How Truclose Works

Where your leads come from

• Facebook & Instagram ads
• Your website
• Zillow & portals
• Open house sign-in
• Missed calls
• Home valuation page
• Referrals
• Your database

Everything lands in one inbox, on one timeline, no matter where it came from.

What happens next

1. The moment it lands

   The lead is captured and sorted

   Buyer or seller, which source, what they asked for. A deal card is created in the right pipeline before you have looked at your phone.

   • Buyer pipeline
   • Seller pipeline
   • Source tagged
   • You get an alert
2. Under 5 minutes

   They get a real reply, not an autoresponder

   A text and an email go out signed by you, asking the one question that actually moves things forward. Most agents take hours to respond. This takes minutes, including at 11pm on a Sunday.

   Text sent automatically Hi Sarah, it's Mike with Carolina Home Group. I just got your request about homes in Charlotte. Are you looking to buy in the next 30 days, or still early in your search? Your name, your market, your wording. Edit it any time.
3. 24 / 7

   Your AI assistant handles the conversation

   It answers questions, finds out their timeline, budget and whether they are pre-approved, then offers them a time on your calendar. When a question needs you, it stops and hands over.

   It never quotes a price, a commission or a rate, and it will not discuss anything that crosses fair housing rules.

   • Texts back in seconds
   • Asks the qualifying questions
   • Books the appointment
   • Hands off to you when it should
4. If they go quiet

   They move into a 12 month follow-up

   Market updates, new listings, seasonal check-ins. Quiet and useful, never pushy. This is where most agents lose a lead for good, usually somewhere around the third unanswered text.

   The second they reply, follow-up stops, you get an alert, and they rejoin below at the appointment step.

5. Appointment set

   It lands straight in your calendar

   Buyer consultation, listing appointment, showing or a quick call. Booked against your real availability, synced with Google or Outlook, so nothing double-books.

6. 24 hours · 2 hours · 15 minutes

   Reminders go out, and no-shows get chased

   Three reminders before the appointment, so fewer people forget. If someone does not turn up, they get a friendly message with a rebooking link within the hour, without you having to decide whether to chase them.

7. After you meet

   The follow-up writes itself

   A recap email goes out with the next step. If the deal stops moving, you get a reminder on your list rather than finding out three weeks later that it went cold.

8. Under contract

   Your client hears from you at every milestone

   Inspection, appraisal, financing deadline, one week out, closing day. They get the update, you get the task list, and nobody has to ask what is happening.

9. Days after closing

   The review gets asked for, at the right moment

   Three days after closing, while they are still delighted, the review request goes out with a direct link. If no review appears, one reminder follows. A week later comes the referral ask.

   Text sent automatically Sarah, so happy for you. Would you mind leaving a quick review? It takes about thirty seconds and it genuinely makes a difference for my business.
10. Then they stay in your sphere, permanently

    Quarterly market updates for their street. A birthday message. A home anniversary note with an updated valuation. Two referral asks a year. This is the part almost every agent means to do and almost nobody actually does.

    Past clients feed back into the top of this page as referrals

Who does what