01 / The Portal Lead
An inquiry arrives while you are at a showing.
- →Text sent within seconds
- →Qualifying questions asked
- →Showing times offered
- →Lead assigned in the CRM
LATTICE for Real Estate
Faster lead response. Fewer cold databases. More listings that come from past clients.
LATTICE connects lead capture, response speed, showings, transaction communication, reviews and long-term nurture around the way agents actually win listings.
- Missed callText sent
- AppointmentConfirmed
- Review requestSent
- Follow-upAutomated
The journey
How customers move through real estate, and where it breaks.
Search
Portal leads go to whoever calls first
Inquire
Response time measured in hours
Show
Scheduling by text thread
Offer
Updates depend on memory
Close
No structured post-close contact
Refer
Past clients forget your name
Where LATTICE connects the gaps.
What changes when the system is connected.
Without LATTICE
Portal lead→called an hour later→another agent already answered
Showing booked→no confirmation→wasted trip across town
Deal closed→no nurture→their next move goes to someone else
With LATTICE
Portal lead→instant text and qualification→showing scheduled
Showing booked→confirmations and directions→buyer shows up prepared
Deal closed→anniversary and market updates→referrals and repeat listings
What we actually build.
01
Lead Acquisition
- Listing and area pages
- Local SEO
- Lead capture
- Campaign tracking
02
Lead Conversion
- Speed-to-lead texting
- Missed-call text back
- AI qualification
- Showing booking
03
Transaction Operations
- CRM and pipeline
- Document collection
- Milestone updates
- Task automation
04
Database Retention
- Nurture campaigns
- Review requests
- Referral programs
- Market reports
Built around what actually happens.
02 / The Quiet Buyer
A buyer paused their search four months ago.
- →Segment by search criteria
- →Send matching new listings
- →Automated check-in at intervals
- →Alert the agent when they re-engage
03 / The Past Client
A client bought three years ago and hasn't heard from you since.
- →Anniversary and equity updates
- →Neighbourhood market summaries
- →Review and referral request
- →Listing conversation started early
The lattice
Nine parts of the same business, connected.
Each point is a real step in your customer lifecycle. Most businesses run them as separate tools. LATTICE connects them so information moves without anyone re-entering it.
Your business. One connected database.
- Website & SEO
- CRM
- Speed-to-Lead Texting
- Showing Scheduling
- Automated Follow-Up
- Transaction Updates
- AI Assistants
- Review Management
- Database Nurture
- Reporting
CRM for real estate agents and teams
Buyers, sellers, sphere and past clients in one system with timeline, price band, area and source, plus routing rules for teams.
Long-cycle lead nurture
Sequences built for six- to eighteen-month decisions: market updates, area content and check-ins that continue until the person is ready, without manual effort.
Database reactivation
Structured outreach to everyone already in your phone and CRM, the cheapest transaction source in the business, and the one most consistently ignored.
Listing and transaction workflows
Pre-list, launch, showing feedback, offer, under contract and close, each with its own tasks and client communications firing automatically.
Website and local SEO
Neighborhood, market-report and seller-intent pages that earn search visibility instead of renting it from a portal.
Reviews, referrals and attribution
Post-close review requests, anniversary outreach, and dashboards showing which sources actually produced closings.
See the full capability set on the services overview or how the pieces connect on the system page.
The goal isn't more software.
It's a database that keeps producing.
01
Faster lead response
02
More showings booked
03
Less manual follow-up
04
More repeat and referral business
The parts of the system real estate use most.
- CRM systems
Every lead, showing and past client in one database.
- Automation
Long-cycle nurture that runs without reminders.
- Website design and development
Listing and neighbourhood pages that capture inquiries.
- SEO
Local and neighbourhood search coverage.
- Revenue dashboards
Pipeline value and source performance.
Relevant work
A real build, not a mockup.
MyTaxFella is a LATTICE build: website, CRM, booking, client communication and automated follow-up connected as one system. It is a tax practice, so the specifics differ from real estate, but the structure is the same one we would build for you. References are available on request.
Questions we get
- What happens to leads that are not ready to move?
- They go into long-cycle nurture rather than a dead list, with contact spaced over months so you are present when the timing changes.
- Can an old database be reactivated?
- Yes. Past clients and stale leads are segmented by recency and history, then contacted with something relevant rather than a mass message.
- Can showings and listing workflows be automated?
- Yes. Showing reminders, feedback requests, listing updates and post-showing follow-up can all run from the record.
- Will this help capture more website leads?
- Yes. Listing, neighbourhood and search pages are built to capture inquiries, and those inquiries land in the CRM with source attached.
- Does this work for a team as well as a single agent?
- Yes. Routing, ownership and reporting can be configured per agent, so leads do not sit unclaimed.
- Can we see pipeline value and source performance?
- Yes. Stage, value and source are tracked together, so you know which channels actually produce closings.
See where leads
go cold.
We'll walk through how leads, showings, transactions and past-client contact move through your business today, and show you where LATTICE could connect the gaps.
The demo needs no signup and no contact details. A call is a conversation, not a pitch.
More sectors on the industries overview.