Workflow map
A plain-English map of the lead source, CRM, document tool, email, calendar, owner, and failure points.
Paid first-workflow pilot
Automate the handoffs between your real estate tools.
Deal Thread sits between Zillow, Follow Up Boss, Dotloop, Gmail, calendars, and team alerts. It listens for one real estate event, maps the fields, triggers the next actions, and records whether each step worked.
First proof
5 test handoffs
Before any live traffic turns on
Starting workflow
Lead intake
Fastest path to a paid pilot
Pilot setup
$1,500
$500 deposit credited toward setup
Lead intake pilot
Zillow lead to CRM, drip, showing, and team alert
Incoming event
Zillow lead: Maria Lopez
Buyer lead, 94114, wants a showing this week
Follow Up Boss
Create contact, attach source, assign owner
Email platform
Start the new-buyer drip with the right market
Calendar
Create showing task and coordinator reminder
Team alert
Post the summary, owner, and next required action
Logged, reviewable, and replayable before live traffic.
Lead source
Zillow, Realtor.com, website, Facebook
The event arrives once, with whatever fields the source provides.
Deal Thread
Normalize, route, log, replay
The workflow checks required data, decides the next actions, and records the outcome.
Existing tools
Follow Up Boss, Dotloop, Gmail, Calendar
Contacts, tasks, emails, documents, and team alerts update without retyping.
First proof
5 test handoffs
Before any live traffic turns on
Starting workflow
Lead intake
Fastest path to a paid pilot
Pilot setup
$1,500
$500 deposit credited toward setup
Go-live rule
Logged + replayable
Reliability is the product
What the audit produces
A decision-ready first pilot in 48 hours.
The audit is not a generic software demo. It turns the current stack into a narrow first-workflow plan that can be tested before any live client data or traffic is involved.
First automation spec
The exact starting workflow, required fields, approval rule, and five safe sample handoffs to test.
ROI readout
A simple monthly time-savings target tied to lead volume, transaction volume, and admin handoff work.
Pilot recommendation
A go/no-go call on whether the first-workflow pilot should start, wait, or be narrowed further.
What this actually does
It is the automation layer, not another CRM.
The first build focuses on one painful workflow. For most agents, that is lead intake: a new inquiry should create the contact, start follow-up, assign the showing or task, notify the team, and leave a clear log.
1Capture the lead event from the current source.
2Create or update the CRM contact with mapped fields.
3Start the right drip, task, showing, or coordinator follow-up.
4Notify the team and keep a replayable log for failures.
Deal Thread does not replace the CRM, document tool, email platform, or calendar.
No MLS, CRM, email, or client credentials are collected from this public form.
Live traffic only turns on after the agent approves the workflow map and test handoffs.
The first pilot stays narrow: one workflow, reviewed tests, and clear stop conditions.
Pilot sequence
What happens after someone requests the audit.
1
Map the stack
Identify the exact tools, owners, fields, and handoff where work currently gets duplicated.
2
Build the first automation
Configure one template around real sample data, not a generic demo flow.
3
Run five handoffs
Prove the flow with reviewed test events, logs, and fixes before live traffic.
4
Turn on carefully
Launch with monitoring, replay, and a clear go/no-go readout for expanding the workflow.
Workflow catalog
One working pilot, then expand across the transaction path.
Lead intake
Zillow or website lead becomes a CRM contact, task, drip, and team alert in one pass.
Showing confirmation
Showing details sync to calendar, CRM notes, client confirmation, and team reminders.
Offer writeup
Buyer, property, lender, and offer fields get checked before document prep starts.
Disclosure prep
Contract status triggers missing-item checks, disclosure packets, and coordinator handoff.
Close-day logistics
Close date starts walkthrough reminders, file updates, team tasks, and final alerts.
Pilot offer
A narrow paid pilot beats a vague platform demo.
The first call maps the tools, handoff, fields, owner, and approval rule. The pilot proves whether one workflow saves time without introducing silent failures.
Map one real workflow from the current stack
Run five test handoffs with review and replay
Show the recovered-time and reliability readout
Convert into solo, team, or brokerage rollout pricing
Founding 5 setup
$1,500Map one handoff, configure the template, run five reviewed test handoffs, and deliver the proof packet.
Solo agent rollout
$199/moOne agent, core workflow monitoring, template library, and support for active deals.
Team rollout
$399/moShared team workflows, coordinator handoff rules, and priority failure review.
Book the stack audit
Tell me where the handoff breaks.
Prefer to skip the form? Book the 30-minute audit directly.
30-second request
Send the minimum and I’ll map the first handoff.
No credentials or client records. The first reply is a workflow map, not a sales deck.
Optional context for a sharper audit
Add the current stack, volume, and first workflow so the audit can estimate time saved before the call.
Current tools
Audit preview
Pilot fit
High
Good candidate for a paid pilot
First workflow
Lead intake
Narrow scope for first proof
Path
Core workflow
Route to one of the five core Deal Thread workflows.
Time target
7h
Rough monthly recovery target
On the audit, we would map lead intake across Zillow, Follow Up Boss, Dotloop, classify it as core workflow, pick five safe sample handoffs, and define the go/no-go metric before live traffic.
No credentials or client records are needed here. The audit starts from the workflow description and tool list.
Common questions
Built for cautious first pilots.
The first commitment is intentionally small: map one handoff, test it safely, and prove whether the workflow deserves live traffic.
Is Deal Thread replacing my CRM?+
No. The pilot is built around the tools already in the stack. Deal Thread sits between the lead source, CRM, email, calendar, and document tools so the same details do not have to be copied by hand.
What if my team uses kvCORE, Lofty, Real Geeks, Sierra Interactive, or another CRM instead of Follow Up Boss?+
The audit maps your workflow regardless of which CRM you use. Native integrations exist today for Follow Up Boss and Dotloop because that combo covers the most common stack we audit. The engine itself accepts standard webhooks and APIs, so most CRMs with an open API can be added — on the call we will tell you honestly whether yours runs on day one or needs to be built. New integrations get prioritized in the order paying pilots request them.
What lead sources does Deal Thread support besides Zillow?+
Today the parser handles Zillow, Realtor.com, Facebook Lead Ads, IDX site forms, and any source that sends structured JSON or forwards a lead email. If your lead source is not on that list, the audit is where we map it. New parsers get added as new sources come up.
Do I have to share passwords or client records to request the audit?+
No. The public request only needs a description of the current handoff. Credentials and live client traffic are not needed until the workflow map is approved and the first test handoffs are defined.
What happens if an automation breaks?+
The pilot is designed around review and replay. If a required field is missing or a connector step fails, the run is paused into a review queue instead of silently pushing bad data downstream.
Isn't this just Zapier with extra steps?+
Zapier connects tools. When a Zap fails, the dashboard still shows green because the trigger fired — you find out from a missed deal three weeks later. Deal Thread treats every step downstream of the connection as a first-class run, so a failed contact write or rejected loop creation surfaces in the review queue instead of disappearing. Plenty of teams use both: Zapier for the obvious connectors, Deal Thread for the workflows that actually matter to a deal closing.
Why start with one workflow instead of the whole stack?+
One workflow makes the proof concrete. Lead intake, showing confirmation, offer writeup, disclosure prep, or close-day logistics can be mapped, tested, and measured before expanding across the rest of the transaction path.
How much does the first pilot cost?+
The Founding 5 first-workflow setup is $1,500. A $500 kickoff deposit reserves the slot and is credited toward setup. If the workflow proves useful, the ongoing software plan starts at $199/month for solo agents or $399/month for teams.
Can this work for a solo agent?+
Yes. Solo agents usually start with lead intake because response time and follow-up handoffs break fastest there. Teams often start with lead intake or disclosure prep because coordinator work is easier to measure.
Ready for the first workflow map?
Send the handoff that keeps stealing time.
No credentials in the requestOne workflow, not a platform migrationFive reviewed test handoffs before live traffic