Every Inquiry Answered, Every
Nirvani integrates natively with Salesforce Real Estate Cloud, Follow Up Boss, kvCORE, and Dotloop to qualify buyers, schedule showings, and route leads the moment a call or text arrives. Built for NAR Code of Ethics compliance and fair housing obligations. Designed for brokerages, independent agents, property managers, and commercial teams.
A Missed Call in Real Estate Is a Lost Commission
In a transaction-driven business where a single closed deal generates thousands in gross commission income, every unanswered inquiry carries compounding cost. The math below reflects median commission structures and average response-to-close rates by segment.
Your Firm's Recovered Revenue
Slide your monthly inquiries, your average signed matter, and your current sign rate. The number on the right is what Nirvani captures the moment those inbound calls finally connect.
What Nirvani Sounds Like at 11:47 PM
Every transcript below is a redacted, representative intake handled end to end. Conflict screening, jurisdiction check, statute posture, calendar booking, retainer dispatch. No human touched the call.
One Platform. Eight Practice Areas. Native to Each.
Nirvani deploys separate call handling logic, qualification trees, and CRM routing rules for each real estate segment, so a luxury buyer call is handled with concierge language and a rental inquiry is triaged for urgency and availability in real time.
Residential Sales
Qualifies buyer pre-approval status, target price range, preferred neighborhoods, and timeline. Captures seller motivation, current property address, and equity position for listing appointments. Writes structured lead records into Follow Up Boss or kvCORE with Smart Plan triggers.
Luxury Real Estate
Uses concierge-register tone and captures specific lifestyle criteria, preferred architectural styles, waterfront or view requirements, and desired amenities. Routes only to luxury-certified agents. Triggers private client profile creation in Salesforce Real Estate Cloud.
New Construction Sales
Captures lot or floor plan interest, financing method, move-in timeframe, and realtor representation status. Registers prospects in builder CRM systems including Lasso CRM and NewHomeStar. Schedules model-home appointments and routes co-op agent inquiries to the sales office.
Property Management
Handles owner acquisition calls by capturing property address, unit count, current vacancy rate, and prior management relationship. Routes maintenance requests from existing tenants to AppFolio or Buildium work-order queues with urgency classification.
Commercial Real Estate
Captures tenant-rep inquiries with square footage requirements, submarket preference, lease commencement date, and credit profile. Routes to the correct specialist by asset class: office, industrial, retail, or multi-family. Logs structured deal notes into CoStar Suite or Salesforce.
Rental Leasing
Qualifies prospects on budget, move-in date, bedroom count, pet status, and income verification readiness. Checks live unit availability against Entrata or Yardi Voyager. Schedules self-guided or agent-led tours and sends automated follow-up through the leasing CRM.
Relocation Services
Handles inbound Cartus, BGRS, and direct corporate HR referrals by capturing transferee name, origin city, destination city, authorized price band, and school district preferences. Assigns to relocation-certified agents and logs touchpoint timestamps for referral-fee compliance reporting.
Independent Agents
Provides solo agents a full after-hours and overflow answering capability with their personal brand voice. Captures leads, schedules callbacks or showings directly into Google Calendar or Calendly, and pushes structured contact records into any connected CRM via Zapier or native API.
Your Brokerage's 24/7/365 AI Workforce
From voice-first lead qualification and after-hours showing requests to automated listing documents, MLS intelligence, and commission workflow orchestration, every agent in this suite works across voice, document, data, and workflow layers simultaneously. Click any tile to see the role.
Manages your calendar, preps CMA briefs before listing appointments, drafts follow-up emails after showings, and coordinates between agents, escrow officers, and title reps. Syncs with Follow Up Boss, kvCORE, and Lofty so your pipeline stays current without manual data entry after every call.
Answers every inbound call and web inquiry 24/7, qualifies buyers and sellers with scripted discovery questions, books showings directly into your team's calendar, handles multilingual callers, and routes hot leads to the right agent in real time. Replaces Ruby Receptionists and Smith.ai at a fraction of the per-minute cost.
Runs multi-touch SMS, email, and voicemail-drop sequences for every lead stage inside Follow Up Boss, BoomTown, Sierra Interactive, and Lofty. Personalizes messages with property address, search criteria, and last interaction date. Keeps cold leads warm for 12-plus months without an agent lifting a finger, outperforming static drip campaigns on every platform.
Drafts listing agreements, buyer representation agreements, disclosure forms, and offer letters from your brokerage templates the moment a new transaction record opens in Dotloop or SkySlope. Pulls property data from MLS, pre-populates every field, and routes completed packets to DocuSign for e-signature, cutting document prep time from hours to minutes.
Monitors every open transaction in SkySlope, Dotloop, and DocuSign for missing signatures, unfulfilled contingency deadlines, and earnest money receipt confirmations. Fires automated reminders to buyers, sellers, lenders, and escrow on escalating schedules. Flags at-risk closings to the responsible agent before a deadline breach can delay close of escrow.
Chases outstanding client documents, pre-qualification letters, HOA questionnaires, and inspection reports across SMS, email, and voice. Logs every contact attempt in your CRM, escalates to the agent after two failed attempts, and stops outreach the moment uploads are confirmed in SkySlope or Dotloop, replacing manual TC follow-up entirely.
Pulls daily MLS absorption rates, median DOM, list-to-sale ratios, and active vs. pending inventory for every zip code your agents farm. Compiles branded CMA summaries and neighborhood market reports on a scheduled cadence, giving your agents data-backed talking points for listing appointments without manual Zillow and MLS digging.
Triggers personalized Google and Zillow review requests via SMS within hours of a recorded close. At 90 days post-close, sends a referral ask sequence tailored to the client's transaction type. Monitors incoming reviews and drafts agent responses for approval, compounding your brokerage's online reputation without a separate Birdeye or Grade.us subscription.
Calculates gross commission splits, franchise fees, and desk fees at close, then auto-generates agent disbursement statements from your commission plan rules. Reconciles against escrow HUD-1 and Closing Disclosure figures, pushes finalized records to QuickBooks, and flags any variance before funds are disbursed, replacing manual spreadsheet reconciliation at the broker level.
Generates MLS-ready property descriptions, social media captions, Google Business Profile posts, and email blast copy from listing photos, address data, and agent notes. Optimizes every asset for local SEO and Fair Housing compliance, publishing directly to BentoBox, kvCORE, or your WordPress IDX site, replacing the need for a dedicated real estate copywriter or BoomTown content add-on.
Aggregates agent production, lead-to-close conversion rates, average days-to-contract, and GCI per source across Follow Up Boss, kvCORE, and your MLS data feed. Delivers weekly broker dashboards and flags underperforming agents before end-of-quarter reviews, replacing the reporting modules sold as premium add-ons by Lofty, BoomTown, and Moxi Insights.
Whatever workflow you can describe, Nirvani builds. Enterprise access to multiple AI labs, Make and Zapier orchestration, embedded automated prompted workflows, and a senior implementation team. If your Real Estate Brokerage has a recurring task that costs your top-producing agents or transaction coordinators hours, we engineer the agent that owns it.
Nirvani Holds Your Fair Housing and NAR Obligations on Every Call
The Fair Housing Act, NAR Code of Ethics Articles 10 and 12, and state-level RESPA disclosure requirements impose specific conduct standards on every consumer interaction. Nirvani enforces these at the call-handling layer so agents and brokers remain defensible.
Nirvani's qualification scripts are reviewed against HUD steering guidance and Fair Housing Act Section 3604. The AI captures buyer criteria only from the caller, never suggests geographic boundaries based on protected class characteristics, and logs a complete interaction transcript for compliance audit. Every session record is stored in your integrated CRM with a timestamp and call-ID for E&O documentation.
Article 12 requires truthful representation in all communications. Nirvani's AI identifies itself as an automated assistant at the start of every call, never claims to be a licensed agent, and never makes representations about property condition, pricing, or availability beyond confirmed data pulled from your MLS integration or internal system. Scripts are reviewed to eliminate any puffery that could constitute misrepresentation.
Where your brokerage operates affiliated title, mortgage, or insurance services, Nirvani can route callers to the required RESPA Section 8 affiliated business arrangement disclosure workflow before transferring to those departments. The system logs that the disclosure was offered, supporting your CFPB compliance posture without requiring manual agent intervention on every referral call.
Nirvani's call scripts include configurable disclosure language for the state agency relationship disclosure requirements mandated in California (Agency Disclosure Form C.A.R. AD), Texas (IABS Notice), Florida (Brokerage Relationship Disclosure), and 14 additional states. Disclosure delivery is logged per-call so your broker of record can verify compliance without manual review of every interaction.
Outbound follow-up calls and SMS messages generated by Nirvani run against your internal do-not-solicit list and the Federal Trade Commission's National Do Not Call Registry before each communication attempt. Suppression lists sync daily and all opt-out requests captured during AI calls are written back to your CRM contact record within the same session to prevent repeat contact.
How a Caller Gets Cleared in Under Two Minutes
Five steps. Every one logged. Every one auditable. Every disqualifying detail stays out of the case file.
Identify Parties
Caller name, opposing party, and entity affiliation captured before any case detail is requested.
Match Against Database
Real-time scan against your existing client and adverse-party records in your case management system.
Hold or Continue
If clean, intake proceeds. If matched, conversation pauses. No substantive details requested past this point.
Notify Counsel
Conflicts coordinator paged. Caller given a callback window. Disqualifying scope logged for attorney review.
Clear or Refer
Attorney clears the matter and intake resumes, or a curated referral is offered to a non-conflicted firm.
Your Multilingual Callers Stop Getting Voicemail
Twelve languages with native-speaker fluency. The assigning attorney gets the original transcript plus a clean English translation in the matter file before the consultation, so nothing gets lost in coordination.
The competitive delta: Smith.ai, Ruby, Posh, and Answering Legal route most non-English calls to a Spanish-only line, then transfer or take a message. Nirvani handles all twelve languages directly, conducts the full intake natively, and posts the matter to your case management with an English translation so your attorney never waits on a translator.
Nirvani Plugs Directly Into Your Brokerage's Existing Technology Stack
From CRM and transaction management to MLS data feeds and property management platforms, Nirvani writes structured data into the systems your agents already use, eliminating manual entry and ensuring every lead interaction is logged where it belongs.
Follow Up Boss
Inbound call data, lead source, qualification answers, and call recordings are written directly into Follow Up Boss contact records. Smart Plans are triggered automatically based on lead type, urgency score, and assigned agent pool, so no lead sits in an inbox waiting for manual action.
kvCORE
Nirvani pushes new lead records into kvCORE with behavioral tags derived from the qualification call. Lead score, price range, timeline, and buyer versus seller status populate the kvCORE lead card, activating the appropriate Smart CRM campaign without agent intervention.
Salesforce Real Estate Cloud
For enterprise brokerages and commercial teams running Salesforce Real Estate Cloud, Nirvani creates or updates Contact and Opportunity records via the Salesforce REST API. Custom fields for property type, transaction stage, and referral source map to your configured schema.
Dotloop
When a lead qualifies and an agent accepts, Nirvani can initiate a Dotloop loop creation with pre-populated contact data, reducing the administrative delay between first contact and transaction documentation. Listing appointment confirmations generate the appropriate loop template automatically.
AppFolio
For property management divisions, Nirvani routes tenant maintenance requests directly into AppFolio work-order queues with urgency classification. Owner acquisition calls create new prospect records in the AppFolio owner portal pipeline, enabling management fee forecasting from the first touchpoint.
Yardi Voyager
Leasing inquiries handled by Nirvani write prospect records and tour appointments into Yardi Voyager's CRM module. Real-time unit availability pulled from the Yardi RENTCafe feed allows the AI to confirm or deny unit availability during the call, reducing wasted prospect interactions.
Lasso CRM
New construction sales teams using Lasso CRM receive structured prospect registrations from every Nirvani-handled builder inquiry. Lot interest, floor plan preference, co-op agent details, and financing method are captured in Lasso's required fields, supporting builder sales reporting and co-op commission tracking.
Zapier
For independent agents and brokerages using tools outside the direct integration catalog, Nirvani publishes structured call-result payloads to Zapier, enabling connection to over 6,000 downstream apps including Google Calendar, HubSpot, Slack deal alerts, and Airtable lead tracking boards.
Nirvani Versus the Point Solutions Your Brokerage Is Paying for Today
Most brokerages stitch together a live answering service, a separate CRM, a drip platform, and a scheduling tool. Nirvani consolidates the intake layer across all four, with vertical-specific logic built in.
 |
Ruby Receptionists | Conversica | CINC | Mojo Dialer | |
|---|---|---|---|---|---|
| Fair Housing-aware call scripting | Built-in, audited scripts | Generic scripts | Email only | Agent-authored | Outbound only |
| Live CRM write-back during call | Yes, all 8 integrations | Manual log after call | Salesforce only | kvCORE native only | No CRM write-back |
| Multilingual call handling | 12 languages, native fluency | English and Spanish | English only | English only | English only |
| After-hours and overflow coverage | 24/7, instant pickup | 24/7, human staffed | Async email follow-up | Business hours only | Outbound only |
| New construction prospect registration | Lasso CRM native | Generic intake | Builder add-on required | Residential focus only | Outbound sequences only |
| Property management maintenance triage | AppFolio and Yardi native | Message relay only | Sales vertical only | Sales vertical only | Sales vertical only |
| Relocation referral SLA logging | Cartus and BGRS aware | Standard intake only | Manual workflow | Manual workflow | Outbound only |
| Per-segment pricing or flat platform fee | Flat platform fee | Per-minute billing | Per-seat annual | Per-lead tiered | Per-dial credit model |
Live in Seven Business Days
Standard solo and small-firm deployments. Multi-office or multi-jurisdiction engagements are scoped on the diagnostic call.
Discovery & Script Build
Practice areas mapped. Intake questions tuned to your firm's positioning. Conflict database loaded. Disclosure posture chosen.
Integrations & Trust
Case management connected. Calendar synced. LawPay or Headnote wired into the IOLTA flow. Retainer templates uploaded.
Dry-Run Testing
Your team places test calls across every practice area. Compliance team reviews transcripts. Final tuning to your voice.
Go Live, Parallel-Run
Nirvani takes primary intake. Your existing answering service stays warm for 14 days. Daily review with your firm contact.
Questions Real Estate Brokerages Ask Before Deploying Nirvani
See Your Brokerage's Lead Capture Gap
In a 30-minute diagnostic call, a Nirvani specialist will audit your current call handling setup, identify the segments with the highest missed-lead exposure, and walk through a live demonstration of the Follow Up Boss or kvCORE integration. Bring your current answering solution costs for a direct comparison.