Everything that happens between “new lead” and “closed deal.”
This page is the long version — for the broker who wants to understand exactly what Livia does, what setup involves, what a trial looks like, and where the guardrails are. No forms to fill out to read it.
One continuous layer, from first inquiry to closed deal
Every lead, every source, every stage — owned by Livia until a human is genuinely needed, then handed off with the full story. And if the handoff stalls, Livia catches it before the lead ever feels it.
All sources flow into your CRM. Livia picks up the lead and fires a warm, specific first response in under 90 seconds — regardless of the day or hour.
A natural, one-question-at-a-time conversation (not a form) captures everything an agent needs, written straight to the CRM. Livia never asks something the record already answers.
Livia searches live inventory against qualified criteria and presents matches conversationally — describing neighborhoods, schools, and commutes like a concierge, not a listings feed.
Most leads need weeks or months before they act. Livia keeps every relationship warm across that window — specific, relevant, and never repeating itself, because it remembers every prior conversation.
When a lead is ready, the assigned agent gets a complete briefing — history, signals, what to say first — not just a notification. Handoff is a condition, not a calendar event.
If the agent doesn’t engage within the SLA, Livia re-enters the conversation in the agent’s voice and nudges the agent in parallel. The lead never feels abandoned. The thread never dies.
Your agent’s genius — local knowledge, trust, negotiation — is spent where it actually matters. Livia handles the post-close follow-up and referral ask to keep the relationship alive.
Live on your real leads in about a week.
Setup is configuration, not construction. Your agents keep working in the CRM they already use — most never touch a new tool.
Connect your stack
Livia connects to Follow Up Boss with read + write access, maps every lead source (website forms, Zillow, Realtor.com, Google Ads, open-house sheets), and links agent calendars and MLS/IDX. Nothing is ripped out or replaced — Livia sits on top of what you already run.
Teach it your brokerage
Your market, your inventory, your team roster and routing rules, your tone. This is where a generic bot becomes your ISA: how you greet leads, how you talk about your neighborhoods, and exactly when a human takes over.
Review compliance together
Calling-time windows, consent handling, opt-out language, Fair Housing conversational guardrails, and your state’s disclosure requirements are reviewed and locked before a single message is sent.
Go live — supervised
Livia starts on a limited batch of real leads while your team reads every conversation in the CRM. You can interrupt, take over, or adjust tone at any time. Most teams widen the funnel within days once they see the transcripts.
Want the deeper version? Read the full week-by-week setup guide →
What a 30-day pilot is actually like.
We don’t ask you to gamble on AI. The pilot exists so you can judge Livia on your own leads, your own CRM data, and full transcripts — before any subscription.
Metrics agreed up front
Before launch, we write down what success means: speed-to-lead, engagement rate, qualified handoffs, appointments booked — and who verifies each number.
Outcome-based pricing
During the 30-day pilot you pay per outcome (a booked showing, a signed agreement, a close) — not a flat fee. An unsuccessful pilot costs little or nothing.
Your data, your CRM
Every message, qualification field, and appointment lives in your Follow Up Boss account. Read any transcript at any time. If you walk away, everything stays with you.
A real decision at day 30
Results are measured against the agreed metrics — pulled from your CRM, not our slides. Continue to a subscription, adjust the setup, or stop. No long-term commitment before the data is in.
What Livia did in a single live pilot
Chord Real Estate (Nashville, TN · ~$2M annual revenue · Follow Up Boss CRM) ran Livia on real inbound leads from April to June 2026. These figures were reviewed and approved by the customer.
Customer-approved pilot data · Chord Real Estate · Nashville, TN · Follow Up Boss CRM · April–June 2026 (pilot ongoing). Figures reviewed and approved by the customer for publication. Competitor comparisons reference publicly published case-study figures from the competitor’s own marketing materials.
How these numbers were measured (methodology)
Pipeline value: buyer budgets captured by Livia during qualification conversations ($3.6M confirmed from stated budgets; $3.5M estimated based on comparable properties in the same market). Engagement rate: share of addressable leads that replied to at least one Livia message, calculated over the full pilot window. Speed-to-lead: median time from lead creation in Follow Up Boss to first outbound message, logged automatically. Opt-out rate: share of contacted leads who replied STOP or equivalent. Competitor benchmarks (14% engagement, ~34% opt-out) are published figures from a named competitor’s public case study — available on request.
The guardrails, in plain English.
An AI that talks to consumers on your behalf carries your license and your reputation. These controls are defaults, not add-ons.
TCPA built in
Quiet-hours enforcement in the lead’s time zone, consent tracking, instant multi-channel STOP handling, and full message logging.
Fair Housing guardrails
Livia declines steering questions and redirects to objective sources. Property matching runs only on stated criteria: budget, beds, commute, school ratings.
Always identifies itself
Livia tells leads it’s the brokerage’s assistant. In pilots, honesty reduced friction — the opt-out rate was 6% vs. ~34% for a competing AI.
Humans stay in control
Any agent can take over any conversation at any moment, straight from the CRM. Livia steps back instantly and resumes only if asked.
See it working on your own leads — a 30-minute mirror demo, no setup required.