Real Estate & Brokerages
Point tools like your CRM and dialer solved yesterday's problem. The deals and hours a brokerage actually loses hide in slow lead response and the contract-to-close chase.
In one line
In a brokerage, the money leaks in two places nobody has time to watch. The first is the minutes after a lead comes in: the agent who replies first usually wins, but your team is showing homes, at a closing table, or asleep, so a portal lead sits for hours and goes to whoever answered faster. The second is everything after a contract is signed — the deadlines, disclosures, inspections, and signatures that a coordinator chases by hand across dozens of live deals at once. Neither is a technology problem. It's a there-are-only-so-many-hours problem.
Point tools were supposed to fix this, and for a while they do. A CRM stores your leads, a dialer works a list, a transaction platform holds your documents. But those tools solve one slice each, and a growing team quickly outgrows the seams between them. The CRM doesn't answer a lead in fifteen seconds at 9pm on a Saturday. The dialer doesn't know which of your five-year-old past clients is quietly getting ready to move. The transaction platform stores the deadline but won't chase the lender who's late on it. The work that falls through those gaps is exactly the work that costs deals.
This is the wedge Plenaura builds into. Not another SaaS seat competing with the tools you already run, but custom automation that sits on top of them and does the specific chasing your team can't get to — a first-responder agent trained on your brokerage's own playbook, an agentic contract-to-close assistant that watches every deadline and drafts the nudge, listing copy and disclosure QA that flags fair-housing risk for a human, and reactivation that mines your database for the contacts actually showing signals to move. We build on your data and your process, not a generic model from someone else's market.
The result is a brokerage that responds like it has a night-shift ISA team and a coordinator who never forgets a date — without adding headcount for either. Leads get a real answer in seconds, deals move to close with fewer things slipping, and a database that was quietly going cold turns back into pipeline. And because you own the code, the models, and the automations outright, deployed against the tools you already pay for, there's no per-seat platform fee scaling against you and no vendor holding your operation hostage as you grow into new markets.
What we can build for Real Estate
Speed-to-lead response agents
A first-responder that answers every inbound lead in seconds — across your website, portals, and forms — qualifying and booking on your brokerage's own scripts and data, day or night. It behaves like an always-on ISA so the fast answer that wins the deal never depends on which agent happened to be free.
Long-term lead nurture
Automated, personalized follow-up for the leads that won't transact this month but will this year — sequenced on real behavior and timing rather than a generic drip. It keeps your name in front of slow-cooking prospects on your data, so nurture stops being the thing everyone means to do and never does.
Transaction-coordination automation
An agentic contract-to-close assistant that tracks every deadline, contingency, disclosure, and signature across all your live deals, then chases the right party — agent, lender, title, client — before anything slips. It turns the manual checklist a TC juggles in their head into a system that watches dozens of deals at once.
Listing content + compliance QA
Drafts listing copy in your voice and runs it through fair-housing-aware checks, flagging risky language and incomplete disclosure packets for a human to review. It's built to give your team a fast, safer first draft and catch obvious gaps — never to guarantee legal compliance or approve anything without a person.
Database & SOI reactivation
Mines your past clients and sphere of influence for the contacts actually showing signals to move, then drafts the outreach to re-engage them. Instead of a CRM full of names nobody has time to work, you get a short, ranked list of who to call this week and a message ready to send.
Comp & market-intelligence support
Pulls, filters, and organizes comparables and local market signals so agents build defensible pricing conversations and CMAs faster. It does the tedious gathering and sorting that eats an hour before every listing appointment, leaving the pricing judgment where it belongs — with the agent.
Agent productivity & pipeline reporting
Turns activity across your CRM and transaction system into clear signals — response times, stuck deals, aging leads, and where deals actually die — so team leads coach on reality instead of anecdotes. One honest view of the pipeline instead of five dashboards nobody reconciles.
How we deliver it
Start with the lost deal
We begin with the specific place your brokerage bleeds — slow lead response, deals slipping between contract and close, a database going cold — and work backward to the automation that fixes it, rather than starting from a tool we want to sell.
Build on your data and tools
The automation runs on your own leads, scripts, and history and connects to the CRM and transaction system you already pay for, so it reflects how your team actually works instead of a generic model trained on another market's playbook.
Keep a human on the judgment calls
We automate the chasing, drafting, and sorting, and route anything that needs judgment — a compliance flag, a fair-housing review, a tricky client — to a person with the context already gathered. Agents and TCs keep the decisions; they just lose the busywork.
Ship to production, not a pilot
You get a live system working your real leads and real deals, with monitoring in place — not a demo, a notebook, or a slide deck. We put it into your day-to-day flow and tune it against what actually happens in your market.
Hand over everything
Code, models, automations, and documentation are yours, deployed under your brand. Your team can run, tune, and extend the system as you grow — with no per-seat platform fee scaling against you and no vendor lock-in.
What these systems are built to do
The kind of capability these systems give you — not client metrics.
AI for Real Estate — answered
It sits on top of them rather than replacing them. We connect the automation to the CRM and transaction platform you already run — kvCORE, Follow Up Boss, Dotloop, SkySlope, or whatever your team lives in — so the response agent works your real leads and the coordination assistant watches the deadlines and documents where they already are. The point is to make the tools you pay for actually do the chasing, not to add another system your team has to remember to check.
They're built to help your team produce fair-housing-aware copy and to flag disclosure gaps, not to guarantee legal compliance. The system drafts copy and highlights language or missing disclosures that a human should review — a fast, safer first pass that catches the obvious problems. Final sign-off always stays with your broker or compliance reviewer. We deliberately design it to surface risk for a person to decide on, never to approve anything on your behalf.
We build within your MLS's data-use rules and your brokerage's agreements, using comps and listing data to support your agents' work rather than to redistribute anything you're not permitted to. Lead and client data stays inside your environment and under your controls. Because the system is deployed for you and owned by you, your data isn't being pooled into a vendor's shared model — it's used to make your automation better for your team, and it stays yours.
No — it takes the repetitive chasing off their plates so they do more of the work that actually needs a person. The response agent handles the instant reply and the long tail of follow-up; the coordination assistant tracks deadlines and drafts the nudges; reactivation surfaces who to call. Your agents still build relationships and close, and your TCs still own the judgment calls and client relationships. They just stop losing hours to manual reminders, re-keying, and remembering what's due when.
You do — completely. Code, models, automations, and documentation are handed over and deployed under your brand, on infrastructure you control. There's no per-seat platform fee that scales against you as you add agents, and no vendor holding your lead flow or transaction pipeline hostage. If you decide to part ways with us, the system keeps running and your team can maintain and extend it, because it's genuinely yours rather than rented.
We start with one wedge, not a rip-and-replace. Usually that's the single place you're losing the most — often speed-to-lead or the contract-to-close chase — and we ship that into your existing tools first so you see it working on real deals before anything else changes. Every engagement is scoped and quoted per project on a timeline agreed up front, and we tell you honestly where automation pays off and where a simple process fix beats building anything at all.
Related use cases
Other industries we build for
Let's build it for Real Estate.
Tell us the operation you want to transform. We'll map the system and scope it with you — or give you an honest no.