Automation that keeps brokerage leads moving.

We build automations so your brokerage responds instantly, keeps appointments on track with SMS/email reminders, and reactivates past leads automatically. Save admin time and use Voice AI outbound calls to qualify prospects faster so more leads turn into booked showings in a single, organized CRM pipeline.

Hands-off
automation

Fully
customizable

No technical
skills required

Dedicated
support

The Problem...

Real estate pipelines shouldn’t depend on memory,
 sticky notes, or “I’ll text them later.”

When lead follow-up is manual (or delayed), small brokerages often face:

Slow =
Loss

Delays in replying cause high-intent leads to move on before your team can make contact.

Dead
Time

When the gap between first contact and a booked showing isn’t managed, leads often lose interest and go untracked.

No
Strategy

Without a consistent reactivation workflow, older contacts don’t get the right follow-up at the right time.

Admin
Takes Over

Agents spend too much time on manual follow-ups and reminders, reducing time for clients, showings, and closing work.

Your done-for-you growth solution.

You get a custom automation system in 14 days built for real estate brokerages so your team can operate with speed and consistency.

Capture leads

From Voice AI and listing website builder to integrated forms and a social media planner, you don't need anything else to capture leads for the close.

Nurture leads

Conversation AI, workflows and automations help you build relationships that convert and stay top of mind with prospects.

Close leads

Reduce friction in the closing phase with Text-2-Pay, Payment Integration & Digital Document Signing built-in.

Build reputation

With Reputation Management, Automated Review Requests and AI Review Reply, you can build a buzz around your brand and attract new prospects.

Reactivate leads

Get back on the radar and re-engage with past leads using SMS and email automations so you always remain top-of-mind.

Organize leads

Whether it's a new Instagram DM or a long-term customer, keep everything sorted and organized in our leading CRM platform.

Not tech savvy?
No problem.

We build everything for you in plain English – set up, training, and workflows included so your team can start using automation right away.

Built for growing brokerages.

Our services are designed for small to medium real estate teams and brokerages that want:

Increased efficiency
Reliable automation
Improved customer service
Save time on admin
Consistent follow-up
Capture more leads

Designed to take away the grind and save you time.

 


Instant Lead Response + Smart Routing

When a lead comes in, your system can trigger an immediate response while the lead is still hot and route the lead to the right person/team so nobody has to “check later".

 


SMS + Email Follow-up That Stays On Schedule

Automations can send the next step at the right time, based on what the lead does (or doesn’t) after the first message so follow-up doesn’t stall.

 


Appointment / Showing Automation

Once a lead is booked, workflows can help reduce no-shows with reminders and planned check-ins tied to the appointment stage.

 


Lead Status + Pipeline Visibility

Your brokerage gets a clean pipeline view so agents know what’s next, what’s waiting on a response, and what needs attention without scattered spreadsheets.

 


Review Requests + Reputation Automation

After key transactions, automated review requests can help brokerages capture feedback more consistently and turn satisfied clients into referrals.

What to expect?
Easy setup.

Set up automation for your brokerage in 14 days so lead capture, follow-up, appointments, and lead reactivation run automatically and your team can focus on clients.

Audit + Setup Plan
(Days 1-3)

We start by learning how your brokerage actually works today, then we design automation that fits your team, your pipeline, and your lead sources.

 

Review your current lead flow

Check where leads come from (website forms, ads, landing pages, and any other sources)
so nothing gets missed.

 

Confirm your brokerage process

Map your lead stages, handoffs, and who’s responsible at each step so

automation knows exactly what “next” means.

 

Fit automation to your needs

We design workflows around your requirements (agents, team structure, lead types, follow-up style) so the system supports your operation, not the other way around.

 

Map automations for lead stages + reactivation

Build a plan for nurture sequences, appointment follow-ups, and win-back/reactivation so past leads aren’t left behind.

Build-out of the Custom Account
(Days 4-10)

This is where we build your brokerage-ready Blaithe system end-to-end: CRM, automations, messaging, and lead capture, then connect it to your real lead journey.

 

Configure your full CRM + lead pipeline

Set up your pipelines, stages, ownership/routing, and tracking so agents always know where each lead stands.

 

Set up SMS + email nurture workflows

Create automated sequences for capturing, nurturing, and progressing leads using timely SMS and email touchpoints.

 

Build appointment reminders + follow-up logic

Automate reminders and next steps so leads move toward scheduled showings with less manual coordination.

 

Add outbound follow-up with AI voice calling (Outbound Voice AI)

Configure automated outbound calls for follow-up/outreach use cases—helping you reach leads even when agents aren’t available.

 

Connect website lead capture + landing pages

Use Blaithe’s website/landing page tools so your lead capture matches the messaging and flows directly into your CRM.

 

Create lead reactivation sequences

Set win-back workflows for inactive/past leads (based on behavior/time/status), so reactivation is automatic and consistent.

 

Test routing, automations, and triggers together

Ensure the full system works in sequence—lead capture → CRM → nurture → appointments → reactivation—without breaks.

Test, refine, train, go-live
(Days 11-14)

Before launch, we make sure everything runs correctly, sounds like you, and your team can operate it confidently.

 

QA test end-to-end

Test send/receive, timing, routing, stage changes, and that the right messages trigger at the right moments.

 

Refine to match your brokerage voice

Adjust wording, cadence, and workflow logic so the experience feels premium and consistent with your brand.

 

Train your team on day-to-day use

Teach agents and brokerage owners how to work the pipeline, manage follow-ups, and use automation outputs.

 

Go-live + handover

Launch your system and ensure you know what’s live, what to monitor, and how to adjust future workflows as you grow.

 

Security and
Compliance

Your listings and client data stay protected

All property records, client information, and transaction documents are encrypted using industry-standard AES-256 encryption whether they're being shared or stored.

Control agent and staff access

Set permission levels for agents, brokers, admins, and third-party tools. Keep sensitive client data accessible only to those who need it.

Track every transaction change

Maintain a complete audit trail of who viewed, edited, or signed documents. Essential for compliance reviews and dispute resolution.

Manage document retention

Automatically store or archive files according to your state's record-keeping requirements (typically 3–7 years depending on jurisdiction).

Ready for audits and reviews

Prepared security documentation and questionnaires to streamline compliance checks from your managing broker or insurance provider.

Zero Downtime

With 99.99% uptime, systems stay reliably online during critical moments ensuring you never miss a lead or delay a transaction due to system downtime.

Optimized
pricing structure.
Easy scaling.

Turbocharge your brokerage with one simple monthly payment uniquely tailored to your brokerage and usage needs.

Our promise: If you’re not 100% satisfied with our service, we will refund your money back. No questions asked.

Brokerage Automation

Fully Custom Implementation

Custom pricing Bespoke Package
The complete tailor-made automation package built around your brokerage
  • Full CRM
  • Custom AI Agents
  • Unlimited done-for-you automations
  • Outbound AI voice calls
  • Client portals
  • Payment integration
  • Unlimited sales funnels
  • Ad Manager
  • Lead Reactivation
  • Marketing Suite
  • Social Media Planner
  • Booking & Appointments
  • Website builder
  • Reputation Manager
  • Document signing
  • ...and much more!
Get Started
Do we need to know automation before we work with you?

No. You’ll get done-for-you setup and training so your team can run the system confidently.

Can you tailor the pipeline to our brokerage process?

Yes. We build the pipeline around your stages, handoffs, and lead ownership workflow.

What happens to our existing leads?

We can set up automation for new leads immediately and help plan a reactivation approach for existing contacts based on your data/import options and your process.

Is it only SMS, or do you use email too for lead outreach?

Both - your follow-up can combine SMS and email and even voice calls depending on the workflow and lead stage.

How fast can we launch?

Typically within 14 days, depending on your access to accounts and how quickly we get required inputs.

What if we add more agents later?

We can configure additional user access and workflows so your system stays organized as the brokerage grows.

Get started today.

Book a call with us and start supercharging your pipeline.

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