NextDoer
Sample playbook

For real estate agents & brokerages

The lead that went cold,
the condition deadline, the launch grind.

A lead lands at 9pm and the first agent to reply wins, but the average agent answers in fifteen hours. A financing condition is due Friday and there’s no waiver on file. A listing takes half a day to launch and the portals go stale by morning. NextDoer runs the response, chasing, scheduling, listing and deal-deadline admin around each one, drafted, and gated by you. Every real-estate decision, the price, the advice, the negotiation, and every dollar of deposit, stays entirely with the agent.

6Agents we'd propose
AllChannels + deal watch, one queue
YouApprove every send

Your week today

The admin between you and the commission.

Not the selling, the grind around it. If this is your Tuesday, it is exactly the work NextDoer is built to carry.

01

The lead that went cold

Most inquiries arrive after hours, the first agent to reply usually wins, and the average agent takes over fifteen hours to respond. Nearly half of online leads never get an answer at all, because they landed while you were mid-showing.

02

The follow-up that never happens

Most agents never make a second contact attempt, yet most deals close after the sixth touch. And the database of past clients, your biggest source of business, goes cold because staying in touch is always tomorrow’s job.

03

The condition deadline that kills the deal

Financing, inspection, the condo status certificate, each must be waived or fulfilled in writing before its date or the agreement is null, with no legal do-over. And the deposit has to hit the brokerage trust account within 24 hours, certified.

04

The launch grind and the paperwork stack

Half a day to get a listing live, then the portals silently go stale on the next price change. The seller wants a weekly report you can’t get feedback for, and every deal adds another FINTRAC and RECO paperwork stack.

One window

Every channel, every deadline, every deal, in one place.

Phone and voicemail, web and portal leads, SMS, email, e-signature and deal docs, deadlines and compliance. Each lands in a single queue with a drafted, on-brand reply, approve it, reject it, or rewrite it. Real-estate decisions are never automated, and deposit money is never touched, only tracked and confirmed.

Phone & voicemail
Web & portal leads
SMS
Email
E-signature & deal docs
Deadlines & compliance
NextDoerDeal · condition deadline
Financing condition on 42 Elm is due Friday 6pm and there’s no waiver on file yet. Escalating to you, and I’ll keep escalating until someone acts.
Drafted the reminder to the client and the lawyer, and the deposit is confirmed received into the brokerage trust account. I track the date you set, I never waive a condition or touch the deposit, that call is yours.
ApproveRejectReply

The agent team we'd propose

Six agents, one for each grind.

Each is a named routine that runs a real agent job end-to-end, reading the channel, drafting, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust. Every real-estate decision stays with the agent, and deposit money is never touched.

Lead Response & Nurture Concierge

TriggerA lead comes in from any portal, your site, a call, or an open-house sign-in, at any hour.
Agent doesFires an instant first-touch the moment it lands so the first agent to reply is you, captures the inquiry and qualifying logistics (timeline, area, financing) into one place, and runs the persistent six-to-ten touch nurture cadence over months so no lead goes cold from silence.
You approveTap to send, or rewrite; common first-touch replies can graduate to Auto.
OutcomeThe 9pm lead that used to be gone by morning is answered while it’s still warm.
ApproveAuto

It wins the response race and keeps the door open. It never advises, opines on price, or decides who to pursue.

Showing Coordinator

TriggerA buyer wants to see properties, or a showing needs to move.
Agent doesDoes the multi-party legwork, requests slots from listing agents, confirms the buyer, sends reminders to cut no-shows, reschedules when one falls through, and assembles the afternoon’s tour.
You approveYou confirm; routine confirmations can graduate to Auto.
OutcomeThe hours of phone-tag disappear and the tour actually holds together.
ApproveAuto

The agent decides what’s worth showing and the route. Everything said at the showing is yours.

Listing Launch & Sync Runner

TriggerA new listing is signed, or a price or status changes.
Agent doesRuns the launch checklist, books and confirms photographer, stager and measurement, enters the MLS fields from your intake, and pushes to Realtor.ca and the portals; then runs the syndication audit to catch broken or stale pages, and fans every price or status change out to every channel against the status clock.
You approveYou set the price and the positioning and sign off every field before publish.
OutcomeLive faster, and never caught with an old price lingering on a portal.
Approve

The agent sets the price and the claims. The agent runs the checklist and the sync.

Seller Update & Feedback Guard

TriggerA showing wraps, or the seller is due for their update.
Agent doesChases the showing agents for feedback after every appointment and logs it, assembles the weekly seller report (portal views, showing activity, feedback), and sends it on a scheduled cadence so the seller never feels ignored.
You approveHear the tone in shadow, then let the routine updates run.
OutcomeThe silence that loses listings is replaced by a steady, on-brand rhythm.
ShadowApprove

The agent interprets the activity and the strategy. The agent chases feedback and reports it.

Deal & Deadline Coordinator

TriggerAn offer is accepted, a condition date approaches, the deposit is due, or the deal moves to closing.
Agent doesHolds every conditional deadline you set with an escalating tickler that never clears itself, tracks the 24-hour deposit clock and confirms the brokerage received the funds into trust, keeps every party in sync and confirms the lawyer handoff, and runs the closing checklist (walkthrough, utilities, keys, trade record).
You approveYou, the brokerage and the lawyer decide and sign everything.
OutcomeA missed condition deadline stops being possible by accident, and closing day stops being a scramble.
Approve

It never waives a condition, and never touches, holds or moves deposit or trust money. It tracks the dates and confirms the money reached the brokerage.

Documents & Compliance Runner

TriggerA deal file needs signatures, or FINTRAC / RECO paperwork is due.
Agent doesChases the signatures and the un-clicked initials, collects and tracks the FINTRAC records (ID, receipt of funds, beneficial ownership) and the retention and compliance-review clocks, serves and tracks the RECO information guide and self-represented-party acknowledgement, and assembles the audit-ready file for the brokerage’s review.
You approveYou and the broker make every risk and disclosure call and sign that a file is compliant.
OutcomeNothing is missing on closing week, and the forgotten compliance review stops being a five-figure surprise.
Approve

It surfaces, collects and tracks. It never decides suspicion or whether a file is compliant, the agent and broker do.

How trust is earned

Every agent climbs the same ladder.

Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.

Rung 1

Build

We teach the agent to read and reply on that channel. Nothing is live.

Rung 2

Shadow

The agent writes real replies and sends none. You just read the drafts.

Rung 3

Approve

Every reply waits for your tap. Rewrite any of it in your own words.

Decision

You pick

Which reply types you trust to go on their own, and which stay on Approve.

Rung 5

Auto

Trusted types send themselves. Everything else still waits for you.

Unsure? It hands off.If an agent is uncertain about anything, a deadline, a disclosure, a deposit detail, it hands the conversation to the agent instead of guessing.
You reply directly? It steps back.If someone answers a lead or client directly in the agent’s own CRM or a portal inbox, the agent notices and pauses that thread for a human.
Every issue is tracked.Anything you flag becomes a ticket with status: received → in progress → live.

A starting playbook we'd propose

The playbook, at a glance.

A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.

Agent / taskTriggerTypical mode
Instant lead first-touchNew lead, any channelAuto
Lead nurture cadenceLead not yet readyApprove
Showing scheduling & remindersBuyer wants to viewApprove
Listing launch & portal syncListing signed / price changeApprove
Seller report & feedback chaseWeekly / after each showingApprove
Condition-deadline escalationCondition date nearsApprove
Deposit-clock & document chaseOffer acceptedApprove
FINTRAC / RECO retention trackingCompliance clockApprove

Your business next

Your business, your deals.

The process review maps your lead channels, your showing and listing flow, your deal deadline, deposit and closing chain, your FINTRAC and RECO paperwork, and every point where the agent must stay in the loop, then shows you the first agent we would put to work. Client data stays governed by PIPEDA, FINTRAC records and RECO/TRESA retention are respected, and deposit and trust are tracked and confirmed, never touched.