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.