Track every agent from first contact through grading and follow-ups.
Your pipeline tracks every real estate agent your AI has contacted. Each column is a stage, and each card is one agent. As agents move from left to right, they get closer to bringing you deals.
What it means: These agents have been added to your system but haven’t been contacted yet.What’s happening: The AI is scheduled to send the first message to these agents.Your role: Nothing. Just wait. The AI handles the initial contact.
What it means: The AI sent the first text message to this agent.What’s happening: The AI reached out and is now waiting for a reply. If the agent doesn’t respond, the AI will follow up automatically.Your role: Nothing. Let the AI do its thing.
What it means: This agent is a top-tier contact — investor-friendly, understands off-market deals, and is likely to bring you properties.What’s happening: The AI follows up with Grade A agents every 2 weeks (bi-weekly) to keep the relationship warm and ask if they have any new properties.Your role: Pay close attention to these agents. When they respond, move fast. These are your best contacts.Follow-up schedule: Every 14 days. If it’s been more than 17 days since the last follow-up, something may need attention.
What it means: This is a good agent — responsive and helpful, but more focused on MLS listings than off-market deals.What’s happening: The AI follows up with Grade B agents every 2 weeks (same frequency as Grade A, just different quality level).Your role: Keep these agents in the mix. They might bring you deals occasionally, even if they’re more traditional.Follow-up schedule: Every 14 days. Overdue after 17 days.
What it means: This agent showed some interest but isn’t actively bringing deals. They might be worth keeping in touch with.What’s happening: The AI follows up with Grade C agents once a month to stay on their radar.Your role: Low maintenance. Let the AI handle these. If a Grade C agent suddenly gets more engaged, the AI will flag it.Follow-up schedule: Every 30 days. Overdue after 35 days.
What it means: The AI just sent a follow-up message to an agent (any grade). Now it’s waiting for a reply.What’s happening: The follow-up went out. If the agent replies, they move to “Follow Up Replied.” If they don’t, they go back to their grade stage for the next follow-up cycle.Your role: Nothing. Let the system work.
What it means: An agent replied to a follow-up message. The AI is now chatting with them again.What’s happening: The AI re-engages the agent, asks about new properties, and sees if there’s an opportunity.Your role: Watch this closely. If the agent mentions a property, that’s your cue to get involved.
What it means: An agent sent you a property address or property details.What’s happening: This is the gold — an agent is bringing you a potential deal.Your role:This is where you take over.
Get the property address
Run comps (comparable sales) to figure out the property’s value
What it means: You’re actively working with this agent on a deal, and the AI is paused for this conversation.What’s happening: You’ve taken over the conversation and the AI is not sending messages.Your role: Handle the deal directly. Call, text, negotiate, and close.
NEVER RESPONDED — The agent never replied after multiple outreach attempts. The AI has stopped trying.NOT INTERESTED — The agent explicitly said they’re not interested.WRONG NUMBER — The phone number was incorrect.SMS ERROR — There was a technical problem sending texts to this number.
The handoff point is PROPERTY SUBMITTED. Before that, the AI builds and maintains agent relationships. When an agent brings you a property, you take over.
Video: Agent Pipeline Walkthrough — A walkthrough video will be added here soon.
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strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={blockquote:`blockquote`,hr:`hr`,li:`li`,ol:`ol`,p:`p`,strong:`strong`,tbody:`tbody`,td:`td`,th:`th`,thead:`thead`,tr:`tr`,ul:`ul`,..._provideComponents(),...props.components},{Heading,Table,Tip}=_components;if(!Heading)_missingMdxReference(`Heading`,true);if(!Table)_missingMdxReference(`Table`,true);if(!Tip)_missingMdxReference(`Tip`,true);return _jsxs(_Fragment,{children:[_jsx(_components.p,{children:`Your pipeline tracks every real estate agent your AI has contacted. Each column is a stage, and each card is one agent. As agents move from left to right, they get closer to bringing you deals.`}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`how-your-pipeline-works`,children:`How Your Pipeline Works`}),`\n`,_jsxs(_components.ol,{children:[`\n`,_jsxs(_components.li,{children:[`Click `,_jsx(_components.strong,{children:`Opportunities`}),` in the left sidebar`]}),`\n`,_jsxs(_components.li,{children:[`Select the `,_jsx(_components.strong,{children:`Agent Outreach`}),` pipeline`]}),`\n`,_jsx(_components.li,{children:`You’ll see columns (stages) going from left to right`}),`\n`,_jsx(_components.li,{children:`Each card is one agent (an “opportunity”)`}),`\n`]}),`\n`,_jsx(_components.p,{children:`Agents start on the left and move to the right as the relationship develops.`}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`understanding-each-stage`,children:`Understanding Each Stage`}),`\n`,_jsx(Heading,{level:`3`,id:`queued-for-outreach`,children:`QUEUED FOR OUTREACH`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` These agents have been added to your system but haven’t been contacted yet.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The AI is scheduled to send the first message to these agents.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Nothing. Just wait. The AI handles the initial contact.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`outreach-sent-ai-waiting`,children:`OUTREACH SENT (AI WAITING)`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` The AI sent the first text message to this agent.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The AI reached out and is now waiting for a reply. If the agent doesn’t respond, the AI will follow up automatically.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Nothing. Let the AI do its thing.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`replied-\u0026-qualifying`,children:`REPLIED \u0026 QUALIFYING`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` The agent texted back, and the AI is now having a conversation with them.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The AI is asking questions to figure out:`]}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Does this agent work with investors?`}),`\n`,_jsx(_components.li,{children:`Do they have off-market deals?`}),`\n`,_jsx(_components.li,{children:`How often do they come across properties?`}),`\n`,_jsx(_components.li,{children:`Are they open to working with you?`}),`\n`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` You can read the conversation, but let the AI qualify the agent first. The AI will grade them based on their answers.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`grade-a-follow-up`,children:`GRADE A FOLLOW UP`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` This agent is a top-tier contact — investor-friendly, understands off-market deals, and is likely to bring you properties.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The AI follows up with Grade A agents `,_jsx(_components.strong,{children:`every 2 weeks`}),` (bi-weekly) to keep the relationship warm and ask if they have any new properties.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Pay close attention to these agents. When they respond, move fast. These are your best contacts.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Follow-up schedule:`}),` Every 14 days. 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Overdue after 17 days.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`grade-c-follow-up`,children:`GRADE C FOLLOW UP`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` This agent showed some interest but isn’t actively bringing deals. They might be worth keeping in touch with.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The AI follows up with Grade C agents `,_jsx(_components.strong,{children:`once a month`}),` to stay on their radar.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Low maintenance. Let the AI handle these. If a Grade C agent suddenly gets more engaged, the AI will flag it.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Follow-up schedule:`}),` Every 30 days. Overdue after 35 days.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`follow-up-sent-ai-waiting`,children:`FOLLOW UP SENT (AI WAITING)`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` The AI just sent a follow-up message to an agent (any grade). Now it’s waiting for a reply.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The follow-up went out. If the agent replies, they move to “Follow Up Replied.” If they don’t, they go back to their grade stage for the next follow-up cycle.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Nothing. Let the system work.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`follow-up-replied-ai-engaged`,children:`FOLLOW UP REPLIED (AI ENGAGED)`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` An agent replied to a follow-up message. The AI is now chatting with them again.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` The AI re-engages the agent, asks about new properties, and sees if there’s an opportunity.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Watch this closely. If the agent mentions a property, that’s your cue to get involved.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`property-submitted`,children:`PROPERTY SUBMITTED`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` An agent sent you a property address or property details.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` This is the gold — an agent is bringing you a potential deal.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` `,_jsx(_components.strong,{children:`This is where you take over.`})]}),`\n`,_jsxs(_components.ol,{children:[`\n`,_jsx(_components.li,{children:`Get the property address`}),`\n`,_jsx(_components.li,{children:`Run comps (comparable sales) to figure out the property’s value`}),`\n`,_jsx(_components.li,{children:`Estimate repair costs`}),`\n`,_jsx(_components.li,{children:`Decide if you want to make an offer`}),`\n`,_jsx(_components.li,{children:`If yes, move forward with the deal`}),`\n`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`working-/-bot-paused`,children:`WORKING / BOT PAUSED`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What it means:`}),` You’re actively working with this agent on a deal, and the AI is paused for this conversation.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`What’s happening:`}),` You’ve taken over the conversation and the AI is not sending messages.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Your role:`}),` Handle the deal directly. Call, text, negotiate, and close.`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`3`,id:`other-stages`,children:`Other Stages`}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`NEVER RESPONDED`}),` — The agent never replied after multiple outreach attempts. 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Expect`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Grade A`})}),_jsx(_components.td,{children:`Investor-friendly, works off-market`}),_jsx(_components.td,{children:`Every 2 weeks`}),_jsx(_components.td,{children:`Most likely to bring deals`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Grade B`})}),_jsx(_components.td,{children:`Good agent, responsive, MLS-focused`}),_jsx(_components.td,{children:`Every 2 weeks`}),_jsx(_components.td,{children:`May bring deals occasionally`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Grade C`})}),_jsx(_components.td,{children:`Some interest, low engagement`}),_jsx(_components.td,{children:`Monthly`}),_jsx(_components.td,{children:`Keep-in-touch, low priority`})]})]})]}),`\n`,_jsx(Heading,{level:`3`,id:`grade-a-agents-—-your-mvps`,children:`Grade 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network`}),`\n`]}),`\n`,_jsx(Heading,{level:`3`,id:`grade-c-agents-—-background-contacts`,children:`Grade C Agents — Background Contacts`}),`\n`,_jsx(_components.p,{children:`These agents:`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Showed some initial interest`}),`\n`,_jsx(_components.li,{children:`Haven’t been very active or engaged`}),`\n`,_jsx(_components.li,{children:`Might warm up over time`}),`\n`,_jsx(_components.li,{children:`The AI keeps them in the loop with minimal effort`}),`\n`]}),`\n`,_jsx(_components.hr,{}),`\n`,_jsx(Heading,{level:`2`,id:`moving-agents-between-stages`,children:`Moving Agents Between Stages`}),`\n`,_jsx(Heading,{level:`3`,id:`automatic-ai-does-it`,children:`Automatic (AI does it)`}),`\n`,_jsx(_components.p,{children:`The AI automatically moves agents through:`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`QUEUED → OUTREACH SENT (when the first message goes 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