The lead gets a real answer before your competition opens the app.
Portal inquiries are automated emails — Patti reads them like a person, files the lead, texts you within seconds, and has a personal reply already drafted. You approve it from the showing you’re standing in.
🏷️ Portal leads become real leads
Inquiries from Zillow, Realtor.com, Redfin and the like arrive as machine-made emails. Patti reads each one, pulls out the person — name, phone, the property they asked about, what they’re looking for — files them as a lead, and texts you within seconds.
- The person, not the portal email, lands in your leads
- Their criteria captured: property, budget, must-haves
- You know about it while the lead is still looking at the listing
✉️ The first reply is already written
Speed wins listings — but a fast generic reply loses them. Patti drafts a personal response that mentions the property they asked about and what they told her they want. You approve from your phone, and it sends from your own email address.
- References their property and their budget, specifically
- Approve, edit, or speak your changes from anywhere
- Sends from you — the lead never knows an assistant helped
🏠 Listings Patti can quote — never guess
Keep your listings in Patti’s system: price, beds and baths, size, status, MLS number. When a buyer asks, Patti quotes those facts exactly. If she doesn’t know, she says so and asks you — she never invents a number.
- Every listing’s facts at her fingertips
- Price, beds/baths, size, status, MLS number — quoted exactly
🔎 New listing? Patti already knows who to call.
For any listing, Patti reads your open leads and tells you which ones are worth a phone call — with her reasoning spelled out. “She specifically expressed interest in 412 Alpine Way and wants a 3-bedroom near Estes Park under $600k.” Even the visitor who signed in at last weekend’s open house shows up on the list.
- Every open lead checked against the listing
- Why each one fits, in plain English
- One click from “worth calling” to their full lead record
📄 Seller reports that win listings
A printable one-pager that proves you’re working the listing: inquiries received, interested buyers, days on market, and a plain-English summary. Bring one to a listing presentation and show sellers what staying informed will look like.
🪧 Open houses that follow up on themselves
Print a QR sign-in sheet for the kitchen counter. Visitors sign in on their own phones — no clipboard, no deciphering handwriting — and become leads instantly. The next morning, Patti has a personal follow-up drafted for every single visitor.
- Print the sheet, prop it up, done
- Visitors type their own name, phone, and notes
- Every visitor gets a personal follow-up — approved by you
✅ Under contract to closing, without the 3am panic
Give Patti two dates and she loads the standard deadlines — inspection, appraisal, financing, final walkthrough, closing day. Each one nudges you before it slips, not after.
Watch Patti turn a portal email into a filed lead and a drafted reply.
Fifteen minutes, on a demo system set up like a real brokerage.