Is this for brokerages or individual agents?

Both can benefit, but the best fit is usually a team or agency where leads, listings, showings, and transaction tasks pass between multiple people.

Can this work with our CRM?

Usually yes. We start by mapping your current CRM, forms, calendar, email, and lead sources before recommending any new platform.

Where should a real estate agency start?

Start with speed-to-lead, showing coordination, listing launch tasks, or transaction handoffs. Those workflows are easy to measure and often expose the biggest revenue leaks.

Will AI send messages directly to clients?

Only where it makes sense. Many workflows start with approved first responses, AI-drafted reminders, or internal summaries that agents review before sending, especially for pricing, listing, Fair Housing-sensitive, or negotiation-related communication.

How do you keep real estate AI from creating generic or inaccurate content?

We design around source data, brokerage-approved language, CRM context, and human approval points. AI can draft, summarize, route, and remind, but listing details, compliance-sensitive language, and relationship decisions stay reviewable by the team.

🏡Real Estate Agencies

Respond Faster. Prepare Cleaner. Keep Deals Moving.

Business Ops Forge helps real estate teams recover staff time with missed-call text back, contract production support, research packets, comparative analysis, and transaction handoffs.

See the three plans See Use Cases

Six jobs, one team

Each agent has one job. Together, they keep the daily work moving.

Website Chatbot

Answers the site, captures the lead, books the estimate — including after hours, when most calls go to voicemail.

All plans

Website Agent

Keeps the site current: new services, changed hours, a broken form. Things that used to wait for a developer.

Forge and Foundry

Sales/CRM Agent

Scores new leads, tracks every open quote, keeps the pipeline clean. You see who to call back, and nothing lives in someone's memory.

Forge and Foundry

Marketing Agent

Weekly content, review requests after the job, reactivation of cold leads, and a straight answer on what to charge.

Foundry

SEO/AEO/GEO Agent

Keeps you visible in Google and cited when someone asks ChatGPT or Perplexity who to call.

Foundry

AI Chief Operating Officer

A daily digest of what moved, what stalled, and where the bottleneck is. The manager's view without the manager.

Foundry

What We Automate

AI Use Cases

Missed-Call Text Back

Capture buyer, seller, valuation, and showing inquiries from missed calls, forms, ads, and portals, then trigger fast follow-up before the lead goes cold.

Faster response to new opportunities

Contract Production Support

Turn deal details into a reviewable template draft, missing-field list, and next-step checklist while the agent or broker keeps final control.

Less document prep time

Research Packets

Summarize property facts, neighborhood context, buyer or seller needs, and key questions before calls, showings, listing meetings, or negotiations.

Faster meeting prep

Comparative Analysis

Prepare property comparisons and pricing considerations from source data so the agent starts with a draft instead of a blank spreadsheet.

Cleaner client conversations

Transaction Coordination Support

Summarize status, flag missing items, and remind the team about deadlines while keeping agents and coordinators in control.

Less deadline-chasing

Brokerage-Aware Guardrails

Use approved message templates, review checkpoints, and Fair Housing-aware content boundaries so AI supports the workflow without publishing unchecked client-facing copy.

Faster work without AI slop

Decision table

Business Ops Forge vs real estate CRM-only automation.

Vs hiring an assistant

Recover speed-to-lead, showing coordination, listing task, and transaction handoff capacity before adding payroll.

Vs a generic chatbot

Keep relationship-sensitive, pricing, negotiation, and Fair Housing-sensitive messages in a reviewable workflow.

Vs CRM-only automation

Build the lead response, follow-up, research packet, and transaction workflows that keep deals moving.

Common Questions

Frequently Asked Questions

Pricing

Three plans. One custom build.

One setup fee, one flat monthly rate — or a custom quote for a full platform build. Swipe to compare.

Best Value

Foundry

For one ready to run leaner with AI doing the routine work.

$799/mo

$3,000 setup · 12-month agreement

Everything in Forge
Marketing Agent — content & campaigns
SEO/AEO/GEO Agent — Google + AI answers
AI COO — daily digest & bottlenecks

6 AI agents on staff — your full team

Talk Through Foundry

Live in 10 business days, or the setup fee is free.

Setup fee and monthly rate apply to a signed 12-month agreement. Additional Custom Agents beyond a plan's included roster are available a la carte on Forge and Foundry.