r/RealEstateTechnology

I’ve been through the journey the hard way: tried a lead agency: leads sucked. It felt like I was in the movie Glengarry Glen Ross complaining about dead beat trash leads

Tried Meta myself - not that effective

Google Search ads around zip codes was a bit better - but both of them expensive bets.

So my question; except from the network, how are you getting leads? What’s been your digital strategy?

Curious about other agents' workflows.

When you get a new listing, how much time do you spend writing:
- MLS description
- Instagram/Facebook caption
- Email to your buyer list
- Open house flyer text

Do you have templates you reuse or start fresh each time?

Asking because I'm building something to automate this
and want to make sure I'm solving a real problem before
I waste months building the wrong thing.

I used to get great seller leads from Upnest and Redfin in NorCal. Didn’t get as much now that I’m in SoCal. Realtor.com bought Upnest and now they are starting to charge monthly for seller leads, is anyone having luck with those? I’m really contemplating investing in a quality lead source but feel like there are so many scams and dead leads that are given out. I’m doing most of the pay at close but they are not always quality and I have yet to close. I’m more focused on seller leads and again, I’m in a new area. Advice? Thank you

Background: 15 years in real estate in one country, last 4 years in another -different continent, different language, different mentality. Currently CMO at a brokerage in the Mexican Caribbean and founder of a market analytics platform for the same market.

Worked closely with 50+ developers across both careers.

My hypothesis I’m trying to confirm or kill:

Most developers send inventory and co-branded materials to 200+ brokers via Google Drive and WhatsApp — and have zero visibility into who’s actually working it. I mean not only sales - even who is interested, who offers it, etc. Maybe 20 brokers move 80% of inventory, but you couldn’t name them without guessing. You have 5 projects in market and don’t know which ones brokers push hardest vs ignore. You spend real marketing budget on B2B channel without really knowing what projects are interesting for brokers.

So… i thought about a tool that ranks your broker network by actual activity, and shows real-time demand signals per project — that’s something I think developers might pay $200-500$/month for, because the alternative is spending $50k+/year flying blind. But I might be wrong. Maybe developers don’t want metrics between them and broker relationships. Maybe brokers refuse adoption when measured. Maybe big developers already solved this with Salesforce.

Ask: If you’re a developer with 50+ units and a broker network — 15-min call or one paragraph comment. Either is huge.

In exchange for a call: 3 months free when (and if) it launches, plus my honest read. Anywhere globally. Especially interested in anyone with 20+ external brokers across multiple projects.

Not selling, not collecting opinions. Just want to know if this is real.

Hello everyone. No self promotion here. I'm seeking help and lots of it. I will spend plenty of time reading over posts, but I was hoping to sort of consolidate replies here for later reference.

So I am officially licensed in the State of Oregon and with that, I am looking for all the assistance I can get. It's time to sign up and get started.

I'm here, because I am mostly concerned about taxes, organizing clients, expenses, and everything in my day-to-day. I've never owned my own business, but I have pivoted from software jobs to now real estate. So...

1. Are there any organizational tools designed for realtors? I'm no stranger to SQL, Github, VSC and more, but I would like (preferably) 1 tool, sort of 1-stop-shopping, so I don't have multiple spreadsheets/docs.
2. I'm also curious about little things like email and a website. Do any of you have a gmail you made just for real estate, and do you have a domain to match? My lead has a site that gets updated via RMLS, so I'm not sure if I should think about that now, or wait till I make some money.

Anyway, I'm excited to get started and I'm really hoping for any advice, tips, tricks. I want to get organized from Day 1.

TIA

Working on a mobile app for CRE field research. Snap a photo of a For Sale/Lease sign and the app automatically saves the GPS location, OCRs the sign info, and stores everything in editable form for follow-up.

No more handwritten notes, missed addresses, or trying to remember where you saw a site while driving. The collected properties can also be displayed on a map for easier tracking and market analysis.

Users could share property data with teammates for faster research.

Would this be useful to you?

What features would make it a must-have?

I’m not trying to spam a product pitch here — I’m genuinely trying to figure out whether this is a real pain point outside my own bubble.

When looking at multifamily deals, I kept running into the same frustrating workflow:

1. Open the OM
2. Find the rent roll, unit mix, T-12, operating statement, asking price, NOI, cap rate, etc.
3. Manually retype all of it into Excel
4. Then spend more time checking whether the broker’s numbers actually tie

It felt absurd that the most time-consuming part of early deal screening was still PDF → spreadsheet transcription.

So I built a tool that takes a CRE offering memorandum and turns it into a working Excel file with things like:

• Rent roll
• Unit mix
• Operating statement / T-12 data
• Key deal metrics
• Structured tables you can actually edit
• Validation checks when numbers don’t reconcile cleanly

The part I care most about is not just extraction, but catching things that look off — for example, when the stated pro forma NOI does not cleanly tie to the underlying line items.

I’ve tested it on real multifamily OMs, and it works surprisingly well, though it’s definitely not perfect yet. Lease abstracts, footnotes, and weird broker formatting are still areas I’m improving.

My question for people who actually look at OMs regularly:

Is this a workflow you would genuinely use, or is manual transcription just annoying but not painful enough to matter?

I’d also be curious:

• What specific tables do you always need pulled out first?
• Would “send an OM, get back a usable Excel file” be valuable?
• What would make you trust or distrust the output?

I’m trying to avoid building in a vacuum, so honest criticism is very welcome.

I keep all of my leads in Follow Up Boss...

I've had Ylopo & Real Geeks..

I've also had different add on's that have been helpful ie. Real Scout & Homebot

(All of these are meant to nurture existing database, not to bring in new leads - Seller Nurtures)

What I love about Real Geeks:

Neighbor Sold Searches, Market Update Reports, Home Valuation Drips, Workflows that include texting & emailing to touch the Database.

Don't love that everything has to be manually entered, and set up per person. That's tedious.

What I love about Ylopo:

Everything is automated, the nurture sequences etc. FUB is the Ylopo's back end so there's no disconnect between the two they are one.

Don't Love that Ylopo can't do Sold Search alerts, Market Reports -only the home value drip. Can't kick off individual work flows etc. Also the customer service isn't ideal.

I guess for those of you who have had both or one or the other, does anyone have any thoughts or comments about what I should do? Keep Real Geeks, or Go back to Ylopo?

I’m switching brokerages. Most of the agents in the new office are using Realcomp. I’ve been a Mirealsource user for over 10 years. It has its quirks but I have no real issues with it. However, I know pretty much nothing about Realcomp.
Any agents out there in Michigan that have used both? What are your opinions? Which is better and why?
Also any other groups I could cross post this to?
Thank you!!!

What is everyone using for an online tickler file? I just want something to remind me to check in with certain people about real estate stuff every now and then. They are potential clients, but not worth putting full info into the CRM. In face, certain things like my blog posts or neighborhood data emails might scare them off or annoy them.

Curious if this is common, brokers referring clients who need any solutions during property transitions and getting a cut. Is this something people are actually doing or too niche to bother?

I live in an area with a very large untouched niche market.

There used to be some brokers that focused on this niche but they retired and the niche has remained untouched for a long time.

I want to create an IDX website that's going to capture leads for this. Nothing else.

I want something that's a good starting point for me to toy around with to start. Eventually I will put more $$ into it and hire a web designer.

Haven't posted in awhile. And hopefully this doesn't cross any line of self promotion but my other posts/videos were always well received in regard to the working in the MLS Channel in organized real estate. Today I'm announcing something we've been working on for a while:The MLS Channel Field Guide. You can watch a video and read more about it on my blog, Vendor Alley. https://www.vendoralley.com/2026/05/11/introducing-the-mls-channel-field-guide-from-giant-steps/

I have seen my subreddits and forums talking about this. Like not able to take calls during office hours and just not being available everytime. I have also seen many tools for that too, but they seem lacking.

Anyone here who tried them or can tell me if it's even worth pursuing?