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What does a real estate automation specialist do? Runs your leads, listings and closings for you.

For brokerages, teams and investors. Placed within a week, working inside the CRM you already run.

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★★★★★4.9 from 135+ businesses

Andrea C.

Real Estate Automation Specialist

4.98 yrs experience

Eight years in brokerage operations. Builds Claude agents that answer every portal lead in minutes and keep Follow Up Boss spotless.

  • Claude
  • Follow Up Boss
  • Zapier
  • Make

Maria GomezContent Writer, Delegated AIWrites Delegated AI's guides on automation and delegation.

A real estate automation specialist builds the workflows that answer portal leads, launch listings and track contract deadlines without an agent doing it by hand. They work inside Follow Up Boss, kvCORE, Dotloop and the tools a brokerage already runs, wiring AI in where a reply or a description has to be written.

Last updated

48h
To your specialist placed
20+
Hours handed back weekly
$0
Setup fees, ever

Why does the software you already pay for go unused?

You bought the licenses. Your CRM holds three thousand leads nobody has touched since March. And after every closing, someone you pay well still retypes the same file into five systems.

A portal lead that waits an hour for a reply is usually somebody else's client by the evening, and the lead cost is spent either way.

  1. Step 1 of 5: Zillow lead
  2. Step 2 of 5: Claude qualifies
  3. Step 3 of 5: Text + email sent
  4. Step 4 of 5: Showing booked
  5. Step 5 of 5: CRM updated
Zillow leadClaude qualifiesText + email sentShowing bookedCRM updated

What gets automated first?

Speed to lead

Every portal lead answered within minutes, around the clock.

  1. Step 1 of 4: New Zillow lead
  2. Step 2 of 4: Claude qualifies
  3. Step 3 of 4: SMS + email sent
  4. Step 4 of 4: Showing booked
New Zillow leadClaude qualifiesSMS + email sentShowing booked

Listing launch

From signed listing to live marketing without touching Canva.

  1. Step 1 of 4: Listing signed
  2. Step 2 of 4: MLS data pulled
  3. Step 3 of 4: Description written
  4. Step 4 of 4: Posts scheduled
Listing signedMLS data pulledDescription writtenPosts scheduled

Contract to close

Every deadline tracked and every party reminded automatically.

  1. Step 1 of 4: Under contract
  2. Step 2 of 4: Timeline built
  3. Step 3 of 4: Parties reminded
  4. Step 4 of 4: Docs collected
Under contractTimeline builtParties remindedDocs collected

What is included with an AI Automation Specialist for Real Estate?

One specialist, one flat price, and every workflow they build belongs to you.

20 hours a week, on your team's clock

A dedicated specialist covering your market hours, including the evenings and weekends when portal leads actually arrive.

Month-to-month

No setup fee. No contract. Stop whenever you want.

Unlimited builds

Never scoped, never billed per project. The backlog just keeps moving.

Your accounts, your property

Everything is built in your own tools. Cancel and it all keeps running.

Weekly build report

A short Friday note on what was automated this week and the hours it saves you.

Vetted and NDA-bound

Academy-trained, background-checked, least-access credentials.

How does this compare to a consultant or an agency?

AI Automation Specialist for Real Estate compared with a freelance consultant, an automation agency, and building the automations in-house.
Delegated AI specialistFreelance consultantAutomation agencyDoing it in-house
What you payOne flat monthly rate for 20 hours a week$75 to $150 an hourA project fee, then a retainerAn ISA salary, or your evenings
Knows real estatePlaced from brokerage and transaction backgroundsDepends entirely who you getSometimes, on the senior accountsYou do
First workflow liveWeek oneAfter scoping and a signed statement of workAfter discovery and onboardingBetween showings, eventually
Works in your CRMFollow Up Boss, kvCORE, Sierra, LionDesk, whatever you runIf they have used it beforeOften only their supported stackYes
Changes in seasonIncluded, a new build every weekBilled by the hourQuoted as a new projectPostponed until it is quiet
If you stopEvery workflow keeps running in your accountsYou inherit whatever is documentedAccess can end with the contractNothing changes

The consultant and agency columns describe how those engagements are usually structured, not any one firm. Your own quote is confirmed on the intro call.

Which tools does your specialist work in?

Your specialist comes AI-trained and fully fluent in:

Follow Up BossZillowZapierMaken8nClaudeChatGPTGmailGoogle Calendar
DocuSignDotloopkvCORECalendlySlackOpenPhoneGoogle SheetsMailchimpCanva

What do clients say the week it goes live?

Priya N.

Wednesday 6:48 AM

the zillow routing went live monday night
two showings booked before anyone on my team opened their laptop. one lead came in at 10:50pm 😳
That's the after-hours rule working.Delivered
my listing agent asked which ISA we hired 😂
Managing Broker
Curtis B.

Friday 9:26 AM

signed a listing at 9. description, the three social posts and the flyer were done by 9:20 🤯
All of it off the one MLS entry you filled in.Delivered
that was my whole friday afternoon before this
Team Lead, 9 agents
Renee M.

Tuesday 4:41 PM

no missed deadlines this month. not one
first time since i started here 🙌
The timeline builds itself the moment a file goes under contract, and every party gets chased on schedule.Delivered
Transaction Coordinator

What results do clients report?

★★★★★
Every inquiry gets a reply in under two minutes now, day or night. We were losing weekend leads to whoever answered first. That stopped in the second week.
Melissa R.Managing BrokerVerified client
★★★★★
Our Zillow leads used to sit until after showings. Now they're texted, qualified and on the calendar before I'm back in the car.
Derek W.Team Lead, 12-agent teamVerified client
★★★★★
A new listing used to eat a whole afternoon. The description, the posts, the flyer, all of it is done before the sign is in the yard.
Susan T.Broker and OwnerVerified client
★★★★★
Rent reminders, lease renewals and maintenance follow-ups run themselves now. My property management inbox finally went quiet.
Tom H.Investor, 40 doorsVerified client

Is there a contract or any lock-in?

Month-to-month, cancel whenever you want. If your specialist is not the right fit, we replace them free. And every workflow lives in your own accounts, so it stays yours either way.

How long until the first automation is live?

  1. Map

    Thirty minutes on where deals leak: lead response, listing prep, or the closing file.

  2. Match

    Within a week you interview a specialist who already knows your CRM and your transaction stack.

  3. Ship

    Speed to lead usually goes live first, in week one. Another workflow every week after.

How much does an AI Automation Specialist for Real Estate cost?

One flat fee.

Your dedicated AI Automation Specialist for Real Estate, 20 hours a week. Every build, every revision and every hour is included, however many workflows you get through.

Month-to-month. No setup fee. Cancel anytime and keep every workflow.

5

How many new clients do you take on?

Every specialist is matched by hand to your stack, your tools and your timezone, which caps how many businesses we can start properly. When this month is full, the next start date is the following month.

How do you get started?

Thirty minutes. Bring your messiest week. You leave with the three workflows worth automating first, sequenced and yours to keep. If we're a fit, your specialist starts within a week.

What else do people ask before hiring?

What can a real estate automation specialist automate?

Portal lead routing and speed-to-lead replies, showing coordination, listing launches and marketing collateral, transaction deadlines and document chasing, CRM hygiene, and rent, renewal and maintenance reminders on the property management side. The intro call maps which of those is costing your team the most.

Does this work with my CRM?

Yes. Follow Up Boss, kvCORE, Sierra, LionDesk, HubSpot or a spreadsheet: your specialist builds around whatever your team already runs.

Can it reply to Zillow and Realtor.com leads?

Yes, and that is usually the first build. The lead lands, gets qualified, and gets a text and an email inside a couple of minutes at any hour, then books itself onto the right agent's calendar. Nothing waits for someone to come out of a showing.

Is an automated reply allowed under my brokerage rules?

Automations send from your systems under your brand, and your specialist sets the disclosure and opt-out language your brokerage and state require. Anything that needs a licensed opinion is routed to an agent rather than answered.

Do I need to be technical?

No. You describe the outcome and approve the plan. Your specialist picks the tools and builds it.

What happens during a slow season?

The hours move to whatever matters that month: past-client nurture, database cleanup, listing presentation templates, or the transaction workflows you never had time to build while the market was busy.

How do you handle client data?

Every specialist signs an NDA and works on least-access credentials. Data security is part of their Academy training.

What if I don't have 20 hours of automation work?

Most brokers say that before the call and find ten hours of weekly busywork during it. Building is front-loaded too, so once a workflow is live those hours move to the next one rather than going unused.

What if it is not working out?

It is month-to-month with no setup fee, so you can stop anytime. If the fit is wrong we replace your specialist free.

Start with the plan.

Thirty minutes on your messiest week. The three workflows worth automating first are yours to keep either way.

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