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Real Estate · Automation Kit

Showing requests that route to the right agent - property picker, zip-coded assignment, and auto-scheduling

Most brokerage sites force buyers into a generic 'contact us' form. Then the lead sits in an inbox for hours while a hot prospect moves on to the listing that had a calendar button. Agents fight over who owns the lead. Nothing is tracked, nothing is timed.

What you'll receive
  • 4 Forms
  • 4 Emails
  • 4 Workflows
  • 4 Integrations
  • 3 Extras

Plus: Post-showing feedback form for buyer, Open-house RSVP companion form, Agent performance dashboard (response time, conversion)

Installed in your Jotform account.
You own everything. No monthly fees to me.

The solution

How this kit actually works.

A Jotform-powered showing-request flow with a listing picker, zip-based agent routing, calendar pick, and a response SLA. Designed for the team that doesn't want to pay CRM-plus-scheduling-plus-routing stacks - Jotform does all three.

What's included

Every piece, ready the day you buy it.

Forms

  • Property picker tied to your MLS feed or manual listing list
  • Buyer profile form (pre-approval status, timeline, motivation)
  • Preferred-time calendar picker with agent availability
  • Alternative-property suggestion form for non-matches

Emails

  • Buyer confirmation with agent name and showing details
  • Agent alert with full buyer context and listing link
  • Day-before reminder to buyer and agent
  • Follow-up form post-showing (interest level + next steps)

Workflows

  • Zip-code or region based agent routing
  • Pre-approval gate for premium listings
  • Calendar integration with agent availability
  • Broker-level oversight dashboard with response SLA

Integrations

  • MLS or listing system (webhook-based)
  • Calendar (Google, Outlook, Cal.com)
  • CRM (Follow Up Boss, kvCORE, Salesforce)
  • Text notification service (Twilio) for urgent leads

Extras

  • Post-showing feedback form for buyer
  • Open-house RSVP companion form
  • Agent performance dashboard (response time, conversion)
Pricing

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$119

  • All forms, emails, and workflow configs
  • Setup documentation
  • 30-minute video walkthrough
  • 14-day email support
Book a call
Most popular

Pro Setup

Kit + setup call + customization

$229

  • Everything in Base
  • 45-minute setup call
  • Zip-code routing configured for your team
  • MLS and CRM integration
  • 30-day email support
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Done-For-You

Full implementation by me

$549

  • Everything in Pro
  • Full implementation in your Jotform account
  • Agent team training session
  • Custom SLA alerts and broker dashboard
  • 60-day priority support
Book a call
Frequently asked

The questions I get before someone buys.

  • Does this work with my MLS?

    Yes, via webhook or manual listing sync. The Pro tier includes MLS integration setup for most major systems (IDX Broker, RealGeeks, kvCORE). For custom MLS feeds, the Done-For-You tier handles the full sync.

  • How does agent routing work?

    Rules-based routing on zip, neighborhood, price band, or round-robin. You define the rules, the form reads the submission and routes via webhook + email. Broker overrides available for VIP listings.

  • Can buyers pick a time directly?

    Yes. The form reads the assigned agent's calendar availability and shows bookable slots. If an agent is unavailable, the form offers the next-available agent in the zip with broker approval.

  • Is this HIPAA or compliance-sensitive?

    Real estate isn't HIPAA, but fair-housing rules apply. The forms avoid protected-class questions by design. Pre-approval status is optional and never used for routing. The Done-For-You tier includes a fair-housing compliance review.

Not sure if this is the right kit?

Free 20-minute call. Tell me what you're trying to do - I'll tell you if a kit fits, or if you need something custom, or if you shouldn't pay me at all.