Lead intake
New inquiries and imports land in one queue with enough context to act immediately.
One Desk. Not Five Logins.
Close the deal.
Your AI assistant handles the paperwork and follow-ups.
wholEstate is a proactive AI service that catches every inquiry, responds instantly, schedules showings, tracks offers, and drafts paperwork — without you bouncing between separate apps, calendar, e-sign, and MLS tabs.
It doesn't add another tool to your stack. It replaces five of them — and waits for your OK on everything that goes out.
● Answers every inquiry, day or night·Showing booked before you sit down·One system, not three
wholestate.app — TODAY'S ACTIVE DEALSSYNCED
●New Inquiry Captured
Arrived 6:02 AM · auto-replied
Jordan M. · Budget: $420K · Pre-qualified
Showing scheduled · 2:00 PM today
●Offer in Progress
Drafted · Awaiting your review
142 Maple Ave · $415K · 3.2% commission
Terms match comps · Ready for signature
●Closing Timeline
Day 23 of 45 · on track
78 Oak St · Contingency cleared · Appraisal done
Next: Final walkthrough · Friday 10 AM
★INQUIRY RESPONSE★LEAD READINESS SCORING★DOCUMENT DRAFTING★CMA & PRICING ASSISTANT★LISTING SYNC — COMING SOON★SHOWING COORDINATION★TRANSACTION STAGE TRACKING★MORNING BRIEFING★INQUIRY RESPONSE★LEAD READINESS SCORING★DOCUMENT DRAFTING★CMA & PRICING ASSISTANT★LISTING SYNC — COMING SOON★SHOWING COORDINATION★TRANSACTION STAGE TRACKING★MORNING BRIEFING
THE PRODUCTOne desk.
One desk.
Not five tools to babysit.
Other platforms hand you a lead tracker, a separate transaction tool, and a separate AI add-on — three logins, three data silos, three support lines. This one keeps inquiries, follow-up, schedules, deal movement, and drafts in a single place. You don't integrate the pieces; they were never separate.
THE DESK
Your Morning Briefing
A ranked list, not a raw feed. Every lead gets scored, every reply worth sending goes out, and you open the day to a briefing: who's ready to buy, who's already been contacted, who's booked for a showing.
THE DESK
Leads That Need a Response Now
A new inquiry arrives, the agent flags it for immediate follow-up — before it goes cold and before the competition gets there. Budget and timeline get qualified, the showing gets booked, and it's already on your calendar.
THE DESK
Deals That Are Stalling
A deal sitting too long in the same stage gets flagged with what might be holding it — missing document, unmet contingency, unresponsive party. So you course-correct before a delayed closing costs you.
THE DESK
Deadlines Approaching
Inspection periods, financing contingencies, appraisal due dates, closing dates — the agent calls out the ones inside your action window, and for the client-facing ones, it can place the reminder call for you. The one thing you can't recover if you miss it.
SIGNATURE
Document Drafting
Purchase agreements, listing agreements, and disclosures drafted from live deal data — property, client, price, terms — in under 30 seconds, staged for your review before anything goes out.
SIGNATURE
CMA & Pricing Assistant
Pulls comparable sales from your live inventory feed and drafts a pricing recommendation — so you walk into a listing appointment with the numbers already built.
THE FULL PIPELINE
Plus everything underneath it.
All included. No à-la-carte metering — every tool an agent needs to run the whole desk, not just the AI layer on top.
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Skip stack01
Client & lead pipeline managementEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Listing & inventory importEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Buyer vs. seller lead trackingEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Buyer-readiness scoring (High / Med / Low)Each capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Built-in power dialer & VoIPEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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SMS & email campaignsEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Ringless voicemail (RVM)Each capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Drip sequencingEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Call Answer AI (books showings)Each capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Conversational SMS AIEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Speed-to-Lead AI (15-sec callback)Each capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Voice Follow AI (outbound drips)Each capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Call Grade + Meet Grade AIEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Lead Score AIEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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KPI Insights AIEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Translate AI (1-click)Each capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Showing coordination & calendarEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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CMA / comps calculatorEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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E-contracts & document vaultEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Landing pages & lead captureEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
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Transaction stage tracking to closeEach capability gets its own beat as you scroll, instead of burying the stack in a static checklist.
activeHOW IT WORKSFive tools became
Five tools became
one working desk.
One working desk covers the entire cycle — from the first inquiry to the signed contract. You approve, negotiate, and close. The desk keeps it moving in between. No more bouncing between separate apps, calendar, e-sign, and MLS.
01INBOUND + SCORING
Capture
Every inquiry lands scored, not buried
New inquiries and inbound texts get scored the moment they land — budget range, timeline urgency, and pre-approval status stacked into one readiness score, so you know what matters before you open the list.
02RESPONSE + SCHEDULING
Connect
Response goes out inside minutes
Top-scored leads get a call or text back fast. Budget and timeline get qualified, property questions get answered, and the showing gets booked — so you walk into appointments, not cold leads. Every interaction is logged and scored.
03BRIEFING + RANKING
Brief
The day's state is on one screen
A ranked briefing: who’s ready to buy, who’s on the fence, who already booked a showing. Pipeline value, velocity, and a recommended next action for every active contact — one screen, not a pile of tabs.
04DOCUMENTS + TRACKING
Close
Paperwork drafts itself. You sign off.
Purchase agreements, listing contracts, and disclosures draft from live deal data — property, client, price, terms — in under 30 seconds, staged for your review. The pipeline tracks every contingency, deadline, and commission split to closing. One login, not three.
Sideways Pass
The desk moves across the whole deal.
This section enters from below, then pulls the workflow sideways so the page has a different scroll rhythm.
Response layer
Phone, SMS, and email movement happens fast, with approval gates where judgment matters.
Pipeline memory
Every conversation, stage, document, and next step stays attached to the deal record.
Document pass
Contracts and follow-up drafts are staged from live deal data before the day piles up.
Morning brief
The system turns the movement into one ranked operating view instead of another tab.
HOW THE DESK WORKSOne touchpoint.
One touchpoint.
Every piece follows.
This is not a chatbot that waits for your prompt across five different logins. It is one proactive desk that catches the inquiry, responds, schedules, drafts, and tracks — so you never have to move data between apps, calendar, and e-sign again. You approve, negotiate, and close. The desk holds the thread.
0194% readiness accuracy
Inbound lead arrives
Budget, timeline, and pre-approval status get scored within seconds — hot leads route to the call queue, cold leads route to a nurture sequence. No manual triage.
0215-second speed-to-lead
Response goes out
Every qualified lead gets a text or call within 15 seconds of scoring. Needs get qualified, property questions get answered, showings get booked — every interaction logged to the contact record.
03<30s per draft
A draft is staged for you
Purchase agreements, listing contracts, and disclosures generate from live deal data in under 30 seconds — property details, client info, price terms pulled in, staged for your review before anything goes out.
04Real-time pipeline health
Pipeline stays current
Every showing, contingency deadline, commission split, and closing date updates as it happens. At-risk deals get flagged, next actions get surfaced, and the closing board stays current without manual entry.
SURFACESOne desk.
One desk.
Every surface of your business.
The assistant isn’t a sidebar you ignore. It’s embedded in every view — communications, calendar, analytics — keeping the pipeline coordinated from every angle.
SURFACE 01
Response, handled
Every qualified lead gets a call and text within seconds of scoring — with an approach adapted to their inquiry type and readiness level. You see every conversation as it happens.
SURFACE 02
Calendar coordination
Showings get booked from calls as they happen. Your availability, the property's showing schedule, and the client's preferred time get cross-referenced — then a confirmation goes out with the address and directions.
SURFACE 03
Pipeline analytics
Every deal's health — days in stage, outstanding contingencies, commission projections — stays visible, with at-risk deals flagged before they stall. Your briefing includes a pipeline velocity score, not just a count.
WHAT IT LOOKS LIKE AT 6:15 AMThe desk got ahead of the day.
The desk got ahead of the day.
Here’s the log.
>_ COMMAND LOG CONSOLEONLINE — 4 COMPLETED
[6:02 AM]BRIEFING READY
[6:02 AM]12 active contacts · 3 hot · 4 warm · 5 nurture
[6:02 AM]❯ New inquiry scored: Jordan M., 3-bed inquiry
[6:02 AM]Readiness: 92% · pre-approved up to $450K
[6:02 AM]❯ Routed to response queue
[6:04 AM]Queue: 4 calls pending
[6:14 AM]❯ Call completed: Jordan M.
[6:14 AM]Budget confirmed · showing booked · 142 Maple Ave · 2 PM
[6:15 AM]❯ Draft staged: purchase agreement, 142 Maple Ave
[6:15 AM]Draft ready for review · offer $412K · pre-approved buyer
[6:16 AM]AWAITING YOUR REVIEW → 1 draft, 1 showing confirmed
❯
Real activity log from a live pipeline. Your morning briefing summarizes everything into one screen.
PHONE COVERAGEYour phone line,
Your phone line,
always covered.
Most agents lose 78% of internet leads within 24 hours because nobody answers. WholEstate answers every call, texts every lead, and books every showing — on the first ring, at any hour. Toggle on a dedicated number in seconds. $0.10 per call, metered — that covers the calls it makes for you, too, not just the ones it answers. No monthly phone bill.
Built-in
Phone line
Toggle on. No Twilio. No carrier setup.
$0.10
Per call, metered
Pay only when it actually reaches someone
Instant
Speed-to-lead
Designed to answer within seconds
Human
Or AI
You decide who picks up — always
📞
Inbound calls never miss
Every call gets answered — even after hours. Buyer details get captured, budget and timeline get qualified, and the showing gets booked. No voicemail, no missed lead, no callback tag.
📤
Missed calls call themselves back
A missed call or a text gone quiet gets a callback — timed to the outreach hours you set, not a 2 a.m. auto-dialer. You decide the window; the desk works inside it.
📝
Follow-up that escalates, not repeats
Hot leads get an SMS within 15 seconds. If a text goes quiet, the next touch is a call instead of a fifth identical message. Every conversation is remembered, so follow-up picks up exactly where it left off.
📅
Showings confirm themselves
A reminder call goes out the day before every showing — confirm, reschedule, or cancel, handled on the spot and synced back to your calendar. No more double-booked driveways.
🤝
A live hand-off when it matters
The moment a caller's ready for you — an offer, a hot buyer, a client who wants a human — the AI asks if they'd like to be connected now and brings you in live. It never transfers without asking first.
📊
Every call becomes a next step
Sentiment, objections, and interest level get graded automatically, and the result shows up as a task on your morning briefing — not buried in a call log. Recordings and transcripts are stored for every call.
>_ EXAMPLE CALL LOG — WHEN CONNECTEDHOW IT WORKS
12:15 AMINJordan M. (new)Pre-approved 50K · showing booked+94
1:10 AMINProperty inquiry 142 MapleQuestions answered · tour booked+91
2:30 AMIN142 Maple seller agentInspection window confirmed+79
8:02 AMOUTSarah K. (hot lead, quiet since y'day)Escalated to a call · vm + SMS sent+82
8:15 AMOUTMike R. (warm lead)Not ready · scheduled follow-up 30d+45
8:40 AMOUTLisa T. (buyer)Offer discussion · sending docs+88
Inbound never sleeps. Outbound starts when the hours you set do.
12
Active contacts
Scored & ranked right now
4
Showings booked today
Response + scheduling handled
$187K
GCI in pipeline
Across 8 active transactions
94%
Buyer-readiness accuracy
Score vs. actual close rate
Today’s activity feedLIVE
6:14 AMJordan M. scored 92% · showing booked2 PM
5:48 AM142 Maple Ave offer drafted, awaiting review$412K
5:02 AMSarah K. scored 78% · routed to nurturenurture
4:30 AM12 leads scored · 4 hot · 3 warmqueued
3:15 AMMarket sync: 23 new listings ingestedMLS
UPDATED: “Brief me” → opens your morning briefing
PRICING
Pay for an employee, not a spreadsheet
Begin with a free trial, or subscribe for your team. An AI agent is immediately deployed to be a part of your team.
NOT SURE YET?
Begin TrialTry free pilot
Full platform access for 7 days with card on file. AI Phone is unlocked after you move onto a paid subscription, and seated plans are available when you need the team seats.
Every plan runs the full platform
Plans differ by seats, not features.
✓CSV import & API integrations
✓Skip-tracing stream — coming soon
✓Free embedded AI agent
✓AI lead scoring & morning digest
✓AI phone host included — connect your own Twilio number
✓Dynamic pipeline (Kanban) & MAO calculator
✓Dynamic contract generator
✓Cash buyer matching + POF
✓Workflow automation engine
✓Analytics & reporting
CONTACTTalk to a human.
Talk to a human.
See the desk before you sign up.
Questions about migrating your pipeline, listings, or client base? Send us a note and we'll get you set up on the free pilot or a plan that fits your team.
◷Replies within one business day
Most real estate software gives you
another tab to manage.
The useful part is not the screen count. It's whether lead response, follow-up, and paperwork keep moving before the day turns into cleanup. wholEstate is built to handle the first pass so you step in with context, not backlog.