Help center
Guides, FAQs, and how-tos.
Everything you need to get RealtorBoss running — from importing your first contacts to managing coaching enrollment to sending video email.
How-to guides
Step-by-step walkthroughs.
Getting started
Set up LeadSmart in your first week — pick a follow-up policy, import data, configure phone numbers.
3 min
Set up AI follow-up for new leads
Configure LeadSmart AI to reply to every new lead within 60 seconds — pick a review policy, edit a template, and you're live.
4 min
Import contacts from another CRM
Bring your existing contacts and pipeline into LeadSmart via CSV — duplicate-aware, one-click rollback if anything looks wrong.
3 min
Set up missed-call text-back
Auto-text inbound callers when you can't pick up. Forward calls to your mobile and never lose a hot lead to voicemail again.
3 min
Provision a LeadSmart phone number
Get a local LeadSmart number for inbound calls, missed-call text-back, and outbound texting — provisioned in your area code in under five minutes.
3 min
Invite a team member or assistant
Add a teammate, ISA, transaction coordinator, or admin to your LeadSmart workspace. Each seat gets role-scoped access.
Lead capture & generation
Pull new leads into the CRM — IDX site forms, open houses, lead queue triage, AI-generated content.
3 min
Work the Lead Queue
Triage new inbound leads in under 30 seconds each — claim, qualify, and route to the right follow-up sequence.
4 min
Run an open house with auto-capture
Use the open-house signup page to capture every visitor's contact info on their phone — no clipboard, no lost leads.
3 min
Run the post–open house follow-up sequence
Convert open-house visitors into appointments with a 5-touch AI sequence — same-day text, next-day video email, listing alerts.
3 min
Generate listing social posts with AI
Auto-draft Instagram + Facebook posts for any listing — captions, hashtags, and image overlays — from one screen.
3 min
Capture home-value leads from your IDX site
Embed the LeadSmart home-value widget on any page to capture seller leads with an AI-generated CMA preview.
Conversations & messaging
Run inbox, drafts, templates, missed-call recovery, and video email day-to-day.
2 min
Record and send video email
Send a personalized 60-second video to any lead or client without leaving LeadSmart. Track plays + completion rate inside the contact.
4 min
Run your day from the Conversations inbox
Triage SMS, email, voicemails, and AI drafts from one inbox. Filters, bulk actions, and keyboard shortcuts for fast clearing.
3 min
Build SMS & email templates that don't sound like spam
Create reusable templates with merge tags, test them, and let the AI personalize them per contact at send time.
2 min
Approve or edit AI drafts before they send
If you run AI follow-up on Require approval, every drafted reply lands here. Triage in batches; approve, edit, or discard with one click.
AI & voice features
AI follow-up, voice AI for inbound calls, deal coach suggestions, and the AI drafting style controls.
4 min
Configure voice AI to answer inbound calls
Let the voice AI pick up when you can't — it qualifies the caller, books a callback, and writes the CRM note for you.
2 min
Tune the AI's writing voice and tone
Set how the AI drafts messages — professional, friendly, or direct — and what topics it should always escalate to you.
3 min
Use the AI Deal Coach for next-step suggestions
The Deal Coach reviews every active deal nightly and surfaces the one next action that's most likely to move it forward.
Deal workflows
Buyer offers, seller listings, the transaction coordinator, and the Buyer Broker Agreement (BBA) workflow.
3 min
Use the Buyer Broker Agreement (BBA) workflow
Capture a signed BBA before tours so every showing is compensated. Track status from request to signature inside the deal record.
3 min
Schedule showings and capture feedback
Schedule tours, send confirmations, and capture per-property feedback from buyers in one workflow.
4 min
Manage buyer offers from draft to acceptance
Draft offers, send for e-signature, track counter-offers, and move accepted offers into the transaction workflow.
4 min
Add a listing and run it through to close
Track active and pending listings — pricing, marketing plan, showings, offers received, and time-to-close in one record.
4 min
Use the Transaction Coordinator kanban
Track every pending deal across the inspection / appraisal / closing pipeline. Date-based reminders prevent dropped balls.
Marketing & content
Marketing plans, seller presentations, postcards, and the AI Comparison Report.
4 min
Run a 30-day marketing plan for a new listing
Auto-schedule the full marketing rollout for a listing — photos, social, video, email blast, just-listed postcards.
3 min
Send postcard mailers (just-listed, just-sold, neighborhood)
Drag-and-drop postcard designer with prebuilt just-listed / just-sold / market-update templates. Mailed by USPS via integrated print.
5 min
Build a seller presentation in 10 minutes
Pull comps, generate a CMA, build a branded pitch deck, and run the listing appointment from your phone or tablet.
Insights & analysis
Performance dashboards, sphere monetization, lead-source ROI, and growth opportunities.
3 min
Read your performance dashboard
Track lead-to-close conversion, average response time, and revenue projections from one screen — updated nightly.
3 min
Calculate ROI per lead source
See which lead sources are paying for themselves — and which are draining your ad budget without producing closings.
3 min
Find your highest-leverage past clients
The Sphere Monetization score ranks past clients and sphere contacts by combined buyer + seller potential — so you know who to call this week.
3 min
Mine the Growth & Opportunities feed
Daily AI-surfaced opportunities — expired listings to call, hot leads going stale, market signals in your farms.
Property tools & calculators
CMA builder, investment analyzers, mortgage / cap-rate / cash-flow calculators, and the report generator.
4 min
Build a Smart CMA in under 5 minutes
Pull MLS comps, weight them automatically, and produce a branded CMA PDF — ready to email or present.
3 min
Analyze a rental with the Property Investment Analyzer
Run cap rate, cash-on-cash, NOI, and 5-year IRR on any rental in under 3 minutes. Saved scenarios stay on the deal.
3 min
Run the AI Real Estate Deal Analyzer
Paste any property URL or address — get a one-page AI-written deal memo covering condition, risks, and target price.
2 min
Use the Zillow / Redfin Link Analyzer
Drop a Zillow or Redfin URL — get an AI-written summary of the listing's strengths, red flags, and price defensibility.
2 min
Send a buyer a custom mortgage calculator
Pre-fill the Mortgage Calculator for a specific property and send the buyer a branded link they can play with.
2 min
Use the Cap Rate & ROI Calculator
Calculate cap rate, NOI, and ROI on any rental in under a minute. Pair with the Investment Analyzer for the full picture.
3 min
Generate a branded property report PDF
Drop an address — get a 6-page branded PDF covering market context, comps, valuation, and neighborhood data.
Sales model & playbooks
Configure your sales model, build playbooks, and connect tasks to lifecycle stages.
3 min
Configure your sales model
Tell LeadSmart how you run your business — lifecycle stages, target conversion rates, average commission — so it can coach you in your context.
3 min
Use playbooks for repeatable workflows
Save your best sequences — buyer onboarding, FSBO outreach, expired follow-up — as repeatable playbooks anyone on the team can run.
Coaching
Enroll in Producer / Top Producer Track, opt out, and read the weekly playbooks.
Account & settings
Profile, billing, integrations, team seats, compliance settings, and data exports.
2 min
Manage billing and change plans
Upgrade, downgrade, change payment method, and download invoices for accounting from one screen.
2 min
Update your profile and branding
Update your photo, headshot, contact info, signature, brokerage logo, and the default branding applied to every outbound message.
3 min
Connect your email, calendar, and lead sources
Connect Google/Microsoft for email + calendar sync, plus lead-source integrations for Zillow, Facebook, and your IDX site.
2 min
Export your data
Download a full CSV of contacts, deals, and conversation history at any time. No lock-in, no support ticket required.
Frequently asked questions
See all →Still stuck?
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