Pick Your Path to a Smarter Backend
Start with a free AI Audit or jump straight into your custom automation build. Either way, you’ll walk away with a clearer, cleaner system for handling leads, follow-ups, and bookings.
Free AI Audit — Map the Opportunities
In a focused 30–60 minute call, we’ll map how leads, follow-ups, and reviews really move through your world — and where automation can quietly take work off your plate and unlock more booked calls.
We’ll walk through the real picture, not the “ideal” one:
- Where leads come from today (portals, site, social, referrals, open houses, partners).
- How they’re handled (manual replies, CRM, spreadsheets, DMs, sticky notes).
- Where follow-ups are breaking (slow replies, no reminders, no visibility).
- What “a win” looks like for you (more booked calls, faster response, better pre-qualifying).
Outcome: a short list of your 5–10 highest-ROI automation plays — prioritized for your real estate or mortgage business.
System Setup — Build Your Automation Engine
After the audit, we turn your plan into a live system: intake, follow-ups, booking, pipelines, and reviews — all tuned to how you actually work so every new lead has a clear path to “booked call”.
We design and install a clean, always-on backend for your business:
- Smart intake & routing for new leads (buyer, seller, refi, pre-approval, etc.).
- Reply-worthy SMS & email sequences that sound like a real person.
- Booking flows tied into your calendar with confirmations & reminders.
- Simple pipelines and dashboards so you can see every stage at a glance.
- Review & referral nudges baked in once deals close.
Outcome: a functioning system, not a half-finished tech project.
System Setup is for teams and solo agents who have completed the AI Audit and are ready to turn their custom roadmap into a working automation engine.
Most clients recoup the setup fee in 1–2 closings. You get a built-for-you system that keeps working every day — even when you’re in showings or on vacation.
When you’re ready to move forward, you can lock in your build and secure a spot in our implementation queue:
Enroll in the BookedByAI Automation SystemAI Growth Plan — Keep Everything Tuned
Once your engine is live, the AI Growth Plan keeps it sharp: new flows, better replies, and ongoing optimization as your market and tools evolve.
Ongoing Optimization
- Monthly review of reply, booking, and show-up rates.
- A/B tests on templates, campaigns, and call-to-actions.
- Adjustments as your team, market, or offers change.
New Plays & Prompts
- New AI tools and prompt packs as they roll out.
- Additional automation flows when you add sources or partners.
- Support for special campaigns (open houses, launches, seasonal pushes).
AI Growth Plan — $497/mo
- Ongoing tuning & quick fixes.
- Priority support for your automations.
- Lead conversion tracking and simple KPIs you can actually read.
Not sure where to start?
Book your free AI Audit and we’ll map the 5–10 best automation plays for your real estate or mortgage business — then you can decide if you want us to build and manage the engine for you.
Book My Free AI Audit