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What we automate

Four automations that pay for themselves
on the first closed deal.

Built specifically for Central Valley agents and brokerages. We integrate with the CRMs and tools you already use — nothing gets ripped out.

Follow Up BosskvCOREBoomTownHubSpotLionDeskChimeZillowRealtor.comDocuSignGoogle CalendarGmailOutlook
01

Instant lead response & qualification

Every new inquiry — Zillow, your website, a Google ad, a sign call — gets a personalized text or email response within 60 seconds, around the clock. The AI asks the right qualifying questions: timeline, budget, buy vs. rent, preferred neighborhoods. It books a showing or consultation directly on your calendar and sends you a full qualification summary so when you step out of your showing, the lead is already warm and waiting — not cold and gone to a competitor who was faster.

Works with: Zillow leads, website forms, Google Ads leads, sign call services, Realtor.com inquiries, Facebook lead ads.

Lead capture · Qualification · Auto-booking
02

Automated follow-up & nurture sequences

AI-powered drip sequences that stay personal — triggered by where each lead is in their journey, their property preferences, and how they're engaging with your content. When a lead who went quiet six weeks ago re-opens your email or clicks a listing, you get an immediate alert so you can call at exactly the right moment. Your entire pipeline gets consistent, personalized follow-up without you drafting a single message — across email, text, and voicemail drop.

Works with: Follow Up Boss, kvCORE, BoomTown, LionDesk, Chime, HubSpot. Supports email, SMS, and voicemail drop channels.

Email · SMS · Behavioral triggers · Voicemail drop
03

CRM updates & transaction coordination

Every call, showing, email, and deal stage change automatically logged and synced to your CRM — no more 40-minute daily maintenance sessions. From accepted offer to close, automated checklists track every deadline: inspection periods, contingency removals, loan commitment dates, closing disclosures. Document requests go out automatically. Buyers and sellers get status update messages at every milestone — work started, phase complete, inspection scheduled — without you drafting each one. Your clients feel informed and taken care of. Your CRM stays clean and current.

Works with: DocuSign, Dotloop, SkySlope, Glide, most transaction management platforms and CRMs.

CRM sync · Document management · Transaction tracking · Client comms
04

Past client & referral nurture

Your past clients are your best source of new business — but staying in meaningful, consistent contact with hundreds of people across multiple years is impossible to do manually at scale. Automated closing anniversary messages, personalized local market updates, and life-event-triggered outreach (new job, marriage, growing family indicators) keep you top of mind year-round with zero manual effort. When a past client is ready to move again or refers a friend, they think of you first because you never really went quiet — even years later.

Works with: your CRM's past client database, email, SMS. Can pull live market data to personalize update content for each client's neighbourhood.

Past clients · Referral generation · Market updates · Anniversary outreach
See your lead follow-up running automatically in 72 hours Free 30-minute discovery call + a free working prototype. No commitment, no cost.
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How it works

From discovery to live automation
in three steps.

The whole process takes less than an hour of your time before automation is running.

01

Free 30-min discovery call

We dig into your current lead flow, follow-up process, CRM setup, and biggest time drains on a focused call. You leave with a clear picture of exactly where automation moves the needle — and a real dollar estimate of what it's worth — whether you work with us or not.

02

Free working prototype LIMITED TIME

We build a real, working version of your highest-impact automation at no charge — typically your lead response system or follow-up sequence. You see it running on your actual leads before you decide anything. Most agents see the first automated response go out before the meeting ends.

03

Build, train, hand off

If it works, we build out the full system around your existing CRM and tools. Fixed price quoted up front — no hourly billing, no surprises. We walk you through everything, document how it works, and stay on call for 30 days to make sure it's running smoothly.

Common questions

Frequently asked questions

What real estate CRMs does Economy AI integrate with?

Follow Up Boss, kvCORE, BoomTown, HubSpot, LionDesk, Chime, and most other real estate CRMs used across the Central Valley. We build around your existing tools — nothing gets ripped out and you don't have to learn a new system. If you're not sure whether your CRM is compatible, ask during the free discovery call and we'll tell you in the first five minutes.

How long does setup take?

Working prototype within 72 hours of kickoff. Full automation systems live within weeks — not months. The process starts with the free 30-minute discovery call, and most of the build work happens in the background while you keep working your deals. Your time investment before go-live is under an hour.

What if I've tried automation tools before and they didn't work?

Most off-the-shelf tools fail because they're built for a generic workflow, not yours. We design custom systems from scratch around exactly how you already work — your CRM setup, your qualifying scripts, your follow-up cadence, your brand voice. The free prototype exists precisely so you can see it working on your real leads before you commit to anything.

Will this work with how I already communicate with clients?

Yes. We build the automation around your existing communication style — your tone, your templates, your sign-off. Clients won't notice a difference in how messages sound. They'll just notice you're more responsive and consistent than you used to be.

How much does it cost?

Fixed price, quoted up front before any work begins. The discovery and prototype are completely free. No hourly billing, no scope creep — everything is included: build, training, documentation, and 30-day support. For most agents the cost is covered by a single additional closing per year. See the full pricing page for tier details.

Do you serve agents outside of Fresno?

Yes — we serve real estate agents and brokerages throughout the entire Central Valley, including Clovis, Visalia, Bakersfield, Modesto, Stockton, and surrounding areas. We're local, we know this market, and when you call you get a person who understands Central Valley real estate.

Still have questions? Call or text (559) 203-4399 — or book the free discovery call and we'll answer everything in 30 minutes.
Book my free discovery →
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The calendar is on the
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Book directly or take the 60-second assessment — either way it's free and there's no commitment.

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Or call/text: (559) 203-4399

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