signed)
- Source-based tagging & tracking
- In-depth conversion reporting & monthly KPI summaries
Note: Each marketing funnel is its own workflow with cost depending on complexity.
7. Law Firm Integraton Workflow
Purpose: Integrate partner law firms into the sales process (contract drafting, title checks) to expedite closings.
Key Steps:
- Auto-notifications to law firms when deals reach contract stage
- Shared documentation (NDAs, title searches)
- Real-time status tracking for legal clearances & closing timelines
8. Mortgage Company Integration Workflow
Purpose: Connect buyers with preferred mortgage lenders for faster financing and smoother closings.
Key Steps:
- Alerts to mortgage partners when leads express interest in financing
- Automated pre-approval forms, secure doc uploads
- Real-time status updates on loan progress & funding
9. Inventory & Unit Availability Management (Optional)
Purpose: Keep a real-time log of available units, auto-update sold/reserved statuses, and prevent overselling.
Key Steps:
- Unit status tracker
- “Low inventory” alerts
- Weekly/monthly status reports
10. VIP Handling & Corporate Sales
Purpose: Fast-track high-net-worth or corporate clients with a white-glove experience.
Key Steps:
- VIP tag & immediate staff alerts
- Expedited tours/contract processing
- Specialized proposals (multi-unit deals, corporate purchases)
11. Contract & Payment Reminders
Purpose: Streamline contract generation, digital signatures, and payment collection.
Key Steps:
- Payment Reminders
- Secure e-signatures & payment links
- Real-time CRM updates for paid/overdue invoices
12. Post-Sale Nurturing & Referral
Purpose: Nurture new homeowners/investors with check-ins, collect reviews, and encourage referrals.
Key Steps:
- “Welcome to Your New Home” or “Thank You” messages
- Feedback forms & referral incentives
- Social proof prompts (Google Reviews, etc.)
Customize Your Tech Stack
Channel Integrations
1. Phone Lines & SMS
- Brief Description: Integrate dedicated phone lines and SMS channels to handle inbound and outbound communications in one place.
- Benefit/CTA: Never miss a lead—track every call and text for real-time insights.
2. WhatsApp
- Brief Description: Offer customers a convenient, globally recognized chat platform with automated follow-ups and quick replies.
- Benefit/CTA: Boost engagement—reach your audience where they already spend time.
3. Telegram
- Brief Description: Secure, fast messaging with support for group chats, channels, and automated bot interactions.
- Benefit/CTA: Enhance privacy—deliver instant updates and alerts with high-level encryption.
4. Facebook & Instagram
- Brief Description: Sync your social media leads, DMs, and comments directly into your CRM for unified follow-up.
- Benefit/CTA: Stay social—manage your brand presence and conversions without juggling multiple logins.
AI & Cloud Integrations
1. OpenAI Chatbot
- Brief Description: Deploy an AI-powered virtual assistant to engage leads, answer FAQs, and guide prospects through your funnel.
- Benefit/CTA: Scale conversations—capture more leads while reducing manual workload.
2. AWS
- Brief Description: Securely store data and run scalable cloud services with Amazon Web Services, seamlessly linked to your workflows.
- Benefit/CTA: Stay efficient—leverage AWS for reliability, performance, and compliance.
3. Python Scripts
- Brief Description: Add custom scripts for data processing or specialized automations, tailored to your unique business logic.
- Benefit/CTA: Go bespoke—create personalized features without reinventing your entire system.
4. G5XL & LLaMA
- Brief Description: Harness advanced NLP for next-level text understanding and generation, perfect for deep conversational tasks.
- Benefit/CTA: Power up—explore sophisticated AI capabilities for streamlined communication and analysis.
Choose Your Level of Automation
Basic Real Estate Automation Bundle
- $3,500–$4,200 Setup
- Lead Capture, AI Voice Assistant, Appointment Scheduling, No Show Management
- Perfect for: Teams wanting to nail the fundamentals.
Operational Efficiency Bundle
- $6,300–$8,400 Setup
- All Basic Features + Contract & Payment Automation, Construction Milestone Updates, Post-Sale Follow-Up, Basic Marketing Analytics
- Perfect for: Mid-sized developers looking for more robust workflows.
Enterprise Real Estate Suite
- $14,500 Setup
- Full Suite + Legal Integrations, Mortgage Workflows, VIP & Corporate Sales
- Perfect for: Large-scale or multi-project developers needing end-to-end automation.
Next Steps
- Contact Us to Discuss Your Needs
- Choose a Bundle or Custom Workflow Package
- Implementation & Setup with Our Expert Team
- Watch Your Leads Convert and Sales Pipeline Simplify!
What if my business requires bilingual AI call handling?
We can implement multilingual features (e.g., English/Spanish/German/Italian/Russian) so you don’t miss a single client opportunity.
How quickly can we go live?
Most clients see their first workflow in action within days, depending on complexity.
Are these workflows customizable?
Absolutely. We tailor the system to your exact needs, from contract templates to post-sale follow-ups.
A.I. Call Assistant
always on & workingusage and data rates apply
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VOICE A.I.
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CONVERSATION A.I.
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REPUTATION A.I.
NO CONTRACTS CANCEL ANYTIME
A.I. Office Manager
always on & workingusage and data rates apply
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EVERYTHING IN THE A.I. CALL ASSISTENT PLAN
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API ACCESS - INTEGRATE WITH ANYTHING
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WHATSAPP INTEGRATION
NO CONTRACTS CANCEL ANYTIME