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RealtyOSby AgentivX

Guide

Where does an AI back office fit next to a CRM and transaction software?

RealtyOS can be a brokerage's workspace for leads, clients, listings, and transactions, or it can run next to the CRM and transaction software the team already uses. A team can start by importing contacts from a CSV file, adding active files, and turning on the agents one workflow at a time.

What RealtyOS covers

Leads, contacts and clients, buyers and sellers, listings with their websites, transactions, documents, marketing drafts, an inbox, a calendar feed, tasks, and analytics, with eight agents working on those records.

Running next to your tools

A team can keep its current CRM and transaction system and use RealtyOS for the work they do not cover, such as listing launches with a preflight and a recorded release, or drafts that wait for approval. Contacts move in from a CSV file today.

How a team can start

One workflow at a time keeps the change small:

  1. Import your contacts from a CSV file.
  2. Add your active files, with their dates and documents.
  3. Set your approval rules, disclaimers, and brand voice.
  4. Turn on one workflow, such as lead follow-up or listing launches, and add more when the team is ready.

What RealtyOS does not do yet

  • No direct connectors to lead sources yet, and no bulk lead import. Contacts import from a CSV file.
  • No e-signature integration yet.
  • Email and calendars are one-way: replies to emails sent from RealtyOS go to the agent's own inbox, and calendars are a private feed.
  • RealtyOS drafts marketing campaigns but does not send them. They go out from the brokerage's own email and social tools.

Questions

Do we have to move everything into RealtyOS?
No. You can run it next to the tools you use and move work over one workflow at a time.
Does it connect to the MLS?
Not directly yet. Listing details are entered by your team, and MLS copy is drafted for you to paste.
Can we bring our contacts in?
Yes. Contacts import from a CSV file, so past clients, your sphere, and partners can come in at the start.

Last reviewed by AgentivX Solutions

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