Application pattern · residential real estate

Work every lead.
Day or night.

The same operating model behind our commercial brokerage work, adapted for residential teams: speed-to-lead, database nurture, listings, closings, commissions, and CRM updates connected into one system.
V
Vera · The Hartley Group
Answers in seconds · 24/7
New lead · Zillow · 9:12 PM
Hi, is 14 Maple Ave still available? Saw it online.
Hi! Yes, 14 Maple is still active — 3 bed / 2 bath at $529k. Are you working with an agent yet, or just starting your search?
Just starting. We'd want to see it this weekend.
Happy to set that up. Are you pre-approved yet, and what's your timeline to move?
Pre-approved up to $550k, hoping to be in by fall.
JUN
21
Showing · 14 Maple Ave
Sat · 11:00 AM · with Dana H.
✓ Booked · lead added to CRM
You're set for Saturday at 11 with Dana. I'll text a reminder and a few similar homes to consider. 🏡
Text message
● The engine, built & operating today We run the AI agent + operating system for real estate teams · configured for residential · capabilities deployed
< 60 sec
To first response, every lead
24 / 7
Nights, weekends, never misses
Hands-free
Qualified & booked, no human
100%
Logged to your CRM
01

The problem

Every team we talk to

The leads are there. The follow-up isn't — and the back office is held together with spreadsheets.

Leak 01

Internet leads die in minutes

A Zillow or Realtor.com lead comes in at 9pm. By morning they've talked to three other agents. Speed-to-lead isn't a nice-to-have — it's the whole game.

Leak 02

Your database isn't being worked

The money is in the database — past clients, sphere, long-term leads. But nobody has time to nurture it, so referrals and repeat deals quietly leak out.

Leak 03

The deals live in spreadsheets

Your CRM tracks leads, not the business. Transactions, splits, commissions, closings — and rentals if you do them — live in spreadsheets and your head. There's no single source of truth.

02

AI Layer

An operator, not a chatbot

The agent layer does more than reply to leads. It works inside the tools your team already uses.

A chatbot talks. A copilot looks things up. Vera does it — she answers the lead, qualifies it, books the showing on your calendar, logs it to your CRM, and works the long-tail database while you sleep. She reads and writes across your stack, and closes the loop without you.

Works every lead, instantly
Answers Zillow, Realtor.com, Facebook & web leads in under 60 seconds, qualifies (budget, timeline, pre-approval), and books the showing.
Nurtures the database
Works your sphere and long-term leads on a schedule — check-ins, home anniversaries, market updates — so nothing in the database goes cold.
Runs your CRM both ways
Not just reads it — writes: logs the lead, updates the stage, and "mark the Elm St deal under contract" actually moves it and sets the closing tasks.
Markets your listings
New listing or a closing? She drafts the just-listed / just-sold graphic and the social posts automatically, in your brand.
Lives in your texts and your team chat · no new app for the team · reads and writes · we host and run her for you.
Same operating model, in your team chat — updating the pipeline and answering team questions by message.
hartleygroup.slack.com › Vera
V Vera APP
DH
Dana H.4:06 PM
@Vera mark the Elm St deal under contract, closing July 15
V
VeraAPP4:06 PM
Done — moved 42 Elm St to Under Contract, set closing for Jul 15, and created the transaction checklist (inspection, appraisal, financing contingency dates). Commission's tracked at $15,870 to the team.
✅ 2
TM
Tomas · New agent4:21 PM
@Vera what's our buyer-rep agreement policy before a showing?
V
VeraAPP4:21 PM
Signed buyer-rep agreement is required before the second showing, or before any offer. I can send Tomas the template now if you'd like.
Sources · 2 cited
[1] team-playbook.md[2] SOP · buyer onboarding
The front door (texts) and the back office (team chat) · one operator · qualifies leads, nurtures the database, updates the pipeline · reads and writes.
The difference no tool can copy

She doesn't start from scratch. She starts from your database.

Before day one, we load Vera with your business — your past clients, your sphere, your transaction history, your scripts, your farm. Generic AI knows the internet. Vera knows your book of business.

Day one

Trained on your database

Your past clients, sphere, and scripts go in before launch — so she nurtures and qualifies like a veteran on your team who already knows your market and your voice.

Over time

An asset that appreciates

Every lead worked and deal closed makes her sharper — she learns your conversion patterns, your repeat clients, your farm. Software depreciates; Vera compounds.

Forever

Your database never leaves

When an agent leaves the team, the relationships and history don't walk out the door with them. They stay in Vera — the team's memory, kept.

03

The system underneath

A live tour · sample data

Vera works the front. Underneath her is your operating system — the part your CRM was never built to do: every transaction, split, commission, closing, listing, and rental in one place. Your CRM tracks leads; this tracks the business. Built around your team, your splits, your workflow.

The team's pipeline, leads, and closings — one operating picture.
portal.yourteam.com › dashboard
This month · June 2026
Team overview
TeamMine
$12.4M
Volume YTD
14
Under contract
63
Active leads
Pipeline by stage
42 Elm St
Buyer · $529K
Under Contract
Dana
$15.9K
88 Birchwood Ln
Seller · listing
Offer
Marcus
$21.3K
14 Maple Ave
Buyer · new lead
Showing
Dana
Park Ave #4B
Rental · tenant
Lease out
Tomas
$2.4K
Speed-to-lead · this week
38 sec
Avg first response
29
Leads worked by Vera
Database nurture
Home anniversaries7 sent
Past-client check-ins12 sent
Stale leads re-engaged5
V
Vera · just now
A past client at 9 Cedar Ct just hit their 1-year mark and 3 homes nearby sold above list. I drafted a "your home value" check-in for Dana to approve.
Log a deal once — splits, commission, and closing tasks calculate automatically.
portal.yourteam.com › transactions › new
Transactions · new
New Transaction
Client & property
Under Contract
Dana H.
The Carters
42 Elm St
Zillow
Side
BuySellRental
529,000
07 / 15 / 2026
3.00
Commission split
AgentSplitPayout
Dana H. (lead)70%$11,109
Team (30%)30%$4,761
Sale price
$529,000
Gross commission
$15,870
Agent payout
$11,109
Save transaction
On save, Vera builds the closing checklist, sets contingency dates, and drops a just-sold post in the queue.
Your whole database — buyers, sellers, past clients, landlords, tenants — and Vera works it.
portal.yourteam.com › database
Database · 1,840 contacts
Database
AllSpherePast clients
NameLast touchTypeOwner
The Carters
Under contract · 42 Elm
Today · Vera
Buyer
Dana
J. & M. Okafor
Bought 9 Cedar · 2025
1-yr · Vera ✓
Past client
Dana
Westwood Holdings
Owns 3 rentals
2 wks
Landlord
Tomas
R. Vance
Lease · Park Ave #4B
5 days
Tenant
Tomas
S. Brenner
Zillow · nurturing
3 days · Vera
Lead
Marcus
V
Vera · database
112 past clients haven't been touched in 6+ months. I queued personalized check-ins — and flagged 4 likely to move this year based on equity and life signals.
Listings and rentals tracked in one place — with expiration alerts on leases.
portal.yourteam.com › listings
Active · 9 listings · 6 rentals
Listings & rentals
ListingsRentals
PropertyPriceDOMStatus
88 Birchwood Ln
$710,000
12
Offer in
5 Harbor View
$1.24M
34
Active
22 Sunset Dr
$465,000
3
Active
Rentals — lease expirations
Park Ave #4B
R. Vance · tenant
$2,400/mo
Renews 90d
12 Garden Ct
K. Liu · tenant
$1,950/mo
8 months
V
Vera · just now
Park Ave #4B lease renews in 90 days — I drafted the renewal outreach to the landlord and the tenant, and flagged it as a re-list opportunity if they move.
New listing or a closing — the graphic and posts write themselves.
portal.yourteam.com › content engine
Just sold · Vera is generating assets…
JUST SOLD
REPRESENTED
THE BUYER
$529,000
The Hartley Group
42 Elm St · 3 bed / 2 bath (sample)
Instagram + Facebook · drafted by Vera
HG
The Hartley Group
Just now · 🏡
Just closed at 42 Elm St — congratulations to the Carters on their new home! 🎉
Helping buyers move fast in a tight market is what we do best.
#JustSold #FirstTimeBuyers #YourTownRealEstate
Posted to #transactions · Slack
🎉 Closed — 42 Elm St, buyer side, Dana. Just-sold graphic + posts ready. Approve ✓ · Edit
Your CRM tracks leads · this tracks the business · transactions, splits, commissions, closings, listings & rentals · plugs into Follow Up Boss, kvCORE/BoldTrail, Sierra & more, or replaces the spreadsheet · your data, run for you.
04

How it works

Live fast · run for you

No new software for your agents to learn. We build it around your team and operate it.

01
See her work a lead

Text the demo line and watch Vera qualify a buyer and book a showing in under a minute — then we show you the system behind her.

02
We set it up

We connect your lead sources, calendar, and CRM, load your database and scripts, and migrate your deals off the spreadsheet.

03
We run it

You don't manage software. We host, monitor, and operate Vera and the system for a flat monthly fee — and grow it with your team.

Buyer's agentsListing teamsSolo top producersSmall brokeragesRental / leasing agentsNew-agent teams
Book a call

Never miss
another lead.

A 20-minute call. We'll show you Vera qualifying a live lead and booking a showing, then the system behind her. No deck, no commitment.

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