Services Details

Phase 1: Lead Capture & Instant Qualification

• The AI Receptionist:

  Instead of a missed call going to voicemail, a Voice AI agent (e.g., "Sarah") answers 24/7. She greets the caller warmly, identifies if they are looking to buy or sell, and captures their name, email, and specific needs

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• Smart CRM Entry:

  The AI automatically pushes this data into a CRM, creating a new contact record without the agent typing a single word.

• Call Recovery:

  If a call drops, the system triggers an immediate SMS: "It looks like we got disconnected! Should I call you back now or would you prefer to schedule a time?".
  

  Phase 2: Showings & Lead Nurturing

• Smart Memory:

  The AI remembers people! If a client calls back, the AI says "Hi [Name]!" and remembers what they talked about last time so you don't have to.

• Automated Scheduling:

  The AI checks the agent's GHL calendar in real-time. If the requested time is taken, it suggests three nearby alternatives and sends a booking confirmation via SMS once the client agrees.

• Cold Outreach:

  Automated email sequences through a CRM nurture leads who haven't made a decision yet, using a "risk-free" approach to keep the agent top-of-mind.

  Phase 3: The Transaction (The Paperwork)

• Contract Management:

  GHL's "Opportunities" pipeline tracks every stage of the deal. When a lead reaches the "Offer" stage, GHL can trigger an automated email with a digital contract for signature

• Mortgage & Document Tracking:

  You can set up "Contact Custom Fields" in GHL to track the status of mortgage approval, home inspections, and title searches.

• Deadline Reminders:

  Automated "Wait" steps in GHL workflows ensure agents (and clients) never miss a legal deadline. For example, if mortgage paperwork isn't uploaded 10 days before closing, an automated internal notification is sent to the agent.

Phase 4: Closing & Post-Sale

• Smooth Handover:

  Once a deal is marked "Won," the system can automatically send a "Closing Gift" voucher or a "Welcome Home" email.

• Review Generation:

  After closing, our automations automatically sends a text asking for a review, which helps the agent win more future business without manual effort.