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A brokerage pays for a CRM, the customer relationship management system its agents work leads in, and a transaction system. Its agents use AI on top: in the National Association of Realtors' 2025 survey, 58% of members had used ChatGPT, while 21% used a CRM with AI-powered insights.
These eight run under the brokerage's own account instead, one per job it pays people to do, judged on whose account keeps the records and whether they work inside your systems. None carries a deal from one system to the next; that work is what we build at Qvery.
BoldTrail
The Platform Many Brokerages Already Hand Their Agents
BoldTrail is the brand Inside Real Estate put on kvCORE, BoomTown and Brokermint in mid-2024: a CRM agents still call kvCORE, plus a back office and a recruiting tool built for the brokerage.
Its AI lives in the agents' phone app, which sends high-intent signals the moment they happen, with an AI assistant that helps the agent act on them. Streams Studio, a builder for AI workflows across CRM, marketing and transaction systems, opened to an invite-only group of teams and brokerages in July 2026.
When the brokerage buys it, the brokerage holds the account; BoldTrail sells that as broker oversight and client retention.
- AI mobile app: intent signals on each agent's phone, with an AI assistant to act on them
- Streams Studio: AI workflows built without code, across BoldTrail and outside systems
- CRM, websites and lead capture, the kvCORE lineage
- BoldTrail BackOffice for the brokerage's back office
- BoldTrail Recruit for recruiting and keeping agents
What Reddit says
50.0 / 100
28 independent mentions in 12 threads
I like Boomtown but I hear it’s expensive. My brokerage includes it
I use kvcore supplied by my brokerage. It’s the only one I’m familiar with. I’m just surprised it can’t do some things, such as send attachments through it.
We are looking at a switch to KvCore since most people on said team refuse to learn BoomTown since it's a bit more complicated.
Pros
- CRM, back office and recruiting in one brokerage account
- The platform many brokerages already give their agents
- Streams Studio builds AI work across systems
Cons
- No published price
- Streams Studio is invite-only so far
- Agents' verdicts on the CRM are split
Lofty
AI Agents That Work the Database Inside the CRM
Lofty, once called Chime, is a CRM with websites, AI lead scoring and custom AI agents in every plan. Its Sales Agent, which answers and follows up with leads around the clock and books appointments, and its Homeowner Agent, which watches the database for owners likely to sell, are add-ons.
Every plan includes team management and advanced lead routing, and Lofty maps a brokerage's offices and routing at setup; single sign-on and a custom org structure come with its top plan. An MCP server, the standard connection AI assistants use to act in other software, opens Lofty's data to the brokerage's own AI.
- Sales Agent, an add-on: a virtual inside sales agent that converts leads into appointments, day and night
- Homeowner Agent, an add-on: finds the likely sellers already in your database
- Custom AI agents and scheduled AI tasks in every plan
- Team management and advanced lead routing in every plan; single sign-on on the top plan
- Transaction management and back office in the same platform
What Reddit says
57.7 / 100
26 independent mentions in 10 threads
I use Lofty. They have a partnership and I’m only paying 50 bucks a month for their premium service so I think it’s totally worth it.
I have Lofty and it observes how many times someone looks at a listing and will text me to call someone
It’s annoying how almost all their features are an add on expense.
Pros
- Custom AI agents in every plan
- Lead routing and team management built in
- Opens its data to the brokerage's own AI
Cons
- No published price
- The Sales and Homeowner Agents cost extra
- Some agents find the interface hard going
Follow Up Boss
The Team CRM With AI in Every Plan
Follow Up Boss is the CRM agents talk about most, and it is built for teams: lead routing, shared inboxes, a company number and reports on each agent and lead source.
Its AI comes with every plan: it summarizes calls, drafts messages, suggests the next task and ranks which leads to call first. Much of it runs on calls placed through its own phone system.
Zillow Group agreed to buy it in November 2023 and said the data subscribers enter is theirs. The word that matters is subscriber: on Follow Up Boss's own homepage, a customer thanks support for moving hundreds of leads from a broker's account to their own. The records follow the account.
At the published monthly prices, a brokerage with 300 agents on the Platform plan pays about $6,400 a month.
- AI features in every plan: smart summaries, smart messages, suggested tasks, predictive lead prioritization
- Lead routing and distribution across agents and teams
- A company number on every plan, shared inboxes on Pro and Platform
- An open platform with more than 250 integrations
What Reddit says
61.5 / 100
109 independent mentions in 23 threads
I can see all my text, call summaries and transcripts, and emails all in one place.
Personally, I would never use a CRM supplied by my brokerage. Unless you have something specifically written in your agreement, all that information belongs to the brokerage not you in the event you ever leave.
FollowUpBoss is best IMO. Sucks that Zillow bought it, but it’s terrific.
I can't even get date of the last activity in my reporting dashboard, just a column with what the last activity was.
Pros
- Published prices
- AI in every plan
- Routing, shared inboxes and reports built for teams
Cons
- Per-user prices add up across a few hundred agents
- Some agents avoid it over Zillow's ownership
- Reporting is thin for some users
Rechat
One AI Assistant Across Marketing, Contacts and Deals
Rechat sells itself to brokerages as the one place agents market listings, keep contacts and run deals, with back-office tools for the brokerage's admins.
Its AI assistant, Lucy, takes requests in plain words: build a market analysis for an address, draft a Just Listed email, find a deal by its closing date, update a contact.
Rechat also offers an MCP server that connects it to Claude and ChatGPT. Templates, contact lists and campaign results sit in one platform the brokerage runs.
- Lucy: marketing, property research, market analyses, CRM updates and deal look-ups by conversation
- Marketing Studio: branded emails, websites, print and social posts
- Deals: every buyer and seller deal in one place
- Back-office tools for brokerage admins
Reddit barely discusses Rechat: its one mention came from a rival vendor, so there is no score and no quote.
Pros
- Marketing, contacts and deals in one account
- Lucy works across all three
- Connects to Claude and ChatGPT
Cons
- No published price
- Almost no independent discussion on Reddit
- More marketing suite than lead-conversion engine
Ylopo
AI Text and Voice That Work Every Lead
Ylopo runs online ads and a home-search site for the brokerage or team, then works every lead they bring in with AI.
Its texts reply in under a minute. On the higher plans a voice AI calls, qualifies the buyer on timeline and budget, and transfers a live caller to the agent, for up to 90 days per lead. It works beside the CRM you already run; agents describe running it with Follow Up Boss.
Ylopo promises that every lead its campaigns generate is 100% yours, never sold, shared or recycled to another agent. Bought on the brokerage's account, that promise is made to the brokerage.
- AI Text: an instant reply to each new lead, then follow-up
- AI Voice: calls, qualifies and transfers a live lead, on higher plans
- Remarketing with listings matched to what each lead viewed
- Seller intelligence that finds likely sellers in your existing database
What Reddit says
52.3 / 100
44 independent mentions in 8 threads
The FUB integration is bananas and the ability to see what your clients are doing everywhere and at all times is amazing. I’ve already taken 4 listings from Raiya texting my old database leads.
People say they don’t like the raiya texting, but time and time again it has found gold in our database from people who sank to the bottom years ago.
I’ve been on Ylopo for one year now and have closed two deals. I spend $2500 a month.
Pros
- AI that texts and calls every lead
- Leads never sold or shared
- Works beside your CRM
Cons
- No published price
- Voice only on higher plans
- Results split sharply between users
SkySlope
AI That Checks Transaction Files Before Your Auditors Do
SkySlope is where many brokerages keep and audit their transaction files: agents upload the documents, and compliance staff review each file against its checklist.
Its AI does the sorting and the first look. It splits an uploaded PDF and files each document under the right checklist item, and Smart Assist shows auditors which signatures and initials appear complete and flags possible compliance issues.
The files are the brokerage's by design: SkySlope is where a brokerage executes, stores, organizes and audits its documents.
- Auto-Split and Assign: one PDF in, each document on its checklist item
- Smart Assist for auditors: completed signatures and initials marked, possible issues flagged
- Smart Scan: reads purchase-contract details into the agent's workflow, for Stellar MLS and realMLS members
- Smart Blocks: places the signing blocks on a document
What Reddit says
Agents whose brokerages run it
Here in willamette valley Oregon I am not aware of any office that is not using SkySlope.
Skyslope is a software that is quite good although their TC service are not great.
Reddit discusses SkySlope mostly as the system agents are given, not as a choice, so there is no score.
Pros
- The brokerage's own record of every file
- AI that sorts documents and pre-checks signatures
- A published starting price
Cons
- Built for the compliance desk more than for agents
- Few independent reviews of the AI
- Accounting and e-signature cost extra
Virtual Staging AI
Staging in Seconds on One Brokerage Plan
Virtual Staging AI furnishes a photo of an empty room in seconds and removes old furniture, with unlimited redos.
Its largest plan, 150 photos a month with API access, is sold to teams, brokerages and photographers, so staging for every listing runs through one account the brokerage holds instead of whichever app each agent found.
The vendor says its output is MLS compliant. Whether a staged photo misleads a buyer is the listing's problem, not the app's, so the brokerage's own rule on labeling staged photos matters more than the tool.
- Staging in seconds, all room types and styles
- Furniture removal included, no watermark
- Unlimited renders and downloads
- API access on the largest plan
Reddit discussion of it is thin: agents name it among the staging apps they use, without detail, so there is no score.
Pros
- Results in seconds
- One plan sized for a brokerage
- Low cost per photo
Cons
- Few independent reviews
- Labeling staged photos stays your job
- A photo to fix, not a room
ChatGPT Business
The Assistant Agents Already Use, on the Brokerage's Account
This is the AI many of your agents already use. ChatGPT Business puts it in a workspace the brokerage owns: the brokerage buys the seats and assigns them, and an admin controls who is in and what they reach.
Sign-in can go through the company's login, and OpenAI says business data is never used to train its models. A seat belongs to the workspace, not the person using it, so when an agent leaves, the seat goes to the next one.
- Standard seats for everyday writing and research, Premium seats for heavier use
- Admin controls for users, roles and access
- Single sign-on and multi-factor authentication
- Shared company context and plugins in one workspace
What Reddit says
73.5 / 100
66 independent mentions of ChatGPT in 22 threads
I use chatgpt every day for my realtors (I'm an assistant). I love doing different prompts. It's fantastic for listing descriptions, Facebook posts, kvcore email campaigns, and MailChimp newsletters!
If you are doing anything data driven with AI, you have to specifically instruct it to ONLY USE THE DATA YOU GIVE IT.
AI is saving me some time, although a human touch is still needed so it doesn't sound too ''Chat GPT-y''.
Pros
- The tool agents already know
- Business data kept out of model training
- Seats stay with the brokerage
Cons
- Knows nothing of your CRM or files unless connected
- Numbers need checking against your own data
- A writing tool, not a workflow
Pick by the Job You Pay People to Do
| Tool | Job | Account held by | Price | Start with it if |
|---|---|---|---|---|
| BoldTrail | CRM, back office, recruiting | The brokerage | On request | You want one platform for every office |
| Lofty | CRM with AI agents | The brokerage | On request | You want AI to follow up on every lead |
| Follow Up Boss | Team CRM | Whoever subscribes | From $69 a user | Your teams already run on it |
| Rechat | Marketing, contacts, deals | The brokerage | On request | Marketing eats your agents' week |
| Ylopo | AI text and calls to leads | The account holder | On request | You buy online leads for agents |
| SkySlope | Transaction file review | The brokerage | From $340 a month | File review is your bottleneck |
| Virtual Staging AI | Staged listing photos | Whoever buys the plan | From $16 a month | You list vacant homes |
| ChatGPT Business | Writing and research | The workspace owner | From $20 a seat | Agents already write with ChatGPT |
A brokerage of a few hundred people needs one platform where leads are worked, then one tool for each job its staff does by hand today. Buy each one on the brokerage's account, or the records it builds leave with the agent who signed up.
The platform choice decides the rest: Lofty and BoldTrail bring the most AI of their own, Follow Up Boss the most integrations, and the others work beside whichever you run.
The Work Between These Tools Still Runs on People
Every tool on this list works inside its own system.
A contract that arrives by email still has to become a file in the transaction system, be matched to its contact in the CRM, and be chased for the signatures it is missing. Until something connects those systems, a person does that by hand, deal after deal.
At Qvery, we help brokerages spend less on the coordinators who retype every deal and keep them on the files that need judgment, with custom AI agents that read each new contract, open the transaction file with its details filled in and chase the documents still missing.
Our agents read each contract as it lands, find the client in your CRM, open the file in your transaction system and send the agent a list of what is still missing.
Your compliance staff still approve every file, every action the agents take is logged, and the first agents run on your own deals within two weeks of access.
Frequently asked questions
Which AI tools should a real estate brokerage approve first?
The CRM your agents work leads in every day, because it holds the records that matter most: BoldTrail, Lofty or Follow Up Boss, bought on the brokerage's account. Then one tool for each job your staff does by hand, such as file review, and a business account for the writing assistant agents already use.
Should the brokerage pay for agents' AI tools or let agents buy their own?
Pay for the ones that hold client records: the CRM, the lead follow-up and the writing assistant. What a tool builds sits in the account that pays for it. Agents can still buy their own tools for work that holds no client data, like video editing.
Who keeps the leads when an agent leaves the brokerage?
Your agreement with the agent decides who owns them; the software decides where they sit. A CRM the brokerage pays for keeps the contacts in its account, which some agents avoid by paying for their own. Settle ownership in the agreement, then buy tools whose accounts match it.
Can Zillow use the data in a brokerage's Follow Up Boss account?
Zillow said in November 2023, when it agreed to buy Follow Up Boss, that the data subscribers enter is theirs and stays within Follow Up Boss. The commitment is made to the subscriber, which is the brokerage when it holds the account; some agents avoid it over Zillow's ownership anyway.
Is Follow Up Boss a fit for a whole brokerage or only for teams?
It is built for teams, and its Platform plan runs teams within teams. A brokerage can put everyone on it, but the price grows with each agent: about $6,400 a month for 300 agents at the published monthly rates.
Is it safe for agents to put client details into ChatGPT?
On personal ChatGPT plans, content can be used to train OpenAI's models unless the user opts out. ChatGPT Business keeps business data out of training and gives the brokerage control over who has access. Either way, the assistant knows only what it is given, so numbers it returns need checking.
Do agents still need personal ChatGPT accounts if the brokerage buys ChatGPT Business?
Not for their work. A Standard seat covers the everyday writing and research, inside the brokerage's controls. What an agent does in a personal account stays outside those controls and goes with the agent.
What would ChatGPT Business cost for 300 agents?
About $6,000 a month on Standard seats billed yearly, or $7,500 billed monthly. Premium seats cost $100 or $125 each, so they suit the staff who use it hardest.
Can SkySlope's AI approve a transaction file on its own?
No. Smart Assist marks which signatures and initials appear complete and suggests possible compliance issues, so the auditor starts from a pre-checked file. Approving the file stays with your compliance staff.
Is AI virtual staging allowed on a listing?
The National Association of Realtors' Code of Ethics does not name it: it requires members to present a true picture in their advertising and bars misleading images. Our reading: furniture added to an empty room and labeled as staged keeps the picture true; a changed wall, window or view does not.
Who should set the rule on labeling staged photos?
The brokerage, once, for every listing. Left to each agent and each app, the labeling changes from one listing to the next, and the brokerage answers for all of them.
Can AI follow up with leads instead of an inside sales agent?
It takes the first reply and the long follow-up, the part people drop. Ylopo's voice AI hands a qualified caller to an agent, and Lofty's Sales Agent books the appointment. Winning the client stays with a person, and the results users report range from listings won to no return on the spend.
What is an MCP server, and why does it matter?
It is a standard connection that lets AI assistants such as Claude or ChatGPT read and act in another system. Lofty and Rechat offer one, so an assistant the brokerage already pays for can work with their data instead of an agent copying it across.
Can these tools be connected to each other?
Partly. Follow Up Boss connects to more than 250 services, Lofty and Rechat open their data to outside AI, and BoldTrail's Streams Studio builds workflows across systems for an invite-only group. None of them carries a deal from the email it arrived in through to the transaction file on its own.
How many AI tools does a brokerage need?
Fewer than its agents use today. One platform for leads and contacts, one tool for transaction files and a business account for writing cover most of a brokerage's daily work. Every extra tool is another place client records sit and another login to close when an agent leaves.
