Real Estate & Mortgage Automation System

What the Upgrade Real Estate & Mortgage System Helps You Do

A Modern Front Office for Your Business

📥 Capture Leads Instantly

Website inquiries, text messages, and calls are captured automatically so nothing gets lost.

📱 Respond to Missed Calls Automatically

When you miss a call, the system sends a text message to start the conversation and capture the opportunity.

📅 Book Consultations Faster

Prospects can request consultations, showings, or loan discussions and schedule directly into your calendar.

🔁 Follow Up Automatically

Leads that do not move forward right away receive automatic follow up so opportunities are not lost.

⭐ Build More 5 Star Reviews

After closings or successful client engagements, review requests are automatically sent to help grow your reputation.

📊 Stay Organized with a CRM

Track prospects, clients, and opportunities in one place. No more guessing or searching through texts and emails.

Built Specifically for Real Estate and Mortgage Professionals

The Upgrade Real Estate & Mortgage System is configured specifically for real estate and mortgage professionals. You are not starting from scratch. Your system is already configured for how your business operates.

✅ Buyer inquiry workflows
✅ Seller inquiry workflows
✅ Loan inquiry workflows
✅ Consultation scheduling workflows
✅ Missed call response automation
✅ AI chat for website visitors
✅ AI voice receptionist for incoming calls
✅ Review requests after closings
✅ Lead pipeline for opportunities
✅ CRM built for tracking prospects and clients

Works for individual agents, loan officers, small teams, and growing brokerages at any stage. For individual agents and loan officers, Upgrade often becomes your primary system for managing leads, communication, scheduling, and follow up. For growing teams and brokerages, Upgrade supports customer communication, lead management, and automation while your team focuses on closing deals.

Choose the Upgrade Automation Package That Fits Your Business

The Upgrade Real Estate & Mortgage System is powered by the Upgrade Automation Platform. You can start with foundational automation and expand over time.

Packages Start At: $499 Setup / $199 Monthly

Package	Setup	Monthly	Best For
Starter	$499	$199	Individual agents and loan officers getting started
Growth	$699	$299	Growing teams needing lead automation and campaigns
Advanced	$999	$499	High-performing agents, growing teams, and brokerages
AI Office	$1,999	$799	Full AI-powered front office for teams and brokerages

Feature Comparison

Start with foundational automation and scale into more advanced workflows, AI tools, and custom automation as your business grows.

Feature	Starter	Growth	Advanced	AI Office
Pricing
Setup Fee	$499	$699	$899	$1,199
Monthly	$199	$299	$399	$499
Lead Capture
Website Contact Form	✅	✅	✅	✅
CRM Lead Capture	✅	✅	✅	✅
Mobile Lead Notifications	✅	✅	✅	✅
Missed Call Text Back	✅	✅	✅	✅
Lead Capture Automation
2-Email Follow-Up Campaign	✅	✅	✅	✅
Multi-Step Email Follow-Up	—	✅	✅	✅
SMS Follow-Up Automation	—	✅	✅	✅
Lead Tagging Automation	—	✅	✅	✅
Advanced Lead Nurture Campaign	—	—	✅	✅
AI Lead Qualification	—	—	—	✅
CRM & Pipeline
CRM System	✅	✅	✅	✅
Pipeline Management	1 Pipeline	Multiple	Multiple	Multiple
Mobile App Access	✅	✅	✅	✅
CRM & Pipeline Automation
Auto Assign New Leads	✅	✅	✅	✅
New Lead Notifications	✅	✅	✅	✅
Auto Move New Leads to Pipeline	✅	✅	✅	✅
Pipeline Stage Automation	—	✅	✅	✅
Lead Status Automation	—	✅	✅	✅
Multi-Pipeline Automation	—	—	✅	✅
AI Lead Routing	—	—	—	✅
Campaigns & Outreach
Seasonal Campaign Automation	✅	✅	✅	✅
Inactive Customer Reactivation Automation	✅	✅	✅	✅
Monthly Outreach Automation	—	✅ (1)	✅ (2)	✅ (2)
Always-On Re-Engagement Automation	—	—	✅	✅
Reputation Management
Review Request Automation (Email Only)	✅	✅	✅	✅
SMS + Email Review Requests	—	✅	✅	✅
Review Funnel (Rating + Routing Automation)	✅	✅	✅	✅
Positive Feedback Automation	✅	✅	✅	✅
Negative Feedback Automation	✅	✅	✅	✅
Review Follow-Up Campaigns	—	✅	✅	✅
Testimonial Website Publishing	—	—	✅	✅
AI Review Response Suggestions	—	—	—	✅
Appointment Booking & Automation
Online Form Scheduling	✅	✅	✅	✅
Chat-Based Scheduling	—	✅	✅	✅
Voice AI Appointment Booking	—	—	✅	✅
Internal Booking Notifications	✅	✅	✅	✅
Appointment Reminder Automation	✅	✅	✅	✅
Multi-Reminder Sequences	—	✅	✅	✅
Meeting Completion Automation	—	✅	✅	✅
Pipeline Stage Automation (Post-Booking)	—	✅	✅	✅
AI Appointment Optimization	—	—	—	✅
AI Chat
AI Website Chatbot	—	✅	✅	✅
Live Chat Takeover	—	—	✅	✅
AI Conversation Routing	—	—	✅	✅
AI Lead Qualification (Chat)	—	—	✅	✅
AI Conversation Optimization	—	—	—	✅
AI Voice
AI Voice Receptionist	—	—	✅	✅
Reporting & Insights
Business Performance Dashboard	✅	✅	✅	✅
System Features
Mobile App Access	✅	✅	✅	✅
Unified Conversations Panel	✅	✅	✅	✅
Revenue Pipeline Dashboard	✅	✅	✅	✅
Connected Business Calendar	✅	✅	✅	✅
Unified Messaging Platform	✅	✅	✅	✅

Starter Automation

$499 Setup | $199 per month

Best For: Real estate agents, teams, and mortgage professionals that want to better organize leads, capture more opportunities, and begin automating follow-up without implementing advanced automation right away.

Starter Automation gives your business a centralized system to manage buyer and seller inquiries, borrower leads, appointments, and potential deals in one place. Instead of relying on emails, text messages, spreadsheets, and missed calls, your business begins operating from a more organized platform that helps you respond faster and reduce manual work.

This package is designed to help real estate and mortgage professionals build a professional foundation by capturing leads, tracking opportunities, improving responsiveness, and keeping deal activity visible.

What's Included

Lead Capture

Starter helps ensure new buyer, seller, and borrower opportunities are captured automatically.

Website Lead Capture Forms

We set up 1–2 website forms so prospects can submit buyer inquiries, seller inquiries, loan inquiries, and general real estate questions. This helps capture opportunities directly from your website.

CRM Lead Capture

When someone submits a form, their information is automatically stored in your CRM so leads are tracked and organized.

Mobile Lead Notifications

You receive mobile alerts when a new buyer, seller, or borrower inquiry comes in so you can respond quickly.

Missed Call Text Back

If someone calls and you miss the call, the system automatically sends a text message to help recover that opportunity.

Lead Capture Automation

Starter includes basic automation so your business begins responding automatically.

2-Email Follow-Up Campaign

When a new lead comes in, the system automatically sends a two-email follow-up sequence. This helps create a professional first impression and increases engagement.

CRM & Pipeline

Starter gives you one place to manage leads and track potential deals.

CRM System

You receive access to your CRM to view contacts, conversations, inquiries, and opportunities in one centralized platform.

Pipeline Management (1 Pipeline)

Starter includes one visual pipeline to track opportunities through stages such as New Lead, Contacted, Consultation / Pre-Approval, Follow-Up Needed, Active Opportunity, and Closed / Won. This helps you see which leads need follow-up, which opportunities are active, which deals are progressing, and where potential revenue stands.

Mobile App Access

Access your CRM and lead activity from your phone while on the go.

CRM & Pipeline Automation

Starter includes basic automation to keep leads organized.

Auto Assign New Leads

New leads can automatically be assigned so they are ready for follow-up.

New Lead Notifications

You receive alerts when new inquiries arrive.

Auto Move New Leads to Pipeline

New leads automatically enter the beginning stage of your pipeline.

Campaigns & Outreach

Starter includes simple outreach automation.

Seasonal Campaign Automation

We can set up campaigns during key real estate and mortgage seasons such as spring buying season, summer listings, interest rate updates, year-end planning, and refinance opportunities. These help keep you visible without manual outreach.

Inactive Lead Reactivation Automation

Reconnect with past buyer leads, past seller leads, past borrowers, and inactive prospects automatically to re-engage opportunities that went quiet.

Reputation Management

Starter helps begin collecting reviews and building credibility.

Review Request Automation (Email Only)

After closings or completed transactions, review requests can be sent automatically.

Review Funnel

Feedback is routed internally before requesting public reviews.

Positive Feedback Automation

Satisfied clients are guided to leave public reviews.

Negative Feedback Automation

Negative feedback is routed internally so issues can be addressed quickly.

Appointment Automation

Starter makes scheduling consultations easier.

Online Scheduling

Prospects can request or book buyer consultations, seller consultations, loan consultations, and discovery calls.

Booking Notifications

You receive notifications when appointments are scheduled.

Appointment Reminder Automation

Email reminders help reduce missed appointments.

System Features

Starter includes core platform features: Mobile App Access, Unified Conversations Panel, Revenue Pipeline Dashboard, Connected Business Calendar, and Unified Messaging Platform.

Back to Comparison Table

Growth Automation

$699 Setup | $299 per month

Best For: Real estate agents, teams, and mortgage professionals ready to increase lead conversion, automate follow-up, and improve client engagement.

Growth Automation builds on the Starter foundation by adding multi-step follow-up automation, SMS communication, expanded pipelines, and additional lead capture and engagement tools. This package is designed for real estate and mortgage professionals that want their system to actively help convert more opportunities and reduce manual follow-up.

While Starter helps organize your leads, Growth begins helping your business actively generate and convert more buyer, seller, and borrower opportunities automatically.

What's Included

Lead Capture

Growth includes everything in Starter, plus expanded lead acquisition capabilities.

Starter Includes

Website Lead Capture Forms, CRM Lead Capture, Mobile Lead Notifications, and Missed Call Text Back.

Growth Adds: Additional Lead Capture Form

Growth includes an additional lead capture form to capture different types of real estate and mortgage inquiries, such as buyer inquiry forms, seller inquiry forms, loan / refinance inquiries, and property evaluation requests. This helps capture more opportunities and organize them more effectively.

Lead Capture Automation

Growth expands Starter follow-up with more advanced automation.

Multi-Step Email Follow-Up

Growth introduces multi-step follow-up sequences designed to keep leads engaged over time. Follow-up continues automatically until the lead responds or moves forward. This is especially valuable for buyer nurture, seller nurture, refinance opportunities, and long-term prospects.

SMS Follow-Up Automation

Growth introduces SMS follow-up automation, allowing you to communicate with leads through text messaging in addition to email. This helps improve response rates and engagement.

Lead Tagging Automation

Leads can automatically be tagged based on buyer vs seller, mortgage vs refinance, engagement level, and inquiry type. This helps organize contacts and enable targeted follow-up.

CRM & Pipeline

Growth includes everything in Starter — CRM System, Revenue Pipeline Dashboard, and Mobile App Access.

Growth Adds: Multiple Pipelines

Growth allows multiple pipelines to track different opportunity types such as Buyer Pipeline, Seller Pipeline, Mortgage Pipeline, Follow-Up Pipeline, and Active Deal Pipeline. This helps separate opportunities and improve visibility.

CRM & Pipeline Automation

Growth expands pipeline automation.

Pipeline Stage Automation

Opportunities automatically move between stages based on actions such as consultation scheduled, pre-approval completed, showing scheduled, offer submitted, and deal closed.

Lead Status Automation

Lead status automatically updates based on engagement and activity. This reduces manual updates and keeps pipelines current.

Campaigns & Outreach

Growth includes everything in Starter — Seasonal Campaign Automation and Inactive Lead Reactivation Automation.

Growth Adds: Monthly Outreach Automation (1 Campaign)

Growth includes one recurring outreach campaign per month with examples such as market updates, interest rate updates, home buying tips, refinance opportunities, and listing announcements. This helps keep you top-of-mind.

Reputation Management

Growth includes everything in Starter — Review Request Automation (Email Only), Review Funnel, Positive Feedback Automation, and Negative Feedback Automation.

Growth Adds: SMS + Email Review Requests

Review requests can now be sent via SMS and email.

Review Follow-Up Campaigns

If clients do not respond, follow-up reminders are sent automatically. This helps generate more reviews consistently.

Appointment Automation

Growth expands scheduling automation.

Chat-Based Scheduling (AI Chatbot Scheduling)

Website visitors can interact with a chatbot to schedule buyer consultations, seller consultations, loan consultations, and discovery calls.

Multi-Reminder Sequences

Multiple reminders help reduce missed appointments.

Meeting Completion Automation

After appointments, automated follow-up can be sent such as thank-you messages, next steps, follow-up instructions, and nurture messaging.

Pipeline Stage Automation (Post-Booking)

Appointments automatically move to the next pipeline stage.

AI Chat

Growth introduces AI chat to engage website visitors automatically.

AI Website Chatbot

The AI chatbot can answer questions, capture leads, schedule consultations, and respond when you are unavailable. This helps respond to website visitors automatically.

System Features

Growth includes all Starter system features: Mobile App Access, Unified Conversations Panel, Revenue Pipeline Dashboard, Connected Business Calendar, and Unified Messaging Platform.

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Advanced Automation

$999 Setup | $499 per month

Best For: Real estate agents, teams, and mortgage professionals ready to scale operations, automate client engagement, and introduce AI-driven communication and lifecycle automation.

Advanced Automation builds on Growth by introducing deeper automation, client lifecycle management, AI-powered chat engagement, and more advanced outreach and scheduling capabilities. This package is designed for real estate and mortgage professionals that want their system to actively manage engagement, follow-up, and client movement through their pipeline automatically.

While Growth improves follow-up and engagement, Advanced begins automating client lifecycle management and long-term business development.

What's Included

Lead Capture

Advanced includes everything in Growth. Lead capture continues to operate with multiple forms and expanded acquisition capabilities introduced in Growth.

Lead Capture Automation

Advanced includes everything in Growth and adds deeper nurture automation.

Advanced Lead Nurture Campaign

Advanced introduces longer-term nurture campaigns designed to keep buyer, seller, and borrower prospects engaged over time, including long-term buyer nurture, seller nurture campaigns, refinance opportunity nurture, and investor follow-up sequences. These campaigns help maintain communication with prospects that are not ready to move forward immediately and keep you top of mind.

CRM & Pipeline

Advanced includes everything in Growth, including multiple pipelines and expanded visibility into deal activity.

CRM & Pipeline Automation

Advanced expands automation capabilities.

Multi-Pipeline Automation

Advanced allows automation across multiple pipelines, helping manage both lead conversion and active deal workflows across Buyer Pipeline, Seller Pipeline, Mortgage Pipeline, Active Deal Pipeline, and Reactivation Pipeline.

Client Lifecycle Automation

Advanced introduces lifecycle automation allowing contacts to move automatically through stages such as New Lead, Active Opportunity, Under Contract / In Process, Closed Client, Repeat Client, and Reactivation. This helps automate long-term relationship management.

Campaigns & Outreach

Advanced includes everything in Growth and adds expanded outreach automation.

Monthly Outreach Automation (2 Campaigns)

Advanced increases outreach to two recurring campaigns per month with examples such as market updates, listing alerts, rate updates, buyer education, and homeowner check-ins.

Always-On Re-Engagement Automation

Advanced introduces continuous re-engagement automation designed to identify inactive leads and reconnect automatically with past buyers, past sellers, inactive borrower leads, and long-term prospects. This helps continuously generate new opportunities from existing contacts.

Reputation Management

Advanced includes everything in Growth and adds:

Testimonial Website Publishing

Positive client feedback can be automatically published to your website testimonial section. This helps build trust, improve credibility, strengthen online presence, and automate testimonial collection.

Appointment Automation

Advanced includes everything in Growth and adds:

Voice AI Appointment Booking

Advanced introduces AI voice scheduling, allowing prospects to book buyer consultations, seller consultations, mortgage consultations, and discovery calls. This expands scheduling automation beyond forms and chatbot scheduling.

AI Chat

Advanced expands AI chat capabilities.

Live Chat Takeover

Allows conversations to be handed off when needed.

AI Conversation Routing

AI routes inquiries based on buyer vs seller, mortgage vs refinance, urgency, and inquiry type.

AI Lead Qualification

AI helps identify higher-value opportunities automatically and prioritize stronger leads.

AI Voice

Advanced introduces AI voice capabilities.

AI Voice Receptionist

Advanced introduces an AI voice receptionist to help answer calls and capture opportunities automatically. This helps answer calls automatically, capture buyer and seller inquiries, capture mortgage opportunities, and reduce missed opportunities.

System Features

Advanced continues to include all platform features: Mobile App Access, Unified Conversations Panel, Revenue Pipeline Dashboard, Connected Business Calendar, and Unified Messaging Platform.

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AI Office

$1,999 Setup | $799 per month

Best For: Real estate agents, teams, and mortgage professionals ready to implement a fully automated front office with AI handling lead qualification, communication, and scheduling optimization.

AI Office builds on Advanced by introducing deeper AI automation, intelligent routing, and optimization features designed to help your business operate with less manual involvement. This package is designed for real estate and mortgage professionals that want AI actively supporting lead qualification, scheduling, and client communication.

While Advanced introduces AI communication, AI Office expands AI into a more complete AI-assisted real estate and mortgage front office.

What's Included

Lead Capture

AI Office includes everything in Advanced. Lead capture continues to operate with multiple acquisition forms and automation introduced in earlier packages.