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.