LeadsConcierge AI

Every inquiry, answered before it goes cold

The moment a new inquiry arrives, LeadsConcierge AI calls and texts it, qualifies it, and connects or books the ones who are ready — day or night, automatically. Faster responses mean far more of those leads turn into real conversations.

No missed calls

Every inquiry answered, day or night.

app.evocalize.com/leads/inbound
M Maria Alvarez New inquiry · just now Live · 2:35

LeadsConcierge AI

“Hi Maria, this is the assistant for Bennett Group. I understand you’re looking for a new home — could you tell me a bit about what you’re hoping to find?”

Connected in 0:08 Qualifying intent & budget…
Booked with you · today 4:00 PM
9:41
AI LeadsConcierge AI

Today 11:46 AM

Hi Maria! This is the assistant for Bennett Group. I saw your inquiry about finding a new home. Do you have a minute for a quick call?
Sure, now works!
Booked you with Alex — today 4:00 PM
Perfect, thank you!

What it is

The first conversation with every lead, automatically

LeadsConcierge AI is Evocalize's automated call-and-text capability for real estate and mortgage. The moment a new inquiry arrives from one of your programs, it calls and texts the lead, understands what they need, and either connects them to you live or books them onto your calendar.

It comes with the program rather than as something to run yourself. There is no dialer to staff, no script to write, and no lead that waits on you to find a free minute.

What you give it
Nothing. It’s built into specific Evocalize programs
What it returns
A call and a text to every new inquiry, in seconds
How long it takes
Answered the moment it arrives, day or night
Who it is for
Real estate agents, loan officers, teams, and brokerages
What you keep
Every transcript, qualification, and call recording
If they’re not ready
Calls and texts for up to 30 days, then keeps trying

Trusted by 1M+ agents and loan officers

EXIT RealtyRealtor.comRateSideUnited Real EstateMoxiWorksTotal Expert
EXIT RealtyRealtor.comRateSideUnited Real EstateMoxiWorksTotal Expert
CMG FinancialMarqAtlantic Bay MortgageMutual of Omaha MortgageSynergy One LendingInside Real Estate
CMG FinancialMarqAtlantic Bay MortgageMutual of Omaha MortgageSynergy One LendingInside Real Estate

The lead doesn't wait. Neither should the answer.

Every marketing program ends at a moment: someone reaches out. What happens in the minutes right after decides whether that spend turns into a conversation or a name nobody reached in time.

The golden hour closes fast.

Leads contacted within five minutes are 100x more likely to connect and 21x more likely to convert than those reached an hour later. Most inquiries land after hours or mid-showing, when nobody can pick up. LeadsConcierge AI always can.

Most inquiries are not ready to buy today.

Casual browsers and information seekers look identical to serious buyers in a lead form. A short conversation is what tells them apart, and it is the one thing a form can never do.

The lead you already paid for deserves the callback.

The programs you are running generate the lead. What happens in the minutes after decides whether that spend turns into a conversation or a name nobody reached in time.

How it works

The call happens before you even see the lead

LeadsConcierge AI is not a step you run. It is what the plan does for you the instant an inquiry arrives, so the golden hour never depends on who happens to be free.

  1. 1

    The moment an inquiry arrives, it calls

    No delays, no missed windows. LeadsConcierge AI calls the lead within seconds, in your name, whether the inquiry lands at 2pm on a Tuesday or 2am on a Sunday.

  2. 2

    It asks the questions you would ask

    A natural conversation surfaces intent, urgency, and financial readiness. Casual browsers and information seekers get filtered out, without costing you an hour of your day.

  3. 3

    Ready leads connect live, or get booked

    Available and a lead wants to talk now? They transfer to you in real time. Not available? LeadsConcierge AI books them directly onto your calendar and hands you a summary of who they are and what they need.

  4. 4

    Not ready yet? It keeps trying.

    LeadsConcierge AI calls and texts for up to 30 days until the lead is ready to talk. Every attempt and every transcript logs on the lead, and feeds LeadsIntelligence AI so your targeting keeps sharpening.

Nothing lost

Every call and text logged on the lead.

app.evocalize.com/leadsconcierge

LeadsConcierge AI activity

Leads managed

89

Total activities

1.3K

Calling soon

57

Transferred

19

Maria Alvarez 3 min ago
Completed · Booked 2m 35s
Pre-approved, touring this weekend. Booked for today 4:00 PM.
David Chen 2 hr ago
Left voicemail 0m 19s
Ana Torres 3 hr ago
Text follow-up sent Day 12 of 30
Priya Nair 1 day ago
Completed · Live transfer 3m 12s

What it handles

Every inquiry, answered the same way

The conversation matches the inquiry. A listing question gets a listing conversation. A down payment assistance question gets a loan conversation, from a system that already knows which program sent the lead.

For real estate agents

Listing inquiries

Every buyer who reaches out about a property gets called and texted before the showing window closes.

Open house RSVPs

Weekend traffic gets a confirmation and a qualifying conversation, not a name on a sign-in sheet.

Sphere reconnections

Past clients and warm contacts who re-engage get the same instant follow-up as a brand-new lead.

Seller consultation requests

A homeowner exploring a listing gets a real conversation started, not a missed call and a guess at what they wanted.

For mortgage loan officers

First-time buyer inquiries

The borrowers who need the most guidance get an immediate, patient conversation instead of a form that goes quiet.

Refinance and equity inquiries

Rate-sensitive borrowers get called while the offer is still on their mind, not after the moment passes.

Down payment assistance inquiries

LeadsConcierge AI asks the right qualifying questions and routes the borrowers who actually fit the programs.

Co-branded partner inquiries

Leads from a RESPA-compliant co-marketing program are qualified and routed to both partners at once.

Co-marketed inquiries between an agent and a loan officer are qualified the same way and routed to both partners at once. Read how the RESPA-compliant co-marketing network works.

What changes

The difference is the first five minutes

Nothing about your marketing changes. What changes is what happens the moment someone responds to it.

100x

more likely to connect when a lead is contacted within five minutes

Without LeadsConcierge AI With LeadsConcierge AI Included in your programs
Response time Whenever you get a free minute Under ten seconds, day or night
Qualification You find out during the callback Intent, urgency, and budget captured before you pick up
After hours & weekends Voicemail, and hope they call back Answered live, with nobody waiting
Persistence One or two callback attempts Calls and texts for up to 30 days
What you get A phone number and a hope A transcript, a qualification, and a booked time
Compliance Manual, and agent-dependent Built-in industry guardrails on every conversation

Built into your Evocalize programs. Nothing for your brokerage or lender to set up.

Where it fits

Your conversations, your calendar, your data

A shared call center reads the same script to your competitors. LeadsConcierge AI is the other model: every conversation happens in your name and leaves you with a record that is only yours.

Your conversations

Every call and text happens in your name, on your brand — not a shared call-center script reused across competitors.

Your calendar

Booked appointments land on your calendar with a full summary attached, not a callback slip you have to decode.

Your transcripts

Every conversation is transcribed and logged on the lead, so nothing said gets lost between you, your team, and your CRM.

Your intelligence

Every conversation feeds LeadsIntelligence AI, so scoring and targeting keep sharpening with every call.

The page a ready lead lands on, and the video that brought them there, are built the same way, and every conversation feeds the scoring in LeadsIntelligence AI. See SmartSite and ListingMotion, or the full capability set on the platform overview.

Real leads, converted before they went cold

eXp Realty

1,335% ROI

$3,064 in programs turned into $44,000 in commissions by acting on new inquiries within five minutes.

Jasmina Law

Jasmina Law

eXp Realty

eXp Realty

153 inquiries

54,900 impressions and 1,200 clicks from listing ads, without babysitting them all day.

James Hemphill

James Hemphill

eXp Realty

Guild Mortgage

$1.5M

Two pre-approvals totaling ~$1.5M in volume in his first three months back with Evocalize.

Oscar Campa

Oscar Campa

Guild Mortgage

Coverage that never clocks out

For agents and loan officers

  • Every new inquiry answered within seconds, day or night, with nothing left on voicemail
  • Casual browsers get filtered out so you only spend time on serious buyers and borrowers
  • Ready-to-talk prospects reach you live or land on your calendar with full context attached
  • Loan officers get the same coverage on first-time buyer, refinance, and DPA inquiries

For teams, brokerages, and lenders

  • Every agent and loan officer on the roster gets the same instant coverage, automatically
  • Consistent, compliant conversations across the whole organization, with no setup from your team
  • Fewer leads lost to slow response times, across every program everyone is running
  • A recruiting story that is easy to demonstrate: no lead on your roster ever waits

Got questions?

LeadsConcierge AI, in detail

What is LeadsConcierge AI? +

LeadsConcierge AI is Evocalize’s automated call-and-text capability for real estate and mortgage. The moment a new inquiry comes in from one of your Evocalize programs, it calls and texts the lead, has a natural conversation to understand their intent and readiness, and either connects them to you live or books them directly on your calendar.

It is built into specific Evocalize programs rather than sold as a separate service, so there is nothing to configure. It engages the instant the program generates a lead.

Is AI actually doing the calling? +

Yes. LeadsConcierge AI conducts natural, conversational outreach on your behalf, no human rep required. It stays on-topic, asks the questions you would ask, and sounds professional every time.

How fast does it respond, and why does that matter? +

Within seconds of the inquiry arriving, any time of day. Leads contacted within five minutes are 100x more likely to connect and 21x more likely to convert than those reached an hour later, so the speed is not a nicety, it is most of the outcome.

While other agents and loan officers are still checking their email, LeadsConcierge AI has already qualified the lead and either connected them or locked in a meeting on your calendar.

What happens if a lead is not ready to connect? +

LeadsConcierge AI calls and texts for up to 30 days until the lead is ready to talk, leaving voicemails along the way. Every attempt and every transcript is logged on the lead inside your Evocalize dashboard, so nothing about the conversation is ever lost.

Does LeadsConcierge AI replace me talking to leads? +

No. It handles the instant first conversation, the one that has to happen in the first few minutes, so that by the time you talk to someone, they are already qualified and ready. The relationship, the expertise, and the close are still yours; LeadsConcierge AI just makes sure nobody goes cold waiting for it.

Is it compliant for regulated conversations? +

Yes. Every conversation runs on industry-specific training and guardrails built for housing and mortgage, and it stays aware of which Evocalize program and message brought the lead in, so outreach is relevant and on-brand rather than generic.

What about leads from a co-marketed program? +

Leads from a RESPA-compliant co-marketing program between an agent and a loan officer are qualified the same way, then routed to both partners at once. Read how the co-marketing network works.

Does LeadsConcierge AI work with my CRM? +

Yes. Every call and text, along with the transcript and the qualification, flows into your Evocalize dashboard and through to the CRM connectors Evocalize supports, including Follow Up Boss, Total Expert, and Salesforce, so your team sees it where they already work.

How much does LeadsConcierge AI cost? +

LeadsConcierge AI is built into specific Evocalize programs at no extra charge; when a qualifying lead comes in, it engages automatically with nothing extra to buy or set up. Creating an Evocalize account is free with no monthly platform fee for individuals; you pay for the program spend behind the marketing you run.

Team, brokerage, and lender-wide deployment can be enabled across the organization; that is priced with your deployment.

No lead should ever wait for someone to notice

Run a program and LeadsConcierge AI is already answering for it. Every inquiry gets the same instant conversation, day or night.