Component 1
AI Receptionist and Inquiry Capture.
Captures buyer, seller, borrower, or owner intent, timeline, location, and preferred next step without giving regulated advice.
For Phoenix real estate, mortgage, and business brokers
Stop losing high-value clients to slow response and weak follow-up.
Brokerage work is trust-driven, local, and time-sensitive. We install lead capture, missed-call text-back, booking, nurturing, and review systems that keep serious buyers, sellers, borrowers, and owners from going cold.
$84,000 annual opportunity leak in the sample report. Sample math: a fictional broker misses one qualified seller, buyer, borrower, or business-owner opportunity every other month at $14,000 average gross revenue per closed client. Annual leak: $84,000.
The leak we are targeting
Speed, trust, and follow-up decide who gets the customer.
Broker leads rarely fail all at once. They go cold because response is slow, the website does not build enough trust, the CRM is not worked, or the follow-up stops before the client is ready.
NAR's 2025 Profile highlights that most buyers and sellers still use agents, but the buying population is older and more deliberate. That makes trust, proof, and follow-up discipline more important, not less.
The goal is a practical front door: answer the inquiry, capture intent, book the conversation, and keep a clean nurture path until the client is ready.
Sources for the stats cited above
- NAR's 2025 Profile reports 88% of buyers purchased through a real estate agent or broker.
- NAR's 2025 Profile reports 91% of sellers sold with a real estate agent.
- NAR reports the typical buyer age reached 59 in the 2025 Profile, highlighting a more deliberate buyer profile.
- BrightLocal reports local reviews and review recency continue to affect whether consumers choose a local business.
- Harvard Business Review's lead-response research found firms that respond within 5 minutes are much more likely to qualify a lead.
What we install
Five components. One practical response system.
Component 2
Missed-Call Text-Back.
Turns missed calls into fast text conversations so prospects do not drift to the next agent or lender.
Component 3
Consult Booking.
Lets serious prospects book a call while motivation is high.
Component 4
Long-Cycle Nurture.
Keeps not-yet-ready leads warm with approved, helpful follow-up.
Component 5
Review and Referral Automation.
Requests reviews and referrals after the right milestones while keeping relationship tone intact.
Your business approves the wording, routing rules, handoff logic, and data boundaries before anything goes live.
The 60-second workflow
From missed moment to booked next step. Six steps.
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Step 1
A seller or borrower reaches out after hours.
They may have already contacted two other professionals.
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Step 2
AI Receptionist captures the basics.
Intent, property type, timeline, location, budget range, and preferred contact path.
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Step 3
Booking link is sent.
Serious prospects can book a consult quickly instead of waiting for business hours.
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Step 4
You receive the summary.
You know what they want before the first human call.
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Step 5
Nurture keeps them warm.
Not-ready leads get useful follow-up instead of disappearing in the CRM.
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Step 6
Review and referral flow compounds trust.
Happy clients get a clean request at closing or milestone.
Segments we work with
The lead leak changes by broker model.
Residential real estate
Seller calls, buyer consults, open-house follow-up, and review velocity.
Mortgage brokers
Rate inquiry capture, document next steps, and fast appointment booking.
Business brokers
Confidential seller inquiries, buyer qualification, and long-cycle nurture.
Commercial brokers
Property inquiries, tour requests, and slow-cycle follow-up.
Property managers
Owner leads, tenant inquiries, and maintenance triage boundaries.
Small teams
Shared lead routing, source tracking, and accountability.
Start with the $497 audit
We do not quote a build before we have your numbers.
Every engagement starts with the Time-Back Audit. You get a 30-minute discovery call with David, a custom report, and a live working session where we walk the report and put numbers on the build.
For brokers, the Lead Leak Map scores local trust, mobile lead capture, speed-to-response, booking, CRM follow-up, review proof, and referral systems.
You walk away with a numbered list of what to fix, in what order, with practical ROI math. No pressure to buy the build.
See a sample Lead Leak Map → · See the full audit deliverable →
Pricing
Transparent ranges. No mystery quote.
$497
Time-Back Audit.
Discovery call with David, custom Lead Leak Map, live working session, and 100% satisfaction guarantee. Required before any build engagement.
$3,500 founding
Founding Real Estate, Mortgage & Business Brokers Build.
For the first business in this vertical. Same scope as the standard build at a reduced price, in exchange for a 6-month retainer term, testimonial, and documented case study with real before and after numbers.
$6,500 to $8,500
Standard Lead-Capture Build.
All five components scoped to one business model, one main customer path, and one workflow. Two to three weeks to live after audit close if access and approvals are ready.
$950 to $1,500 / mo
Managed Optimization.
Monthly working session, reporting, workflow tuning, copy updates, and optimization as your real customer data comes in. Founding clients lock $750/month while continuous.
Boundaries and guardrails
The system should help the business, not pretend to be the business.
The system does not give legal, financial, lending, appraisal, or investment advice.
Your business controls scripts, compliance language, license disclosures, routing rules, SMS consent, and opt-out handling.
Client data stays in your approved tools. We implement the workflow; you own the relationship and regulated advice boundaries.
FAQ
Questions brokers usually ask first.
Is this for real estate only?
No. It can fit real estate, mortgage, business brokerage, and other local deal professionals with high-value leads.
Will it give mortgage or real estate advice?
No. It captures administrative details, routes inquiries, and books conversations. Regulated advice stays with licensed humans.
Can it connect to my CRM?
Often. We can work with GoHighLevel, HubSpot, Follow Up Boss, Lofty, simple spreadsheets, or other tools where integration is available.
What does it cost?
The Time-Back Audit is $497. A founding build is $3,500. Standard builds run $6,500 to $8,500, with managed plans from $750 to $1,500 per month depending on scope.
What is the biggest fix for brokers?
Usually speed-to-response plus consistent nurture. Broker leads often need repeated, useful follow-up before they are ready.
Can it handle Spanish-language inquiries?
Yes, if your business wants that configured and approves the wording.
How long until it is live?
A focused founding build usually takes 2 to 3 weeks after audit close if CRM access, scripts, and routing rules are ready.
Book your audit
Find out where your brokers business is leaking leads.
Reserve your $497 Time-Back Audit. We will map your public customer path, show the leaks, and recommend the fix order before quoting a build.