Real Estate ISA (Inside Sales Agent) Services

Overview

What we deliver

We provide trained inside sales agents who qualify, nurture, and book appointments with real estate leads so your agents focus on closing deals.

We staff inside sales agents for real estate teams, brokerages, and investors who need consistent lead follow-up without hiring in-house. Our ISAs call, text, and email new and aged leads from portals, paid campaigns, and your CRM, then qualify motivation, timeline, financing, and location before booking appointments on your agents’ calendars. We work inside your CRM and dialer, follow your scripts and disclosures, and log every touch for compliance and reporting. Coverage runs extended hours and weekends because leads convert when they are responded to fast. We track speed-to-lead, contact rates, appointments set, and appointments held weekly so you see ROI on every source. The result is a steady flow of qualified appointments, better lead-to-close conversion, and listing and buyer agents who spend more time in front of clients and less time chasing cold contacts.

Fit Check

Built for teams like yours

Who it's for

Real estate teams
Brokerages and franchises
Real estate investors
iBuyer programs
Property management firms

Pain points we solve

Slow lead follow-up
Wasted spend on portal leads
Inconsistent prospecting effort
Low appointment set rates
Agents stuck on admin calls

What's included

Capabilities

Everything we cover in this engagement.

Speed-to-lead outbound calling
Lead qualification and scoring
Appointment setting and confirmation
Aged and database reactivation
Long-term nurture sequences
SMS and email follow-up
CRM hygiene and disposition
Call recording and QA

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Lead sources audit

We map your lead sources, CRM, and current follow-up cadences.

02

Script and cadence

We build qualifying scripts, SMS templates, and call cadences.

03

ISA onboarding

We train ISAs on your market, scripts, and CRM workflows.

04

Dial and book

We start dialing leads, qualifying, and booking appointments.

05

Tune and scale

We review contact rates and conversion and add capacity as needed.

What you get

Deliverables & outcomes

What you get

Dedicated ISA pod
Qualifying scripts and SMS templates
Call cadence playbook
Booked appointments on calendars
Weekly lead and appointment report
Call recordings and QA scores

Outcomes you can expect

Faster speed-to-lead
Higher appointment set rates
Improved lead-to-close conversion
Better ROI on lead spend
More agent selling time

Timeline

Live in 2 to 3 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Follow Up Boss, kvCORE, Salesforce, BatchDialer, CallTools

KPIs we track

Speed to lead, contact rate, appointments set, appointments held, lead to close

Client stories

What clients say

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof