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For agents, teams, and brokerages

Every lead answered.Every file clean.

AI agents that answer and qualify inside a minute, keep working the lead months after everyone else stopped, chase the documents that stall a close, and read every review — so nothing ages out of the CRM unworked.

I. The pains

What’s slowing Real Estate teams down today.

Leads go cold in the first five minutes, follow-up stops long before the buyer is ready, and deals stall on a document nobody was watching.

The lead is gone in five minutes

A portal enquiry at nine at night goes to whoever replies first. If your team is showing, driving, or asleep, the buyer is already talking to another agent.

Lead response

Leads and past clients live in six places that never talk

The CRM says three hundred leads. Nothing shows which were called twice and quietly dropped, which were never touched at all, or that the couple you closed for two years ago just started looking again.

CRM & follow-up

A new listing goes live as twenty photos and nothing else

The seller expected a campaign. What they got was a gallery, because video costs a crew and a day you do not have — so the listing looks like every other listing on the portal.

Listing marketing

Buyers can only see it if they can be standing in it

The out-of-town buyer, the couple who both work Saturdays, and the family two provinces away all wait for an open house they cannot attend — and half of the people who do attend were never serious.

Virtual walkthroughs

Deals stall on a document nobody chased

A missing disclosure, an unsigned addendum, a contingency date three days out — none of it surfaces until it is urgent, and the file sits with the deal held up behind it.

Transaction audits

Nobody can say which source actually paid for itself

Portal spend, farm mailers, and paid social all report their own numbers. Nothing sets them against the deals that closed, so the budget goes where it went last year.

Reporting

II. How ClickSide helps

An AI agent for every pain — built around your stack.

AI Lead Agent

Answers calls, texts, and portal enquiries inside a minute, qualifies timeline, budget, financing, and area, books the showing, and writes it straight into Follow Up Boss, BoldTrail, Sierra Interactive, or Lofty.

CRM & Follow-Up

Keeps every lead and past client in one record — the real touch history rather than the status field, who was never contacted, who is going cold — and keeps working them: live MLS matches through your IDX, price drops on saved searches, closing anniversaries, and the sphere that goes quiet after the deal.

Listing Studio

Turns the photos you already took into the campaign the seller pictured: a moving walkthrough that travels through the home like a drone pass, a vertical cut for Instagram and TikTok, and a single-property website at its own address — usually back the same day the photos land.

Virtual Walkthroughs

Maps the property into a space buyers can walk themselves, in a browser, at eleven at night from another province — room to room, with real dimensions — so they arrive at the open house already sure, and the ones who were never serious never take the slot.

Transaction Audits

Checks every file against what a complete file looks like and chases what is missing before it is urgent — unsigned addenda, absent disclosures, and contingency dates coming due, flagged while there is still room to move.

Reporting & Insights

Speed to first response by source and by agent, leads never contacted, cost per lead against cost per close, conversion by source, showing-to-offer ratio, days on market against list-to-sale price, and commission and split math — built to your team, not to a template.

III. Example flows

What a day in production looks like.

Flow 01

One listing. From the signature to the offer.

ClickSide connects your listing, your photos, your portals, and your CRM so a new listing reaches the market as a campaign rather than a gallery — and every lead it brings back is worked.

One listing. One week. Dozens of signals. ClickSide reads what is happening across your pipeline in real time and turns it into closings you can see.

  1. Day 101

    The listing is signed

    New listing

    The listing goes on the books and the campaign starts itself — no brief, no kickoff call, and nothing waiting on a marketing coordinator.

    Listing 882412 Marlowe Ave
    Seller
    M. & J. Deveraux
    List price
    $640,000
    On market
    Thursday
    View listing
  2. Day 202

    The photos come back

    Listing photography

    Thirty-two stills land from the shoot. That is the whole input — nothing else is asked of you and no second visit gets booked.

    Exterior of the listed propertyListing 882Photos in·32 frames
  3. Day 203

    The photos become the campaign

    Listing studio

    The stills are animated into a walkthrough that travels through the home the way a drone pass would, cut vertically for social, and stood up as a site at the property’s own address.

    Produced from 32 photos

    • Flythrough reel · 2m 04sReady
    • Vertical cut · IG and TikTokReady
    • 412marlowe.comLive
    Preview the reel
  4. Day 304

    Live on the MLS, and the enquiries start

    On market

    It publishes to the MLS and the portals with the reel and the walkthrough attached, so the listing arrives looking like a campaign instead of a gallery.

    Listing 882 · LiveOn market
    Portal views1,284
    Enquiries21
  5. Day 305

    The enquiry is answered in 38 seconds

    AI lead response

    It lands at nine at night and gets a real reply before the buyer has closed the tab — qualified on timeline, budget, and financing, and booked into the showing calendar.

    Lead L-3318Portal · 9:12 PM
    Buyer
    T. Okonkwo
    Timeline
    60–90 days
    Financing
    Pre-approved · $640k
    View lead
  6. Day 306

    The reel and the walkthrough go out

    Automated follow-up

    Both land in the same thread that booked the showing, minutes after the buyer asked — not in a follow-up email three days later.

    Harbour & Co9:26 PM

    Booked you for Saturday at 11. Here is the walkthrough — you can look around the whole house tonight.Walk 412 Marlowe

    Just did the whole thing. We are definitely coming Saturday.9:41 PM

  7. Day 407

    They walk the house before they see it

    Virtual walkthrough

    Room by room, at their own pace, from another province — so the people who turn up on Saturday have already decided the house is worth the drive.

    Interior walkthrough of the listed propertyWalkthroughViewed·14m 22s
  8. Day 608

    The file is checked before it stalls

    Transaction audits

    Once the offer is in, the file is checked against what a complete file looks like, and whatever is missing is chased before it becomes urgent.

    File 882 · Outstanding

    • Inspection contingency3 days
    • Seller disclosureUnsigned
    • Pre-approval letterOn file
    Chase by SMS
  9. Day 609

    The pipeline, reconciled

    Reporting & insights

    The week closes out end to end — what the listing returned, how fast every enquiry was answered, which went untouched, and what each source actually cost.

    Listing 882 · Week one21 enquiries · 4 agents
    Median response
    52 sec
    Walkthrough views
    184
    Showings booked
    8
    Offers in
    2
    View full report

Today’s outcome

Day 2Reel and site live
38 secFirst response
184Walkthrough views
8Showings booked
2Offers in
01Does it integrate with my CRM?

Yes — leads, call summaries, showing appointments, and touch history sync with systems like Follow Up Boss, BoldTrail, Sierra Interactive, Lofty, GoHighLevel, and Real Geeks, so your agents keep working where they always have.

02How fast does it actually respond?

Under a minute, day or night, on calls, texts, and portal enquiries. It qualifies timeline, budget, financing, and area in the first exchange rather than sending a holding message, so what reaches your agent is a lead worth calling.

03Where do the listing matches come from?

From your own MLS access through your IDX feed — the same listings on your site, with the same rules. Matches go out on the buyer’s stated criteria, and price drops and back-on-markets are flagged to the buyers already watching them.

04What reports do I actually get?

Every report is built to your team — if you can define it, we can report it. What we run for other brokerages: speed to first response by agent and by source; leads never contacted; cost per lead against cost per close; conversion by source; showing-to-offer ratio; days on market and list-to-sale price; commission and split math; and every file with a missing document or a contingency date coming due.

05Will it pretend to be one of my agents?

No. It introduces itself as an assistant for your team, answers what it can, and hands to a named agent the moment the conversation needs one. Anything touching price advice, negotiation, or representation goes to a person.

06What do you need to make the reel and the property site?

The photos you already took. We animate them into a walkthrough that travels through the home the way a drone pass would, cut a vertical version for Instagram and TikTok, and stand up a single-property website at its own address. No crew, no second visit, and usually back the same day the photos land. It is generated from your stills rather than filmed, so what it can show is what the photographer shot.

07How does the virtual walkthrough get made?

One capture pass of the property on a phone — no scanner, no rig — and we map it into a space buyers can move through room to room in a browser, with real dimensions. It goes on the listing site and into the follow-up, so an out-of-town buyer can see the house properly at eleven at night and arrive at the showing already sure.

08How do you know which marketing actually booked an appointment?

Every mailer, SMS, and campaign is tied back to the enquiries and showings that followed it, so a farm or a portal spend reports what it returned instead of what it cost. The targeting runs both ways — past clients in your database, and the neighbours of every listing you take.

09How long does setup take?

The moment the agreement is signed we book an onboarding call and take in everything we need — your CRM and IDX credentials, routing rules, qualifying questions, and the file checklist your transaction coordinator works from. Most teams are live about 10 days from that kickoff.

Ready when you are

Work a fuller pipeline.Without hiring an ISA.

Connect your calls, portals, MLS feed, reviews, and CRM into one operation you can actually see.

See ClickSide in action

20-minute personalised walkthroughNo commitment

AI lead responseUnder a minute
Listing studioReels and a property site
Custom reportingSpeed, source, splits
Transaction auditsDocs and dates chased
Virtual walkthroughsWalk it from anywhere