AI agents for real estate brokerages
AI agents alongside Follow Up Boss and Dotloop. Lead speed-to-response, transaction coordination, and compliance chasing keep deals moving and files clean.
Systems of record this works alongside
Starter workflows
Lead routing and speed-to-response
Route the inbound lead to the right agent instantly, draft the first-touch response, and follow up on the schedule that actually converts, so leads get worked in minutes instead of hours and fewer walk to a competitor.
Transaction coordination
Run the transaction checklist from contract to close, chase the missing signatures, disclosures, and contingency deadlines, and update Dotloop or the transaction system, so nothing in a deal falls through a crack.
Compliance file review
Check each closed file for the required documents and signatures before commission release, flag the gaps, and draft the request to the agent, so the broker's compliance exposure stays managed.
Database reactivation
Surface past clients and dormant leads due for outreach, draft the check-in in the agent's voice, and keep the sphere warm, so repeat and referral business does not depend on an agent remembering to reach out.
Deals move on speed and coordination
A real estate brokerage lives on two operational realities: leads convert when they get a response in minutes, and deals close cleanly when someone runs the transaction checklist relentlessly. Both are follow-up work that agents and transaction coordinators struggle to keep up with. Ceven runs the routing, the coordination, and the compliance review against Follow Up Boss, Dotloop, and Lone Wolf, so agents sell and the deals stay on track. The CRM and transaction platform stay the record; Ceven drives the follow-up around them, logged.
Speed-to-lead without an agent glued to their phone
The lead that gets a response first usually wins the client, and agents cannot respond in minutes while they are showing a house or in a closing. Ceven routes the lead instantly, drafts the first touch, and runs the follow-up cadence that converts, so the brokerage captures the lead without every agent living on their phone. The agent owns the relationship the moment it warms up; Ceven makes sure the lead is engaged before it goes cold.
Clean files protect the broker
The broker of record carries the compliance liability for every agent's file, and a missing disclosure or signature is the broker's problem, not the agent's. Ceven checks each file for completeness before commission release, flags the gaps, and drafts the request to the agent, so the compliance exposure stays managed without the broker manually auditing every deal. Every file review is logged, which matters in an audit or a dispute.
Frequently asked
Does the agent give real estate advice or negotiate?
No. Advice, showings, and negotiation stay with the licensed agent. Ceven handles lead routing, transaction coordination, compliance review, and database outreach.
Does this work with Follow Up Boss and Dotloop?
Yes, both on the standard adapter, along with BoldTrail and Lone Wolf. Ceven reads leads and transaction data and drafts around the brokerage's systems.
Can it respond to leads instantly?
Yes. Ceven routes and drafts the first touch in seconds and runs the follow-up cadence, in the agent's voice, with the agent taking over once the lead engages.
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