Advisory · Labs Brief us →
● BROKERAGES DOCUMENT 002 FIELD: APPLIED AI 05/19/2026
// BROKERAGES · LANDING

Sub-90-second response on every inbound. CRM consolidation included.

5–50 agent teams lose 90% of leads to the 4-hour response gap. We've shipped a HubSpot-replacement CRM for a 100k-user real-estate marketing platform — one screen for agents, sub-90-second routing, TCPA-aware sequences. Live in production.

// THE RESPONSE BENCHMARK
// INMAN 2025
917 min
Average agent response to a new lead
// MIT / OLDROYD
21×
Qualification lift when responding within 5 min
// NAR LEAD RESPONSE
26 → 3%
Conversion drops from 1 min to 24 hours
// CRM MIGRATION CASE
$340K
Typical cost of FUB → kvCORE migration
// 02 · WHY YOU'RE HERE

If two or more of these are true, we should talk.

  • // 01

    The last tool your agents were supposed to use is sitting at 20% adoption six months in

  • // 02

    90-second lead response converts 8–9× higher than 4-hour callback — and your team can't hit 90 seconds

  • // 03

    Lofty / Sierra Interactive / kvCORE don't fit your actual workflow

  • // 04

    Your CRM is HubSpot + BoomTown + Follow Up Boss + a shared spreadsheet

  • // 05

    SMS/MMS compliance (TCPA, A2P 10DLC) is a black box

  • // 06

    Your AI tool stack is six vendors who don't talk to each other

// THE POSITIONING

We're not your CRM vendor. We're the engineer 5–50 agent teams call when their six AI vendors won't talk to each other.

We install the orchestration layer between CRM, dialer, SMS, voice AI, and lead enrichment — TCPA-aware, A2P 10DLC-registered, sub-90-second response. Six- to eight-week fixed scope. The first month of recovered leads covers the build.

// 03 · WHAT WE SHIP

Four capabilities. All production-tested. Deployed as your stack needs them.

// 01

Voice AI agents

Retell / Vapi + Claude + Deepgram. Sub-90-second lead response. Prompt versioning + drift detection.

// 02

Agentic lead enrichment

Right vendor per vertical: AVMs (ATTOM, Zillow, Redfin) for HEI, lead-source attribution + dedup for brokerages, borrower signals for mortgage. Confidence label per field. No hallucinated values.

// 03

CRM consolidation

HubSpot replacement or augmentation. Unified deal panels. Real-time push. Role-based access.

// 04

Sequence orchestration

SMS / email / voicemail drops. Business-hours gating. TCPA-aware. Multi-touch attribution.

// 04 · THE RECEIPT

How fast does a 12-agent team actually need to respond to a new lead?

Under 90 seconds — every time. Inman 2025 puts the industry average at 917 minutes; NAR data shows conversion drops from 26% at one minute to 3% at 24 hours. The fix isn't hiring faster agents. It's a voice AI that picks up the inbound, qualifies the lead, and routes to the right agent before the competitor's CRM even logs the contact.

The receipt: A HubSpot-replacement CRM for a 100k-user real-estate marketing platform. Replaced HubSpot + BoomTown + a custom in-house CRM with one system agents actually use.

One screen per deal — activities, lien refresh, valuation history, contracts. Routing rules, follow-up sequences, and TCPA-aware compliance happen underneath, not in a shared spreadsheet. Real-time push to the agent's screen the moment anything changes.

Underneath the surface: 101 Prisma models, 75+ API endpoints, Postgres RLS for role-based access. Engineering your agents don't need to think about.

// 05 · HOW WE WORK

Four stages. Each one a real "no" point.

Most agencies want a contract before they understand the problem. We work backwards. Free teardown first. Audit second. Build only when both sides know what we're shipping. Retainer only if both sides want it.

  1. // 01
    30 MIN · NO COST

    Free Teardown

    A working session, not a sales call. We look at your actual lead flow and tell you where the drop-off is. No quote at the end by design.

  2. // 02
    2 WEEKS · $5,000 (HEI/Mortgage: $7,500)

    Audit

    Stack audit + 90-day roadmap + prioritized ROI estimates. The deliverable is what you should actually build, in order.

  3. // 03
    6–8 WEEKS · $25,000–$50,000

    Build

    Fixed scope, fixed price, production deployment. Voice AI, enrichment, CRM, or sequences — scoped after the audit.

  4. // 04
    6-MONTH MIN · $7,500–$15,000/MO

    Retainer

    Embedded engineering. Direct contribution, not just review. On-call for production. Roadmap ownership.

// 06 · BRIEF US

Tell us what's broken.

We'll come back with one of three things: a teardown invite, a pointed question, or an honest "this isn't us." Most briefs get a reply within two business days.

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