A custom agent for lead response, listing prep, and transaction deadlines, built on your MLS feed and CRM — Follow Up Boss, kvCORE, or whatever your team runs. Built once for your pipeline, then operated on a monthly retainer.
Concrete examples, not a feature list. Each build starts from one workflow like these, scoped against the systems you already run.
Responds to new portal and website leads in minutes through Follow Up Boss or kvCORE, asks the qualifying questions you define, and books qualified buyers onto an agent’s calendar. Agents spend their time on people ready to talk, and every conversation is logged in the CRM.
Pulls property facts from your MLS entry and drafts the listing description, social copy, and a disclosure-and-photo checklist for agent review. First drafts in minutes, in your team’s voice, with the facts checked against the source record.
Chases feedback after each showing through ShowingTime or your scheduling tool and compiles it into a weekly seller update draft. Sellers hear something concrete every week without an agent assembling it by hand.
Reads executed contracts and tracks inspection, financing, and closing dates, cross-checking document status in Dotloop or DocuSign. Reminders go to the right party before a date slips, not after.
Single-task tools — an AI lead responder or a listing-description generator — run roughly $50-500/month; the retainer is for teams that want lead response, listing prep, and transaction tracking connected across their CRM and MLS, owned by the team.
Setup is fixed-scope and quoted after discovery. Retainers start at $3,000/month depending on workflow complexity and support level.
We map your operations and pick the one workflow where an agent saves the most hours or revenue. You leave with a written scope, a timeline, and a fixed setup quote.
We build the agent on your tools, your data, and your compliance requirements — not a template. You review it against real cases before it goes live.
We host, monitor, and keep improving the agent: hosting and model costs, uptime monitoring, a monthly iteration cycle, and support with a response-time SLA.
It can if it is unguarded, which is why ours is not. The agent drafts from property facts only, is instructed away from language about who should live in a home, and flags anything questionable for review. Your broker still reviews and approves every listing before it publishes — the agent never posts on its own.
You do. Leads and conversations live in your CRM, the agent works inside it with scoped access, and nothing is reused for other teams or used to train models. If you leave, you keep the CRM, the data, and the agent configuration.
It covers the first-touch and follow-up volume an ISA burns hours on — speed-to-lead, feedback chasing, deadline reminders — so the humans on your team handle negotiations and relationships. Most teams redeploy people rather than cut them; either way, you see the workload shift in the CRM logs.
Book a discovery call. We will scope one workflow, quote a fixed setup, and tell you honestly if an agent is not the right fix.
See the full Custom Company Agents offeringOther ways to put agents to work — managed plans, internal assistants, and full custom development.
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