Real Estate · Automation KitComing soon

Showing requests that route to the right agent: property picker, zip-coded assignment, and auto-scheduling

Updated Apr 24, 2026

Most brokerage sites force buyers into a generic 'contact us' form. Then the lead sits in an inbox for hours while a hot prospect moves on to the listing that had a calendar button. Agents fight over who owns the lead. Nothing is tracked, nothing is timed.

Notify me when it shipsThis kit is being built. Get on the list and I will reach out when it is ready.

What you'll receive

4 Forms
4 Emails
4 Workflows
4 Integrations
3 Extras

Plus: Post-showing feedback form for buyer, Open-house RSVP companion form, Agent performance dashboard (response time, conversion)

Installed in your Jotform account.
You own everything. No monthly fees to me.

Kit contents

Property Showing Request Kit

01Property picker tied to your MLS feed or manual listing listform
02Buyer profile form (pre-approval status, timeline, motivation)form
03Preferred-time calendar picker with agent availabilityform
04Alternative-property suggestion form for non-matchesform
05Buyer confirmation with agent name and showing detailsemail
06Agent alert with full buyer context and listing linkemail
07Day-before reminder to buyer and agentemail
08Follow-up form post-showing (interest level + next steps)email
09Zip-code or region based agent routingworkflow
10Pre-approval gate for premium listingsworkflow
11Calendar integration with agent availabilityworkflow
12Broker-level oversight dashboard with response SLAworkflow
13MLS or listing system (webhook-based)integration
14Calendar (Google, Outlook, Cal.com)integration
15CRM (Follow Up Boss, kvCORE, Salesforce)integration
16Text notification service (Twilio) for urgent leadsintegration
17Post-showing feedback form for buyerextra
18Open-house RSVP companion formextra
19Agent performance dashboard (response time, conversion)extra

System diagram

The solution

How this kit actually works.

Replaces a CRM, a scheduler, and a routing tool with one Jotform. Lead intake, zip-code routing, calendar sync to the right agent, and you own the data.

What's included

Every piece planned. Shipping when the kit launches.

Forms

Property picker tied to your MLS feed or manual listing list
Buyer profile form (pre-approval status, timeline, motivation)
Preferred-time calendar picker with agent availability
Alternative-property suggestion form for non-matches

Emails

Buyer confirmation with agent name and showing details
Agent alert with full buyer context and listing link
Day-before reminder to buyer and agent
Follow-up form post-showing (interest level + next steps)

Workflows

Zip-code or region based agent routing
Pre-approval gate for premium listings
Calendar integration with agent availability
Broker-level oversight dashboard with response SLA

Integrations

MLS or listing system (webhook-based)
Calendar (Google, Outlook, Cal.com)
CRM (Follow Up Boss, kvCORE, Salesforce)
Text notification service (Twilio) for urgent leads

Extras

Post-showing feedback form for buyer
Open-house RSVP companion form
Agent performance dashboard (response time, conversion)

Pricing

Planned pricing. Subject to change before launch.

Base Kit

Ready to run, self-setup

$119

All forms, emails, and workflow configs
Setup documentation
30-minute video walkthrough
14-day email support

Not yet available

Pro Setup

Kit + setup call + customization

$229

Everything in Base
45-minute setup call
Zip-code routing configured for your team
MLS and CRM integration
30-day email support

Not yet available

Done-For-You

Full implementation by me

$549

Everything in Pro
Full implementation in your Jotform account
Agent team training session
Custom SLA alerts and broker dashboard
60-day priority support

Not yet available

Frequently asked

The questions I get before someone buys.

Does this work with my MLS?
Yes, via webhook or manual listing sync. The Pro tier includes MLS integration setup for most major systems (IDX Broker, RealGeeks, kvCORE). For custom MLS feeds, the Done-For-You tier handles the full sync.
How does agent routing work?
Rules-based routing on zip, neighborhood, price band, or round-robin. You define the rules, the form reads the submission and routes via webhook + email. Broker overrides available for VIP listings.
Can buyers pick a time directly?
Yes. The form reads the assigned agent's calendar availability and shows bookable slots. If an agent is unavailable, the form offers the next-available agent in the zip with broker approval.
Is this HIPAA or compliance-sensitive?
Real estate isn't HIPAA, but fair-housing rules apply. The forms avoid protected-class questions by design. Pre-approval status is optional and never used for routing. The Done-For-You tier includes a fair-housing compliance review.

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Want to know when this kit ships?

This kit is on my build list. Leave your email or book a call and I will reach out the day it is ready. Early buyers get a discount.

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Showing requests that route to the right agent: property picker, zip-coded assignment, and auto-scheduling

Updated Apr 24, 2026

Notify me when it shipsThis kit is being built. Get on the list and I will reach out when it is ready.

Every piece planned. Shipping when the kit launches.

Forms

Property picker tied to your MLS feed or manual listing list
Buyer profile form (pre-approval status, timeline, motivation)
Preferred-time calendar picker with agent availability
Alternative-property suggestion form for non-matches

Emails

Buyer confirmation with agent name and showing details
Agent alert with full buyer context and listing link
Day-before reminder to buyer and agent
Follow-up form post-showing (interest level + next steps)

Workflows

Zip-code or region based agent routing
Pre-approval gate for premium listings
Calendar integration with agent availability
Broker-level oversight dashboard with response SLA

Integrations

MLS or listing system (webhook-based)
Calendar (Google, Outlook, Cal.com)
CRM (Follow Up Boss, kvCORE, Salesforce)
Text notification service (Twilio) for urgent leads

Extras

Post-showing feedback form for buyer
Open-house RSVP companion form
Agent performance dashboard (response time, conversion)

Planned pricing. Subject to change before launch.

Base Kit

Ready to run, self-setup

$119

All forms, emails, and workflow configs
Setup documentation
30-minute video walkthrough
14-day email support

Not yet available

Pro Setup

Kit + setup call + customization

$229

Everything in Base
45-minute setup call
Zip-code routing configured for your team
MLS and CRM integration
30-day email support

Not yet available

Done-For-You

Full implementation by me

$549

Everything in Pro
Full implementation in your Jotform account
Agent team training session
Custom SLA alerts and broker dashboard
60-day priority support

Not yet available

The questions I get before someone buys.

Does this work with my MLS?

Yes, via webhook or manual listing sync. The Pro tier includes MLS integration setup for most major systems (IDX Broker, RealGeeks, kvCORE). For custom MLS feeds, the Done-For-You tier handles the full sync.

How does agent routing work?

Rules-based routing on zip, neighborhood, price band, or round-robin. You define the rules, the form reads the submission and routes via webhook + email. Broker overrides available for VIP listings.

Can buyers pick a time directly?

Yes. The form reads the assigned agent's calendar availability and shows bookable slots. If an agent is unavailable, the form offers the next-available agent in the zip with broker approval.

Is this HIPAA or compliance-sensitive?

Real estate isn't HIPAA, but fair-housing rules apply. The forms avoid protected-class questions by design. Pre-approval status is optional and never used for routing. The Done-For-You tier includes a fair-housing compliance review.