Leads go cold before anyone calls
Leads arrive from a dozen sources — portals, the website, referrals, past-client lists — and by the time an agent manually triages and calls back, a competing agent has often already responded.
We build AI agents for real estate brokerages, property managers, and PropTech platforms that route leads in seconds, coordinate transactions from listing to close, calculate and disburse commissions same-day, and keep past clients coming back — all running inside the Salesforce and HubSpot systems you already use.
Twopir Consulting builds AI agents for real estate brokerages, property managers, and PropTech platforms — routing leads in seconds, coordinating transactions from listing to close, calculating and disbursing commissions same-day, and re-engaging past clients — all inside the Salesforce and HubSpot systems a brokerage already uses. A licensed agent reviews every client-facing output before it goes out.
Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting.












AI + Real Estate Tech Stack
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Every part of a real estate transaction is time-sensitive — the lead, the offer, the paperwork, the commission — and every manual step in between is where deals slow down or fall through.
Leads arrive from a dozen sources — portals, the website, referrals, past-client lists — and by the time an agent manually triages and calls back, a competing agent has often already responded.
Between an accepted offer and closing, agents and coordinators chase disclosures, inspection dates, and signatures across email, text, and phone — work that pulls them away from selling.
Splits, caps, referral fees, and team structures are recalculated by hand at every closing, which delays payouts and creates disputes agents remember.
The highest-intent future lead is often a client who already closed with you — but without a system tracking anniversaries, life events, and referral moments, that relationship goes quiet.
Buyers and sellers now expect an instant, personal response regardless of channel or time of day. Brokerages that automate the operational layer around a deal — without automating away the agent relationship — are winning more of the leads they already pay for.
Each agent is scoped to one part of the transaction lifecycle, deployed on Salesforce or HubSpot, and designed so a licensed agent always reviews client-facing output before it goes out.
Multi-source brokerage lead management — from portal, ad, website, and referral to first response — without manual triage.
Keywords: AI real estate lead routing, real estate lead response automation, brokerage lead management AI
A live milestone timeline from signed contract to closing, with deadlines and missing documents tracked automatically.
Keywords: real estate transaction coordination automation, AI closing checklist, listing to close automation
Splits, caps, and referral fees calculated automatically, with exceptions flagged for finance instead of guessed at.
Keywords: AI commission calculation real estate, real estate commission automation, agent payout automation
A consistent, branded onboarding experience for every buyer and seller, at any scale, from the moment they sign.
Keywords: real estate client onboarding automation, buyer seller intake AI, real estate CRM onboarding
Surfacing the highest-propensity referral and repeat-transaction contacts before they go quiet.
Keywords: real estate referral automation, past client re-engagement AI, repeat client CRM real estate
On-brand listing copy, social content, and email blasts drafted from property data and photos in minutes, not hours.
Keywords: AI listing description generator, real estate marketing automation, AI property marketing content
Automatically matching new inventory to buyer criteria and surfacing who’s closest to ready to transact.
Keywords: AI property matching, buyer intent scoring real estate, real estate lead scoring AI
Automated review of documents and listing copy, with anything flagged routed straight to a licensed agent for sign-off.
Every flagged document or listing is routed to a licensed agent for approval — no exceptions.
Keywords: real estate compliance automation, AI disclosure review, contract review AI real estate
We don’t rip and replace the tools your team already touches daily. Every AI agent is deployed inside your CRM and connected to the systems around it.
CRM & AI Platform
CRM & AI Platform
CRM & AI Platform
CRM & AI Platform
CRM & AI Platform
CRM & AI Platform
Real Estate & Transaction Tools
Real Estate & Transaction Tools
Real Estate & Transaction Tools
Real Estate & Transaction Tools
Real Estate & Transaction Tools
Finance & Operations
Finance & Operations
Finance & Operations
Finance & Operations
Finance & Operations
Finance & Operations
AI & Integration Layer
AI & Integration Layer
AI & Integration Layer
AI & Integration Layer
AI & Integration Layer
Migrated a high-volume luxury real estate brokerage from a legacy client management system to Salesforce, unifying agent pipelines and buyer/seller data across multiple markets.
Integrated a property technology platform’s Salesforce environment with core product and billing systems to support a growing customer base of property managers and landlords.
Reviewed brokerage operations end-to-end — intake, coordination, commissions, and marketing — to identify the highest-ROI AI automation opportunities before implementation.
Connected CRM pipelines with transaction and document management tools so agents and coordinators work from a single live view of every active deal.
Twopir Consulting is a Salesforce Partner and HubSpot Partner founded in 2014, delivering CRM implementation and AI agent deployment for real estate brokerages, PropTech platforms, law firms, and B2B SaaS companies. With 12+ years of experience and a 40+ person team, Twopir works with clients across the United States, United Kingdom, Australia, New Zealand, UAE, and Canada, building on Salesforce Sales Cloud, Service Cloud, Data Cloud, Agentforce, and HubSpot.
AI real estate workflow needs differ by business type. We tailor lead routing, coordination, and CRM structure to how your organization actually operates.
Directional outcomes our clients work toward with AI and CRM automation — actual results vary by brokerage size, transaction volume, and starting systems.
Faster lead response across every source
Improved lead-to-close conversion
Reduced manual transaction coordination
Faster, more accurate commission disbursement
Centralized buyer, seller, and property data
Higher referral and repeat-client capture
Consistent onboarding experience at scale
More agent time spent selling, not admin
No. AI agents handle the repetitive, time-sensitive work around a deal — routing leads, chasing documents, calculating commissions, sending updates — so licensed agents spend their time negotiating, advising, and closing. Every AI-generated communication and document in a Twopir deployment is reviewed against a human-defined workflow before it reaches a client.
With an AI lead routing agent connected to your portals, website, and CRM, a new lead can be qualified, matched to the right agent, and receive an initial response within minutes of submission, at any hour, instead of waiting for manual triage during business hours.
Yes. An AI commission agent can read closed transaction data, apply your brokerage’s split rules, referral fees, and caps, flag exceptions for review, and trigger same-day disbursement through your accounting or payments system, removing manual spreadsheet calculation.
Yes. Twopir builds AI agents natively on Salesforce (Sales Cloud, Service Cloud, Data Cloud, Agentforce) and HubSpot, and connects them to MLS feeds, listing portals, e-signature, and accounting systems, so automation runs inside the CRM your brokerage already uses.
AI agents are built with role-based access, audit trails, and human-in-the-loop review before any client-facing communication or document goes out, and are configured to route flagged content — pricing claims, fair housing language, disclosure requirements — to a licensed agent for approval rather than sending it automatically.
Cost depends on brokerage size, number of transaction sides per month, and how many systems need to be connected. Most engagements start with a scoped AI readiness assessment that identifies the highest-ROI use case before committing to a full build, rather than a flat package price.
Residential and luxury brokerages with multiple lead sources, property management companies handling high volumes of tenant communication, real estate investment and asset management firms, and PropTech platforms building AI features into their own products see the fastest returns.
Yes. An AI marketing agent can draft listing descriptions, social captions, and email campaigns from property data and photos, with an agent or marketing team reviewing before publishing, cutting the time between a signed listing agreement and it going live.
Book a scoped AI readiness assessment. We’ll review your intake, transaction, and commission workflows and show you exactly where automation pays for itself first.
Twopir Consulting · Salesforce Partner · HubSpot Partner
US · UK · Australia · New Zealand · UAE · Canada

Delivering certified expertise to transform CRM, marketing automation, and AI-powered business processes for growing organisations worldwide.
Building 4A, Ground Floor, SP Infocity SEZ,
Phursungi, Pune, Maharashtra – 412308
✉ info@twopirconsulting.com 📞 +91 74208 94628New Haven, Connecticut,
United States - 06513
✉ info@twopirconsulting.com 📞 +1 (888) 912-9340