AI call summaries for real estate agents.
The version of AI call summaries that real estate agencies still use a year after launch.
How the work runs
We find the one workflow costing real estate agencies the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.
Listing copy, buyer follow-ups and appraisal requests drafted fast, with personal information handled under the Privacy Act 2020.
Built differently, on purpose.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
On the tools or running at scale, the admin still eats the week :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
Knows the New Zealand rules.
Calls summarised into the job or client record, with personal information handled under the Privacy Act 2020.
- Serious breaches get reported
- GST at 15 per cent
- ACC levies set by industry
What we keep hearing from NZ real estate agencies.
Agents live on their phones between open homes, listing enquiries, and vendor updates that can't wait until Monday.
Lead response speed decides who gets the listing, and most agencies lose leads simply because nobody replied fast enough.
One workflow.
In production.
In weeks.
What you get
Sales coaching scales to every rep without doubling manager time.
- Auto-summary into your CRM after every call
- Coaching scorecards for sales and support reps
- Detects compliance phrases (or missing ones)
- Searchable archive - find the call that mentioned X
- No AI theatre
- No shelfware or licences you do not use
Straight answers
How long does AI call summaries take to ship for real estate agencies?
We aim for a working pilot inside 4-6 weeks - narrow scope, real real estate agencies data, measurable outcome. From there it's another 6-8 weeks of hardening before you'd consider it production. Full rollouts (multiple sites, multiple teams) typically land in 3-4 months.
How do you price AI call summaries engagements?
Fixed-scope pilots first, then either project pricing or a small monthly retainer for the ongoing work. No long lock-ins, no 18-month black-box deals. Most real estate agencies are surprised how small the first cheque is.
Anyone else in this space using AI call summaries?
Plenty. Sales coaching scales to every rep without doubling manager time. The interesting question is rarely "does it work" - it's "is your team ready to use the output." That's what we'd scope on the call.
Will it work alongside Fergus or Tradify?
We build around the tools you already run instead of replacing them. Fergus and Tradify are both job management tools built in New Zealand for trades.
Can it remind us about the annual return?
Yes. Every company must file an annual return with the Companies Office each year, separate from its tax return.
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