Meet Max — AI Follow-Up for Realtors
THE FIRST AGENT
TO RESPOND WINS.
New leads shouldn't disappear just because the first conversation ended.
Max automatically follows up with prospects who haven’t booked, while intelligently stopping when an appointment has already been scheduled.
Response Within Min
Day or Night
30-day follow-up
SMS + Email
Auto-books showings
Into your calendar
─ .The Problem
Most leads don't say “No.”
They simply go quiet
A Realtor may have a great website, An AI assistant, A qualified lead, A good conversation
…and still lose the opportunity because nobody followed up.
Then introduce Max:
Max picks up where the conversation ends.
You follow up too late
The average realtor takes 47 hours to respond to an online lead. By that time, the lead has contacted 4 other agents — and already booked a showing with whoever responded first. Speed is the only metric that matters in the first 5 minutes.
You give up too early
Studies show it takes an average of 8 touchpoints to convert a lead into a client. Most agents give up after 1 or 2. The leads you wrote off 3 weeks ago are still buying — just from a competitor who kept showing up in their inbox.
Manual follow-up doesn't scale
You can personally follow up with 5–10 leads before it takes over your day. Think, when you have 40 new leads then system demands automated follow-up. Here Max role activated.
How Max Works · The Full System
From New Lead to
Booked Appointment
Fully Automated
Here’s exactly what happens the moment a new lead enters your funnel from any source.
24 Hours Follow Up
When a new lead enters the system:
Contact Created
→ Wait 24 hours
→ Check appointment status
→ If not booked → send a friendly check-in
→ If booked → do nothing
Missed Hot Lead Recovery (2-4 Hours)
When Riley identifies:
riley score = hot
Max:
→ Waits a randomized 2–4 hours
→ Checks appointment status
→ If not booked → sends a more direct follow-up
→ If booked → does nothing
How It Works
Two Channels.
One Seamless System.
💬 SMS — Instant Response
The highest-response channel. Texts are read within 3 minutes on average. Every new lead gets a personalised SMS within 30 seconds, and replies are handled by AI in real time — qualifying and booking without any manual input.
- Personalised with lead name + property interest
- AI handles all incoming replies automatically
- Sends booking link when lead is qualified
- Switches to human mode on your command
✉️ Email — Nurture & Content
Branded, AI-written emails keep you top of mind across 30 days and beyond. Includes personalised listing recommendations, market updates, and soft calls to action — all written in your voice, sent on your behalf.
- Fully branded with your logo and colors
- AI-generated content matches your voice
- Includes auto-curated listing matches
- Open and click tracking in your dashboard
Tested in the Real World
Built. Tested. Working.
We tested Max with real contacts and verified the complete workflow.
Emails reached the inbox
Day or Night
Correct sender identity
Day or Night
Personalization worked
Day or Night
New contacts triggered correctly
Day or Night
Hot leads triggered correctly
Day or Night
Booked leads were correctly excluded
Day or Night
Follow-up stopped when an appointment existed
Day or Night
Features
Included in Addon
AI-personalised messages
Every SMS and email references the lead's name, the property they viewed, and their target area. Not a generic blast — a conversation that feels personal.
Smart stop triggers
The sequence stops automatically when a lead replies, books an appointment, says "not interested," or unsubscribes. No spam. No annoying a warm lead into going cold.
CRM sync & lead scoring
Every lead is created and updated in your CRM automatically. Qualified leads are scored and flagged as "Hot" so you know exactly who to call first each morning.
Weekly performance report
Every Monday you receive a report: leads processed, reply rate, conversion to appointment, and which source is generating your best leads. Full visibility, no guesswork.
Continuous optimisation
We review your reply rates and booking rates every month. If a message isn't converting, we rewrite it. Your system gets smarter the longer you use it.k.
Technology
Built on Proven
Workflow Automation
Investment
Follow Up Add-On
Require Riley or Ava Subscription
Max Follow-Up
— Colleagues of Max
Max Isn't Alone
Max is working to automate the meaningful workflow on the basis of lead information received from Riley and Ava.
Other colleagues of Max, is also working 24/7 to provide incredible services to make a realtor life hazzle-free.
Riley
24/7 AI chat assistant ready to deal new visitors on website and send their contact to CRM
Ava
24/7 Inbound Voice Assistance ready to talk with website visitors and qualify their contact to CRM.
Sage
Perfectly handle CRM automation
Nova
Writing professional AI listings of your listing address along with SEO headlines, MLS descriptions, Toned defined Facebook, & Instagram Caption and Open House Invitation content.
Echo
Relaxing realtors to connect with with Social media with auto generated posts, and stories for Instagram, Facebook and Linkedin.
— Common Questions
Everything You Need To Know
Max can trigger a follow-up workflow when a new contact enters your CRM. The current Starter workflow waits 24 hours, checks whether the lead has already booked, and sends a check-in if no appointment exists.
No. Max checks the appointment status before sending the follow-up. If the prospect has already booked, the workflow skips the follow-up.
This is one of the most important features of Max.
Yes. Max can identify leads marked as Hot through Riley's lead-scoring information and trigger a separate recovery workflow with a more direct follow-up message.
The current hot-lead recovery workflow waits a randomized 2–4 hours before checking the appointment status and sending the follow-up if appropriate. This avoids making every follow-up feel like a rigid automated timer.
Max Starter currently uses email follow-up. SMS and additional follow-up touches are part of the planned expansion of the Pro tier.
Yes. Max is built using GoHighLevel (GHL) workflows and CRM data. Lead information, tags, scoring fields, appointment status, and workflow actions are connected through GHL.
Max currently uses defined CRM and workflow logic to determine when follow-up should happen. This makes the system predictable and reliable rather than allowing an AI model to make uncontrolled decisions.
Additional AI-driven personalization can be added as the system evolves.
The current Max workflows have been tested with real contacts. Testing has verified email delivery, sender identity, personalization, trigger conditions, and—most importantly—the ability to skip contacts who have already booked.
The setup time depends on the package and the existing Riley/AVA configuration. Because Max builds on your existing Dillenium CRM infrastructure, implementation is typically faster when Riley or AVA is already configured.
Yes. Max's follow-up messages can be customized around the Realtor's business, market, communication style, and lead-follow-up strategy.
The current Starter implementation provides the two tested follow-up workflows. Additional multi-touch sequences are part of the planned expansion of Max.
No. Max handles follow-up; the Realtor handles the relationship.
The purpose is to make sure promising opportunities don't disappear simply because the Realtor is busy or didn't have an opportunity to follow up immediately.
No. Max is designed to improve follow-up consistency and help keep qualified opportunities engaged. No AI system can guarantee appointments, clients, or transactions.
“Unlimited” refers to the Max package tier and follow-up experience, not an unlimited guarantee of messaging or system resources. Usage remains subject to reasonable business use and the terms of the applicable Dillenium plan.