CASE STUDY · REAL ESTATE
How Summit Realty saved 14 hours per agent weekly with an AI ISA.
A 45-agent brokerage was losing high-value buyer leads because agents couldn't respond fast enough during showings. Echofied deployed an AI Inside Sales Agent to qualify leads and schedule showings instantly.
14 hrs
Saved per agent, per week
42%
Increase in showings booked
2 min
Average response time to new leads
The Before & After
Before Echofied
- Leads sat for an average of 4 hours before an agent called them.
- Agents spent 2 hours every evening manually updating Follow Up Boss.
- Zillow leads were often lost to competitors who called faster.
- Showings were booked via phone tag and messy text threads.
After Echofied
- AI agent texts new leads within 60 seconds, qualifies them, and answers HOA/property questions.
- Agent checks Google Calendar and books the showing directly on the spot.
- CRM (Follow Up Boss) is updated automatically with full conversation logs.
- Agents only step in when the lead is ready for a contract or a complex negotiation.
The Technology Stack
| System | Role | How Echofied Connects |
|---|---|---|
| Follow Up Boss | Real Estate CRM | API Integration. Reads new leads, writes conversation notes & tags. |
| Zillow Premier Agent | Lead Generation | Webhook. Triggers the AI the second a new lead fills out a form. |
| Google Calendar | Scheduling | API Integration. AI checks availability and creates the calendar event. |
| Twilio | SMS & Voice | API. Acts as the phone number the AI uses to text and call. |
The Automation Workflow
- Trigger: A lead submits a "Request a Tour" form on Zillow for 14 Alder Lane.
- Action: Echofied agent texts the lead: "Hi, this is Sarah with Summit. I see you're interested in 14 Alder Lane! It's a 3-bed, $705k. Would you like to see it this Saturday?"
- Qualification: The lead replies "Yes, Saturday at 11 AM." The AI answers 2 more questions about the HOA.
- Execution: AI checks the agent's Google Calendar, finds 11 AM open, books the event, and confirms via SMS.
- Logging: AI writes the entire transcript, the lead's budget, and the showing time into Follow Up Boss.