Features
Built around how agents actually work.
Transactions do not start at the brokerage. They start with the agent. A referral from a past client. A lead from an open house. A cold call that turned warm. Every feature here exists to help agents convert, manage, and close the deals that come from their own relationships.
Your data stays yours
Customer data is not repurposed, resold, or turned into a generic lead database.
CASA-secured architecture
Built around Google security review expectations, scoped access, and least-privilege design.
No long-term contracts
Managed setup without trapping a small brokerage in a multi-year software bet.
Live in production with indie brokers
Tallent Co.
Colorado14 agents
Luxe Realty
Florida6 agents
What makes it different
One revenue loop, not another disconnected tool.
The point is not just more AI. The point is keeping the work connected from first lead to closed deal to the next referral.
Lead
Capture and respond while intent is fresh.
Nurture
Route, score, and keep the opportunity moving.
Transaction
Turn paperwork and dates into structured deal work.
Close
Keep deadlines, stakeholders, and status visible.
Sphere
Keep the relationship active after close.
Referral
Create the next repeat or referral opportunity.
The blue stitch is the point: each workflow speaks to the next, instead of forcing agents to re-enter context across disconnected tools.
Each stage can be customized to the brokerage, agent, market, and workflow. Start in Approve mode when trust matters, then move the pieces that earn it into Auto mode.
Managed indie-brokerage revenue loop
AdamationAI connects lead, deal, document, close, sphere, and referral work so the relationship does not reset after each transaction.
Sphere is treated like pipeline
Past clients, referral partners, and warm relationships get scoring, touchpoints, and reactivation workflows instead of living in an old contact list.
Property lookup becomes listing prep
Address research, comps, CMA thinking, and listing presentation work stay connected for seller conversations.
Approve mode now, Auto mode later
AI does not need to be a black box. Start with drafts and human review, then automate the pieces that earn trust.
AI Lead Cultivation
Leads come from everywhere: the website, Zillow, Facebook ads, open houses, referrals. It does not matter where. When a new lead hits the system, they get a personalized response from the agent's Gmail in under 60 seconds. Not a canned template. When the lead replies, the platform reads whether they are interested, have questions, or are not ready yet, and drafts a smart follow-up for the agent to approve. No leads sitting unanswered at 11pm on a Friday.
- Full transaction timeline from listing to closing
- Automated stage tracking and status updates
- Commission tracking and CDA management
- Complete audit trail for compliance

Speed to Lead
AI poweredEvery lead gets a response in under 60 seconds. AI scores each lead, routes them to the right real estate agent, and sends a personalized reply before you even see the notification.
- AI lead scoring with response time SLA tracking
- Automatic routing based on agent availability and specialty
- Personalized auto-responses that sound like you
- Real-time lead activity dashboard

Magic File AI
AI poweredUpload any contract, disclosure, or inspection report. AI reads the document, pulls out every name, date, price, and key term, then fills in your transaction fields automatically.
- Supports PDFs, images, and Word documents
- Extracts names, dates, prices, and terms automatically
- Populates transaction fields with zero manual entry
- Works with any contract or disclosure format

AI Follow-Up, SDR, and Reply Detection
AI poweredAI writes personalized follow-up emails for every lead. When a lead replies, AI reads the intent (interested, question, objection, not interested) and writes a smart draft reply for the agent to approve or edit.
- AI-drafted email sequences with human review
- Automatic reply detection and intent classification
- Smart draft responses for agent approval
- One-click takeover for hot leads

Marketing Hub
AI poweredGenerate social posts, blog articles, and marketing campaigns with AI. Schedule content across LinkedIn, Facebook, Instagram, and your blog from one dashboard.
- AI content generation for every platform
- Visual content calendar with scheduling
- Single post and campaign workflows
- Connected to LinkedIn, Facebook, Instagram, and Blog


Suggested topics start from market context, SEO keywords, and what buyers or sellers actually care about.

The same idea becomes a branded post preview, ready for review before it goes anywhere public.
Smart Automations
AI poweredAI powered automations that handle the repetitive work. Lead response, pipeline management, email intelligence, deadline reminders, marketing content, and reporting.
- Lead response and qualification automations
- Pipeline stage transitions and stale deal alerts
- Email classification and draft responses
- Deadline reminders and escalation alerts

Sphere and Referral Engine
AI poweredPast clients, vendors, neighbors, and referral partners should not disappear after closing. AdamationAI keeps your sphere visible, scored, and ready for the next right touch.
- Sphere contacts, past clients, and referrals in one working pipeline
- Relationship scoring that helps prioritize who needs attention
- Touchpoint history so follow-up has context
- Reactivation workflows built around repeat and referral business

Property Lookup to CMA and Listing Presentation
AI poweredSearch an address, review property facts and comps, then move into a seller-ready listing presentation without rebuilding the story in another tool.
- Address-first property lookup for seller conversations
- Comparable sales and property context in one workflow
- CMA and listing presentation handoff
- Branded presentation flow for listing appointments


Property Lookup pulls the seller conversation into one place before the appointment starts.

Comps, adjustments, and pricing context become an editable story the agent can stand behind.

The same prep work becomes a branded listing presentation instead of another rebuilt deck.
CRM and Pipeline
Manage every contact, track your pipeline, run campaigns, and prospect new leads. Import contacts, enroll them in nurture sequences, and watch your pipeline grow.
- Contact management with CSV import
- Visual pipeline board
- Email and SMS campaigns with CAN-SPAM compliance
- Prospecting tools with skip trace and equity filters

White Label Branding
Your logo, your colors, your name on every screen. Every real estate agent and client in your organization sees your brand, not ours.
- Custom logo, colors, and domain
- Per-organization brand settings
- Client-facing portal with your branding
- Email templates match your identity
- Role-based team access for brokers, team leads, agents, and coordinators

E-Signatures
BoldSign built in. Send, track, and manage e-sign requests inside the platform. No extra cost. No extra subscription. No switching tabs.
- Send documents for signature in seconds
- Track signing status in real time
- Completed documents auto-filed to transaction
- No additional per-signature fees
Gmail OAuth
AI poweredAI SDR sends from the agent's actual Gmail, not a generic platform address. Builds trust with leads. Better deliverability. Better response rates.
- Sends from the agent's real email address
- Google OAuth verified for security
- Better deliverability than platform emails
- Replies land in the agent's inbox naturally
B2B Prospecting
AI poweredFind local businesses, auto-enrich their info, send AI-written outreach emails. Nobody else in real estate has this.
- Search local businesses by category and area
- Auto-enrich with contact details and firmographics
- AI writes personalized outreach for each prospect
- Track opens, clicks, and replies
AI automations that work while you sleep.
Every automation is configured and managed by our team. You just turn them on.
Lead Intelligence
AI scores every lead, routes to the right real estate agent, and sends a personalized response in under 60 seconds.
Email Intelligence
AI reads incoming emails, classifies by urgency and topic, and drafts responses for your review.
Pipeline Management
Automatic stage transitions, stale deal alerts, and a weekly pipeline digest with AI commentary.
Deadline & Compliance
Configurable reminders at 14, 7, 3, and 1 day before every deadline. Escalation alerts fire if deadlines pass.
Prospecting Engine
AI identifies likely sellers from public records, expired listings, and lease expirations. Generates personalized outreach.
Marketing Content
AI generates listing descriptions, social media posts, and email campaigns from your transaction data.
Who it is for.
Whether you are a solo agent, a growing team, or a multi-office brokerage, AdamationAI is built for your role.
Solo Real Estate Agents
The problem
You are splitting your attention across five different tools, and leads are slipping through before you even see them.
The solution
AdamationAI replaces your scattered tech stack with one platform that manages leads, documents, and deadlines.
- AI document parsing that extracts key data from contracts in seconds
- Sub-60-second lead response that connects you before the competition
- Automated follow-up sequences and deadline reminders that never miss
- Full transaction timeline from first contact to closing day

Real Estate Teams
The problem
You do not have clear visibility into your pipeline, and leads are falling through the cracks because there is no system holding your team accountable.
The solution
AdamationAI gives team leaders a single dashboard with real-time pipeline tracking, automated lead routing, and performance metrics.
- Role-based dashboards so every team member sees what matters to them
- Automated lead routing with SLA tracking to prevent missed opportunities
- Agent performance leaderboard with conversion metrics
- Shared transaction pipeline with stage-by-stage deal visibility

Brokerages
The problem
Recruiting and retaining real estate agents is harder than ever, and most brokerages do not offer the technology top producers expect.
The solution
White-label AdamationAI as your own platform. Give your agents best-in-class tools while tracking compliance, commissions, and performance org-wide.
- White-label branding so the platform looks and feels like your brokerage
- Recruiting pipeline tools and streamlined onboarding for new agents
- Commission tracking and org-wide revenue reporting
- Compliance monitoring across all teams and transactions

How AdamationAI compares to point solutions.
Most agents piece together a CRM, a TC service, and an ISA. Here is what you get when it is all in one platform.
| Feature | AdamationAI | CRM only | TC service | ISA service |
|---|---|---|---|---|
| Transaction management | ||||
| AI document parsing | ||||
| AI lead response (sub-60s) | ||||
| Workflow automations | ||||
| White-label branding | ||||
| Team management | ||||
| Compliance tracking | ||||
| Affordable, all-in-one pricing |
See it in action.
Book a demo and we will walk you through the platform with your data.
Book a strategy call