AIRES recap

What a brokerage gets with AIRES.

AIRES combines a fast public website with a private operating layer for capture, routing, agent follow-up, broker accountability, launch setup, and support. Start with one focused launch, prove the workflow, then scale into more agents, communities, and integrations.

Included system

Public demand plus private operations.

Public community or campaign site

A polished public experience for a community, project, listing campaign, agent group, or registration workflow with clear calls to action and fast edge hosting.

Curated listings and local content

Featured properties, community story, listing-link handoff, neighborhood context, and lead capture without forcing the first launch into a heavy IDX rebuild.

Lead capture with context

Forms capture the inquiry, source path, journey context, selected interest, listing/community signal, and follow-up priority so the Hub starts with useful context.

Private Lead Hub

A broker-facing operating layer for inbox review, lead detail, status, priority, assignment, notes, Smart Lists, exports, and follow-up accountability.

Routing and ownership

Route by community, listing, project, agent, team, lead type, registration source, or manual override, with owner visibility and queue health.

Agent portals

Role-based agent views let each team member focus on their own leads, follow-up queues, profile needs, and assigned opportunities without seeing broker-only controls.

Broker accountability dashboard

Management views show what is new, assigned, overdue, unowned, high priority, recently contacted, and ready for export or escalation.

Registration and event capture

Model-home, open-house, or launch-event registration can feed the same Hub with QR-ready capture, visitor lists, follow-up queues, and export proof.

CRM and export path

Start with clean CSV/export proof, then move into API, webhook, or provider-specific sync once the field map and client process are known.

Launch and support system

Scope review, launch intake, checklist ownership, security review, go-live handoff, support package, and recurring maintenance sit around the first launch.

First launch package

How the demo becomes a real client launch.

1. Choose the first launch

Pick one community, project, agent group, listing campaign, or registration workflow to prove value quickly.

2. Lock the inputs

Confirm branding, domain, content, images, agent roster, listing links, routing rules, CRM/export path, and approval owner.

3. Build the public path

Launch the public site or campaign pages with the correct calls to action and client-safe copy.

4. Configure the Hub

Set up lead capture, routing, Smart Lists, users, agent access, reporting views, and export proof.

5. QA and go live

Test the public forms, private Hub, role access, emails, routing, exports, and launch handoff before sending traffic.

6. Support and expand

Use the recurring support package to monitor, update, refine, add agents, add communities, and roll new features into the system.

After-call decision sequence

Use one recap path before asking for approval.

1. Recap

Use this page to explain what the brokerage actually gets: public launch site, private Hub, routing, accountability, CRM/export path, and support.

2. Decide

Open the Decision Room to choose Community Launch, Brokerage Growth, or Multi-Community OS as the first proposal track.

3. Scope

Complete the First Launch Plan and CRM worksheet only after the first launch idea and decision owner are clear.

4. Approve

Turn the agreed first launch, support package, access model, success metric, and timeline into the proposal review.

After-demo handoff path

Recap, decide, scope, approve.

Use this order after the live walkthrough so the client gets one clear follow-up path instead of a stack of unrelated links.

Recap

Send What You Get

Use this page as the plain-English leave-behind after the walkthrough. It explains the public site, Hub, routing, agents, reporting, CRM/export path, launch support, and roadmap.

Decide

Open the Decision Room

Choose the first launch track and confirm the decision owner before asking for proposal approval.

Scope

Use the CRM worksheet only if data handoff matters

Keep day-one CRM practical: dashboard proof and CSV/export first, API or webhook later if the worksheet proves it is needed.

Approve

Move to Proposal Review

Once package, support tier, access model, launch boundary, CRM/export path, and success metric are clear, use Scope Lock Handoff and then Proposal Review as the approval path.

What we need

Inputs that make the first launch real.

  • Brokerage or community name
  • Brand assets, colors, logo, and domain preference
  • Approved community, listing, or campaign copy
  • Featured listing links and property images
  • Agent roster, roles, emails, phone numbers, and profile links
  • Routing rules by community, listing, project, team, and fallback owner
  • CRM, spreadsheet, inbox, or reporting process to support first
  • Support package, launch owner, approval timing, and first success metric

Roadmap

Built to start small and scale cleanly.

Phase 1: Focused launch

One public launch, Lead Hub capture, assignment, Smart Lists, agent queue, broker dashboard, exports, and support.

Phase 2: Brokerage growth

Agent pages, agent micro-dashboards, curated listing submission, richer follow-up workflows, registration events, and reporting.

Phase 3: Operating system

Multi-client settings, feature flags, stronger authentication, deeper CRM sync, governance, import/export templates, and reusable launch playbooks.

Review links

Use these after the walkthrough.

Next decision

Choose the first launch and support package.

Once the first launch focus, roster, routing rules, CRM/export path, and approval timing are confirmed, AIRES can turn the demo into a scoped proposal.

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