Case study · Real-estate brokerage
Composite independent brokerage — under 10 agents, solo broker-owner.
Community intel puts brokerages at roughly ~$1M+/year lost on the 2-hour lead-response window — that anchor is why this engagement was scoped. The numbers below are before / after for a composite independent real-estate brokerage (under 10 agents, solo broker-owner), not a named real client.
$500–$5,000 / month retainer · $3K–$15K setup · no offshore reselling
Composite independent real-estate brokerage, under 10 agents, solo broker-owner. 2-hour lead-response window = lost brokerage commissions.
Before / after
Four numbers, on a composite independent brokerage.
The readings below are composite shapes drawn from community intel — they describe the arc of the engagement, not a real named client. Treat the before column as the starting position and the after column as where the engagement lands once the four automations below are wired in.
Lead-response time on portal enquiries
~38s
Before: ~2h median to first human reply
Lead-intake chatbot + 90-second SMS escalation lane closes the window the next brokerage uses to win the buyer.
Weekend-showing confirmations captured
~9/10
Before: ~1 in 5 confirmations on Sat/Sun
Weekend SMS confirmation flow books straight into the agent’s calendar and keeps the buyer’s showing slot from going to voicemail.
Lead-to-claim rate inside the portal
~7%
Before: ~40% of inbound leads unclaimed at 4h
Scored-routing assignment to the agent whose speciality matches the listing, plus a logged escalation lane when nobody claims the lead.
Post-close review requests delivered
~25 / mo
Before: ~0 / month
Closed-deal flag in the brokerage CRM fires a one-tap review SMS at +2h, single nudge at +72h if unanswered.
Composite independent real-estate brokerage, under 10 agents, solo broker-owner. 2-hour lead-response window = lost brokerage commissions. Figures are composite narrative, not invented per-client facts.
What we shipped
Four automations, wired into the stack the brokerage already lives in.
Each automation lands inside the brokerage CRM or the portal + agent-calendar tooling the team already pays for — no new platform, no parallel inbox, no junior-producer handoff in week three. The run-down below is composite narrative for the cohort of independent brokerages this case study describes.
Triggers
- New portal enquiry
- After-hours web lead
Channels
- Web widget
- SMS
Stack
- CRM lead record with listing attached
Triggers
- Inbound portal lead
- +90s gap to first human reply
Channels
- First-touch SMS
- Broker-owner escalation lane at +4m if unclaimed
Stack
- Agent speciality table
- Claim-log
Triggers
- Showing scheduled on Sat/Sun
- T-1d and T-2h countdowns
Channels
- SMS with confirmation
- One-tap reschedule link
Stack
- Agent calendar
- Quiet-hours + opt-out flag respected
Triggers
- Deal flag in CRM marked closed
Channels
- SMS at +2h with one-tap review link
- One nudge at +72h if unread
Stack
- CRM transaction log
Composite independent real-estate brokerage, under 10 agents, solo broker-owner. 2-hour lead-response window = lost brokerage commissions. Triggers, channels, and stack describe the engagement shape, not a real named brokerage.
Talk to the founder
If your enquiries sit unclaimed past 4 minutes, it’s worth a call.
One call, thirty minutes. If we’re not the right fit we’ll say so and point you at someone who is — same conversation the rest of the site promises.