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Onboarding

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Your Onboarding Journey

Complete all sessions to master your CRM

⚑
Install
1
Session 1
2
Session 2
3
Session 3
4
Audit 1
5
Audit 2
πŸŽ‰
Complete!
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Training Sessions

⚑ System Install
Pending β–Ό

We connect Real Estate OS to your Lofty CRM, import your database, set up all automations, smart plans, and pipelines. You'll have a fully operational system ready for training.

🎯 What Gets Done: CRM connected, automations installed, pipelines built, database imported
⏱️ Duration: We handle this for you (typically 24-48 hours)
1 New Lead β†’ Appointment Set
Locked β–Ό
New Leads Attempted Contact Follow Up/Nurture Appointment Set

Learn how to work your leads from first contact to booked appointment. We'll show you exactly which buttons to press, how automations trigger, and how to organize your database for maximum conversion.

🎯 You'll Learn: Speed-to-lead response, follow-up sequences, pipeline organization, appointment booking workflow
πŸ“ Homework: Move all current leads to correct pipeline stages, set follow-up timeframes, book 3+ appointments using the system
2 Appointment Met β†’ Submitting Offers
Locked β–Ό
Appointment Met Signed Customer Marketing Not in MLS Marketing in MLS Showing Submitting Offers

Master the post-appointment workflow. From buyer consultations to listing presentations, signed agreements to active marketing - every step has automations to keep clients engaged and informed.

🎯 You'll Learn: Post-appointment follow-up, listing launch sequences, buyer showing workflows, offer submission process
πŸ“ Homework: Process all current appointments through the pipeline, activate listing marketing automations, practice buyer workflows
3 Under Contract β†’ Lifetime Customer
Locked β–Ό
Under Contract Closed Lifetime Customer

Close deals and create clients for life. Learn transaction management in Lofty, post-closing sequences that generate 5-star reviews, and the referral system that turns every client into a source of future business.

🎯 You'll Learn: Transaction management, closing workflows, review request automation, long-term nurture sequences
πŸ“ Homework: Set up transaction for current pendings, configure review request automation, move past clients to Lifetime Customer stage
4 CRM Audit #1
Locked β–Ό

Two weeks after Session 3, we review your CRM together. We'll identify what's working, what's not, and make real-time adjustments. This is where we catch bad habits and optimize your workflows based on actual usage.

🎯 What We'll Do: Review pipeline accuracy, check automation triggers, identify gaps, optimize workflows, answer questions
πŸ“ Before This Session: Use the system daily for 2 weeks, note any confusion or friction points, have specific questions ready
5 CRM Audit #2
Locked β–Ό

Final audit to ensure you're a CRM power user. We'll review improvements since Audit #1, make final optimizations, and discuss advanced features and playbook add-ons that can take your business to the next level.

🎯 What We'll Do: Final optimization review, advanced feature training, playbook recommendations, graduation to full member
πŸ“ After This Session: You're fully trained! Continue using best practices, explore playbook add-ons, leverage Slack support as needed

Playbook Training

⚑
Real Estate OS Core
5 Sessions β€’ Full CRM Training
βœ“ Owned β–Ό
πŸ“Š
Pricing Strategy OS Pro
3 Sessions β€’ Seller Conversion
πŸ”’ Locked β–Ό
πŸ“§
Email Warmup
1 Session β€’ Deliverability Setup
πŸ”’ Locked β–Ό
πŸ’¬
Slack Integration
Done For You β€’ No Training Needed
πŸ”’ Locked β–Ό

Support

πŸ’¬
Slack Support
Direct access to the team

Get help anytime. Average response time: under 2 hours.

∞ Support Open Slack
πŸ‘₯
Create Your Team
Add agents and admins to your Real Estate OS account. Team members get access to the dashboard, network, and messaging.

πŸ€– AI Departments

Your AI-powered back office. Each department runs 24/7, handling tasks that used to require full-time staff.

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Contacts
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Hot Leads
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Active Transactions
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Tasks Today
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AI ISA

● Active

Inside Sales Agent β€” responds to new leads instantly via text & email, qualifies them, and books appointments.

What it does:
  • Instant text + email on new leads (< 60 seconds)
  • 7-day automated follow-up sequences
  • Lead scoring (0-100) with hot lead alerts
  • AI voice calls via Vapi
  • Appointment booking with calendar sync
πŸ“‹

AI Transaction Coordinator

● Active

Manages every transaction from contract to close β€” auto-emails title, schedules inspections, sends reminders.

What it does:
  • Creates buyer/seller checklists from templates
  • Auto-emails title company & lender
  • SMS reminders (inspection, closing, utilities)
  • Deadline tracking with agent alerts
  • Post-closing follow-ups (30, 90, 365 days)
πŸ“£

AI Marketing Manager

● Active

Generates listing descriptions, social posts, email campaigns, blog content, and video scripts on demand.

What it does:
  • Listing descriptions (multiple styles & lengths)
  • Social posts for IG, FB, LinkedIn, TikTok
  • Email campaigns & drip sequences
  • Blog posts with SEO optimization
  • Video scripts (tours, market updates)
πŸ†

AI Accountability Coach

● Active

Tracks agent performance, sends motivation texts, alerts managers to underperformers, generates leaderboards.

What it does:
  • Daily metrics tracking (calls, texts, contacts)
  • Morning motivation & evening check-ins
  • Uncontacted lead alerts (24h, 48h critical)
  • Weekly performance reports with rankings
  • Manager alerts for underperformers
πŸ—„οΈ

AI Database Manager

● Active

Keeps your CRM clean β€” finds duplicates, validates data, standardizes formatting, archives dead leads.

What it does:
  • Duplicate detection (email, phone, fuzzy name)
  • Email & phone validation + auto-fix
  • Name/address standardization
  • AI tagging and contact summarization
  • Dead lead archival after X days
πŸ”„

Lofty Sync

β—‹ Not Connected

Bidirectional sync with Lofty CRM β€” leads, listings, agents, and activities flow automatically.

What it does:
  • API key OR OAuth connection
  • Real-time lead sync via webhooks
  • Listing & agent sync
  • Activity logging back to Lofty
  • Triggers AI departments on events

⚑ How It Works

1️⃣
Lead Comes In
From Lofty, Zillow, your website, or manual entry
2️⃣
AI ISA Responds
Instant text + email within 60 seconds, 24/7
3️⃣
Lead Gets Qualified
AI scores, tags, and routes to the right agent
4️⃣
Contract to Close
AI TC handles all parties, deadlines, and follow-ups

Network Members

Conversations

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πŸ† Community Wins

Celebrate your victories with the Real Estate OS community!

JD
Jessica Davis
2 hours ago

πŸŽ‰ Just closed my biggest deal of the year!

$1.2M listing that came from a nurture sequence I set up 6 months ago. The smart plans kept me top of mind until they were ready. Thank you Real Estate OS!

TC
Tom Chen
Yesterday

First month using the system - 3 new listings!

Converted 3 leads to listings in my first month. Speed to lead is real. Got back to them within 5 minutes and they said no other agent responded that fast.

Feature Ideas

πŸ‘•

Merch Store

Coming Soon!

Exclusive Real Estate OS gear is on the way. As a member, you'll get access to:

πŸ‘•
Premium Tees
🧒
Snapback Hats
β˜•
Coffee Mugs
πŸŽ’
Backpacks
πŸ““
Notebooks
πŸ†
Award Plaques

Your welcome pack with a free t-shirt ships after you complete onboarding!

πŸ”” We'll notify you when the store launches

Profile Information

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πŸ‘• Shipping & Swag

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Payment Methods

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Expires 12/26
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⚑ Real Estate OS

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