Plan 01 · Always Open
Group 1
Always On
Every inbound lead, call, DM and inquiry responded to in under 60 seconds. 24/7. No buyer or seller ever reaches voicemail.
⚡ Both✦ TM
Answering Machine™
Responds to every Zillow, Realtor.com, website, and direct call inquiry in under 60 seconds. Personalises each reply, qualifies intent, and books a follow-up.
💡 9× higher conversion rate when response is under 5 minutes — HubSpot
⚡ Both✦ TM
Front Desk™
Handles all routine inbound questions so you’re only interrupted for conversations that actually need you. Service area, pricing, availability, listing details all handled automatically.
💡 Eliminates 8–12 hrs/week of routine inbox management
⚡ Both
After-Hours Capture Agent
Captures every inquiry nights, weekends, and holidays. Qualifies intent, sets expectations, and queues a morning callback with full context so you’re prepared before the first ring.
💡 47% of serious buyer inquiries happen outside business hours — NAR 2025
⚡ Both
WhatsApp CRM Sync Agent
Captures all WhatsApp client conversations at end of day. Logs contact notes, commitments, and follow-up actions directly to your CRM. Nothing falls through the cracks between platforms.
💡 All client conversations unified in one system automatically
⚡ Both
Inquiry Triage Agent
Classifies every inbound message by intent and urgency. Prioritises your morning queue so you always call the most valuable lead first — hot buyer, seller inquiry, referral, cold.
💡 High-value leads surfaced to top of queue every morning automatically
⚡ Both
Lead Response 24/7 Agent
Maintains an active conversation with every new lead for the first 72 hours — follow-up texts, email sequences, scheduling prompts — until they book a call or go cold.
💡 78% of deals go to the first agent who follows up within 72 hours consistently
Plan 05 · Listing & Social Content
Group 2
Listings & Content
The Broadcaster™ posts to Instagram, TikTok, YouTube, Facebook and LinkedIn automatically. Listing descriptions in 2 minutes. Market updates, just listed/sold, open house promos — all handled.
⚡ Both
Property Content Engine
Generates MLS-ready listing descriptions from property details and photos in under 2 minutes. Tone matched to your market. Includes social caption and SEO headline versions.
💡 2-min write-up vs 45-min manual average
⚡ Both✦ TM
The Broadcaster™
Auto-posts to Instagram, TikTok, YouTube Shorts, Facebook, and LinkedIn at peak engagement windows. Schedules weeks ahead. Top agents generate 40–60% of leads from consistent content.
💡 8–12 hrs/week of manual posting eliminated
🏠 Res
Virtual Tour Script Agent
Generates room-by-room virtual tour scripts from listing details. Formatted for Matterport narration, YouTube voiceover, or Instagram Reels. Includes key selling points and neighbourhood highlights.
💡 Professional video tours without a videographer or scriptwriter
🏠 Res
Open House Follow-Up Agent
Every open house sign-in gets a personalised follow-up within 2 hours. Routes hot buyers to immediate callback. Cold leads enter a 30-day nurture automatically.
💡 23% of open house sign-ins convert to appointment with structured follow-up
⚡ Both
Market Update Broadcaster
Generates weekly market update posts formatted for email newsletter, social post, and LinkedIn article. Keeps your database engaged between transactions.
💡 Consistent market commentary positions you as the area expert
⚡ Both
Just Listed / Just Sold Agent
Generates listing announcement and sold posts automatically when a property goes active or closes in your CRM. Posted at optimal time without any action from you.
💡 Every closing becomes a social proof asset automatically
🏠 Res
Open House Promotion Agent
Creates and schedules all open house promotional content across social, email, Nextdoor, and Google Business automatically when an open house is logged in your calendar.
💡 Full multi-channel open house promotion in minutes instead of hours
🏠 Res
Neighbourhood Spotlight Agent
Generates monthly neighbourhood content formatted for Instagram carousel, email, and blog post. Establishes you as the hyperlocal expert in your farm area.
💡 Hyperlocal content generates 3× more engagement than generic listing posts
Plan 03 · Lead Acquisition Engine · Residential
Group 3
Lead Generation
First Contact™ responds before any competitor. Expired listings, pre-foreclosures, and geographic farms worked automatically. 12-month nurture sequences convert cold leads without manual effort.
🏠 Res✦ TM
First Contact™
The first agent to respond wins. First Contact™ sends a personalised, qualified response to every new lead within 60 seconds — before any competitor can pick up the phone.
💡 Average: 3 additional closings/year from speed advantage alone
🏠 Res✦ TM
Follow-Through™
12-month nurture sequence for every lead who doesn’t convert immediately — personalised market updates, rate alerts, and new listings matching their criteria. Runs entirely without intervention.
💡 80% of leads convert between months 3 and 12 — not in week 1
🏠 Res
Expired Listing Agent
Identifies expired listings daily and sends personalised outreach within hours of expiry. Acknowledges the frustration, offers a fresh perspective without sounding like every other agent who called that day.
💡 Expired listing conversion rate 3.2% vs 0.4% for cold calls with AI personalisation
🏠 Res
Pre-Foreclosure Finder
Monitors county records for Notice of Default filings. Identifies homeowners in pre-foreclosure 60–90 days before any public listing. Sends compassionate personalised outreach with a clear path forward.
💡 Pre-foreclosure contacts have 2× higher listing conversion rate than cold outreach
🏠 Res
Geographic Farm Agent
Systematically works your farm area — monthly market updates, anniversary outreach for homeowners, and turnover alerts when a neighbour lists. Builds dominant market share over time.
💡 Agents with a consistent farm area close 40% more listings in that zip code
⚡ Both
Sphere of Influence Reactivation
Identifies contacts in your CRM who haven’t heard from you in 6+ months and drafts a personalised check-in for your approval. Individual messages that feel personal because they reference specific history.
💡 Your warmest leads are people you already know but haven’t called in 12 months
⚡ Both
12-Month Nurture Agent
Structured 12-month touchpoint sequence for every lead who doesn’t convert — rate alerts, new listings, market updates, and timely check-ins. Runs entirely without intervention.
💡 Agents using structured nurture sequences close 2.4× more leads over 12 months
⚡ Both
Investment Property Scout
Identifies off-market investment opportunities matching your investor clients’ criteria — cap rate range, asset class, geography, price point. Weekly shortlist with property details and financial summary for your review.
💡 Off-market deals close at 8% lower price and 14 days faster than MLS-listed equivalents
Plan 04 · Referral & Network Engine · ★ Most Valuable
Group 4
Referrals & Network
ReferralDesk™ collects every outgoing referral fee. The Connector™ reactivates your sphere. The Ambassador™ turns past clients into active referral advocates. Collection rate: 61% → 97%.
⚡ Both✦ TM
ReferralDesk™ Portal
Branded mobile-first portal — past clients submit referrals in 60 seconds from their phone. No app download. Works from a text link. Every submission instantly enters your pipeline with full contact details.
💡 $31,400 average recovered year one in previously uncollected referral fees
⚡ Both✦ TM
The Connector™
Monitors your past client database for referral-ready signals — job changes, anniversaries, social activity about moving. Drafts a personalised check-in for your approval at exactly the right moment.
💡 2 additional referral deals per year from systematic sphere activation
⚡ Both
Fee Agreement Agent
The moment a referral is logged, a fee agreement is generated from your template — pre-populated with agent names, agreed percentage, and deal details. Sent for DocuSign before any showing. No more handshake deals.
💡 100% of outgoing referrals now have a signed agreement on file before first showing
⚡ Both
Commission Payment Trigger
Deal closes via Dotloop/SkySlope sync → exact commission calculated from signed agreement → payment request sent with agreement attached. Day 7 reminder. Day 14 formal request. Day 21 broker escalation.
💡 Collection rate: 61% without a system → 97% with Commission Trigger
⚡ Both✦ TM
The Ambassador™
90-day post-close sequence for your top 20 past clients: Week 1 thank-you → Month 1 market update → Month 3 home value report → Month 6 referral ask. By month 6 they think of you first.
💡 3× more referrals from past clients with structured 90-day sequence
⚡ Both
Agent-to-Agent Referral Agent
Tracks all incoming and outgoing agent referrals in a live pipeline. Both agents notified at every milestone. Incoming referrals acknowledged within 2 hours. Outgoing referrals tracked until closed and paid.
💡 Nothing falls through the gap between 'I sent you a client' and 'we closed last month'
⚡ Both
Builder & Professional Partner Agent
Manages referral relationships with mortgage brokers, attorneys, financial planners, inspectors, stagers, and builders. Tracks referrals sent and received per partner. Monthly value touchpoints keep relationships warm.
💡 Professional partner referrals are 4× more likely to convert than cold internet leads
⚡ Both
Referral Thank-You & Gift Agent
Referral submitted → automatic thank-you within 1 hour. Referral closes → personalised note plus gift trigger via Sendoso or Amazon. Referral sources who feel appreciated refer again.
💡 Clients who receive a post-close gift refer 68% more often in year two
Plan 06 · Deal & Proposal Engine · Commercial Primary
Group 5
Deal Intelligence
LOIs in 5 minutes. Comp reports in 3 minutes. ProForma models automated. Every 4–8 hour proposal task becomes a 5-minute review — freeing brokers to originate more deals.
🏛 Com✦ TM
LOI Engine™
Generates a fully populated Letter of Intent in under 5 minutes from deal parameters. Formatted to market standard. Attorney-review ready. Tracks all versions.
💡 LOI time: 4.5 hrs → 5 min. 280 broker hours recovered per year at Hartwell Commercial Group
🏛 Com✦ TM
CompIQ™
Pulls comparable transaction data from CoStar, LoopNet, and your internal deal history. Formats into a client-ready comp report in 3 minutes with market narrative and pricing guidance.
💡 Comp report time: 3.8 hrs → 3 min. Proactive comp sharing becomes a prospecting tool
🏛 Com✦ TM
ProForma™
Builds investment property financial models from cap rate, NOI, purchase price, financing assumptions, and exit strategy. PDF-formatted ProForma in under 10 minutes. Supports multifamily, office, retail, and industrial.
💡 ProForma time: 5.2 hrs → 8 min. Investor clients receive models same-day
🏠 Res
CMA Agent
Generates Comparative Market Analysis reports from MLS data, recent solds, and active competition. Seller-ready PDF with pricing recommendation formatted for listing presentation use.
💡 CMA production: 2 hrs → 8 minutes. Show up to every listing appointment prepared
🏛 Com
Comp Runner Agent
Pulls recent lease comps for a specific submarket and property type on demand. One-page summary with key metrics — rent PSF, TI, term, concessions — ready to share minutes after the initial call.
💡 Send relevant market data to a prospect within 1 hour of first conversation
🏛 Com
Motivated Seller Scorer
Analyses publicly available signals to score commercial properties by seller motivation. Surfaces the best off-market acquisition targets in your submarket 60–90 days before they formally list.
💡 Identify motivated sellers before they approach another broker
🏛 Com
Deal Analyzer
Runs rapid investment analysis on any potential acquisition — current income, vacancy, operating expenses, projected returns at different financing structures. Identifies deal viability in 5 minutes.
💡 Preliminary deal viability in 5 minutes — filter pipeline before investing research time
🏛 Com
Pipeline Intelligence Agent
Monitors your entire deal pipeline for stall signals — no activity in 7 days, counterparty going quiet, due diligence deadlines approaching. Alerts you before a deal dies from neglect.
💡 40% of dead CRE deals die from inattention, not disagreement — CBRE study
Plan 02 · Reputation Command
Group 6
Reputation
The Shield™ monitors Google, Zillow, Realtor.com, and CoStar 24/7. One unanswered negative review costs an average of 22 potential buyer inquiries.
⚡ Both✦ TM
The Shield™
24/7 monitoring of Google Business, Zillow, Realtor.com, CoStar, Yelp, and Facebook reviews. Root-cause classification of every review. Personalised response drafted for your approval within minutes.
💡 One unanswered 1-star review costs an average of 22 buyer inquiries — BrightLocal 2025
⚡ Both✦ TM
Pulse Check™
Sends a post-close NPS survey 7 days after every closing. Routes happy clients to a review request. Routes unhappy clients to you privately before they post publicly.
💡 Agents using post-close NPS collect 4× more reviews per year
⚡ Both
Review Amplification Agent
When a new positive review is posted, it’s automatically shared as a testimonial graphic across your social platforms, added to your email signature rotation, and flagged for listing presentations.
💡 Social proof shared consistently increases inbound lead conversion by 28%
⚡ Both
Platform Monitor Agent
Monitors all platforms for mentions of your name, brokerage, or listed properties. Surfaces any mention within hours so you can respond before it escalates.
💡 Online reputation issues identified and addressed before they compound
⚡ Both
Crisis Alert Agent
Detects unusual patterns — multiple negative reviews in a short window, coordinated attack, or viral negative post — and sends an immediate alert with a recommended response strategy.
💡 Reputation crises resolved in hours instead of weeks when detected early
Plan 08 · Forecast & Intelligence
Group 7
Market Intelligence
GCI forecasting, rate alert automation, days-on-market triggers, competitive intelligence, and absorption rate analysis. Your business on dashboard every morning before your first call.
⚡ Both
GCI Forecast Agent
Tracks your gross commission income against monthly and annual targets. Models seasonal patterns, current pipeline probability, and projected close dates. Flags when you’re trending behind target with 6 weeks of lead time.
💡 Agents using GCI forecasting close 18% more deals by acting on pipeline gaps 6 weeks earlier
⚡ Both
Rate Alert Agent
When mortgage rates drop by a configurable threshold — sends personalised alerts to your buyer leads and past clients with a 'what this means for your purchasing power' message drafted for your review.
💡 Rate drop events are the highest-converting outreach moment in residential real estate
⚡ Both
Days-on-Market Alert Agent
Monitors your active listings and flags when any property crosses a configurable DOM threshold. Alerts with a suggested action — price adjustment, new content push, or targeted buyer outreach.
💡 Listings addressed at 21 DOM sell for 3.4% more than those left to stagnate
⚡ Both
Competitive Intelligence Agent
Monitors competitor listings, pricing changes, new market entries, and marketing activity in your submarket. Weekly digest keeps you informed without manual research.
💡 Competitive awareness saves an average of 4 hrs/week of manual market monitoring
⚡ Both
Absorption Rate Agent
Calculates current absorption rate for your target market weekly. Generates a client-ready one-paragraph market summary for buyer/seller conversations and listing presentations.
💡 Agents who lead with market data win 40% more listing presentations — T3 Sixty 2025
⚡ Both
Price Reduction Trigger Agent
Monitors your listing pipeline and flags properties where market data suggests a price adjustment is needed before the DOM clock becomes a problem. Generates a data-backed recommendation for the seller conversation.
💡 Proactive price adjustments at 14 DOM result in 8% higher final sale price than reactive ones at 45 DOM
⚡ Both
Neighbourhood Market Report Agent
Generates a monthly neighbourhood market report for your primary farm area distributed automatically to your database. Always current, always accurate.
💡 Monthly market reports generate 3× more listing appointments per year in the farm area
⚡ Both
Sphere Trigger Agent
Monitors LinkedIn and public signals for life events in your sphere — job changes, relocations, growing families, retirements. Surfaces the right people at the right moment with a suggested outreach message drafted for your approval.
💡 Timing your outreach to a life event doubles response rate vs generic check-ins
Plan 07 · Operations & Retention
Group 8
Operations & Retention
OwnerDesk™ keeps landlord clients from calling constantly. Lease expiration win-back, post-close onboarding, contract generation, escrow tracking, hiring, and tour coordination all automated.
🏛 Com✦ TM
OwnerDesk™
Sends automated weekly property performance reports to landlord and owner clients — occupancy, rent collection, maintenance updates, market context. Owner client calls dropped from 14/week to 2/week at Hartwell Commercial Group.
💡 Owner client calls: 14/week → 2/week. 12 hours of broker time returned per week
🏛 Com
Lease Expiration Win-Back Agent
Monitors your tenant client database for leases expiring in the next 12, 9, and 6 months. Initiates renewal conversations at each threshold with market data and renewal options.
💡 Average: 2–3 additional lease renewals per year per broker
⚡ Both
Post-Close Onboarding Agent
Structured post-close sequence for every buyer and seller — 24hr congratulations, day 7 moving checklist, day 30 check-in, day 90 settling touchpoint, year 1 anniversary. Turns one-transaction clients into repeat and referral clients.
💡 Clients who receive post-close follow-up refer 3× more often in year two
⚡ Both
Contingency & Escrow Tracker
Monitors all active contracts for contingency deadlines — inspection, financing, appraisal, due diligence. Sends alerts to all parties 48 hours before every deadline.
💡 Missed contingency deadlines cost an average $18,000 in deal loss or legal exposure
⚡ Both
Contract Agent
Generates standard real estate contracts, addenda, and disclosure documents from templates pre-populated with deal parameters. E-signature routing to all parties. Filed and tracked.
💡 Contract production: 1.5 hrs → 10 minutes. E-signature collected same day
⚡ Both
Hiring Agent
Buyer’s agent, listing coordinator, transaction manager, office administrator — job descriptions written, posted to real estate job boards, and applications screened against your criteria.
💡 18 hrs saved per hire. Teams get better candidate shortlists faster
⚡ Both
Tour Coordinator Agent
Manages all showing requests, schedules tours across multiple properties, confirms with all parties, sends pre-tour property summaries to buyers, and handles last-minute rescheduling automatically.
💡 Tour scheduling admin eliminated — 3–5 hrs/week returned to agents
⚡ Both
Client Anniversary Agent
Sends personalised home purchase anniversary messages to every past client every year — including a current home value estimate and market context. Keeps you top of mind for the next transaction and every referral in between.
💡 Annual anniversary outreach generates 1.8 referrals per 10 past clients per year
⚡ Both
Vendor Coordination Agent
Manages all vendor relationships — photographers, stagers, inspectors, cleaners, and contractors. Schedules appointments, confirms bookings, follows up on deliverables, and flags delays before they affect listing timelines.
💡 Vendor coordination admin: 4–6 hrs/week eliminated per active listing
