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Working demonstration · Real estate

Lead intake: buy / sell / rent → timeline → next step

Structured capture for agents and brokerages—so a web or phone lead becomes intent, timeline, and property context, with an instant alert to the right person. The graph below shows everything that one submission can trigger downstream.

This is a demonstration, not a brokerage. It is here to show what the workflow can do. Use made-up client details. What actually runs: your entry is stored and the agent alert and confirmation emails actually send. Everything after that in the graph below, including every integration marked simulated, is illustrative. Demo records are cleared regularly.

The same flow can run on your own hardware. This copy sits on AWS because it is a public demo. The identical capture, routing, and notification logic deploys inside your network, on servers you own, under your security controls and your retention rules — cloud, hybrid, or fully on-premise. See deployment options.

What this one form sets in motion

Submit the form, or run a sample below, and this graph plays the workflow it triggers. Blue steps run without anyone touching them; amber steps deliberately wait for a person. Scenario details are hypothetical.

Runs automaticallyWaits for a personFired in this run

Capture

AutoLead arrivesWeb form, call, or open-house QR

Qualify

AutoValidateSpam, phone, and email checks
AutoMatch contactNew or existing in the CRM
AutoScore intentTimeline, budget, urgency

Route

AutoAssign agentBy area, intent, and duty roster
AutoAlert + SLA clockText, email, and escalation timer
HumanAgent acceptsOr it escalates to the broker

Buyer path

HumanPre-qualLender reviews and issues the letter
AutoMatch listingsMLS search on area and budget
AutoOffer showingsOpen calendar slots, agent confirms
AutoSend tour packetListings, comps, payment estimate

Seller path

AutoPull compsRecent sales within the radius
HumanPrice opinionThe agent sets the number
AutoNet sheetProceeds after fees and payoff
AutoBook vendorsPhotos, inspection, cleaning

Rental path

AutoCheck criteriaIncome, pets, move-in date
AutoMatch unitsAvailable inventory in range
AutoSend applicationScreening ordered on submit

Nurture

AutoFollow-up cadenceDay 1, 3, 7, and 30 touches
AutoSaved searchNew matches and monthly report

Convert & close

AutoCRM of recordTasks, notes, source attribution
HumanSign agreementRepresentation or listing
AutoTransaction deskDates, documents, deadlines
AutoClose-outReview ask and equity check-ins

Systems this touches

Marked live are actually running in this demo. The rest are the systems a real deployment connects to.

DynamoDBLead record of truth
SNS alertsStaff notification
SES emailRequester confirmation
Follow Up Boss / kvCORECRM, tasks, attribution
MLS / IDX feedListings and comps
TwilioAgent text and lead SMS
Google / OutlookAvailability and booking
ShowingTimeShowing requests
Lender portalPre-qualification
DocuSignAgreements and disclosures
Tenant screeningCredit and background
Google BusinessPost-close review ask

Contact & urgency

Who is reaching out and how fast someone should respond.

Property & market context

What they are looking at and where.

Why they reached out (most leads)

Pick all that apply—the short list desks hear every week.

What do they need next?

Showing, listing consult, buyer consult, or a call back.