Getting started
From zero to qualified leads in 5 steps
Follow this guide to set up your RealtyOS workspace and start converting leads automatically.
01
Create your account
Register as a solo agent if you're independent, or as a brokerage admin if you're setting up a team.
- Pick a strong password
- Brokerage admins enter their organization name
- Your account activates instantly
02
Set up your lead pipeline
Configure intake so leads flow directly into your dashboard.
- Copy your unique inquiry link for social posts
- Embed Sloane on your website for 24/7 qualification
- Connect CRM integrations in Settings
03
Let Sloane qualify leads
Sloane extracts budget, timeline, location, and property preferences through natural conversation.
- Leads scored Hot / Warm / Cold automatically
- Auto-tagged with property preferences
- Instant notification when a lead is ready
04
Work your dashboard
The CRM dashboard is your command center — view leads, send messages, book tours, track performance.
- Filter by status, score, or date
- Send direct messages to clients
- View analytics on conversion rates
05
Grow your team
If you're running a brokerage, invite agents from Settings → Team.
- Generate a secure invite link per agent
- Agents are auto-assigned to your organization
- Route leads to specific agents from the dashboard
Create your free account
No credit card required. Start qualifying leads in minutes.