Instant lead qualification at any hour, AI-personalized follow-up at the right cadence, and pre-call briefings so real estate agents respond faster and close more consistently.
The pipeline · 6 steps
1 free
STEP 1RRoof AIBuyer submits contact form after browsing listings at 11:47 PM — Conduct qualification conversation adapting to buyer's responses; score and classify as active buyer with timeline
STEP 2F
Follow Up Boss
Structured lead pushed to CRM — Generate personalized 7am follow-up referencing specific listings viewed and school district interest
STEP 3FFollow Up BossAgent prepared for 9am call
STEP 4LLofty AOSStrategic lead prioritization and re-engagement across full book of business — Identify leads gone quiet, monitor target neighborhoods for new listings, sequence seller prospect check-ins
STEP 5ZZapierZillow lead arrives — route to CRM and trigger intro flow
Buyer submits contact form after browsing listings at 11:47 PM — Conduct qualification conversation adapting to buyer's responses; score and classify as active buyer with timeline
F
STEP 2
Follow Up Boss
Structured lead pushed to CRM — Generate personalized 7am follow-up referencing specific listings viewed and school district interest
F
STEP 3
Follow Up Boss
Agent prepared for 9am call
L
STEP 4
Lofty AOS
Strategic lead prioritization and re-engagement across full book of business — Identify leads gone quiet, monitor target neighborhoods for new listings, sequence seller prospect check-ins
Z
STEP 5
Zapier
Zillow lead arrives — route to CRM and trigger intro flow
Roof AI qualifies website visitors in real-time conversation, scoring and pushing structured leads to Follow Up Boss by midnight. Follow Up Boss sends personalized morning follow-up texts referencing specific listings viewed and generates pre-call briefings for the agent. Lofty AOS coordinates multiple agents simultaneously — re-engagement sequences, buyer matching alerts, and seller prospecting. Zapier connects lead portals and automation triggers. Lindy AI handles weekly seller outreach campaigns researched from comp activity.
Setup time
1–2 days
Difficulty
no-code
Built for
real estate agent, real estate team lead, buyer's agent
FAQ
Does Follow Up Boss integrate with Zillow, Realtor.com, and other lead portals?
Yes. Follow Up Boss has native integrations with Zillow Premier Agent, Realtor.com, Homes.com, and 200+ other lead sources. Leads from any connected portal are automatically imported, tagged by source, and enrolled in the appropriate follow-up plan.
What's the difference between Lofty AOS and Follow Up Boss?
Follow Up Boss is primarily a CRM and follow-up platform. Lofty AOS is an agentic operating system coordinating multiple AI agents across different business functions — lead generation, buyer matching, seller prospecting, and marketing automation. Many teams use both.
Is this stack overkill for a solo agent?
For a solo agent generating 30+ leads per month, this stack pays for itself by converting leads that would otherwise age out. The breakeven is roughly one additional closed transaction per quarter. Agents with fewer than 20 leads per month can start with just Follow Up Boss and Zapier.