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Relationship intelligence for real estate

Bring every relationship
back into rhythm.

Cadence turns Follow Up Boss into a clear daily relationship plan—so agents know who to call, why today matters, and what to say before the conversation starts.

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Built on Follow Up BossDesigned with a working brokerageHuman-reviewed AI
CCadence•••
▦☏♙▤
MONDAY · VIP

Today’s relationships

3 of 8
JM

Jordan MitchellReferred 2 clients · 41 days since call

Call
AR

Avery RobinsonHome anniversary this week

Prep
SK

Sam KellerPast client · New engagement signal

Prep
✦

Why Jordan, why todayStrong referral history and a recent engagement signal make this a timely personal check-in.

8

Calls that matterNot an endless task list

✓

Context readyBefore the phone rings

Most CRMs remember names.

Cadence remembers the relationship.

It turns scattered signals into the next thoughtful action—without asking agents to become full-time database managers.
01

Know who needs you today

Cadence reads the signals already in your business—history, engagement, milestones, referrals, and time since contact—then shapes a focused daily call list.

02

Walk into every call prepared

See the relationship, transaction context, open follow-ups, and a concise AI-assisted briefing before you reach out.

03

Leave the record better than you found it

Capture the human summary, review an AI-assisted draft, set the next step, and send approved updates back to Follow Up Boss.

A simple operating rhythm

Your database has thousands of contacts.
Your day needs a short list.

Cadence organizes relationship work into a repeatable weekly pattern. Every list is prioritized, explainable, and ready for action.

  1. MON

    VIP relationships

    Protect the people who drive repeat and referral business.

    Today
  2. TUE

    Active clients

    Keep every live opportunity moving with context close at hand.

    02
  3. WED

    Past clients

    Reconnect before a relationship becomes a forgotten record.

    03
  4. THU

    Leads

    Focus on the conversations most likely to need attention now.

    04
  5. FRI

    Referral partners

    Strengthen the network behind the next introduction.

    05
JM

Jordan MitchellVIP · Past client · Referral partner

Relationship health · Strong
RELATIONSHIP CONTEXT

3 closed transactions

Last conversation 41 days ago

2 referrals since 2022

Home anniversary · Sep 12

✦ CALL PREP

A warm reason to reach out

Ask how the family is settling into the new school year. Thank Jordan again for the Parkers introduction.

Keep it personal. No active sales signal.
NEXT ACTION

Consent guidance ready

The call cockpit

Less searching.
More listening.

Cadence gathers the details that make a conversation feel personal, not programmed. Agents spend less time reconstructing history and more time being present.

  • Relationship and transaction history in one view
  • AI-assisted talking points with clear source context
  • Phone handoff by tap or short-lived QR code
  • Outcome, follow-up, and next cadence captured together

Human by design

AI can prepare the draft.
People keep the judgment.

01

The human summary is the record

AI can assist after a call, but an agent reviews what is saved. Important relationship context is never quietly rewritten by a model.

02

Sensitive actions stay deliberate

Contact merges, Do Not Call changes, consent guidance, and AI-derived updates remain visible and reviewable.

03

Your CRM remains the source of truth

Follow Up Boss keeps the contact record. Cadence adds prioritization, relationship intelligence, and the daily rhythm around it.

Private early access

Relationships built your business.
Let Cadence protect them.

Cadence is being shaped with real brokerage workflows now. Request a walkthrough and help define the relationship CRM agents will actually use.

Request a Cadence walkthrough ↗