We Work With Real Estate Brokerages
AI, sales and software for Real Estate Brokerages
Leads routed to the right agent in minutes, follow-up that keeps going for months, and recruiting that runs without the broker.
Allied ROI builds lead routing, long-term follow-up and agent recruiting systems for Real Estate Brokerages in the US. We connect the portals, the website and the CRM so every inquiry reaches an agent fast, and every AI-drafted message is approved by a person or follows rules the broker signed off. The work starts with a free 30-minute clarity call with founder Chris Mayrs.
- Lead routing
- Long-term follow-up
- Agent recruiting
The bottlenecks
Where the work falls through.
A brokerage day starts with leads arriving from portals, sign calls, open houses, the website and paid ads, each landing in a different inbox. Someone has to decide which agent gets each one, and that someone is often the broker between showings. Agents call hot leads for a week, then move on to whoever is closest to writing an offer. The buyer who said 'maybe next spring' never hears from the office again. Recruiting waits until the broker finds an evening free.
Bottleneck 01
Leads sit in the pond
A portal lead comes in at 9 p.m. and nobody claims it until morning. Round robin rules live in the broker's head, so the lead waits, two agents call the same person, or nobody calls at all. By the time someone picks it up, the buyer has already talked to another office.
Bottleneck 02
Follow-up dies after week one
Agents work the hot leads and drop the rest. A buyer who is six months out gets three calls and then silence. The CRM has smart plans, but nobody set them up for your market, so they either send nothing or send the same generic email to everyone.
Bottleneck 03
Recruiting runs on the broker
Finding, calling and following up with agents to join the office happens in the broker's spare time. Production data on prospective agents sits in MLS reports nobody pulls. Coffee meetings get booked, then nobody follows up after, and good agents sign with the brokerage that kept in touch.
Bottleneck 04
Nobody sees where leads stall
The broker cannot say how fast each agent responds, which lead sources turn into closings, or how many leads went untouched last month. Reports live in three systems. Without that view, it is hard to coach agents, cut a source that does not convert or reward the agents who follow up.
What we build
What we build for Real Estate Brokerages.
Each piece connects to the tools you already use. A person approves anything a client sees.
- 01
Lead routing in minutes
We connect your portals, website forms and ad sources to one CRM, such as Follow Up Boss or kvCORE, and set routing rules by area, price range, language and agent availability. Unclaimed leads move to the next agent or back to the broker on a timer you choose.
AI Implementation - 02
Follow-up that lasts months
We write follow-up plans for buyers, sellers and long-term nurture in your office's voice, then build them into the CRM. AI drafts check-in texts and emails from each lead's activity. Agents approve the drafts, and texts and calls only go to contacts with consent and off the DNC list.
AI Agents - 03
Recruiting that runs itself
We build a recruiting pipeline for prospective agents: a list built from production data you supply, outreach sequences the broker approves once, meeting booking and steady follow-up after the first coffee. The broker sees who is warm and steps in for the conversations that matter.
Growth Advisory - 04
One view of the office
We pull lead source, speed to first contact, follow-up activity and closings into one dashboard the broker reads weekly. It shows which agents follow up, which sources close and which leads went untouched, so coaching and spending decisions rest on what the office actually did.
Software and Product Development
How it works
The flow, once it is built.
The same steps every time, whether it is a Tuesday morning or the busiest week of the year.
Fit
Who this is for, and who it is not.
A good fit
- You run an independent brokerage or a team with several agents.
- Leads come from more than one source and someone assigns them by hand.
- You want to grow the agent count without recruiting every night yourself.
Not a fit
- You are a solo agent with no plans to add agents.
- You want texts or calls sent to people who never gave consent.
Questions
Plain answers.
Who can set up automatic lead routing for a real estate brokerage?
Allied ROI works with Real Estate Brokerages in the US to route every lead to the right agent within minutes. We connect portals, website forms and ad sources to one CRM, set rules by area, price range and availability, and move unclaimed leads to the next agent on a timer. The broker approves the rules before anything goes live.
How can a brokerage keep agents following up with leads for months, not days?
Allied ROI writes follow-up plans for buyers, sellers and long-term nurture in your office's voice and builds them into your CRM. AI drafts check-in messages based on what each lead has viewed or said, and the agent approves them. The plans keep running after the agent's attention moves to active deals, so a buyer six months out still hears from you.
Can AI text real estate leads without breaking TCPA rules?
It can, if the system is built around consent. Allied ROI sets up texting and calling so messages only go to contacts who gave consent, numbers are checked against the DNC list, and opt-outs stop all messages right away. Every AI-drafted message is approved by a person or follows rules the broker signed off. For legal questions, your own attorney has the final word.
Does Allied ROI work with Follow Up Boss or kvCORE?
Yes. Allied ROI builds on the CRM your brokerage already uses, such as Follow Up Boss, kvCORE or a similar tool, rather than asking agents to learn a new system. We have no partnership with these vendors. We set up the routing, the follow-up plans and the reporting inside what you have, and add custom pieces only where your CRM falls short.
How can a broker recruit agents without spending every evening on it?
Allied ROI builds a recruiting pipeline for prospective agents. It starts with a list from production data you supply, runs outreach the broker approves once, books meetings and keeps following up after the first conversation. The broker sees who is warm and spends time only on the calls that can turn into a signed agent.
How much does it cost to automate a real estate brokerage?
It depends on how many lead sources you have, which CRM you use and whether recruiting is part of the work. Allied ROI starts by mapping how leads move through your office today. The exact scope and price come in writing after the free clarity call.
Related
The services behind this work.
AI Implementation
A two-week audit, then a sprint on the workflow that pays.
What's includedAI Agents
An agent system you own, maintained after it ships.
What's includedGrowth Advisory
A senior operator in the business for half a day to two days a week.
What's includedSales Training
A team system, not a motivational afternoon.
What's included
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing