Custom Automation Solutions
Discover how our proven automation framework helps you convert more leads, follow up faster, and close deals while you sleep.
The BookedByAI Blueprint™
Audit → Automate → Accelerate. A clean 3-step system tailored for realtors & brokers.
1) Audit
Find the 5–10 highest-ROI use cases across leads, follow-ups, and reviews.
2) Automate
Install your Realtor/Broker Engine: chat, sequences, pipeline, booking.
3) Accelerate
Ongoing tuning so your stack stays ahead as AI evolves.
What You Get
AI Inbox & Chat
Answers FAQs, qualifies, books 24/7.
Smart Follow-Ups
Sequenced SMS/email that gets replies.
Pipelines & Reviews
Visual deal tracking + automated review asks.
Pricing
AI Audit & Strategy
- 60-min consult + discovery
- Map leads, inboxes, follow-ups, reviews
- Scored list of 5–10 ROI use cases
- Prioritized rollout plan (PDF)
System Setup
- AI chat + autoresponder intake
- Reply-worthy SMS/email sequences
- Smart booking + calendar routing
- Pipeline, dashboards, review asks
AI Growth Plan
- Monthly optimization & testing
- New AI tools & prompt packs
- Lead conversion tracking & KPIs
- Priority support + quick fixes
Ready to Enroll?
Skip the audit and secure your custom automation build today. This option is for agents and brokers who already know they want the BookedByAI system.
Enroll in the BookedByAI Automation SystemBuilt for Realtors & Mortgage Brokers.
Engineered for results — not hype.
BookedByAI was created with one purpose: to give realtors and mortgage brokers a system that books more meetings, responds instantly, and eliminates the busywork that kills deals.
After working directly inside the real estate world, we noticed the same pattern everywhere:
- Leads slip through the cracks.
- Follow-ups are inconsistent.
- Agents and loan officers are buried in admin.
- Clients now expect instant replies — 24/7.
So we built a clean automation engine that handles intake, qualification, follow-ups, and booking — all tailored to each agent, team, or brokerage.
What Makes BookedByAI Different
Built specifically for real estate workflows — not generic automation. Every flow is designed around listings, buyers, sellers, referrals, and pre-approvals.
Proven playbooks from real systems — informed by pipelines, lead sources, and inboxes from multiple realtor and broker setups.
Clear systems, not confusing tech — you don’t need to be the “tech person.” We build, optimize, monitor, and keep things updated as AI evolves.
Designed for real results, not hype — our systems are built to deliver faster replies, more booked calls, and more qualified conversations from the leads you already have.
Our Mission
To give realtors and brokers a modern backend engine that works around the clock — so they can spend more time with clients, close more deals, and scale with less stress.
FAQ
How long does setup take?
Audit is 60 minutes. Most systems launch in 2–3 weeks depending on your current tools and the number of inboxes/pipelines.
What if I already use a CRM?
Great — we integrate with your existing stack so nothing changes for your team. We improve intake, follow-ups, booking, and visibility.
Do you manage the automations long term?
Yes. Our Growth Plan includes monthly optimization, new AI tools, lead-conversion tracking, and quick fixes so the system keeps improving.
Is the AI custom to my brand and market?
Yes. We tailor tone, neighborhoods, services, compliance language, and objections for your specific market and brokerage or lending brand.
Will this replace my agents or loan officers?
No. It removes busywork (intake, triage, reminders) so pros spend more time on qualified conversations and closings.
What results should I expect?
Typical outcomes: 30–50% faster responses, 15–25% more booked calls, and 2× more qualified conversations within the first few weeks.
How do you handle privacy and compliance?
Your data is handled securely, and every workflow we build includes proper consent, opt-outs, and safe messaging practices. We make sure your outreach stays compliant with Canadian and U.S. marketing rules — so you never have to worry about it.
What does the “free audit” include?
We map your lead sources, inboxes, and follow-ups, then deliver a prioritized 5–10 use-case plan with quick wins and a rollout roadmap.
Can you automate pre-approvals or qualification (for brokers)?
Yes. We route leads to your pre-approval form or LOS, auto-notify the team, and trigger next steps based on application status.
How does this help my referral partners or team?
Shared pipelines and notifications keep agents/LOs and partners in sync. No more dropped handoffs — everyone sees status in real time.
Do you offer white-label or multi-seat team versions?
Yes. Teams and brokerages can add multiple agents or loan officers under one dashboard with shared automations, tracking, and permissions. We also support private-label versions for partners who want to offer BookedByAI systems under their own branding.
What platforms do you integrate with?
Follow Up Boss, Real Geeks, Salesforce, LendingPad, Floify, Google Workspace, Slack, Calendly, Zapier/Make — and anything with an API.
Can you train my admin or assistant?
Absolutely. We include live onboarding and recorded playbooks so your team can make edits, launch campaigns, and read the dashboards.
What happens if I stop the plan later?
You’ll always keep ownership of your data, messages, and contacts. However, active automation hosting, AI updates, and optimization tools are exclusive to current members. If you pause your plan, we can provide a static export of your workflows — but ongoing access, analytics, and automation triggers stay within your BookedByAI account.
Privacy Policy
Last updated: November 2025
BookedByAI (“we”, “us”, “our”) respects your privacy and is committed to protecting the personal information of our clients, prospects, and website visitors.
1. Information We Collect
We may collect:
- Contact details (name, email, phone number, business name)
- Booking and onboarding information you provide through our forms
- Usage data related to how you interact with our website and emails
2. How We Use Your Information
We use your information to:
- Respond to inquiries and provide requested services
- Set up and manage your automations and CRM configurations
- Send service updates, onboarding details, and relevant content
- Improve our offers, processes, and client experience
3. Sharing of Information
We do not sell your personal information. We may share it with trusted service providers (such as CRM, email, and billing platforms) solely to deliver our services, under appropriate data protection agreements.
4. Data Security
We use reasonable administrative, technical, and physical safeguards to help protect your information. However, no system is 100% secure, and we cannot guarantee absolute security.
5. Your Rights
You can request access, correction, or deletion of your personal information by contacting us at [email protected].
6. Contact
For any privacy questions, contact:
BookedByAI
Email: [email protected]
Terms of Service
Last updated: November 2025
1. Acceptance of Terms
By using BookedByAI services, booking an audit, or purchasing a system setup or management plan, you agree to these Terms of Service.
2. Services
We provide automation strategy, system setup, and ongoing optimization for realtors, mortgage brokers, and related professionals. The specific scope of work is outlined in your proposal, onboarding documentation, or service agreement.
3. Client Responsibilities
You agree to:
- Provide accurate information needed to configure your systems
- Maintain access to required platforms (CRM, calendar, email, etc.)
- Use our systems in compliance with applicable laws and regulations
4. Payments
Fees are due at the time of purchase unless otherwise agreed in writing. For recurring plans, your payment method will be billed automatically each period until canceled.
5. No Guarantees
We design systems to improve response times, follow-ups, and booked calls, but we cannot guarantee specific revenue or lead outcomes. Performance depends on your offer, market, traffic quality, and sales process.
6. Intellectual Property
All frameworks, templates, and workflows created by BookedByAI remain our intellectual property. You receive a license to use them within your business while in good standing as a client.
7. Limitation of Liability
To the fullest extent permitted by law, BookedByAI will not be liable for indirect, incidental, or consequential damages. Our total liability is limited to the fees paid to us in the 3 months preceding any claim.
8. Changes
We may update these Terms from time to time. Continued use of our services after changes are posted constitutes acceptance of the updated Terms.
Refund Policy
Last updated: November 2025
1. Strategy Calls & Audits
Audit and strategy call fees are generally non-refundable once the session has been delivered. If you need to reschedule, please provide at least 24 hours’ notice.
2. System Setup Fees
System Setup fees cover upfront planning, build-out, integrations, and configuration work. Because this is custom implementation, these fees are typically non-refundable once work has begun.
3. Monthly Management / AI Growth Plan
Monthly plans are billed in advance. You may cancel future renewals at any time, and your service will continue until the end of the current billing period. We do not normally provide partial-period refunds.
4. Exceptions
If you believe there has been a billing error or a serious issue with the setup that we have not addressed, email [email protected] and we will review your case in good faith.
5. How to Contact Us
For refund or billing questions, contact:
BookedByAI – Billing Support
Email: [email protected]