REAL ESTATE VERTICAL • DEMONSTRATION

Agent's Consultant Back Office

Same platform engine. Real Estate terminology, AI, lead workflow and reporting.

Presentation environment: all names, pipeline activity and earnings below are illustrative. Any live lead submitted through the Real Estate demo is added to this screen and marked LIVE DEMO LEAD.

Profile Views

184

This month

Ava Questions

This month

Leads

1 live demo submission + 12 samples

Qualified

41.7% of sample pipeline

Converted

16.7% sample conversion

Appointments

Demo month

Buyer Leads

Sample mix

Seller Leads

Sample mix

REAL ESTATE PIPELINE

Lead Pipeline

Demo lead stages can be configured by vertical.

13 total

New4

Contacted2

Qualified5

Converted2

AI ENGAGEMENT

Ava Activity

Property-focused AI activity can be reported without exposing private conversation text.

14Buyer

9Seller

7Investor

8General

Privacy-safe reporting: counts and categories only. Private AI conversations remain private.

LEAD MANAGER

Recent Real Estate Leads

Buyer, seller, investor and general inquiries in one follow-up queue.

Prospect	Intent	Status	Latest Need / Activity	Received
DEMO — Susan NicholsLIVE DEMO LEAD	General	New	This is a test	Aug 26, 10:53 PM
Jordan Lee	Buyer	Qualified	Looking for a 3–4 bedroom home and wants to understand the buying process.	Today, 10:42 AM
Maria Santos	Seller	Contacted	Considering selling this fall and asked what should be done before listing.	Today, 9:18 AM
Chris Patel	Investor	Qualified	Interested in evaluating small residential investment properties.	Yesterday, 4:06 PM
Danielle Brooks	Buyer	New	First-time buyer asking about the steps before starting property tours.	Yesterday, 1:31 PM
Michael Reed	Seller	Qualified	Wants a consultation about preparing and marketing a property.	Aug 24, 3:17 PM
Sofia Nguyen	General	Converted	Requested a property strategy appointment after chatting with Ava.	Aug 24, 11:05 AM
Anthony Carter	Buyer	Contacted	Relocating and wants help narrowing areas and property criteria.	Aug 23, 5:22 PM
Grace Kim	Investor	Qualified	Asked about a general framework for comparing potential investment properties.	Aug 23, 2:49 PM
Robert Evans	Seller	New	Exploring whether to sell now or prepare for a later move.	Aug 22, 12:26 PM
Olivia Martinez	General	Converted	Completed a follow-up consultation after submitting a Connect request.	Aug 21, 4:40 PM
Ethan Williams	Buyer	Qualified	Needs a checklist for organizing financing and property requirements.	Aug 21, 10:12 AM
Nina Thompson	General	New	Asked how the app keeps property inquiries organized for the consultant.	Aug 20, 3:08 PM

PLATFORM CONCEPT

Multi-Vertical Earnings

One consultant account can roll up earnings from every vertical the consultant participates in.

Illustrative Total Earnings$7,850

DeoBankingExisting vertical$4,950

Real EstateThis demo vertical$2,900

Illustrative demo only — this is the intended consolidated reporting model, not live accounting data.

MODULAR PLATFORM

What Changes by Vertical

The core stays stable. Vertical packs change the business-facing configuration.

✓
Branding & terminologyColors, imagery, titles and calls to action.
✓
AI knowledge & behaviorAva receives Real Estate-specific instructions.
✓
Lead questions & pipelineBuyer, seller and investor intent instead of DeoBanking terminology.
✓
Reporting labelsMetrics adapt without forking the core codebase.

NATIVE VOICE

Voice Bot Integration

The platform is being prepared to use the same consultant and vertical configuration with our own native Voice bot.

IN DEVELOPMENT

Caller→Consultant / Vertical Routing→Native Voice AI→Lead & Usage Reporting

OPTIONAL MODULE

Team Intelligence

For verticals that use teams, branches or referral organizations, the same privacy-safe management layer can be enabled.

AVAILABLE

Team Members8Demo structure

Active71 needs attention

Team Leads31This month

Converted6Demo team total