Skip to content
ElevateAI

For real estate

Real estate growth, handled.

Portal leads answered in seconds, buyers nurtured for months, and past clients who remember you at listing time, automatically.

Watch the DemoSee Pricing
crm.elevatenext.ai/pipeline

Pipeline

New Lead

3 new

Showing

2 active

Offer

—

Under Contract

—

Closed

—

Conversation

Is the house on Elm still available?

It is. Are you pre-approved? I can show it Saturday at 11 or 1.

11 works.

A day with ElevateAI

  • 6:12pm. A portal lead comes in

    Conversation AI replies in under a minute, qualifies budget and area, and books a showing for Saturday. Most leads go to whoever answers first.

  • You're in a showing, phone on silent

    Missed-call text-back catches the seller call you couldn't take, and the conversation is waiting when you're done.

  • Sellers who aren't ready to call yet

    A free home-valuation funnel gives them a reason to raise their hand, then drip campaigns keep you in front of them until listing time.

ElevateAI / Daily timeline

A day for real estate

  1. 7:42 AMMissed call, text sent back in seconds
  2. 10:15 AMHome-valuation request lands in your pipeline
  3. 12:30 PMBuyer books a Saturday showing
  4. 3:05 PMJust-listed text goes to matching buyers
  5. 5:40 PMReview request goes out on closing day
  6. 9:12 PMAI answers a portal lead and books a showing

The five stages, mapped to real estate

  1. 1

    Capture

    Portal & ad leads, open-house QR codes

  2. 2

    Nurture

    Drips & showing reminders

  3. 3

    Close

    Offers, e-sign & referrals

  4. 4

    Reviews & referrals

    Closing-day review requests

  5. 5

    Reactivate

    Anniversary & market-update campaigns

Growth playbook

The Real Estate Growth Playbook

Five plays that grow real estate, all of them built into ElevateAI.

01Get found where locals look

Most of your future sellers are not on a portal yet. They are typing their own address into a search bar to see what it might be worth, or scrolling the neighborhood page to see what the house down the street sold for. That is where a free home-valuation funnel earns its keep: a single page that asks for the address, a couple of details, and a way to reach them, then promises a real answer from a real agent rather than an instant algorithm guess.

Steal these plays

  • Fill out your Google profile: category, services, real photos
  • Post weekly on autopilot: "Just sold on Elm St."
  • Use a tracked number so you know which listing rang
google.com/search

Harbor & Oak Realty

96 reviews

Real estate agent · Open now · Tampa

Weekly post: Just sold on Elm St.

02Answer first, win the client

Portal leads are a race, and the clock is measured in minutes. Most sellers and buyers end up working with the first agent who actually responds, not the best agent on the list: they are shopping while the intent is hot, and the second call usually arrives after they have already committed to someone. So the goal is simple: nobody who reaches out should ever hear silence.

Steal these plays

  • Text back every missed call in seconds
  • Let AI answer after hours and book showings
  • Follow up on day 0, day 1, and day 3 automatically
crm.elevatenext.ai/inbox

Portal lead · 8:41pm

Hi Dana, it's still available. Want to see it Saturday?

Saturday morning works.

Booked

03Turn great work into reviews

Closing day is the high point of the whole relationship, and it is also the moment most agents forget to ask for anything. Trigger the review request the day the deal funds, while the keys are still shiny. Send a direct link, and rotate where you point people (Google for search, Zillow for portal shoppers, Facebook for the neighborhood crowd), so no single profile looks suspiciously stacked and all three keep growing.

Steal these plays

  • Ask for the review the day the deal funds
  • Route lukewarm feedback to your phone before it goes public
  • Reply to every review with an AI-drafted response
crm.elevatenext.ai/reputation

“Listed Tuesday, three offers by Sunday. She answered every text.”

Seller, Elm St.

AI reply drafted ✓

You don't have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.

Watch the Demo

04Ads that don't waste money

Neighborhood farming works better as a radius than as a mailing list. Draw a zip- or polygon-based radius around the area you actually service, and run two simple campaigns into it: a seller campaign pointing at the home-valuation funnel, and a buyer campaign pointing at a listing or a curated "homes under [price] in [neighborhood]" page. Keep the audience tight enough that people recognize the streets in your creative.

Steal these plays

  • Send each ad to your home-valuation funnel, never your homepage
  • Give every campaign its own tracked number
  • Raise budget only where portal leads actually book
crm.elevatenext.ai/reporting

Tracked number: (555) 012-4408

  • Valuation ad

  • Listing ad

  • Retargeting

Every lead attributed

05Stay top of mind

The commission you have not earned yet is sitting in your past-client list. Build one post-closing cadence and let it run for years: a day-3 check-in to make sure the move went fine, a month-1 note that asks who else they know who is thinking about moving, a free home-value update at 6 and 12 months, and a one-year "happy home anniversary: want to see what your equity looks like now?" message. Each one gives them a reason to reply rather than a reason to ignore you.

Steal these plays

  • Send a home-value update at 6 and 12 months
  • Send one useful monthly touch, not a sales blast
  • Make referrals easy with a per-customer link
crm.elevatenext.ai/contacts
Home anniversary this month18 past clients
Toured, no offer9

Campaign scheduled

Sample data

Run the whole playbook without hiring a marketer.

Everything above is included in one flat-price platform, set up 1-on-1 with our team, supported live, and running in your first week.

Watch the DemoSee Pricing

No contracts · Unlimited users & contacts · Cancel anytime

Questions from real estate

How fast do I really need to respond to a portal lead?

Minutes, not hours. Portal shoppers are contacting several agents at once and most of them end up working with whoever responds first. An automatic text within seconds (followed by a real conversation as soon as you're free) keeps you in the running even when you're at a showing or a closing.

What's the best way to get seller leads instead of buyer leads?

A free home-valuation funnel is the workhorse: a simple page where a homeowner enters their address and gets a real CMA from you, not an instant algorithm number. Point neighborhood ads and "just sold" posts at that page, then follow up with a short video walkthrough of their numbers.

What should I actually post as an agent?

Two posts per listing ("just listed" with price and photos, "just sold" with the result), plus one neighborhood-specific piece a week: what sold, what it went for, and what that means for owners nearby. Add the occasional client screenshot. That mix does more than daily motivational quotes.

How do I stay in touch after closing without being annoying?

Give every touch a purpose. Day-3 check-in, month-1 referral nudge, a free home-value update at 6 and 12 months, and a home-anniversary equity message at one year. Between those, one useful monthly note (maintenance reminders, nearby sales) is enough to stay top of mind.

How many reviews do I need?

There's no magic number, but recency and spread matter more than volume. A steady stream of new reviews across Google, Zillow, and Facebook (added at every closing) reads as an active agent. Ten recent reviews usually beat forty from three years ago.

Made for real estate

  • Instant response to portal & ad leads (Zillow, Facebook)
  • Free home-valuation funnels for seller leads
  • Just-listed / just-sold social posts on schedule
  • Open-house QR & sign-call capture
  • Listing-alert & anniversary automations

We set up your pipelines and campaigns with you, 1-on-1, in your first week.

How onboarding works

See it set up for real estate.

Watch the DemoSee Pricing