01
New contacts have to be entered into multiple systems
Real estate contact management with an agreed intake form, field mapping, duplicate checks, and a record of sync errors.
YOURBA AI · DIAMOND BAR & SOUTHERN CALIFORNIA
Real Estate CRM Automation & Lead Follow-Up
Make the new contact become an actual next step.
YourBA helps agents connect contact intake, CRM records, and follow-up tasks so a conversation at an open house or networking event does not disappear into another app.
Built for real estate agents and small teams. Start with one useful workflow and expand from there.
Practical AI. Built around your business.
For an agent, AI can help summarize approved notes and draft a relevant follow-up for review. Automation moves agreed fields between connected tools and creates tasks based on the contact’s stage. You control relationship decisions, property representations, negotiation, and client-specific advice.
AI helps interpret or draft information. Automation moves the work through agreed steps. YourBA connects those steps with your approved business information and a human handoff when the answer is uncertain or the request needs personal attention.
Stop letting these gaps run your business.
Four common workflow gaps. Four clear starting points.
Swipe or use the arrows to explore.
02
Follow-up is generic or forgotten
Real estate lead follow-up based on the contact’s stated interest and stage, with a clear task owner and approved messaging.
03
Important details are missing from the CRM
A workflow that flags missing fields and creates a reminder instead of silently inventing information.
04
Your tools do not show whether a sync failed
A daily exception view and handoff process for records that need a person to correct them.
A practical example
You meet a potential seller and add their details through your intake form. The workflow can create or update the agreed contact records, tag the source, and set a follow-up task. If an email address is missing or an integration fails, it flags the record for you rather than pretending the sync succeeded.
Example workflow. We confirm the connections and message rules before launch.
One connected system. Clear ownership.
Local Visibility & Website
Clear service content, accurate local business details, and a contact path that makes sense for your customers.
Lead Brain · Beta
Personalized follow-up and draft responses based on an approved knowledge base, with review rules and human handoff.
Reputation Engine · Beta
A consistent process for honest review invitations and feedback follow-up. SMS delivery is subject to registration, consent, and launch readiness.
Content & Command Center
Approved content planning plus an agreed view of inquiries, activity, exceptions, and the next action.
Let’s find the gap worth fixing first.
We’ll map how a new contact reaches your CRM and gets a next step, including the tools and fields your process depends on.
Bring the tools you use, the fields you need, and one example of a contact that is hard to keep in sync. We’ll map the intake and follow-up workflow before proposing a build.
We map the process, define the handoff, and agree on what success looks like. You get a clear scope and cost before the work begins.
Review My Real Estate Lead Follow-UpQuestions you may have
Can you provide Lofty CRM integration?
We can assess a Lofty CRM integration after checking your account access, available integration options, and required fields. Compatibility and scope must be confirmed before we promise a connection.
Can this connect Google Contacts and a CRM?
That is a workflow we can assess. We first agree on which system owns each field, how updates work, and how to handle duplicates and failed syncs.
Will AI send every real estate email automatically?
The starting approach is approved messaging and clear human review rules. Negotiation, sensitive client questions, uncertain details, and requests outside the approved scope go to you.
See the next step
Explore practical automation use cases · Compare packages and support · Read YourBA’s business guides
Explore who we serve
YourBA AI · Diamond Bar, California · Serving businesses across Southern California
info@yourbadigital.com
· 909-655-0725
See the people behind the process.
Our AI personas explain how lead follow-up, content, review requests, reporting and connected tools can support your business. We confirm your scope and approvals before work begins.
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