Welcome to RealtyIQ Step 1 of 11

Welcome to RealtyIQ
your AI-powered real estate partner

Stop chasing leads and drowning in follow-ups. RealtyIQ handles the admin work so you can focus on what you do best — closing deals.

🧠
AI Follow-Up Engine
Never lose a client to silence again. AI schedules and sends every follow-up automatically.
📞
AI Phone Receptionist
Calls answered 24/7. Leads qualified and appointments booked while you sleep.
📈
Market Intelligence
Instant alerts when property values shift 5%+. Share insights with clients in one click.
📧
AI Email Generation
Personalized emails written in your voice, sent automatically at 9 AM daily.
🏆
Referral Tracking
Track ROI on every referral source and automate thank-you follow-ups.
🎙️
Your Voice & Tone
AI learns to sound exactly like you — professional, warm, and authentic.

Click Next → to walk through each feature one by one.

🗺️ How to Navigate This Tour
1

Read the 6 feature cards above — they give you a quick snapshot of everything RealtyIQ does. You'll be an expert in under a minute.

2

Click "Next →" at the bottom of the page to walk through each feature one by one. There are 11 steps total — takes about 5 minutes.

3

See those dots at the top of the page? Click any dot to jump directly to a feature you care about — you don't have to go in order.

4

Click "🔊 Voice Guide" at the bottom to have each step read aloud to you while you follow along. Great if you prefer listening over reading.

5

On the last step (Step 11), you'll find the sign-up button. When you're ready, it takes about 15 minutes to get your account set up.

💡 Why This Matters

RealtyIQ handles all the admin work that eats your day — follow-ups, emails, phone calls, market alerts. This tour shows you exactly what it does so there are no surprises when you sign up.

Step 2 of 11

Client Management

Every client, every interaction, every detail — organized in one clean dashboard.

  • 👤
    Add clients instantly — name, phone, email, property interest, and source. Import via CSV or add one at a time.
  • 🗂️
    Smart client profiles — see full interaction history, last contact date, follow-up schedule, and notes all in one view.
  • 📊
    Pipeline stages — New Lead, Active Buyer/Seller, Under Contract, Closed, and Past Client. Move clients through stages with one click.
  • 🔔
    Never miss a follow-up — overdue contacts are flagged in red so you always know who needs attention today.
  • 🔍
    Search and filter — find any client by name, status, or last activity in seconds.
app.realtyiq.com / clients
47
Total Clients
↑ 6 this month
12
Active Buyers
3
Overdue
SJ
Sarah Johnson
Active Buyer · Last contact: today
Active
MT
Marcus Thompson
Seller · Last contact: 3 days ago
Listing
LR
Linda Rivera
Past Client · Closed Nov 2024
Past Client
BC
Brian Carter
New Lead · ⚠️ Overdue 8 days
Overdue
👤 How to Use Client Management
1

Log in and click "Clients" in the left sidebar. You'll see your full client list with status badges showing who's active, overdue, or recently closed.

2

Click the "+ Add Client" button at the top right. Fill in their name, phone, email, what they're looking for (buyer vs. seller, price range, neighborhood), and how they found you.

3

Click "Save" — they appear in your client list instantly. RealtyIQ automatically starts their follow-up schedule the moment you save.

4

Click any client's name to open their full profile. You'll see every email sent, every interaction logged, and exactly when their next follow-up is scheduled.

5

Spot a red "Overdue" badge? That client hasn't heard from you in too long. Click them, review their profile, and approve the AI's next message to get back on track.

💡 Why This Matters

Most realtors lose deals simply because they forgot to follow up. RealtyIQ flags every at-risk client in red so you always know exactly who needs attention today — no spreadsheets, no sticky notes.

Step 3 of 11

AI Follow-Up Scheduling

Set it once. The AI handles every touchpoint on the perfect timeline — automatically.

  • 🤖
    Intelligent timing — AI determines the optimal follow-up schedule based on client type (new lead vs. past client vs. closing).
  • 📅
    Automated sequences — Day 1, Day 3, Week 1, Month 1, Month 3, and annual check-ins are all scheduled automatically.
  • 🎯
    Retention timeline — Visual timeline shows exactly where every client is in their nurture journey at a glance.
  • One-click approve or edit — Review scheduled follow-ups before they send. Change the message, delay, or cancel in seconds.
app.realtyiq.com / follow-ups
RETENTION TIMELINE — Sarah Johnson
Day 1 — Welcome email sent
Mar 1 · Opened · 2 replies
Day 3 — Market snapshot
Mar 3 · Opened
Week 1 — Check-in (Sending today @ 9AM)
AI-generated · Click to preview
Month 1 — Neighborhood update
Scheduled Mar 24
📅
Month 3 — Buying timeline check-in
Scheduled May 10
🎂
Annual — Home anniversary + market value update
Scheduled Mar 1, 2027
🤖 How AI Follow-Up Scheduling Works
1

You don't need to do anything to start. The moment you add a new client and save, RealtyIQ automatically creates their entire follow-up schedule — Day 1, Day 3, Week 1, Month 1, Month 3, and annual check-ins.

2

Go to "Follow-Ups" in the sidebar to see any client's full timeline. The green checkmarks show messages already sent. The arrow (→) shows what's sending next.

3

Click on any upcoming follow-up to read the AI-written message before it goes out. You'll see the subject line, body text, and send time.

4

You have three choices: click Approve to let it send automatically, click Edit to tweak the message, or click Skip to cancel that particular follow-up. All of this takes under 30 seconds.

💡 Why This Matters

The #1 reason realtors lose deals: silence after the first meeting. RealtyIQ keeps every client warm on the perfect schedule — without you having to remember a single date. Set it once. Done.

Step 4 of 11

AI Email Generation & Auto-Send

RealtyIQ writes personalized emails in your voice and sends them every morning at 9 AM — without you touching a keyboard.

  • ✍️
    Written in your voice — AI learns your tone, greetings, and sign-off style. Emails sound like you, not like a robot.
  • Auto-send at 9 AM daily — emails go out at the optimal open-rate time every morning. No manual sending required.
  • 🎯
    Hyper-personalized — references the client's property search, last conversation topic, or local market stats specific to their neighborhood.
  • 👁️
    Preview before it sends — review the draft queue the night before. Approve, edit, or skip any email in 30 seconds.
"I used to spend 2 hours a day on follow-up emails. Now RealtyIQ handles all of it and my response rate actually went up."
— James K., Realtor, Austin TX
app.realtyiq.com / email-queue
TOMORROW'S QUEUE · 3 emails
⏰ Sends at 9:00 AM
✍️ How AI Email Generation Works
1

RealtyIQ automatically drafts emails for every client who is scheduled for a follow-up. You don't write anything — the AI does it based on each client's details and your voice settings.

2

Go to "Email Queue" in the sidebar (or check the notification badge). You'll see a list of tomorrow's emails, each one already written and addressed to a specific client.

3

Read each draft. Notice how it already includes the client's first name, their specific property search criteria, and a timely market fact. It sounds like you wrote it personally.

4

Click "Approve ✓" and the email sends automatically at 9 AM. Click Edit if you want to change anything first. Click Skip if you'd rather not send that one.

5

Once approved, you're done. The email goes out at 9 AM the next morning while you're getting ready for your day. No login required.

💡 Why This Matters

Most realtors spend 1–2 hours a day writing follow-up emails. RealtyIQ gives you those hours back — and since the emails are personalized and timely, your clients actually respond more often.

Step 5 of 11

Market Intelligence Alerts

RealtyIQ watches your markets 24/7 and alerts you the moment something your clients care about happens.

  • 📈
    Property value tracking — alerts trigger when a tracked property changes value by 5% or more. Perfect for past clients wanting to know their home's worth.
  • 🏘️
    Nearby sales alerts — get notified the moment a comparable property sells in a client's neighborhood. Use it as a natural check-in trigger.
  • 📤
    One-click share to clients — forward market updates directly from the alert with a personalized note. Clients see you as their market expert.
  • 🗺️
    Track unlimited properties — set up watchlists for any zip code or address. Never miss a market shift in areas your clients care about.
app.realtyiq.com / market-alerts
RECENT ALERTS · Today
📍 4427 Magnolia Dr, Austin TX
Tracking for Linda Rivera · Past Client
+7.3%
Estimated value: $524,000 ↑ from $488,000 (Jan)
🏠 Nearby Sale — Westlake Hills
Relevant to Sarah Johnson · Active Buyer
$441K
3BR/2BA · 1,850 sqft · Sold in 4 days on market
📉 Price Drop — 891 Oak Creek Rd
Tracking for Marcus Thompson · Buyer
-$15K
Now listed at $389,000 — down from $404,000
📈 How Market Intelligence Alerts Work
1

Go to "Market Alerts" in the sidebar. This is where all your property watchlists and recent alerts live.

2

Click "+ Track Property" or "+ Track Neighborhood" and enter an address or zip code. Assign it to a client so the alert knows who to notify you about.

3

RealtyIQ watches those properties 24/7. When a value changes by 5% or more, or a nearby home sells, you'll see a new alert appear here — usually within hours.

4

Click "📤 Share with [Client Name]" to send the update directly to that client. RealtyIQ writes the message for you — all you do is click one button.

5

Your client gets a personalized market update from you — and you look like their go-to market expert. That's a deal-keeping touchpoint that costs you zero effort.

💡 Why This Matters

Clients stop using realtors they don't hear from. Market alerts give you a natural, valuable reason to reach out — and your clients actually appreciate the information. It's the easiest way to stay top of mind.

Step 6 of 11

Referral Tracking

See exactly which clients send you the most business — and make sure they feel appreciated every single time.

  • 💰
    ROI by referral source — see which past clients have sent you the most referrals and total commission revenue generated.
  • 🤝
    Referral attribution — when a new lead says "I was referred by someone," log it instantly and track the connection.
  • 💌
    Automatic thank-you follow-ups — when a referral converts, RealtyIQ automatically sends a personalized thank-you to the referrer.
  • 📊
    Referral analytics — see total referrals received, conversion rate, average deal value from referrals vs. cold leads.
app.realtyiq.com / referrals
18
Referrals (YTD)
↑ 4 vs last year
$84K
Commission from referrals
TOP REFERRERS
Linda Rivera
5 refs
Marcus Thompson
3 refs
Jennifer Walsh
2 refs
🎉 New referral from Linda Rivera
Brian Carter (referred) · Auto thank-you sent ✓
🤝 How to Use Referral Tracking
1

When a new client tells you who referred them, open that new client's profile and click "Add Referral Source." Select the referring client's name from the dropdown and save.

2

Go to "Referrals" in the sidebar to see your full referral dashboard — who sent you the most leads, how much commission came from referrals, and which relationships drive the most business.

3

When a referred client closes a deal, RealtyIQ automatically sends a personalized thank-you message to the person who made the referral. You'll see "Auto thank-you sent ✓" in the log.

4

Check the Top Referrers chart monthly. This tells you exactly who deserves extra attention — a lunch, a gift card, or simply a heartfelt personal note from you.

💡 Why This Matters

Referrals close at 3–4× the rate of cold leads. By knowing which clients send you the most business — and automatically thanking them — you turn your best clients into a steady referral engine.

Step 7 of 11

AI Phone Receptionist

Your calls are answered 24/7 by an AI that qualifies leads, books appointments, and creates follow-up tasks — automatically.

  • 📞
    24/7 call answering — no more missed leads at 11 PM. Every call gets a professional response, even when you're at a showing.
  • 🎯
    Lead qualification — AI asks the right questions to determine budget, timeline, pre-approval status, and neighborhood preference.
  • 📅
    Appointment booking — qualified leads can book a call directly with you during the conversation. Slots sync with your calendar.
  • 📋
    Auto-creates follow-up tasks — after every call, RealtyIQ creates a new client record and schedules the first follow-up automatically.
  • 📝
    Full call transcripts — review exactly what was said on every call. Never miss important details a lead mentioned.
app.realtyiq.com / phone-calls
📞
Inbound Call · (512) 847-2291
Mar 10 · 10:47 PM · 3m 24s · Qualified ✓
AI: "Hi, you've reached James Keller Real Estate. I'm the digital assistant — how can I help you find your dream home today?"
Caller: "Hi, I saw the listing on Magnolia Drive and wanted to get more info."
AI: "Great choice! Are you pre-approved for a mortgage, and what's your target price range?"
Caller: "We're pre-approved up to $475K. Looking to move in 60–90 days."
AI: "Perfect. I'll have James reach out first thing tomorrow. Can I get your name and best email?"
✓ New client created: Unknown (pre-approved $475K) · Follow-up scheduled for 9 AM
📞 How the AI Phone Receptionist Works
1

During setup, you'll get a dedicated RealtyIQ phone number. Forward your existing business line to that number — takes about 2 minutes and your carrier handles it.

2

When a call comes in, the AI answers immediately with a professional greeting in your business name. It qualifies the caller by asking about budget, timeline, and neighborhood preference.

3

You'll get a text summary of the call within minutes — who called, what they're looking for, and whether they're a qualified lead. You can review it between showings.

4

Go to "Phone Calls" in the sidebar to read the full transcript of any call. Every word the AI said and every word the caller said is recorded and searchable.

5

A new client record is created automatically from the call details, and their first follow-up is scheduled for 9 AM the next morning. You wake up and the work is already done.

💡 Why This Matters

A lead who calls at 11 PM and gets voicemail usually calls the next realtor on their list. With RealtyIQ answering 24/7, you capture every lead — even the ones who call at the worst possible time.

Step 8 of 11

Voice & Tone Customization

RealtyIQ's AI doesn't sound like generic AI. It sounds like you — your personality, your style, your relationship with clients.

  • 🎙️
    AI learns your writing style — paste a few sample emails you've sent and the AI learns your vocabulary, tone, and greeting patterns.
  • ⚙️
    Tone sliders — adjust formality (casual ↔ professional), warmth (business ↔ personal), and length (concise ↔ detailed).
  • ✍️
    Custom sign-offs — set your preferred email closing ("Talk soon, James" vs "Best regards") and it's used on every email.
  • 🔄
    Per-client tone — be more casual with long-term clients and more professional with new leads. RealtyIQ adjusts automatically.
app.realtyiq.com / settings / voice
COMMUNICATION STYLE
Warm & Personal Professional Concise
FORMALITY — Casual ↔ Formal
Casual ("Hey!")Formal ("Dear Mr. Johnson")
EMAIL SIGN-OFF
Talk soon,
James 🏡
AI SAMPLE PREVIEW
"Hey Sarah! Just saw two new listings pop up in Westlake that are right in your wheelhouse. One of them even has the home office you mentioned — want me to book a quick showing?"
🎙️ How to Customize Your AI's Voice & Tone
1

Go to "Settings → Voice" in the sidebar. This is where you teach RealtyIQ how you naturally communicate with clients.

2

Pick your Communication Style: "Warm & Personal," "Professional," or "Concise." This is the overall tone all your AI-written messages will use.

3

Adjust the Formality slider. Drag it toward "Casual" if you typically say "Hey!" or toward "Formal" if you prefer "Dear Mr. Johnson." Most realtors land somewhere in the middle.

4

Set your Email Sign-Off. Type exactly how you end your emails — "Talk soon, James 🏡" or "Best regards, Sandra" — and every AI email will close with that exact phrase.

5

Click "Preview AI Sample" to see a sample email written in your new voice settings before anything goes live. Tweak the sliders until the sample sounds like something you'd actually write.

💡 Why This Matters

Generic AI emails get ignored. Emails that sound like you — using your phrases, your energy, your sign-off — get replies. This one-time setup makes every future AI email feel personal, not automated.

Step 9 of 11

Lead Capture Widget

🚀 Coming Soon

An embeddable form you put on your own website that feeds leads directly into RealtyIQ — zero manual entry.

  • 🔌
    One-line embed — paste a single script tag into your website and the capture form appears instantly. No developer needed.
  • Instant lead creation — when a visitor submits the form, they're automatically added to RealtyIQ and their follow-up sequence starts immediately.
  • 🎨
    Branded to match your site — customize colors, headline text, and fields to match your personal brand and website.
  • 📲
    SMS + email notifications — get a text and email the moment a new lead submits your form, no matter where you are.
📬 GET EARLY ACCESS
Launching Q2 2025. Pro and Premium subscribers get access first. Sign up now to be on the priority list.
PREVIEW — YOUR WEBSITE
🏡 Find Your Dream Home
YOUR NAME
Sarah Johnson
PHONE NUMBER
(512) 847-0221
WHAT ARE YOU LOOKING FOR?
3BR house, Westlake area, under $450K
Powered by RealtyIQ
🔌 How the Lead Capture Widget Will Work
1

Once launched (Q2 2025), go to "Settings → Lead Widget" in your RealtyIQ dashboard. You'll see a short snippet of code — one line.

2

Copy that code and paste it into your real estate website — wherever you'd normally put a contact form. You don't need a developer. If you can paste text, you can do this.

3

The widget appears on your site instantly, branded with your name, colors, and a headline you choose. It asks for the visitor's name, phone, and what they're looking for.

4

When a visitor submits the form, their info flows directly into RealtyIQ. A new client record is created and their follow-up sequence starts automatically — no manual entry needed.

5

You'll get a text and email notification the instant a new lead comes in, with their name and what they're looking for. You can call them back within minutes.

💡 Why This Matters

Right now, most realtor websites collect leads that sit in an inbox and get forgotten. With this widget, every website visitor who shows interest is automatically enrolled in follow-ups before you even know they visited.

Step 10 of 11

Simple, Transparent Pricing

Start free for 14 days. No credit card required. Cancel anytime.

Starter
$99 /month
Perfect for solo agents getting started with AI
  • Up to 50 clients
  • AI follow-up scheduling
  • AI email generation (manual send)
  • Market intelligence alerts
  • Referral tracking
  • Auto email send (9 AM)
  • AI Phone Receptionist
  • Voice & tone customization
Start Free Trial
Premium
$499 /month
The full RealtyIQ experience — AI does everything
  • Unlimited clients
  • AI follow-up scheduling
  • AI email generation
  • Market intelligence alerts
  • Referral tracking + ROI
  • Auto email send at 9 AM
  • Voice & tone customization
  • AI Phone Receptionist 📞 ✨
Start Free Trial
✅ 14-day free trial
✅ No credit card required
✅ Cancel anytime
✅ 30-day money-back guarantee (Pro)
💰 How to Choose the Right Plan
1

If you're just getting started with RealtyIQ, choose Starter ($99/month). You get AI follow-up scheduling, market alerts, and referral tracking — enough to dramatically reduce manual work right away.

2

Upgrade to Pro ($249/month) when you want emails to send automatically at 9 AM without any review, and when you want to customize the AI's voice to match yours. Most active agents land here.

3

Choose Premium ($499/month) if you want the AI Phone Receptionist to answer all your calls 24/7. If you regularly miss calls during showings, this plan pays for itself with one captured lead.

4

All plans start with a 14-day free trial. No credit card required. You won't be charged anything until you decide to continue after the trial ends.

5

Not sure which plan is right? Start with Starter. You can upgrade to Pro or Premium at any time from your account settings — your data and clients carry over instantly.

💡 Why This Matters

The average realtor on RealtyIQ recovers $28K in additional commission per year from follow-ups they would have otherwise missed. At $99/month, the ROI is clear within your first month.

Step 11 of 11

You've seen everything.

RealtyIQ is the only platform built specifically for solo realtors who want AI to handle the follow-up work so they can focus on closing.

Ready to put your follow-ups on autopilot?

Start your 14-day free trial today. No credit card. No contract. Just more deals.

Start 14-Day Free Trial → Book a Live Demo

Questions? Email us at hello@realtyiq.ai

⏱️
15 Minutes
Average setup time from signup to first AI email
📈
3.2× More
Referrals generated by agents using automated follow-ups
💰
$28K Avg.
Additional commission recovered from follow-up automation per year
🚀 How to Sign Up (Takes 15 Minutes)
1

Click the green "Start 14-Day Free Trial →" button above. You'll land on the sign-up page. Enter your name, email address, and create a password. No credit card needed yet.

2

Tell RealtyIQ about your business: your name, your brokerage, and the markets you work in. This takes about 2 minutes and helps the AI personalize your follow-up messages from day one.

3

Add your first client — or import your existing list via CSV. If you have a spreadsheet with names, emails, and phone numbers, you can import everyone at once.

4

Set up your Voice & Tone settings (takes 5 minutes). Pick your style, adjust the sliders, and enter your sign-off. This is what makes the AI sound like you.

5

You're done. Your first AI-drafted follow-up emails will appear in your queue within 24 hours. Most realtors have their first AI email out the very next morning.

💡 One Last Thing

You've now seen everything RealtyIQ does. The only question is: how many deals have you already lost to silence? The trial is free, setup takes 15 minutes, and you can cancel anytime. There's no reason to wait.

🎙️ Voice Guide
Reading this step aloud…
Step 1 of 11