How PropIQ keeps every client

1Step 1 of 7

New leads answered in seconds, day and night

Every new lead comes in through one front door, whether it started as an Instagram DM, a QR code, an ad click, a website form, an open-house sign-in or a phone call. Chevy picks up right away, at 10 PM or 6 AM.

Calls at any hour

Chevy answers inbound calls 24/7 in your cloned voice. It answers questions, finds out what the caller wants and offers your open times.

The right ones go to you

When a lead is clearly serious, or brings up something sensitive, Chevy hands them to you right away.

Nobody slips through

If no one reaches a new lead in time, it moves down your list: you, then a teammate 15 minutes later, then a personal text and a call. You set the wait times.

2Step 2 of 7

Follow-up that starts with what they asked for

David comments “ADU” on your Reel. The guide lands in his DMs in seconds, with a quick question: buying, selling or something else? One message, about the thing he asked for.

• Then you show up where he already is: your market video on YouTube, your ADU walkthrough on Instagram, your ad when he searches for homes with ADU potential.
• Every touch ties back to what he asked about. Three in two weeks, not fourteen check-ins.
• If he comes back to your site after a quiet week, you get a heads-up, like “visited the seller page 3 times this week.”
• Two automations can never pile messages onto the same person on the same channel at once.
• Every new lead gets 12 days of focused follow-up. By day 12 it moves to the right next path, or to you to decide.

3Step 3 of 7

Their first name, your face and voice

Record yourself once. PropIQ makes short one-to-one videos in your face and cloned voice, with the person’s first name in them. Personal videos go only to people who opted in.

What starts one

An open-house sign-in, a new match on a saved search, three looks at the same home in a week, a visit to your home-value page, or a price drop on a home they’ve been watching.

Three short videos, then quiet

One right away, one two days later, one four days later. The moment they reply or book, the rest are cancelled.

Their name only with their yes

Their name, address or a number about their home goes in only if they agreed to personal messages. Otherwise the video stays about the area.

Never left hanging

If a video isn’t ready within two minutes, a standard version goes out instead, on time.

4Step 4 of 7

Past clients hear from you on their dates

When a deal closes, your clients move into your past-client year with their home anniversary set. Then PropIQ keeps the rhythm going, every year, for every client.

Their home anniversary

Every year on their closing date, a short video in your face and voice, by first name, for clients who opted in to personal video.

What their home is worth now

An equity update every six months: today’s estimated value, minus the mortgage balance on record, with the date it’s from.

What sold on their street

A market update every two months, plus a newsletter every month.

A call from you

Once a quarter, on a short call list each morning. After each call, tell Chevy how it went and it logs the note.

5Step 5 of 7

The referral moment

This is what the whole year is for. A past client texts you a friend’s name, and PropIQ records who sent whom.

Who sent whom

The friend is linked to the clients who referred them, not buried in a note. Every referral shows on one board.

A real thank-you

PropIQ lines up a handwritten note, a thank-you video or a gift. Gifts can go out on their own if you switch that on and set a budget.

Your best referrers

Grade your referrers A, B or C by how many people they sent, how many closed, or the dollar volume. On any given day, your A referrers come up first on your call list.

Credited when it closes

When the friend’s deal closes, the referral is marked closed and credited to the clients who sent them.

6Step 6 of 7

One inbox for every text, email and call

PropFlow puts texts, emails and calls in one place, sorted by person, and every one lands on that client’s timeline. No more digging through three apps to find what Linda said.

A business line for each of you

Every team member can get a local number. Calls and texts on it are logged to the right contact, and a text from an unknown number becomes a new lead.

Calls from your own cell

Tell Chevy “log a 10 minute call with Maria Lopez, she wants to list in the spring.” It finds her, reads back the match in one line and logs it when you say yes.

Replies ready, with the right file

When an email asks for a showing or a document, PropIQ turns it into tasks and drafts the reply with the document from PropVault.

Your whole team, one record

Everyone on a lead sees every call, text, email and note, and who did it.

7Step 7 of 7

Opt-out respected everywhere

Before any text, email, call or video goes out, PropIQ checks three things: did this person say yes to this channel, are they on the Do Not Call list, and did they opt out. If anyone says stop, it stops.

• Five separate yeses: texts, calls, email, personal video and personal messages. A yes to one isn’t a yes to all.
• Imported contacts start at unknown, so nobody gets messages they never agreed to.
• The Do Not Call list is checked every day.
• Automated calls go out between 9 AM and 8 PM local time unless you change it.
• Ad audiences and tracking skip people who opted out.
• One stop button pauses every automated text, call and video at once.