Estate agents, brokerages, property teams
Portal enquiries answered while the buyer is still browsing, showings confirmed, and the past-client sphere kept warm all year.
$900
One-off · unlimited installs
Contents
Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.
Why this build is shaped the way it is
No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.
The problem
The first is response time. Ask the principal how quickly their team returns a portal enquiry that arrives at seven in the evening. Whatever they say out loud, the honest answer is the next morning, and they know what that costs.
The build
Real estate breaks if the routing is lazy. Each agent needs their own calendar, their own review links and their own follow-up ownership, otherwise the fastest agent takes everything and the rest disengage within a month.
The rebrand
Delivered within 24 hours of purchase confirmation, with 14 hours of dedicated installation support to be used within 15 days of purchase. Everything client-facing is yours to rebrand: site copy, sender names, message templates, calendar naming.
Included · exactly nine
Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.
Lead Capture & First Contact
Answers buyer and seller enquiries as they land, qualifies on area, budget, timeline and property to sell, then books the agent on duty.
Replies instantly on the website, SMS, Facebook and Instagram, answers questions about a listing or an area, and books a viewing without a form.
Listings-led home page, area and neighbourhood guides, a seller valuation request, agent profiles and a viewing calendar per agent.
Intelligent Lead Nurture
Calls buyers who missed a viewing, follows up valuation enquiries that stalled, and reopens leads that went quiet after the first conversation.
Booking & No-Show Prevention
Confirms viewings and listing appointments, reminds at 24 hours, one hour and 15 minutes, and reoffers a time the moment somebody does not show.
Reviews & Social Proof
Requests the Google and Facebook review at completion, when the client has the keys and the whole move is still fresh and positive.
Keeps reviews arriving between completions with follow-ups for non-responders and requests spread across platforms and both sides of a deal.
Lifetime Nurture & Retention
Runs AI calls through old buyer enquiries, unconverted valuations and past clients at the six-month mark with a current market reason to speak.
Purchase anniversaries, seasonal market notes, annual valuation prompts and a referral programme aimed at the sphere the brokerage already owns.
The problem you are being paid to solve
The enquiry lands while the agent is mid-viewing with their phone on silent. By the time it is returned the buyer has spoken to two other agents and booked a Saturday of showings with one of them.
Three showings booked for Saturday, one buyer turns up. The agent has driven across town twice for nothing and the vendor asks why their property is not being shown.
Everyone in the office agrees past clients and referrals are the best source of business, and nobody touches the list. Four years later the client sells through the agent whose name was on the calendar magnet.
A seller enquiry gets one call and one email, then silence while they interview two other brokerages. The listing goes to whoever kept in contact through the fortnight of deciding.
What the build changes
Buyer and seller enquiries are answered whenever they land, qualified on area, budget, timeline and whether there is a property to sell, then booked with the right agent.
ai-receptionist
The messages that arrive through the site, SMS and social get an immediate reply with the answers a buyer wants, so the enquiry stays alive until an agent can take it.
ai-chatbot
Confirmation, then reminders at 24 hours, one hour and 15 minutes, with recovery inside the hour when a buyer misses. The system targets 70% no-show recovery on viewings.
smart-appointments
Purchase anniversaries, seasonal market updates, valuation prompts and a referral programme, so the brokerage is the name in front of a past client at the moment they start thinking about moving.
lifetime-nurture
Buyers who went quiet, valuations that never converted and expired enquiries get AI calls with a current reason to talk, which is far cheaper than buying the same lead twice.
database-reactivation
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say a six-agent office takes 120 enquiries a month, misses 40, books 70 showings, and has 1,200 dormant contacts.
around 31 hours a month across the agent roster
When it pays for itself
Take a gross commission of $8,000 on an average side, which is a mid-market figure rather than a coastal one.
On these assumptions a single additional side covers the snapshot many times over, which is the conversation to have with a principal rather than a demo of the workflow builder.
Your resale ledger
You pay $900 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $900 | $1,800 | $500 | $6,900 |
| Typical | $900 | $2,700 | $900 | $12,600 |
| Premium | $900 | $4,050 | $1,500 | $21,150 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot itself | Import, install, and a working walk-through in the sub-account you nominate. | — |
| Its automations | Every workflow that ships with it, tuned to how your client actually runs. | — |
| More automations | Additional workflows on the same foundations — another reminder, another branch, another tag rule. | — |
| Adjusting what is there | Retiming sequences, adding pipeline stages, rewriting the copy inside them. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party API work | — | Anything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.
Four of the nine, expanded
Buyer and seller enquiries are answered whenever they land, qualified on area, budget, timeline and whether there is a property to sell, then booked with the right agent.
The messages that arrive through the site, SMS and social get an immediate reply with the answers a buyer wants, so the enquiry stays alive until an agent can take it.
Confirmation, then reminders at 24 hours, one hour and 15 minutes, with recovery inside the hour when a buyer misses. The system targets 70% no-show recovery on viewings.
Purchase anniversaries, seasonal market updates, valuation prompts and a referral programme, so the brokerage is the name in front of a past client at the moment they start thinking about moving.
Add labour
Read first
Operations · 10 min read
Cost-plus pricing caps your agency at the size of your delivery team. Here is the maths behind value-based retainers, with the four numbers that decide whether a retainer survives month four.
Read the guideSpecifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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