Every source lands in one place: your IDX or portal leads, website forms, Google Local Services, Facebook lead ads, and inbound texts to your office number.
Each record carries where it came from, who it was assigned to, and a consent record.
A text goes out from the assigned agent's own number.
"Hi [first name], this is Dana with [Office] — saw you were looking at [address/area]. Is now a bad time, or should I ask you a couple quick questions by text?"
It looks like a person because it's coming from a person's number. The agent can take over at any point just by typing.
Five questions, one at a time:
Anything outside those five gets handed to a human. It does not answer pricing questions, doesn't give legal or lending advice, and doesn't discuss commission. That's deliberate — those are licensed conversations and they belong to your agents.
When the lead is qualified, it offers times from the agent's calendar and confirms by text. The appointment lands in the CRM with the transcript attached.
| If | Then |
|---|---|
| No agent reply in 5 minutes | Reassigned to the next agent in rotation |
| No reply in 15 minutes | Broker notified by text |
| Lead replies after hours | Answered immediately; agent notified at start of day |
| Lead says STOP | Suppressed instantly, permanently, across every campaign |
| Lead asks something out of scope | Handed to a named human with the transcript |
Every Monday, 7am: median response time, % touched within five minutes, escalations, per-agent scoreboard.
You will know your number. Most offices don't.
This section is written to be forwarded. It lives on its own URL: /compliance.
We are communications infrastructure. You are the broker of record.
No charge. No signup. We won't contact you again unless you ask.
If all three come back inside five minutes, you don't need us and we'll say so.
Get your free response-time testor text AUDIT to 1-332-276-519(six)