Industries · Finance & real estate

Real estate agents & brokerages

Every enquiry answered and followed up, so listings and buyers turn into closed deals.

An agent or brokerage makes money from commissions on deals that take months of patient follow-up. Technology quietly costs you when leads from portals and ads sit in personal inboxes, when past clients are never contacted again and when transaction paperwork is scattered.

Get your quote See the common problems

Common problems

Sounds familiar?

  • Leads from portals, ads and open houses are scattered

    The problem

    Enquiries arrive in email, text and several portals. Each agent keeps their own list, and when someone leaves, the leads leave with them.

    What we do

    Lead capture brings every source into the EpicTech CRM with the origin recorded and an assigned owner. Each enquiry gets an automatic reply by email or text straight away, so a buyer does not wait on a busy agent.

    What changes

    Every lead is in one place with an owner and a first reply already sent.

  • We follow up for a week and then the lead goes cold

    The problem

    Most buyers and sellers are not ready on first contact, but nobody has the time to keep checking in for six months.

    What we do

    We write and run nurture sequences by email and SMS that continue until the person responds or opts out, adjusted for buyers, sellers and renters. Replies pause the sequence and alert the agent.

    What changes

    Long-term leads keep hearing from you without agents having to remember.

  • Our website does not stand out from the national portals

    The problem

    Listings are syndicated everywhere, so your own site needs a reason to exist. A template site with stale listings does not build trust or local reputation.

    What we do

    We build and run a website focused on your listings, area expertise and a clear valuation or search request. Local search and ad campaigns drive traffic to it, and attribution shows which campaigns produced real enquiries.

    What changes

    A site that supports your own brand and brings enquiries direct to you.

  • Past clients and referrals are never contacted

    The problem

    A satisfied buyer from three years ago is your best source of introductions, but there is no list and no routine.

    What we do

    Past clients are imported into the CRM and placed on a light-touch schedule of anniversaries, market updates and review requests. Messages are drafted in your voice and approved by you.

    What changes

    Your past client base is contacted on a rhythm instead of forgotten.

  • Transaction paperwork and tasks are all over the place

    The problem

    Contracts, disclosures, inspection dates and deadlines live in email threads and sticky notes. A missed deadline is costly and embarrassing.

    What we do

    Workflow engineering maps your transaction steps and deadlines, and custom automations create the checklist and reminders when a deal opens in the CRM. Documents are stored in one controlled place with the right people having access.

    What changes

    Each deal follows the same checklist and deadlines surface before they are missed.

  • Wire fraud, phishing and shared logins worry us

    The problem

    Criminals target real estate emails to redirect closing funds. Agents use personal email and phones, and passwords are reused.

    What we do

    Cybersecurity covers email protection and training-ready guidance for spotting payment redirection attempts. Identity and access management enforces multi-factor authentication, and managed IT supports agents' devices.

    What changes

    Email and accounts are better protected against the attacks aimed at your industry.

Getting started

Your first week with EpicTech

  1. Collect all lead sources and agent lists and load them into the CRM.
  2. Set the first automatic replies for buyer, seller and valuation enquiries.
  3. Audit email accounts and turn on multi-factor authentication for everyone handling funds or documents.
  4. Review your website and listing presentation against how local buyers search.

FAQ

Common questions

Does this work for a brokerage with many agents?

Yes. Leads can be assigned by rules, each agent sees their own pipeline and the broker sees everything.

Can you connect to our MLS or listing feed?

Where the feed provider licenses it to you, we can display listings on your site. Terms depend on your board or provider.

Will our agents keep their own branding?

Yes. Messages can go out under the agent's name or the brokerage, as you decide.

Want a plan for real estate agents & brokerages?

Tell us about your business. Mostly one-tap questions, then your agreement with your exact price.

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