Every agent we talk to has the same three jobs that never get done properly. The phone rings while they are at an open home. An enquiry comes in at 9pm and gets answered at 11am the next day, by which point the buyer has booked three other inspections. And the database, the thing they have spent ten years building, sits there while they cold call strangers.

None of that is a software problem. It is a staffing problem. Nobody has a spare person to sit by the phone, answer every enquiry inside a minute, write the Monday vendor report and go through four thousand contacts every night looking for the ten worth ringing. So we built that person. Four of them, actually.

They live in a new part of Ociate called the Office.

Who they are

The Receptionist. When you cannot pick up, the Receptionist does. They know who is ringing before they say hello, so a vendor whose house you are selling gets greeted by name instead of "can I take your name?". They take the message properly, tell you what the call was actually about, and when they promised a call back they ring back.

The Buyer Concierge. Every enquiry gets a reply in under a minute, day or night. Then the Concierge asks the three questions that decide whether this person is worth your Saturday: when are they buying, is the money real, and do they have a house of their own to sell. One question per message, never more than three, and never one you already know the answer to. If they say "just looking", that is an answer, and it is left there.

The Vendor Reporter. Monday's vendor report, written from what actually happened that week: enquiries, who registered against who actually turned up, the shape of the feedback, days on market. A quiet week gets one honest sentence rather than a page of zeros. Nothing goes to your vendor without you reading it first.

The Prospector. Every night the Prospector goes through the people you already know and works out which ten are worth a call tomorrow, with the reason written next to each name. Two doors down sold $80k over reserve. You appraised her in March and her neighbour just settled. A name with a reason gets a call back. A name on its own is a cold call.

There are more when you want them: a Listing Coach, a Contract Chaser, a Marketing Manager, an Auction Clerk for the busy season, and if you have two on the team already you can describe your own.

The bit that makes it safe

The obvious worry with anything like this is the day it texts the wrong person something stupid in your name. So everything here starts timid and you decide how far it goes.

Each employee has a dial. At the bottom they draft everything and you send it. One notch up they act and tell you after. A new hire spends their first fortnight on probation, drafting, until you have seen enough of their work to trust it. You can confirm them early if they have earned it.

There are things none of them will ever do, whatever the dial says. Talk about commission. Give legal or financial advice. Quote a price you have not published. Text anyone who has opted out, anyone on the do not call register, or anyone at night. Those are not settings you can switch off, because they are not features.

And everything they write sounds like a person wrote it. We strip out the tells that make a text read as generated, and every figure in a message is checked against your own records before it goes.

Their desk

Click any face and you get their desk: what they are working on right now, what is waiting on you, what they did this week, and what this month has cost.

Before you hire anyone you can read their resume, and it is not a brochure. It is a sample of the actual work, run against your own data. The Prospector's resume is tonight's call list, built from your database, with nobody contacted. You can try the Buyer Concierge as a buyer and call the Receptionist in the browser. Nothing you do there reaches a real person.

If you would rather see them work before paying, you can interview a hire for a week, free.

Today

The dashboard is gone. In its place is Today, which is where you land when you log in.

At the top is a box you can ask anything or tell someone what to do. "Which of the Coburg owners we appraised last year still haven't listed?" gets an answer with the names in it. "Get the Prospector to warm up everyone on Gaffney St" goes to the Prospector.

Under the box is the day as it happened, newest first. Your conversations, with a short summary of each. What each of your team did, in their own words, with the one or two things you can do about it right there: read the report and send it, ring the person back, open the list. Things waiting on you are marked as waiting on you.

If you have not hired anyone yet, Today shows you what they would have done, priced, so you can decide whether it is worth it.

Asking questions

The AI behind all of this got a lot better at answering questions about your own business. It can now look across your contacts, listings, campaigns, call lists and messages to answer things nobody wrote a report for. "Who replied to the August buyer campaign and said they are still looking?" is one question now, not three screens and a spreadsheet.

Every answer shows its working: the steps it took, and the records it is based on, beside the conversation. Numbers in an answer are checked against the data it pulled. If it could not check one, it says so.

Flows for you

Flows used to be things that happen to your contacts. Now there is a second kind: things your team does for you. "Every weekday at 7, email me the call list." "Text me when a vendor rings." "Tell me when something is waiting on me." You describe it in a sentence, it shows you what it understood, and nothing exists until you press start.

You can describe a contact flow the same way now. "Answer enquiries within five minutes and stop chasing after the second text" turns into the steps, and you can describe a change to an existing one rather than editing it by hand.

A few smaller things

• A call nobody answers now goes to voicemail instead of silence, for new users. Existing phone settings were left exactly as you set them.
• Flows stop when somebody at the office has already spoken to the person, so nobody gets an automated follow-up to a conversation they just had with you.
• Every employee's price is shown with GST, and what each one includes each month is on the hiring sheet before you hire.

What it costs

The platform is what it was. The team is extra, priced per person, on the same bill: $79 to $199 a month each, plus GST. Let anyone go from their desk and they come off the bill that day, prorated. Pausing someone keeps their line, the same as a seat. Most offices start with one, usually the Buyer Concierge, because enquiries answered at 9pm instead of 11am is the easiest thing in the world to measure.

If you have been with us a while, your four are already in the Office, waiting, and they are part of the plan you already pay for. They do nothing until you press Put them to work, and putting them to work costs nothing extra. Everything you already do, asking the assistant to build an audience and send a campaign, works exactly as it did.

Somebody hands over $62,500 at exchange, and from that moment until settlement it is not your money. It sits in a trust account with rules bolted to it. When it has to be banked. What the receipt has to say. Who can be paid out of it and when. And the one that ends careers, how fast you have to prove each month that the bank and your books are telling the same story.

Most offices we talk to run this on a spreadsheet, a receipt book and the bank's website in another tab. That holds up fine for a while. Then a cheque gets written on a Friday and banked on the Tuesday, or February never gets reconciled and nobody notices until the auditor does, or someone pays out a deposit that has not cleared and the whole office has a very bad week.

So the trust account is now in Ociate, on the same screen as the sale the money came from.

That first screen is what I would want in front of me on a Monday. How much is held, how much of it has not actually reached the bank, whose matters it belongs to, and the two or three things that turn into a problem if today gets away from you.

Receipts

You pick the matter, say who handed the money over and who it is for, and the receipt takes the next number in the book. The numbering never skips. The number is issued once under a lock, rather than typed into a row somebody can quietly delete later.

The receipt then tells you in plain words what happens next. Cash taken today in New South Wales has to be banked by the next banking day, so the page says exactly that, with the date on it. Miss the date and the receipt shows up on the overview in red.

Nothing here can be edited or deleted. Sounds annoying. It is the entire point. If a receipt was wrong, or a cheque bounced, you reverse it: the original row stays, a matching row goes in beside it, and both sit on the ledger with your name and your reason attached. That refusal is enforced by the database itself, not by our screens being polite about it.

Two other things it will flatly refuse. You cannot overdraw a matter, and you cannot pay out money that has not cleared yet. Different mistakes, different warnings, both much better caught by us than by a vendor.

The bank statement

Export a CSV from your bank and drop it in. There are presets for CBA, NAB, ANZ, Westpac and Macquarie, plus a generic one for everyone else.

Matching is deliberately timid. Where a line obviously belongs to a receipt you already recorded, it matches itself and clears that receipt at the same time. Anything less than obvious waits for you.

Setting a line aside is doing more work than it looks. A bank fee taken out of client money has to be put back from the agency's own account. Interest on a trust account belongs to the statutory interest account, never to a vendor. The page says so right where you are standing, instead of assuming the newest person in the office already knows.

Reconciliation

Every trust package produces a reconciliation. Most of them produce it in accountant. Ours is written the way you would say it out loud: this is what the bank says, this is what the cash book says, this is what all the client ledgers add up to, and this is the gap.

There are two kinds of gap and they are not the same animal.

Bank against cash book is ordinary timing. A cheque has not gone through yet. Fine.

Cash book against the client ledgers should be zero every single time. If it is not, your books disagree with themselves, and that is the one worth stopping your morning for.

When the month is done, you close it. Nothing can be posted back into a closed month, months have to close in order, and a month will refuse to close while a statement line is still sitting there undecided, even when the totals happen to agree. That last rule irritated me while I was building it. I kept it anyway.

Settlement

Settlement is one pot going several directions at once. Commission, advertising, whatever is left to the vendor. The screen makes you account for every dollar and will not post until the amount left to allocate reads zero.

Then the lines post together, each as its own numbered payment, and the matter closes at nil. If one line is refused, none of them go in. There is no half settled.

Paying the money out is where we stop. Ociate writes an ABA batch file and you upload it at your own bank. We are not planning to replace that with a payment API, now or later. Trust money should leave a trust account through a person authorised on that account, and that person is you with your bank login, not our server. I would rather this step stayed slightly manual.

The audit pack

The report you would hand an auditor is a button. So are the cash book and the trial balance, for whatever period you ask for. Each one files itself into your documents as it prints, so it is still sitting there in two years when somebody comes asking.

The useful part is the exceptions list at the top. A month in the period nobody ever reconciled. A month reconciled but never signed off. Receipts that never made it to the bank.

None of those announce themselves at the time. That is the whole reason they are on the front page of the pack, and why it is better to read that list yourself in March than have it read to you in July.

Where the edges are

Worth knowing what you are getting before you move your books into it.

It covers sales trust, so deposits held between exchange and settlement. Rent and bonds sit under a separate set of regulations with their own reporting, and we would rather do that properly later than half do it now.

Bank statements come in as files you import rather than a live feed. That is one extra step each month, and we know it. A feed is very doable, and it is near the front of the queue the moment an office using this in anger wants one.

PEXA sits alongside this rather than inside it. The deposit you hold is not part of the settlement workspace, and the thing that releases it is the authority from the vendor's solicitor, which is a document and a decision more than it is an integration.

And it will not do your audit for you. What it does is hand your auditor a clean set of books and a much shorter list of questions, which in our experience is most of the pain anyway.

Which states, and what to check

New South Wales, Victoria and Queensland, each with its own deadlines and its own receipt wording. Records are kept for three years in NSW, five in Queensland and seven in Victoria. Queensland also wants the monthly reconciliation within five business days of month end, which is far tighter than the other two, so a Brisbane office gets nagged earlier.

Two honest caveats before you lean on any date we put on a screen.

Business day maths counts weekends but not public holidays yet, so a deadline sitting next to Australia Day is a day optimistic.

And Queensland audit periods run from the anniversary of your licence rather than the financial year. Until you tell us your licence date, that report falls back to the financial year, which is close to right without being your actual date.

All of this came out of the current legislation, but the licence is yours and so is the fine. Check the deadlines against your own regulator before you close your first month in here.

Have a look before you commit

You can open the whole thing with a worked example already sitting in it. A deposit settling next week, a cheque still clearing, a receipt that has already blown its banking deadline, last month reconciled.

None of that is written to your database. It is a demonstration that disappears when you close the tab, because the last thing a real trust ledger should ever contain is fake money that cannot be taken back out again.

Your agency does not run on one tool. Enquiries land in a web form, buyers come in through the portals, your team lives in a group chat, and the numbers get pulled into a spreadsheet at the end of the week. Every one of those handoffs is a chance for a lead to be typed twice, or missed entirely.

Today that gets a lot easier. Ociate now has a Zapier integration, which means you can connect Ociate to more than 6,000 other apps and let the busywork run itself. No developers, no spreadsheets full of exports, no copy and paste.
You're even able to connect up to your existing CRM (if they support Zapier too) making it easier than ever to see how Ociate fits into your ecosystem.

What you can actually do with it

A Zap is a simple automation: when this happens, do that. You build it once and it runs quietly in the background from then on.

Ociate can now kick off a Zap when something important happens in your pipeline:

• A new lead comes in
• A new contact is created
• A lead moves to a new stage (for example, an appraisal is booked or a property goes to market)

And Zapier can push data straight into Ociate from anywhere else you work:

• Create or update a contact
• Create a lead
• Create or update a buyer

Mix and match those with the apps you already use, and most of the manual data entry in your day disappears.

Three ways agents are using it

1. Keep your other systems in sync. Already running another CRM or a portal that captures enquiries? Point it at Ociate. When a contact is created or updated over there, Zapier creates or updates the same contact in Ociate automatically, so your database stays current without anyone rekeying a name and number.

2. Never let a new lead go cold. The moment a new lead lands in Ociate, have Zapier post it to your team chat, add a row to your reporting spreadsheet, create a follow up task, or ping the right agent on their phone. The people who need to act see it in seconds, not at the next team meeting.

3. Pull buyers in from wherever they come from. Open home sign in sheets, enquiry forms, portal alerts, a spreadsheet a colleague keeps: send any of them through Zapier and Ociate creates or updates the buyer for you. Every enquiry becomes a real record you can match against your listings, instead of a note that gets lost.

Because stage changes can trigger a Zap too, you can wire up the moments that matter most. When a lead moves to appraisal booked, start a checklist. When a property goes to market, drop a message in the office channel. Whatever your process is, you can make the rest of your tools follow it.

Set up in a few minutes

You do not need to be technical to get started.

1. In Zapier, create a new Zap and choose Ociate as your trigger or action app.
2. Connect your account with a quick, secure sign in. You choose which office the connection is allowed to see, and nothing else.
3. Pick your trigger and action, map the fields once, and switch it on.

That is it. From then on it runs on its own.

Built to keep your data safe

Connecting Ociate to Zapier uses a secure sign in, so you never paste secret keys or passwords into a third party. When you connect, you decide exactly which office the connection can access, and the permission is locked to that choice.

You stay in control the whole time. Every connected app is listed in your Ociate settings under Connected Apps, and you can switch any of them off with one click. Revoke access and the automations stop immediately.

Get started

The Ociate Zapier integration is available now on an invite basis to begin with, reach out to our team to be invited.

Head to our Zapier app to browse ready made templates for the most common workflows, or start from scratch and build exactly what your agency needs.

View our help page to learn more

Not sure where to begin? Reach out to our team and we will help you map your first automation.

Prospecting calls are the highest-value work an agent does, and the most avoided. So we rebuilt the entire experience around one idea: get you into a rhythm and keep you there.

Build a call list and start a session. Ociate queues your contacts one after another, so the moment you log an outcome the next call is already dialing. No spreadsheet, no hunting for the next number, no deciding who to ring while your energy fades.

Around that core we added coaching. Before each call you get a short briefing on who this person is and why they matter today. During the call, live prompts keep you on track. Afterwards, a scorecard shows what landed and what to sharpen next time. It's like having a coach in the passenger seat for every session.

And when a property sells in a suburb you work, Ociate now builds you a call list of nearby owners automatically, while the sale is still news. "Did you hear what number 44 went for?" remains the best opening line in real estate. Now it's ready for you the morning it happens.

Ociate now speaks your clients' languages

The whole product is now available in Simplified Chinese, Traditional Chinese, Vietnamese, Hindi and Korean. More importantly, the AI adapts to each contact automatically: if a vendor messages you in Chinese, the AI replies in Chinese, while your briefings and summaries stay in your language with a short note on what was said.

More languages coming soon.

Scoring that shows its working

Lead scores you can't explain are lead scores you can't trust, so we rebuilt them. Every score is now made of visible signals: seller intent, engagement, tags, recency. Click into any lead and see exactly why they're ranked where they are.

Buyers now get real scores too, with a written summary of where they're at and what they're hunting for. Scores update the moment facts change and flag themselves when they've gone stale. And when the AI picks up new information on a call or in a message, a changed budget, a new timeframe, it proposes the update for you to approve rather than letting your data quietly age.

Your market, every week

Ociate now tracks the suburbs you work and shows you actual movement: what sold, what's newly listed, with links to each property. It flows into your daily briefing as ready-made talking points, and you can ask the AI about your local market and get answers grounded in this week's data.

Listings are more deeply woven in too. Move a lead to Listed and the listing is created for you. The AI can suggest matching buyers from your own pipeline for any listing.

Smaller things you'll notice

• Buyer sequences now support email and task steps, not just SMS, so proper multi-touch nurture works for buyers too.
• More ways to slice your audience segments, including filtering by street, and filters apply as you set them.
• Every contact's opt-in and consent history now sits in a full audit trail. When someone asks how you got permission to contact them, the answer is one click away.
• Manage your subscription, payment details and invoices directly from settings.
• Guided walkthroughs for campaigns, segments, sequences, call lists and inspections, right inside the app.
• Plenty of polish: smoother motion, faster pages, and dozens of small fixes.

Try it

Everything above is live in your account now. If you do one thing this week, run your first dial session: pick a call list, block out thirty minutes, and let the queue carry you.

Questions or feedback? Reply to this email, it comes straight to us.

Most agents dream about having too many appraisals.
Ediz Elgun has a different problem.

"I must warn you — it gets you super busy going to appraisals and listing presentations."

That's a real quote. From a real agent. Who closed 30+ listings in a single month using Ociate.

Ediz is a Sales Agent at Richard Matthews Real Estate, operating in Blacktown, Western Sydney. He is now the #1 ranked agent in Blacktown — and Richard Matthews has become the #1 agency in the area, beating out not one but two established Ray White offices that had dominated the market for years.

He didn't do it quietly. He did it with aggressive outreach, smart A/B testing, and a system that made sure no lead fell through the cracks.

The Weapon: Bulk SMS at Scale

Ediz blasted 30,000 contacts.

That number makes most agents uncomfortable. But Ediz understood something they don't: volume only works when the message is right.

He didn't send one template and hope for the best. He A/B tested multiple variations — tweaking the opener, the value prop, the opt-out line, the sign-off — until he found what cut through. He treated his SMS campaigns like a data problem, not a spray-and-pray operation.

Here's the sequence that worked:

Message 1 — The Opener

Helloooo {{first_name}}, Quick question — if the right buyer came along, would you be open to selling your home? No open homes, no online advertising just a genuine buyer ready to move. Open to a quick chat? If not, just say NO and I won't follow up. Eddie #1 Ranked Selling Agent for Homes in Blacktown

What makes this land:

• "Helloooo" — it's warm, human, slightly disarming. It doesn't read like a campaign.
• The offer is frictionless — no open homes, no signs, no stress.
• It gives an explicit out. Telling people to say NO is counterintuitive, but it builds trust and drastically reduces angry replies.
• The sign-off does double duty: name + social proof in one line.

Message 2 — The Follow-Up

Hi {{first_name}}, just checking in — not sure if you saw my earlier message. Would you sell your home? Eddie #1 Ranked Selling Agent for Homes in Blacktown

Short. Human. No pressure. Just a soft reminder that keeps the door open without feeling pushy.

Message 3 — The Close-Off

{{first_name}}, I'll close this off after today — just wanted to check once more as the buyer is finalising options in your area. If you'd rather not be contacted, just say NO and I won't follow up. Eddie #1 Ranked Selling Agent for Homes in Blacktown

This is the one that converts fence-sitters. The urgency is real (buyer is making decisions) and the opt-out is offered again — which paradoxically makes people more likely to respond rather than ignore.

Three messages. Clean. Respectful. Effective.

The Results

From 30,000 contacts, a three-message sequence, and a willingness to show up — Ediz closed 30+ listings in a month.

Not 30 leads. Not 30 appraisals.

30 listings.

Richard Matthews Blacktown is now the number one office in the area — ahead of the Ray White franchises that have had years of market dominance. Ediz is the #1 individual agent in the suburb.

The Part That Actually Matters

Here's where we need to be straight with you.

The system opened doors. A lot of them. Thirty thousand doors, technically.

But Ediz walked through every single one himself.

Once a reply came in, Ediz took over. He's not just aggressive with outreach — he's exceptional in person. His reviews tell the story:

"Ediz treated our house as his own as if he was selling for his parents."

"His strategy was unique, well-articulated and bespoke to suit our specific circumstance."

"Ediz had my house under offer in 4 days and over $100,000 more than other agents could get in months of trying."

He shows up to appraisals prepared. He builds trust fast. He handles objections. He does video appraisals. He closes.

That's what the system can't do for you — and what separates agents who get 30 listings from agents who get 30 conversations that go nowhere.

What the System Actually Does

Ociate doesn't sell houses.

It gets you into rooms. A lot of rooms.

The bulk SMS gets the conversation started. The automated follow-up sequences make sure nobody falls off the radar. The opt-out handling keeps it compliant and human. The whole thing runs while Ediz is at his next appraisal.

What Ediz figured out — and what most agents miss — is that the system is a multiplier. It multiplies your effort, your reach, your consistency.

But you have to bring something worth multiplying.

The Warning

Ediz said it himself.

"I must warn you — it gets you super busy going to appraisals and listing presentations."

If you're thinking about using the system and you're hoping it'll do all the work for you — it won't.

But if you're the kind of agent who knows how to close, who shows up, who genuinely cares about the client once you're in the room?

We will get you into a *beep* ton of rooms while saving you hours and hours every week.

The rest is on you.

Want to see how Ediz's approach could work in your market? Book a demo with the Ociate team.

Next up (exclusive): We break down the exact follow-up campaign structure Ediz used inside Ociate — the sequences, the timing, and why most agents set theirs up wrong.

(Don’t skip #3 — it’s where most opportunities are lost)

You’ve just onboarded into Ociate.

That means you now have an AI assistant that can:

• Nurture leads
• Send SMS on your behalf
• Book meetings
• Surface hot opportunities automatically

But here’s the truth most agents miss:

If you don’t set this up properly in the first 10 minutes, you will miss deals.

This isn’t about “learning the platform later”.
This is about making sure nothing slips through the cracks from day one.

Why This Matters (Read This First)

Ociate doesn’t replace hard work.
It removes friction.

But the system only performs at its best when it understands:

• how you work
• when you work
• what you will and won’t do

Five minutes of setup now = months of leverage later.

1. 🧠 Train Your AI Memory (MOST IMPORTANT)

This is the single most important thing you can do.

What it does

Your AI learns your rules, preferences, tone, and boundaries — and remembers them permanently.

How to do it

You don’t need a settings menu. Just talk to it naturally and say:

“Remember this:” followed by the rule.

Examples you should set immediately

• “Remember this: never give price estimates over SMS — always escalate pricing questions to me.”
• “Remember this: always end my messages with ‘– [Your Name], [Agency Name]’.”
• “Remember this: I only work in Darwin, Palmerston, and Howard Springs.”
• “Remember this: I prefer phone calls over SMS for high-priority leads.”
• “Remember this: never book meetings on Friday afternoons — that’s admin time.”
• “Remember this: my office address is [address].”
• “Remember this: inspection times are subject to vendor approval.”
• “Remember this: I work wet season hours (8am–4pm) from November to April.”

Why this is urgent

This is how the AI becomes your AI, not a generic one.

The more you train it in your first week, the smarter and more aligned it becomes long-term.

Pro tip:
Spend 10 minutes having a “training conversation” where you tell the AI:

• how you talk
• what you avoid
• how you like things handled

It will remember all of it.

2. 📱 Configure Your SMS Persona & Business Details

What it does

Sets how the AI introduces you and signs off in every SMS.

How to do it

• Go to Settings → Organisation → Business Details
  Set:
  • Agency name
  • Address
  • Website
  • Phone
• Go to Settings → SMS Settings → Message Persona
  Set:
  • Your name
  • Role
  • Signature style

Example:

“– Sarah, ABC Real Estate | 0412 345 678”

Why this matters

Without this:

• messages feel unbranded
• leads don’t know who they’re talking to
• credibility drops instantly

Shortcut:
You can also just say:

“Remember this: always sign my messages with ‘– [Your Name], [Agency]’.”

3. ⚡ Set Up SMS Escalation Alerts (CRITICAL)

This is where most missed opportunities happen.

What it does

You get instant alerts when:

• a lead asks to speak with you
• urgency is detected
• a conversation needs a human

How to do it

• Go to Settings → Profile → Escalations
• Enable “SMS me when a lead escalates”
• Add your mobile number
• Turn on triggers like:
  • Lead requests human contact
  • High-urgency keywords
  • Lead frustration

Why this is urgent

Your AI handles routine conversations.

But when someone says:

• “I want to list now”
• “Can you call me?”
• “I’m ready to move forward”

You need to know immediately, not hours later.

Pro tip:
Also enable alerts for:

• pricing questions
• competitor mentions
• contract or valuation requests

💡 BONUS: Things High-Performing Agents Train Their AI On

Communication style

• “Remember: keep SMS short and direct.”
• “Remember: friendly tone with buyers, professional with sellers.”

Business rules

• “Remember: never discuss commission over SMS.”
• “Remember: always mention free appraisals in prospecting.”

Territory & focus

• “Remember: my core suburbs are [list].”
• “Remember: refer commercial leads to [name].”

Personal context

• “Remember: Wednesdays are unavailable.”
• “Remember: I won a Top Agent award in 2025 — use this as credibility.”

⚠️ What Your AI Can (and Can’t) Do

Your AI will:

✅ Draft SMS for approval
✅ Nurture leads automatically
✅ Book meetings when confirmed
✅ Escalate when human input is needed
✅ Remember your preferences

Your AI won’t:

❌ Give valuations
❌ Send messages without permission (unless enabled)
❌ Overpromise
❌ Share personal info unless configured

You can fine-tune this in Settings → AI Behaviour.

🚀 You’re Ready

These steps take 10 minutes.

But they:

• save hours every week
• prevent missed opportunities
• make sure the system works with you, not around you

Your first action right now:

Have a training conversation with your AI.

Ask it:

“What do you remember about my preferences?”

If it can answer clearly — you’re set.

We have all received this:

F*k off, stop texting me!

Bulk SMS has a bad reputation in real estate.

Most agents associate it with spammy messages, low response rates, and awkward conversations that go nowhere. But the truth is, bulk SMS isn’t the problem — how it’s used is.

This is a breakdown of how Arjun used a simple, natural bulk SMS approach to book 20 appraisals and secure 2 listings, without sounding pushy or sales-driven.

Arjun is a high-performing agent based in the NT. Like most agents, his biggest challenge wasn’t finding people — it was keeping consistent follow-ups without living on his phone.

Instead of sending individual messages one by one, Arjun used a bulk SMS outreach combined with an automated follow-up sequence. The key was keeping everything human, relevant, and low pressure.

The Exact Message Arjun Sent

Here’s the initial SMS Arjun sent to his database:

Hellooo {{first_name}}, its Emma from Freedom Property Darwin. Apologies for messaging out the blue. Bit of a random one, but if the right buyer came along, would you be open to a quiet sale? No open homes, no "for sale" signs, just a genuine offer from buyers already keen on your suburb?

Followed with a nice OPT out message:

Feel free to ignore this if you're not looking, but if you are we'd love to help!

What’s important here is how low-pressure the message feels:

• It acknowledges the cold outreach
• It gives permission to ignore
• It doesn’t force a response
• It sounds like a real person, not a campaign

Even though it was sent at scale, it reads like a one-to-one conversation.

The Results

From this simple outreach:

• 20 appraisals booked
• 2 listings secured
• Responses started coming in within minutes
• Appraisals were booked without back-and-forth messaging

This wasn’t about blasting thousands of contacts — it was about using the right message, at the right time, with the right follow-up.

Why This Worked

There were a few key factors behind the success:

• The message sounded human, not corporate
• Follow-ups were consistent
• The system handled the admin
• Arjun handled the conversations that mattered

Bulk SMS didn’t replace the work — it removed friction.

The Important Part Most People Miss

This is where most systems get misunderstood.

The system helps.
The system scales.
But the system doesn’t close listings for you.

You still have to:

• Show up to appraisals
• Build trust
• Handle objections
• Do the work

What the system does is make sure you get more chances to do that work.

Final Thoughts

Bulk SMS doesn’t need to feel spammy.

When it’s done right, it feels like a natural conversation — just at scale.

Systems don’t win listings.
Agents do.
The right system just makes sure no opportunity gets missed.

What’s Next

In the next post, we’ll break down how Ediz Elgun — Blacktown’s #1 agent — booked 9 listing appraisals ready to sign in a single day, after just two weeks of using the system.