Question 1

What does wholEstate actually do for a real estate agent?

Accepted Answer

wholEstate is an AI employee for your book of business. It scores incoming leads by buyer readiness, calls and texts them to qualify and book a showing, drafts your purchase agreements and listing agreements, and briefs you every morning with a ranked digest — so you work the list instead of building it.

Question 2

Do I need my own phone number and Twilio account?

Accepted Answer

Yes — you connect your own Twilio number in Settings so the AI calls and texts from a number that's yours, not shared. The AI voice engine (Deepgram) is included in every plan; you're only responsible for the Twilio account and number itself.

Question 3

How does AI lead scoring work for buyer and seller leads?

Accepted Answer

Every lead is scored 0–100 based on signals relevant to their side: for buyers, pre-approval status, stated budget, and response sentiment; for sellers, timeline urgency and pricing expectations. The AI shows a Readiness score (High/Medium/Low) so you always know who to call first.

Question 4

How do I get my active listings and inventory into the system?

Accepted Answer

Head over to the "Data Manager" tab from the sidebar. Under the "Listing Import" card, drag and drop your CSV of active listings, or connect your own inventory API (RentCast, Bridge Interactive, or similar) so your pipeline stays current automatically.

Question 5

Does the system separate buyer leads from seller leads?

Accepted Answer

Yes. Every lead is tagged buyer or seller (or both), because the qualification questions and outreach scripts are different for each — a buyer lead gets asked about budget and pre-approval, a seller lead gets asked about timeline and pricing expectations.

Question 6

How do I start an automated calling and texting session?

Accepted Answer

Go to the "Communications" tab. Choose your active lead segment from the list dropdown and click "Open Dialer Queue". The dialer queues your phone records. As you dial, you can reference the client's budget, readiness score, and notes right on the screen.

Question 7

What are the different pipeline stages, and what do I do in each?

Accepted Answer

The pipeline is organised into stages: New Lead, Contacted, Showing Scheduled, Showing Complete, Offer Submitted, Under Inspection, Pending, Closed. Drag a contact between stages or let the AI automatically advance them as activity happens — a showing booked by the AI moves the contact from Contacted to Showing Scheduled.

Question 8

How do I schedule a showing for a lead?

Accepted Answer

From the lead's detail panel, click "Schedule Showing" and pick a time slot from your synced calendar. The AI text message goes out automatically with the address and a confirmation link. If the lead confirms, the event lands on both your Google Calendar and the pipeline timeline.

Question 9

Can the AI run a CMA (Comparative Market Analysis)?

Accepted Answer

Yes. Open any listing or address in the system and click "Run CMA". The AI pulls recent comparable sales from your connected data source, surfaces an estimated price range, and highlights the property's competitive position — days on market, price per square foot vs. comps, and condition notes.

Question 10

Can the AI draft a purchase agreement automatically?

Accepted Answer

Yes. Ask the assistant "draft a purchase agreement for 142 Maple Ave" and it populates the state-specific form with the buyer's name, property address, offer price, and standard contingencies from the deal record. Generate it in under 30 seconds, then review and export.

Question 11

Does it support listing agreements too?

Accepted Answer

Yes. Select "Listing Agreement" from the Documents tab, choose the property, and the AI fills in the listing price, commission split, and term from the deal record. You review, adjust, and export — all the boilerplate is handled.

Question 12

Can I e-sign documents inside wholEstate?

Accepted Answer

No — wholEstate generates and exports the document; you send it out for signature through your own e-signature tool (DocuSign, Dotloop, etc.). This keeps your existing signature and compliance workflow exactly as your brokerage already has it set up.

Question 13

Where are generated documents stored?

Accepted Answer

All generated PDFs — purchase agreements, listing agreements, and disclosures — are filed in the "Document Vault" inside Documents, organized by deal, ready to export and send out for signature.

Question 14

What’s your cancellation and refund policy?

Accepted Answer

Monthly plans cancel at the next billing cycle — you keep access for the remainder of your paid month, no refund. Annual plans are refundable on a pro-rata basis: we calculate the months used at the monthly rate and refund the difference. For example, if your annual plan cost $1,814 and you cancel after 3 months, you’d be charged 3 × $189 ($567) and refunded the remaining $1,247. No questions, no hassle — just email hello@wholestateai.com.

Agent's Field Manual