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24 short, step-by-step articles. Search, or browse by topic.
RealtyMind is in private pilot. Articles describe the pilot app and the demo.
Leo · RealtyMind help
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Six topics. Every answer.
Getting started
4Set up your line, your contacts and your voice.
Sofia, calls and texts
5How the AI front desk answers, and the rules it follows.
Leo, Ivy and Tess
3Your assistant, your marketer and your transaction coordinator.
Deals and closings
5Buyer agreements, contracts, lenders, splits and open houses.
Brokers and teams
4The command center, roles, invites and agent profiles.
Account and privacy
3Phone apps, your data, exports and canceling.
Getting started with RealtyMindSix short steps in the setup screen: phone line, contacts, brand voice, hours, invites, done.Getting started
Connect your phone lineForward your number, get a new local number, or move your number to RealtyMind. Then run a test call.Getting started
Import contacts from your CRMExport a CSV or vCard from Follow Up Boss, kvCORE/BoldTrail, Lofty, Top Producer, Wise Agent, LionDesk, iPhone, Google or Outlook. We clean it up and merge duplicates.Getting started
Set your brand voicePick a tone once. Every listing, text and post Ivy and Sofia write sounds like you, with your brokerage name on it.Getting started
How Sofia answers calls and textsSofia picks up every call and text 24/7 in English and Spanish, qualifies the lead, books the next step and hands hot leads to you.Sofia, calls and texts
Quiet hours and opt-inSofia only reaches out to people who opted in, between 9 AM and 7 PM, 2 tries a day. You can adjust, never past Florida's limits.Sofia, calls and texts
STOP and Spanish "Alto"Any reply like STOP, Alto, "don't call me" or "no me llame" ends all calls and texts to that person at once.Sofia, calls and texts
The recording noticeEvery call Sofia handles starts with a short notice that she is an AI and the call is recorded. If the caller says no, recording stops.Sofia, calls and texts
Warm transfer to an agentSofia stays on, tells the agent who is calling and why, connects all three, then drops off.Sofia, calls and texts
Leo commands listCall or text Leo from the car or a showing. He pulls up deals, sends listings, moves stages and confirms before anything goes out.Leo, Ivy and Tess
Ivy, the listing writer, and the fair housing checkIvy writes listings and ads in your voice and checks every word for fair housing before anything posts. Here is what a flag means and how to fix it.Leo, Ivy and Tess
Tess timeline and remindersTess builds the timeline from the contract dates, reminds everyone before each deadline and chases missing documents.Leo, Ivy and Tess
Buyer agreement before showingsNo private showing is booked until every buyer has signed a written buyer agreement. Sofia and Leo follow the same rule.Deals and closings
Contracts and e-signPick a form, fill it from the deal, send it for signature and track every signer. Tess files the signed copy.Deals and closings
Lender hand-offBuyers pick a partner lender, or use their own. We pass along contact details and track the letter. We never take loan applications or pull credit.Deals and closings
Splits and statementsSet each agent's plan once. At closing, RealtyMind works out referral fees, the brokerage share, team splits, fees and caps, and makes the statement.Deals and closings
Open house sign-inVisitors sign in with a QR code or on your tablet. Ivy drafts the follow-up that night, only to people who agreed.Deals and closings
Agent profile and verified reviewsEach agent gets a public profile with listings, a track record and reviews only from clients who closed.Brokers and teams
Broker command centerSee every agent, deal and lead in one view, with what the AI handled and what needs you today.Brokers and teams
Roles and permissionsAgents see their own clients, team leads see the team, brokers see the office. The AI follows the same rules.Brokers and teams
Invite agentsPaste emails, pick a role, send. Each agent gets their own line, inbox and AI team.Brokers and teams
Phone appsiPhone and Android apps in pilot, built to be as strong as the desktop, with Face ID or fingerprint sign-in. Leo works from Claude too.Account and privacy
Data and privacyEvery brokerage sits behind its own wall. We never sell your data. Every yes and every STOP is saved.Account and privacy
Cancel and export your dataDownload your contacts, deals, files and notes whenever you want. If you leave, your data leaves with you.Account and privacy
Popular
What agents ask first.
01Getting started with RealtyMindGetting started
02Connect your phone lineGetting started
03Import contacts from your CRMGetting started
04How Sofia answers calls and textsSofia, calls and texts
05Quiet hours and opt-inSofia, calls and texts
06STOP and Spanish "Alto"Sofia, calls and texts
07Leo commands listLeo, Ivy and Tess
08Ivy, the listing writer, and the fair housing checkLeo, Ivy and Tess
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