A managed AI employee for real estate teams.
Catches the leads, showings, and listings that pile up between closings. Drafts the follow-ups, runs the showing admin, pulls the market research, and keeps the past-client touch program alive. The agent approves every client-facing send.
Residential real estate teams, solo agent through 30-agent.
You are an actively producing agent or team lead. Your day is closings, listing appointments, buyer tours, and the next deal in the pipeline. Your CRM has a steady mix of fresh buyer leads, listing prospects, current escrows, and recent closings that should be getting past-client touches but quietly are not.
You already pay for a CRM (Follow Up Boss, Sierra Interactive, kvCORE, BoomTown, LionDesk, Top Producer, or similar). The leads land. The follow-up plan exists. You are the constraint: between showings and the next listing, drafts do not get written, and the lead that needed a reply two hours ago gets one in two days.
Brokerage and NAR independent. Works listing-side, buyer-side, or both. The AI employee carries the recurring admin and drafting; you keep the relationships, the strategy, and every client-facing decision.
Five concrete jobs, running every day.
Lead follow-up drafts
Pulls new inbound leads from your CRM as they land. Drafts an initial response and the next two or three follow-up touches in your voice, ready for the agent to approve and send. No fair-housing-sensitive scoring, drafts only.
Showing and appointment admin
Schedules and reconfirms showings, drafts pre-showing reminders, sends post-showing thank-yous after approval, and confirms next steps in writing so nothing falls between agent and client.
Market and listing research
Pulls comps, recent sales, neighborhood and school info for a draft CMA packet or buyer-tour prep packet. MLS access for research only, not republishing. The agent reviews and finalizes.
Open-loop tracker
One weekly digest: every lead waiting on a reply, every showing without confirmation, every listing without a next-step follow-up, every escrow milestone with no recent client touch. The whole board in one place.
Past-client touch program
Drafts quarterly check-in emails to past clients with relevant local market notes (recent sales in their neighborhood, current pricing trends). Personalized, low-pressure, ready for the agent to send. The referral pipeline stops going cold.
Example daily flow
Morning: digest of new leads, today's showings, and follow-ups pending approval. Through the day: drafts queued as new leads arrive. End of week: open-loop digest plus a note on what the AI employee handled.
You do not run the AI. We do.
You are running deals. The AI employee runs in the background, plugged into your tools. Agenvanta handles the operating layer so it keeps getting more useful every week.
Memory vault
Your service area, price points, listing niche, target neighborhoods, team voice, scripts you like, past clients, and the rules you want followed. The AI employee reads from this on every job.
Approved tool access
Your CRM, Gmail or Outlook, Google Drive, calendar, and MLS portal for research only. Scoped, approved, and limited to read and draft on day one. No broad write access without your sign-off.
Human approval gates
Every client-facing send goes through agent approval by default. We can pre-authorize templates for non-personalized first-touch only; everything personalized stays gated.
Weekly improvement loop
Each week we review what the AI employee handled, what got stuck, and what you edited heavily on approval, and we tune the drafts, the memory, and the job definitions. The employee gets sharper, not stale.
More on the operating model on the managed AI operations page.
What the AI employee will not do, in writing.
- No offer or counter-offer drafting. The AI employee does not draft, suggest, or assist with offer terms, counter-offers, or contingency strategy. That stays with you.
- No fair-housing-sensitive targeting or qualification scoring. It does not score, rank, or steer leads based on protected characteristics. It drafts and tracks; it does not qualify.
- No client-facing sends without agent approval. Default is read, draft, and queue. Pre-authorized non-personalized first-touch templates are the only narrow exception, and only if you opt in.
- No commitment language. Drafts avoid wording that creates an implied promise ("we can definitely get this price"). Wording stays cautious; you sharpen it on approval.
- No advice on escrow, inspection, or financing strategy. That is your job and your TC's job.
- MLS access for research only. No republishing of MLS data outside approved CMA or buyer-tour packets you control.
Installed fast, then made more useful every week.
Days 0 to 2
- Name and role the AI employee
- Build the memory vault (service area, price points, voice, past clients)
- Define approval rules and tool scopes
- Connect CRM (read and draft) and email
Days 3 to 14
- Ship lead follow-up drafts
- Ship showing/appointment admin
- Stand up the open-loop tracker
- Add monitoring and failure alerts
Days 15 to 30
- Add market and listing research jobs
- Launch the past-client touch program
- Tighten drafts based on your approval edits
- First "what the AI employee now handles" report
One managed retainer. No per-workflow fees.
The retainer covers the AI employee plus every recurring job it carries (lead follow-up drafts, showing admin, market research, the open-loop tracker, the past-client program). Tool access, memory vault upkeep, monitoring, and the weekly improvement loop are included.
$5,000/mo standard. Founding pilot members get $2,500/mo while we build the first public case studies with real estate teams.
Request pilot accessCommon questions from real estate team leads.
Does it send to my leads directly?
No. The AI employee drafts replies and follow-up sequences. You (or a designated team member) review, edit if needed, and send. Nothing client-facing goes out without agent approval by default.
Is this fair-housing safe?
The AI employee operates as a drafting and admin assistant. It does not target, score, or qualify clients in fair-housing-sensitive ways. It does not steer based on protected characteristics. The agent remains responsible for fair-housing compliance and reviews every client-facing send.
What CRMs does it work with?
Follow Up Boss, Sierra Interactive, kvCORE, BoomTown, LionDesk, and Top Producer are the common ones. We configure the AI employee per team during install, using read and draft access rather than broad write access on day one.
Can it replace my TC (transaction coordinator)?
No. The AI employee augments the team by handling pre-contract admin: lead follow-up drafts, showing coordination, past-client touches, and market research. Your TC continues to handle the transaction side (contracts, contingencies, escrow timelines, closing coordination).
How fast can a new lead get a draft reply?
Drafts are ready within minutes of the lead hitting the CRM. The agent approves and sends. For non-personalized first-touch templates (for example, a generic confirmation that the inquiry was received), we can pre-authorize approved templates so the first reply goes out automatically while the personalized follow-up still waits for agent approval.
What about IDX leads from my website?
Yes. The AI employee pulls leads from whichever CRM they land in (Follow Up Boss, Sierra, kvCORE, BoomTown, etc.). If your IDX site routes leads into the CRM, the AI employee picks them up there. We do not connect directly to the IDX layer.
Talk to Shivam about an AI employee for your team.
Founding pilot slots are limited. If you are a residential real estate team (solo agent through 30-agent) and the open loops above sound like your week, request access and we will scope a pilot.