Your database is the cheapest lead source you own
Most brokerages are sitting on thousands of past clients and old inquiries that cost nothing to contact and never get contacted. The problem was never the list — it was knowing which two hundred of them are worth a call this month.
Scoring, not guessing
Recency, prior intent, price band, and engagement history combine into a score, so the list is ordered by likelihood rather than by import date.
Worklists your agents can finish
A prioritised call-and-message list of a size a person can actually get through, instead of a 12,000-row export nobody opens.
AI-run first touch
For consented contacts, the AI opens the conversation and hands off the moment there is a real reply — so agents spend time on responses, not dial tones.
Human handoff on interest
Any sign of intent routes to the owning agent with the full history attached, including what the AI already said.
Works on what you already have
Import from CSV or your existing CRM. Duplicate detection merges the same person arriving from three different sources.
Past clients, not just leads
Anniversary, equity, and life-stage signals surface the past client who is quietly ready to move rather than the lead who never was.
How it runs day to day
- 1
Bring the database in
Import contacts and their history. Duplicates are detected and merged so one person is one record with one consent state.
- 2
Everyone gets scored
The engine ranks the database on recency, prior intent, price band, and engagement, and explains why a contact scored where it did.
- 3
You pick the slice to work
Take the top of the list, or filter to a price band, a market, or an owning agent — then decide whether the AI opens or an agent does.
- 4
Outreach runs under the caps
Consent is checked per contact and per channel, suppression is honoured, and attempt caps stop anyone being worked twice across campaigns.
- 5
Live conversations reach a human
A reply pauses the outreach and hands the thread to the owning agent with the AI's transcript already on the record.
Included with the module
Reactivation works on contacts you already have a relationship with and a lawful basis to contact. It is not a cold-calling tool: a purchased or scraped list cannot be turned into an AI dialling campaign here.
- Scoring across recency, intent, price band, and engagement
- Prioritised call and message worklists
- Score explanations, so the ranking is auditable
- AI-run first touch on consented contacts only
- Automatic human handoff on any reply
- Suppression and cross-campaign attempt caps
- CSV and CRM import with duplicate merging
- Per-agent and per-market filtering of the list
- Outcome tracking back into the CRM timeline
How the compliance gate applies here
This module touches your oldest records, which is exactly where consent data is weakest — so the gate is strictest here. Every contact is checked individually before any dial or message: consent for that channel, suppression and do-not-contact, the local calling window, and the attempt cap. Contacts without a lawful basis are skipped and the skip is recorded.
Read the compliance detailIt only works because the other parts exist
Invite-only early access — request an invite
We are onboarding brokerages one at a time so each configuration gets built properly. Tell us about your team and we will get back to you.