AI phone host + included agent

An AI-led real estate system that answers, qualifies, follows up, and moves the work forward.

wholEstate gives Realtors an AI phone host and operating agent that keeps every lead, listing, document, and follow-up connected after the call.

Calls become client context. Client context becomes listing matches, cited document answers, seller updates, and next actions across SMS, email, and pipeline work.

PropStream

property and lead context

BatchSkip

skip tracing inputs

Twilio

AI phone host

SMS

follow-up drafts and replies

seller updates and nurture

AI calls24/7Lead capture and qualification

Channels3Phone, SMS, and email follow-up

Pipeline$63KGCI surfaced from active deals

Agent work3Actions created from record context

Visual skinBrand skins change the frame; the AI agent workflow stays connected.

wholestate://ai-agent/realtor

AI agent online

Listings

Listing records, CSV import, data-source pull

Agent-assisted flow

Listings

The live app supports manual listings, CSV imports, and connected property-data source pulls.

Import CSV Pull provider records

142 Maple Ave

AI matched Jordan M. because the buyer is pre-approved to $450K and asked for Phoenix townhome showings.

$412K

Active - 12 DOM

Seller disclosure attached3 buyer matchesShowing window open tomorrow

Suggested next action

Draft showing confirmation and parking note

45 Oak St

The workspace flags this listing because DOM passed the local average and no seller update is logged this week.

$699K

Needs seller update - 31 DOM

No update in 7 daysPrice feedback trending downOpen house notes imported

Suggested next action

Prepare seller update with activity, feedback, and pricing options

AI phone host

Listings

The included agent captures the call, reads the active record context, drafts the follow-up, and hands the Realtor the next action across phone, SMS, email, documents, and pipeline.

Current work item

New inquiry has no first response

Jordan M. is pre-approved to $450K and asked for a showing window.

Ask while you work

I am scoped to the active Realtor surface. Ask about listings, clients, documents, showings, or pipeline work.

AI host captures inbound lead context before the Realtor opens the workspace.

The agent carries context into SMS, email, listings, documents, and pipeline actions.

The product is the agent: phone intake, context, follow-up, and execution in one loop.

wholEstate connects PropStream or BatchSkip context, Twilio-powered calls, SMS, email, listings, documents, and pipeline work so every lead has a next move.

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