Plug & Play • Works Day 1

The Done-For-You Operating System for Real Estate Agents

Get the exact Smart Plans, automations, and pipelines running inside multiple $2M+ GCI real estate businesses. Installed in your Lofty CRM, ready to convert leads on Day 1.

$2M+
GCI Running On These Plans
Day 1
System Works Immediately
$400K+
Solo Agent Potential
New Leads Today
24
Appointments Set
8
Under Contract
12

The Complete System That Runs $2M+ Businesses

Every Smart Plan, every automation, every pipeline stage — battle-tested and ready to install. These plans alone can scale a solo agent to $400K+ GCI.

🧠 Smart Plans Included

Automated sequences for texts, emails, tasks, and calls at every pipeline stage

📥

New Lead Plan

Speed-to-lead texts & emails within seconds of lead arrival

📞

Attempted Contact Plan

Multi-touch follow-up sequence until contact is made

🔄

Nurture Plan

Long-term drip for leads not ready now

📅

Appointment Set Plan

Confirmation & reminder sequences

🤝

Appointment Met Plan

Post-meeting follow-up automation

✍️

Signed Customer Plan

Onboarding sequence for new clients

🏠

Coming Soon Plan

Pre-MLS marketing automation

📢

Active Listing Plan

Seller updates & marketing sequences

👀

Showing Plan

Buyer showing follow-up automation

📝

Offer Plan

Offer submission & negotiation updates

📋

Under Contract Plan

Transaction milestone updates

🎉

Closed Plan

Closing celebration & review requests

💎

Lifetime Customer Plan

Annual check-ins & referral requests

📊 13 Pipeline Stages

Every stage of the customer journey, from first contact to lifetime client

Lead Conversion
1 New Lead
2 Attempted Contact
3 Follow Up/Nurture
4 Appointment Set
Client Acquisition
5 Appointment Met
6 Signed Customer
7 Marketing (Pre-MLS)
8 Marketing (In MLS)
Transaction & Beyond
9 Showing
10 Submitting Offers
11 Under Contract
12 Closed
13 Lifetime Customer
💬

Automated Texts

Instant SMS sequences triggered at each stage

📧

Email Sequences

Professional email templates for every scenario

Task Reminders

Never forget a follow-up or deadline

📱

Call Tasks

Scheduled call reminders at optimal times

Playbook Add-Ons for Growth

Already crushing it with the core system? Add powerful plug-ins to automate more, generate more leads, and scale beyond solo agent status.

📈

Scorecard OS

Daily accountability

COMING SOON
👥

Recruiting OS

Agent recruitment

COMING SOON

Review Engine OS

5-star review automation

COMING SOON
💵

Cash Offer OS

Instant cash offers

COMING SOON
🏠

Open House OS

Lead capture system

COMING SOON

+ 19 more playbooks in development

From Signup to Scaling in 4 Steps

1

Free Consultation

We assess your current setup and show you what's possible.

2

System Install

We connect to Lofty and install all automations and pipelines.

3

5-Session Training

Learn every button from New Lead to Lifetime Customer.

4

Scale with Playbooks

Add plug-in systems as you grow. Each works instantly.

Everything You Need to Scale to $400K+ GCI

One price. All Smart Plans. All pipeline automations. All training included.

Real Estate OS

Complete done-for-you CRM system

$200
/month
All Smart Plans — texts, emails, tasks, calls
All Pipeline Stages — fully automated
Complete Lofty Integration — we install it
5 Training Sessions — master every stage
2 CRM Audits — we review your progress
Unlimited Slack Support — we're here for you
Personal AI Assistant — texts, calls, Slack messages & remembers everything
Member Network Access — referrals & community
Future Updates — plans improve over time
Start Free Consultation →

$200 one-time setup fee. Cancel anytime. Playbook add-ons available separately for additional scaling.

Ready to Scale Your Real Estate Business?

Book a free consultation and see how Real Estate OS can transform your operations.

Start Free Consultation →