For real estate agents
Leads go cold while you are in a showing. AI for real estate agents works best as a team: Operly gives you team members that find new prospects, draft the follow-ups, sort the inbox and create the listing content, so the work keeps moving between appointments.
Your income depends on never dropping a lead or a follow-up.
Also finds you new sellers. See how →Try it: find your next sellers
Describe your ideal customer once and set it as a routine. Your team members research on a schedule and bring you prospects with a drafted introduction for each. You choose who to contact, and each introduction is drafted for you to read. This is an example with made-up people.
Chief of staffYour teamOn it! I found 3 sellers worth a look, each with a drafted introduction. Keep the ones you like.
Hi Dana, I noticed a couple of homes on Birch Court sold quickly this spring. If you are ever curious what yours would bring today, I am happy to put together a quick, no-pressure estimate.
Hi Marcus, I saw you are thinking about more space. I help local families plan the sell-and-move timing so it is less stressful. Want a short list of what is available nearby?
Hi Ellen, I am sorry to hear about the loss. If it would help, I can walk you through your options for the house at your own pace. No pressure at all.
Drafts stay with you until you send them.
Try it: open house follow-up
Say the request once. Your team members write a personal note for every name on the sign-in sheet. Pick a visitor to see the draft, then approve it or change it yourself. This is an example with made-up visitors.
Chief of staffYour teamFollow up with everyone who came to Saturday’s open house.
On it! The drafts are ready for you to read. Pick one to open it.
Sign-in sheet
Hi Maria, thank you for coming by the open house on Saturday. You mentioned the kitchen, and I would be glad to send the school zone details. Would Thursday work for a second look?
Drafts stay with you until you send them.
Try it: launch a listing
Give your team members the basics. They draft the post, the email, the slideshow outline and the description, ready for you to edit. This is an example, and the drafts are simple on purpose.
Fill in the details and press the button.
Sound familiar?
Saturday’s open house leads are cooling off by Monday
Every new listing needs a post, an email and a slideshow
Buyer, seller and vendor email all land in one inbox
What you can hand off
These are the kinds of requests real estate agents give their chief of staff. Your team members do the work and you review the result.
“Every weekday, look for new leads in my market and draft a short intro for each.”
Describe who you want to reach and set it as a routine. It researches on a schedule and drafts outreach for you to review. You choose who to contact, and each introduction is drafted for you to read.
“Follow up with everyone who came to Saturday’s open house.”
A follow-up team member works from the sign-in list you share and drafts a personal note for each visitor. You review the drafts and send.
“Sort my inbox so buyer and seller emails come first.”
Inbox rules star mail from the people who matter and move promotions out of the way. Requests in client email become tasks with deadlines.
“Write a post, a short slideshow and an email for my new listing on Maple Street.”
Studio creates the social post, slideshow and email from the details you give it, and saves them to your library for you to edit.
“Brief me on tomorrow’s showings.”
The Morning Briefing routine lists the day’s calendar events with prep notes, flags overdue work and suggests your top three priorities.
“Draft this week’s update for each of my sellers.”
A routine pulls what you have noted for each listing and drafts a short update per seller. You edit the drafts and send them.
“Pull my notes and files together for tomorrow’s listing appointment.”
Attach the files you want with the paperclip and ask for a one-page prep sheet. Your memory and files give your team members the context.
“Every quarter, draft a check-in for my past clients.”
A routine runs on schedule and saves the drafts in its history for you to review. Drafts wait until you send them.
One request, start to finish
An illustration of how one request can play out, not a customer story.
“Follow up with Saturday’s open house, write the listing post and sort my buyer email.”
Follow-up, content and inbox team members start at the same time. One drafts a note for every name on the sign-in sheet, one writes the listing post, one sorts buyer email.
The drafts are waiting in one place. You edit what you want and send.
A customer story
A real estate agent uses Operly voice to answer clients, create content and close deals, all from the golf course.
What stays with you
Ask for drafts and read each one first. Pricing advice, negotiation and anything about a client’s situation stay with you, and you stay responsible for the rules that apply to your business.
What your team takes on
Most of them are follow-up in some form. Your team members take them on, and you keep the conversations.
The pipeline runs dry the moment the busy season starts.
With OperlyDescribe the sellers and buyers you want to reach and set it as a routine. It researches on a schedule and drafts an introduction for each. You choose who to contact.
Leads need repeated, spaced-out touches, and it is the first thing to slip.
With OperlyAsk your chief of staff for a follow-up plan for every new lead. A follow-up team member drafts each touch on schedule for you to review.
Past clients are the best source of referrals, and the easiest to forget.
With OperlyKeep closing dates in a simple list. A daily routine reads it and drafts a home anniversary note or market update for anyone whose date is coming up. You review and send.
A sign-in sheet full of names and no time to write to each person.
With OperlyHand over the sign-in sheet. A personal note is drafted for every visitor, and you read each one before you send it.
Every listing needs photos, copy and posts, and it all lands on you.
With OperlyA content team member drafts the listing post, the email and the visuals from your notes.
Requests hide in a crowded inbox and turn into things you forgot.
With OperlyPlain-English inbox rules sort the mail. Requests become tasks with dates, and replies are drafted for you.
Showings, deadlines and promises live in different places.
With OperlyA morning briefing lists the day’s showings with prep notes, what is overdue and your top priorities.
In the app
Real screens from Operly. The workspace and every name in them are made up.
Drafts are written in the tone you choose, and you can edit every draft before you send it.
Yes. Operly runs on the web, iPhone and Android, and your team members can message you on Telegram, Slack or push notification when work is ready.
Ask your team members for drafts and read each one first. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
Operly works from your email, calendar and files, and connects to more apps through Connect. Check the app for the current list of connections.
Yes. Studio makes images, video, slideshows, social posts and blog posts, and keeps them in your library.
Pick one thing you keep doing yourself, ask your chief of staff to handle it, and see how it feels.
Start delegating