The RealtyGenie Methodology

We’re not a one-size-fits-all agency.

Every realtor, team, and market is different — so the way we use AI to help you has to be different too. Our job is simple: Find where you’re losing time and money, then use AI to give it back.

Step 1

Assess & Diagnose

Discovery & Operational Audit

We start by understanding your current reality — using your site analytics, lead logs, call history, and basic financials to build a data-backed picture.

How leads find you today
Follow-up, call, and hand-off workflows
Identifying non-revenue time sinks
Audit of existing CRMs and tools

Findings Report Included:

Identified Time Sinks
Missed Lead Logic
Workflow Bottlenecks
Quick-Win Opportunities
Step 2

Design Your Playbook

Custom AI Implementation Map

Based on the diagnosis, we pick and shape the right mix of RealtyGenie modules for you. We don't turn everything on by default — we start where impact is highest.

IDX + AI Search Visibility
AI Lead Management & Nurture
AI Calling Assistant
AI Social & Market Intelligence
Team Performance Dashboard
Step 3

Deploy & Automate

Seamless Integration & Disruption-Free Go-Live

Our focus: minimum disruption, maximum automation. You keep running your business while we set up the AI workflows and integrate with your existing tools.

Connect with existing toolsets
Set up AI automated workflows
Configure alerts, reports, and dashboards
Verification and team onboarding
Step 4

Optimize & Grow

Data-Backed Optimization (We Stay Involved)

After deployment, we track the metrics that matter. You get regular, plain-English reports showing what's improved and where we can push further.

Leads captured, responded, and booked
Response times & follow-up rates
Website/Search visibility growth
Conversion rate tuning

Ready for your operational audit?

Start with Step 1. Let's find exactly where your team is losing time and how AI can give it back.