
Andrea C.
Real Estate Automation Specialist
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
For brokerages, teams and investors. Placed within a week, working inside the CRM you already run.
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.
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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.
Every portal lead answered within minutes, around the clock.
From signed listing to live marketing without touching Canva.
Every deadline tracked and every party reminded automatically.
One specialist, one flat price, and every workflow they build belongs to you.
A dedicated specialist covering your market hours, including the evenings and weekends when portal leads actually arrive.
No setup fee. No contract. Stop whenever you want.
Never scoped, never billed per project. The backlog just keeps moving.
Everything is built in your own tools. Cancel and it all keeps running.
A short Friday note on what was automated this week and the hours it saves you.
Academy-trained, background-checked, least-access credentials.
| Delegated AI specialist | Freelance consultant | Automation agency | Doing it in-house | |
|---|---|---|---|---|
| What you pay | One flat monthly rate for 20 hours a week | $75 to $150 an hour | A project fee, then a retainer | An ISA salary, or your evenings |
| Knows real estate | Placed from brokerage and transaction backgrounds | Depends entirely who you get | Sometimes, on the senior accounts | You do |
| First workflow live | Week one | After scoping and a signed statement of work | After discovery and onboarding | Between showings, eventually |
| Works in your CRM | Follow Up Boss, kvCORE, Sierra, LionDesk, whatever you run | If they have used it before | Often only their supported stack | Yes |
| Changes in season | Included, a new build every week | Billed by the hour | Quoted as a new project | Postponed until it is quiet |
| If you stop | Every workflow keeps running in your accounts | You inherit whatever is documented | Access can end with the contract | Nothing 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.
Your specialist comes AI-trained and fully fluent in:
Wednesday 6:48 AM
Friday 9:26 AM
Tuesday 4:41 PM
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 clientOur 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 clientA 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 clientRent reminders, lease renewals and maintenance follow-ups run themselves now. My property management inbox finally went quiet.
Tom H.Investor, 40 doorsVerified clientMonth-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.
Thirty minutes on where deals leak: lead response, listing prep, or the closing file.
Within a week you interview a specialist who already knows your CRM and your transaction stack.
Speed to lead usually goes live first, in week one. Another workflow every week after.
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
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.
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.
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.
Yes. Follow Up Boss, kvCORE, Sierra, LionDesk, HubSpot or a spreadsheet: your specialist builds around whatever your team already runs.
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.
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.
No. You describe the outcome and approve the plan. Your specialist picks the tools and builds it.
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.
Every specialist signs an NDA and works on least-access credentials. Data security is part of their Academy training.
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.
It is month-to-month with no setup fee, so you can stop anytime. If the fit is wrong we replace your specialist free.
Thirty minutes on your messiest week. The three workflows worth automating first are yours to keep either way.