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AI RECEPTIONIST · REAL ESTATE BROKERAGES

The AI receptionist for real estate brokerages that runs your office line so you can recruit & close.

Recruiting calls, transaction-coordination chases, agent and client support. Your AI receptionist for real estate brokerages runs the office line, qualifies the recruit, and routes the rest — logged inside Follow Up Boss, kvCORE, or your CRM.

  • Goal-driven AI agents — every lead qualified & booked
  • Security & trust built in — every caller verified, every action logged
  • 270+ platforms, 70+ languages — Follow Up Boss, kvCORE & more

One demo line · every real estate workflow

(520) 464-4492

Try:I want to see 12 Oak Street this weekend.

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWQualify a Buyer Lead

Qualify the buyer, understand the need, match available inventory, and deliver a sales-ready lead and complete briefing to the assigned agent.

1 / 6
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Hi! Welcome to Cedar & Vine Realty. I’m Ethan, the team’s virtual assistant. I can help answer questions, recommend homes, and connect you with one of our agents. How can I help you today?

WORKFLOW STEPS
1
Buyer intent identified

In progress

2
Budget uncertainty reduced into a usable range

Queued

3
Property criteria made flexible where appropriate

Queued

4
Tour scheduled

Queued

5
Assigned agent briefed

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inBUYER QUALIFICATION AGENT · LIVE AVATAR

Qualify a Buyer Lead

Qualify the buyer, understand the need, match available inventory, and deliver a sales-ready lead and complete briefing to the assigned agent.

Buyer intent identifiedBuilds rapport while gathering qualification dataBudget uncertainty reducedUnderstands motivation, timeline, budget, financing, and decision-makersProperty criteria madeConverts vague answers into practical ranges and preferences
Works inFollow Up BossGoogle CalendarGmailTwilioCalendly+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your transaction, recruiting & CRM tools. 270+ integrations.

dotloopSkySlopeBrokermintPaperless PipelineLone WolfBoldTrailMoxiWorksBrokerkitSisuFollow Up Boss logoFollow Up BossLofty logoLoftykvCOREDocusignQuickBooks logoQuickBooksCalendly logoCalendlyZapierGoogle Business ProfileSalesforce logoSalesforceHubSpot logoHubSpotRingCentral

The switchboard

Watch your office line for an hour. It’s the same five calls, all landing on you.

Agent support, title, compliance, vendors — and, hidden in the middle, your next recruit. They arrive in random order, most of them interrupting the exact work only the broker-owner can do.

  1. 01
    Quick question — where's the counter-offer form?

    The tenth 'quick question' of the day. Individually nothing; together they shred the block of time you needed to recruit.

    agent support
  2. 02
    Hi, I'm at another brokerage and thinking about a move.

    The most valuable call of the week — and for ten seconds it sounds exactly like a vendor. Miss it and the producer joins whoever answered.

    recruit
  3. 03
    Title here — still waiting on that signed addendum.

    A deadline-sensitive doc chase that rings the owner mid-showing instead of landing on the TC where it belongs.

    title / TC
  4. 04
    Is this contract clause compliant for our state?

    A real compliance question that needs the managing broker — not a machine, and not a guess from a rushed agent.

    compliance
  5. 05
    Calling about the invoice for the sign installs.

    Vendor traffic on the same line as your next recruit, pulling the broker-of-record off the work only they can do.

    vendor

The recruiting call is worth the most and sounds like a vendor for the first ten seconds. A front desk should tell them apart and answer every one.

What is an AI receptionist for real estate brokerages?

It runs the office front desk — it doesn’t leave the owner running it.

An AI receptionist for real estate brokerages answers the main office line the moment it rings, then triages like a great front desk: it handles routine agent-support questions from your playbook, captures recruiting inquiries in full — production, current brokerage, license status, goals — and books the managing-broker conversation, and routes transaction, compliance, and vendor calls to the right human with the details attached. It logs everything into dotloop, SkySlope, Brokermint, or your CRM, answers 24/7 in 70+ languages, and never makes a compliance ruling, gives legal advice, or promises a split or desk fee. Your back office stays the book of record, and the broker-of-record keeps every decision that’s theirs — Lumi is the front desk that never leaves at five.

The difference the office feels

An answering service takes a message. Lumi runs the front desk.

A voicemail or answering service

  • Takes a message and flattens every call into the same pink slip
  • Can't tell a recruit from a vendor invoice
  • Sends every agent question to the owner's voicemail
  • Books nothing — a recruit cools before the callback
  • Goes dark after 5 PM, when recruits quietly call

Lumi

  • Answers agent-support questions live from your playbook
  • Recognizes a recruit and captures production, brokerage & goals
  • Books the managing-broker conversation while interest is warm
  • Routes title, escrow & compliance to the right human with context
  • Logs it all into dotloop, SkySlope or Brokermint, 24/7

A message slip tomorrow is a recruit who toured someone else’s office tonight. A booked conversation is a producer you can still win — on responsiveness, before comp ever comes up.

The office line is just the front door

One agent for your whole front of house — reception to roster and beyond.

Answering the line is where Lumi starts. It keeps going — agent support, recruiting, follow-up, and the back office you already run.

Every channel the office runs on

Voice, SMS, web chat, WhatsApp, email — the agent who calls from a closing and texts a form question at dinner stays one thread, not three interruptions to your day.

Recruits captured, never missed

Production, current brokerage, license status, what they're looking for — captured in a real conversation and booked with the managing broker before the interest cools.

Your license, never overstepped

Compliance questions and transaction judgment calls are captured with the file details and routed to the managing broker or TC — answered by a licensed human, never the machine.

Agent support from your own playbook

Deadlines, forms, process, where a file stands — the routine questions answered from what you've approved, so agents get help instead of your voicemail.

Follow-up that grows the roster

Warm recruits nurtured, new agents onboarded, past producers pinged when they're ready to move — outbound on a cadence, not on the owner's memory.

The calls that need you reach you fast

A live recruit, a compliance emergency, a top producer with a problem — escalated to the right person immediately, with the full context attached.

24/7, in the caller's language

70+ languages, around the clock — the after-hours recruit and the Sunday-deadline agent both get a real conversation, not a callback promise.

Rides on top of your back office

dotloop, SkySlope, Brokermint, Lone Wolf, Brokerkit — calls, recruits, and follow-ups land where your operation already runs. 270+ tools in all.

Your office line, handled

One main line, four kinds of caller. All routed so you can recruit and close.

The brokerage line is a switchboard: a producer mid-closing, a recruit shopping splits, title confirming a date, a client chasing an offer. Lumi answers every one, reads who it is, and routes it — so the broker-owner spends the day on the two calls that actually grow the shop.

Agent supportRouted to ops, flagged urgent

I'm at a closing and the wire instructions don't match — help.

A producer mid-deal reaches a human in seconds — not the same voicemail as a cold vendor call.

RecruitBooked with the broker-owner

I'm licensed and looking around — what's your split and cap?

The call that grows the brokerage jumps the line — captured, warmed, and booked straight onto your calendar.

Vendor / titleConfirmed or relayed with a note

This is the title company confirming Thursday's closing time.

Routine coordination is handled or passed along with context — it never pulls you out of a listing appointment.

Transaction statusRouted to the agent on file

Calling about the offer on Maple — has the seller responded?

A client or co-op agent chasing a deal is sent to the right desk with the address attached, not left guessing.

The recruit and the closing-day emergency both get a human on the first ring — and you stay on the calls only the owner can make.

No rip-and-replace

Keep the stack you already run — Lumi works on top of it.

Your transaction system, your recruiting CRM, your back office — Lumi works inside them, not instead of them. Lumi works on top of the transaction and CRM stack brokerages actually run — dotloop, SkySlope, Brokermint, and more. Calls, recruits, and follow-ups post straight into the systems your operation already trusts — 270+ tools in all.

dotloopSkySlopeBrokermintPaperless PipelineLone WolfBoldTrailBrokerkitMoxiWorksFollow Up Boss logoFollow Up BossQuickBooks logoQuickBooks

Switched on from day one

The five plays every brokerage runs — prewired.

Live against your office line, your agent-support playbook, and your back office from day one. Tighten the routing, adjust the recruiting questions, or stack plays of your own on top.

INOffice Line & Agent SupportVoice · Playbook
INRecruit Intake & CaptureVoice · Recruiting CRM
INTransaction & Compliance TriageTMS · Managing broker
INVendor & Partner RoutingVoice · Email
OUTRecruit Nurture & Agent RetentionSMS · Email
+ Build a play for your office

Your roster, your math

What are missed recruiting calls costing you?

Three sliders. No email gate. This is the brokerage revenue leaking out of recruits who reached voicemail and joined the shop that answered.

Brokerage revenue leaking out of missed recruits

$77,760/year

Roughly 6.5 producers a year joining whoever answered first, at a conservative 15% of missed recruiting calls that would have signed.

And that’s your number, not ours — slide it to your own recruiting volume, miss rate, and per-agent economics.

Built for a business that runs on your license

Hard boundaries for a business that runs on your broker-of-record license.

An agent that answers your office line and touches your roster needs walls, not vibes. These four are set before the first call.

It never makes a compliance ruling

Lumi answers factual questions from your playbook and captures compliance and transaction questions with the file details — then routes them to the managing broker or TC. It never signs off on a file, never gives legal advice, and never plays broker-of-record. A licensed human always decides.

It never negotiates a recruit

Splits, desk fees, roles, and offers come from you. Lumi captures the recruit's profile and books the conversation; it never quotes a split, promises a fee, or offers a position. The pitch stays with the managing broker, every time.

Your back office is the book of record

Lumi writes into dotloop, SkySlope, Brokermint, or your CRM — it doesn't become a shadow system. Calls, recruits, and follow-ups land where your operation already runs, so nothing is stranded in a separate tool.

Every conversation is auditable

Each call, text, and chat is logged and reviewable — who called, what was asked, what was answered and routed where. When an agent, a partner, or a regulator asks how something was handled, the trail is there.

Case file · ~40-agent independent brokerage

One office. One quarter. The owner stopped being the front desk.

1 managing broker + 1 admin · one overloaded office line · before: recruits to voicemail, the day lost to agent pickups

Secondsto first answer on the office line

agents, recruits, title, vendors — day, night, and weekends

100%of recruiting calls captured & booked

no more producers lost to an after-hours voicemail

−70%of routine calls reaching the owner

agent logistics and vendors handled or routed at the door

Hoursa week back for the broker-owner

off the front desk and onto recruiting and production

I was the receptionist, the compliance desk, and the recruiter — and I was trying to run my own deals on top of it. The recruiting calls were the ones that killed me; I'd miss one and find out later the agent joined the shop down the street. Now every call to the office answers on the first ring, my agents get their questions handled, and every recruit gets captured and booked with me before they cool off. It doesn't quote splits — that's my conversation — it just makes sure I get to have it. I got my week back.
Denise A. · Broker-Owner, independent brokerage (~40 agents)

Illustrative composite from typical first-quarter results — names and figures are illustrative until our first public brokerage case study lands.

Objections, welcome

What broker-owners ask before they put Lumi on the office line.

Which brokerage systems does LumiTalk work with?

It works on top of the transaction-management and CRM stack brokerages actually run — dotloop, SkySlope, Brokermint, Paperless Pipeline, Lone Wolf, and BoldTrail among them, plus recruiting tools like Brokerkit and CRMs like Follow Up Boss and MoxiWorks. It logs the call, captures the recruit or the agent request, and sets the follow-up. Your transaction system stays the book of record; Lumi is the front desk keeping it fed. Running something else? Ask — the list keeps growing.

Does it make compliance or brokerage-of-record decisions?

No — and it's built not to. Lumi is a front desk and admin layer, not your broker-of-record. It answers factual questions from your playbook, captures compliance and transaction questions with the file details, and routes them to the managing broker or TC. It never issues a compliance ruling, never gives legal advice, and never signs off on a file — a licensed human always does.

Can it actually help us recruit agents?

It makes sure you never miss a recruiting call — which is where most brokerages lose recruits. It answers the moment an agent calls, captures what matters — current production, brokerage, license status, what they want — and books the conversation with your managing broker while the interest is warm. What it never does is negotiate: it doesn't quote splits, promise a desk fee, or offer a role. Those stay with you; Lumi just makes sure the conversation happens.

Will it answer agents' questions, or just take messages?

It answers. Routine agent-support questions — deadlines, forms, process, where a file stands — are handled from your playbook in a real conversation, any hour. Anything that needs a human — a judgment call, a compliance question, an escalation — is routed to the right person with the full context attached, so agents get help instead of a callback promise.

Is this a fit for a small independent brokerage?

Especially. A small shop is where the broker-owner is most likely to be the receptionist, the compliance desk, and the recruiter all at once. Lumi is flat monthly pricing, not per-minute metering, so covering the office line around the clock costs the same in a quiet week or a busy one — and it buys back the owner's time, which is the scarcest thing in the business.

How is this different from your real estate agent receptionist?

The agent page is about lead capture — qualifying buyers and sellers and booking showings. This is about running the office: agent support, transaction and compliance triage, recruiting, and the vendor calls that fill a broker-owner's day. Many brokerages run both — Lumi for the agents' lead flow and Lumi for the front desk — but the brokerage-operations job is the one that gives the owner their week back.

What about after-hours and weekend calls?

Lumi answers 24/7 in 70+ languages. The agent with a Sunday contract deadline, the recruit who can only talk after their current brokerage closes, the out-of-area referral partner — all get a real conversation instead of a voicemail, with everything captured and waiting for your team in the morning.

How fast can we go live, and what does it cost?

Days, not months. You give us your office line, your agent-support playbook, and your routing rules; Lumi starts answering with the plays most brokerages run — agent support, recruiting capture, transaction and compliance triage, vendor routing, and after-hours coverage. Pricing is a flat monthly rate sized to your call volume and channels, not per-minute metering. Book a demo, tell us your setup, and we'll put a number in front of you.

Guides & case studies

Read before you switch it on.

Explore the brokerage resource center

Give her the recruiting call you keep missing.

Call in like a producer thinking of moving. Ask about the office. Watch her capture you and book the broker.

Call the demo line like a producer thinking of moving — say you're shopping brokerages, ask about the office, see what she captures and how she books the conversation without ever quoting a split. Then bring your call volume and your back office to a walkthrough and see what getting off the front desk is worth.

(520) 464-4492
Book a Demo