Persona 01
Solo agents and small teams
Pain
Prospecting, follow-up, and CRM hygiene eat the day. No time to prospect because admin never ends.
Outcome
The repetitive work runs itself, so your hours go to clients and closings.
AI for Small Business — Real Estate
You close the deals.
AI can carry
the busywork.
Prospecting lists, CRM hygiene, comps, follow-up — the admin never stops, and in a small shop it lands on you. We help real estate businesses put AI on that busywork: we teach you the tools, build the automations alongside you, and hand you the playbook. Taught and built by a CCIM-credentialed broker who runs AI inside his own brokerage and lending businesses every day — at prices that make sense for a small team.
Plans
From $800/mo
Engagement
Month-to-month
Entry point
Free consult
What we deliver
Specific deliverables.
No vague outcomes.
Every engagement ends with something you can point at. Code that runs, documents that inform decisions, teams that got better. No fluff, no deck-only deliverables.
01
Follow-up that runs itself
Archetype-tuned outreach — tired landlord, estate sale, out-of-state owner — that feels personal at scale, with TCPA/DNC scrubbing built in. You review; the system does the chasing.
02
Prospect lists enriched automatically
Raw lists turned into full contact profiles — ownership records, portfolio size, mailing addresses — without the data-entry hours. Set up once, runs on every list.
03
Market reports and comps on demand
Comps, submarket trends, and client-ready market summaries drafted in minutes instead of evenings. No more copy-paste marathons before a listing appointment.
04
Deal screening help
Tools that read OMs, rent rolls, and T-12s, pull out the numbers, and flag red flags — so you spend your time on the deals worth pursuing.
05
A CRM that stays clean
Deduped, segmented, and scored — set up so it maintains itself. Salesforce, HubSpot, Follow Up Boss, Wise Agent, and most others supported.
Methodology
How we work.
Predictable. Scoped. Priced.
Value first: free consult maps where AI pays off for you. Published floors for productized systems (final scope in writing after we know the leak): Foundation from $800/mo (one flagship workflow), Growth from $1,500/mo (2–3 workflows plus monthly optimization), Fractional AI Ops from $3,000/mo (full program with vertical depth). Month-to-month. Optional $1,500 AI Audit credits to first month within 30 days.
Phase 01
Diagnose
Free consult
We walk your pipeline together — lead sources, CRM, follow-up habits, where the hours go. It costs nothing and you'll leave with ideas either way.
Phase 02
Design
First week
We pick the first win — usually follow-up or CRM cleanup — and quote it in writing: what we'll set up, what it costs, what it should save you.
Phase 03
Deploy
Weeks, not quarters
We build it in your real workflow and you watch it work — enrichment running, follow-up going out, reports drafting themselves.
Phase 04
Develop
Ongoing
We train you and your team to run it and leave you the playbook. Add the next tool when you're ready — month-to-month, no strings.
Who it's for
You might be one of these.
Persona 02
Independent brokerages
Pain
No budget for an ops hire, but the process breaks a little more with every new agent.
Outcome
Standardized, AI-assisted workflows the whole office shares — without adding headcount.
Persona 03
Small investment shops
Pain
Deal screening is slow and manual; good deals slip while you're buried in spreadsheets.
Outcome
Screening tools that read the documents first, so you analyze only the deals that clear.
What you leave with
Measurable outcomes.
We don't sell effort. We sell results. Every engagement is scoped against specific outcomes — and we measure them before and after.
- 01AI help priced for a small shop — not an enterprise retainer
- 02Repetitive prospecting and follow-up work running itself
- 03Faster deal screening with automated OM and T-12 reads
- 04A CRM that stays clean without quarterly cleanup projects
- 05You and your team trained to run — and extend — every tool
- 06An honest read on what's worth automating next, whenever you want it
Questions, answered
What you want to know.
What CRMs do you work with?
Salesforce, HubSpot, Follow Up Boss, Wise Agent, KvCORE, Chime, and custom setups via API. If it has an API or a CSV export, we can work with it.
How much does this cost for a real estate business?
Published floors for productized monthly systems (value conversation first; final scope in writing): $800 Foundation — one flagship workflow done for you, usually lead follow-up with missed-call text-back; $1,500 Growth — add enrichment, comps on demand, and CRM upkeep, with monthly optimization; $3,000 Fractional AI Ops — the full pipeline program including deal-screening tools. Exact scope is quoted in writing. Start with a free consult; the $1,500 AI Audit credits in full toward your first month if you continue within 30 days.
Can you run things for us, or just teach us?
Both. Early on we often run enrichment and follow-up for you while we build; as you and your team get trained, the work shifts in-house. You own every account and every playbook, so the handoff is gradual and complete.
Is the outreach TCPA and DNC compliant?
The systems we set up include TCPA/DNC scrubbing by default and integrate with services like the DNC Registry API. You remain legally responsible for outreach — we build the tooling that keeps compliance automatic.
Do you work with CRE, residential, or both?
Both. Francisco is a CCIM-credentialed commercial broker, so CRE — investment sales, capital markets, acquisitions — is home turf, and the residential playbooks are just as established. We identify which applies during the free consult.
Can the AI read Offering Memorandums?
Yes. OM-review tools extract financial summaries, rent rolls, T-12 data, tenant mix, and physical details into structured data, and flag missing items and underwriting red flags. You still review — the AI accelerates you, it doesn't replace your judgment.
Do I have to commit to a long contract?
No. Everything is month-to-month, and workshops and audits are one-off fixed fees. Most clients stay because the tools keep paying for themselves — but that's your call to make every month, not a contract's.
Start with Real Estate
Ready when you are.
Free consult. Honest scope.
Tell us the conversion job and what you already have. We reply within 24 hours with feasibility, package floor fit, and whether a project is the right spend yet. No pitch theater.
