Real Estate & Construction · persona
Residential Brokerage
10-200 agent brokerage. Lead distribution + transaction coordination + agent retention is the entire operation.
A day in the life
What the next Tuesday looks like
A 75-agent brokerage gets 200-400 inbound leads per day across Zillow, Realtor.com, the website, IDX, brokerage referral, and agent personal sources. Speed-to-lead determines conversion: industry data shows responding within 5 minutes is 9-21x more likely to result in conversion than responding after 30. Most brokerages take 30+ minutes on average. Half the leads die before the agent ever calls.
Meanwhile transaction coordination is its own department: every active deal has a contract-to-close checklist with 50+ items. TC team manages it manually in Google Sheets per agent.
The AI Operating Layer fixes lead distribution and transaction coordination simultaneously. Inbound leads get qualified by SMS within 90 seconds, routed to the right agent based on geography + property type + agent availability + agent capacity. Transaction coordination becomes live: contract-to-close milestones tracked from email + DocuSign + lender activity, escalations to TC when items stall, automated reminders to clients on inspection contingencies + earnest money + closing prep.
The residential brokerage playbook
The automations that matter most
Out of the full Real Estate & Construction catalog, these are the ones a residential brokerage should run first.
Lead intake & 5-minute speed-to-lead
Lead capture & conversion
Inbound lead from any channel triggers a qualifying SMS within 90 seconds. Response routes the lead to the right agent / leasing agent / sales rep with full context.
Lead routing to agent
Lead capture & conversion
Routes qualified leads to the right agent based on geography, property type, capacity, and active engagement level. Round-robin within tier where appropriate.
Transaction coordination orchestrator
Transaction & project coordination
Brokerage: contract-to-close milestones tracked from email + DocuSign + lender activity. Reminders to clients + agents on inspection contingencies, earnest money, closing prep.
Closing prep sequence
Transaction & project coordination
Brokerage: 14-day-out, 7-day, 3-day, 1-day reminders to all parties (buyer, seller, lender, title, agents) with party-specific actions and document collection.
Buyer-rep agreement generator
Pipeline, bid, and document automation
Brokerage: from buyer profile + chosen agent, generates buyer-representation agreement with the brokerage's preferred terms.
In the wild
How this actually plays out
Speed-to-lead is the single most leveraged workflow in residential brokerage.
The AI workflow: an inbound lead from any channel hits the system. Within 90 seconds, an SMS goes to the lead with a qualifying question (timeline, price range, area, financing status, currently working with an agent). The lead's response routes them appropriately: serious buyer/seller goes to the right agent (matched on geography, property type, capacity); not-yet-ready goes to a nurture sequence; unqualified gets a polite redirect.
Agents get qualified leads in their preferred channel within 2-5 minutes of lead capture instead of 30-60 minutes later via brokerage CRM batch. A 75-agent brokerage typically lifts overall lead conversion 30-50%.
Get the firm-shaped automation map
Tell us your firm size, primary practice (brokerage / GC / PM / developer), and the workflow that costs you the most operations time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.