How a 10-agent brokerage tripled booked site visits and added $280K in a quarter.
The challenge
Portal leads landed in a shared inbox and sat there. By the time an agent replied, the buyer had already booked with someone faster. The team ran a CRM, an email tool, and a separate e-sign app that nobody kept in sync.
The solution
Lio qualifies and organizes every inbound lead, Taro assigns the nearest agent and schedules the visit, and Sigi sends the agreement for a same-day signature. One place, no copy-paste between tools.
The results
Booked site visits roughly tripled in the first quarter, with about $280K in added revenue. Agents got back close to a full day each week that used to go to manual follow-up.
“We stopped losing deals to the agent who replied first. Now that agent is us.”
Sample ContactBroker / Owner (sample)
The connected workflow
One handoff to the next, no manual glue between tools.
Qualifies the portal lead in under a minute and organizes it.
Assigns the nearest agent and books the site visit.
Sends the agreement for a same-day signature.
More customer stories
How a boutique brokerage doubled its follow-up rate without hiring.
How a SaaS startup turned trial signups into a 25% lift in closed revenue.
How a B2B platform cut new-customer onboarding from 3 weeks to 6 days.
Want results like Urban Nest Realty?
Start free, connect the same agents, and see it on your own numbers.
No credit card. 14-day Pro trial. Cancel anytime.