Real Broker Unveils Game-Changing Updates at Annual RISE Conference: Discover New Tools like Leo CoPilot, Real Wallet, and More

Announcements from the RISE Conference: Real Broker's Latest Innovations

The recent RISE conference in Las Vegas marked a significant step forward for Real Broker, unveiling a suite of new tools and services that are set to elevate agent productivity, enhance client services, and strengthen community collaboration. Here’s a comprehensive look at the announcements and upcoming features designed to transform the Real Broker experience.

Big News: Leo Just Leveled Up

Real Broker’s Leo has evolved into a powerful AI-driven assistant known as Leo CoPilot. Now acting as a real estate agent’s dedicated virtual partner, Leo CoPilot provides an all-encompassing command center to manage tasks automatically, enhancing agents' productivity and ensuring nothing slips through the cracks.

Leo CoPilot - Your Personal Assistant

Automated Social Posts
With Leo CoPilot, agents benefit from automatic social media content creation. It generates a welcome “I’ve Joined Real” post for new agents, provides tailored marketing posts for new listings within seconds of their MLS entry, and creates “Just Sold” announcements automatically. This functionality enables agents to maintain a professional online presence effortlessly.

Document Error Identification
Leo CoPilot proactively scans essential documents—such as purchase agreements and contracts—for potential errors. By identifying issues before submission, it ensures document accuracy and compliance, allowing agents to focus on closing deals with confidence.

Broker Call Summaries
Calls with brokers are now recorded and summarized by Leo directly within reZEN, capturing critical details and follow-up actions. With these automated summaries, agents can stay fully engaged in conversations without worrying about missing important information.

Instant Social Shareables
Leo enables agents to create all social shareables in one central location. From branded listing posts to custom marketing content, Leo provides ready-to-use visuals and captions tailored for each listing. Agents can now produce polished, professional content on demand.

Tailored Training Access: Leo CoPilot integrates with Real Academy to provide agents instant access to the entire catalog of training sessions, recorded presentations, and tactical insights. This on-demand training offers agents the right insights precisely when they need them.

Explain My Payout: Once a transaction is complete, Leo CoPilot instantly generates a detailed commission breakdown, so agents have a clear view of their payout even before funds are dispersed.

Leo CoPilot is here to take on the administrative load, acting as a proactive assistant that not only provides instant tools but takes care of essential daily tasks. This feature lets agents focus more on client relationships and growth, while Leo handles the details seamlessly in the background.

Unveiling Leo CoPilot: Revolutionizing Real Estate AI

Real Broker has introduced Leo CoPilot, an advanced, proactive enhancement of its AI-powered assistant, designed to serve as an intuitive command center for agents. Building on AI capabilities similar to those of ChatGPT, Leo CoPilot leverages natural language processing and advanced machine learning, allowing agents to handle complex inquiries, manage documents, and access insights with ease. Now the primary interface for managing reZEN—Real’s proprietary software platform—Leo CoPilot enables agents to streamline their daily operations, elevate their business efficiency, and improve client engagement.

This launch also includes the announcement of Leo for Clients, scheduled for release in 2025, which redefines client-agent interactions. By allowing direct client communication with Leo via standard SMS and iMessage, Leo for Clients will manage routine inquiries with instant, automated responses. This feature not only enhances client service but allows agents to allocate more time to high-value tasks like relationship-building and strategic planning.

The Power of AI-Driven Support

Real Broker, a pioneer in AI-assisted real estate tools, built Leo on cutting-edge machine learning technology, enabling it to offer agents tailored, context-aware responses beyond simple automation. Since its initial launch in 2023, Leo has handled over 180,000 unique inquiries, reducing reliance on traditional support and empowering agents to handle complex transactions with ease. Fully integrated with reZEN, Leo continuously learns from interactions to predict and meet agents' needs more effectively.

Leo for Clients - The Future of Client Engagement

Building on the advancements of Leo CoPilot, Leo for Clients is set to launch in 2025, offering 24/7 access to property information and services via a dedicated text line for each agent. This new feature brings clients the convenience of instant information access and the ability to perform various tasks independently. Key capabilities include:

• Personalized Property Recommendations: Clients receive property recommendations tailored to their search criteria, enhancing their experience and keeping them engaged.

• Open House and Tour Scheduling: Clients can access open house information and schedule tours directly through Leo, facilitating faster and easier planning.

• Mortgage Application Initiation: Leo for Clients allows clients to begin the mortgage application process via text, streamlining initial steps in financing.

Leo for Clients represents a leap forward in client service, transforming routine communication into a seamless, automated experience. By handling initial inquiries and transactional details, Leo enables agents to prioritize relationship-building and closing deals, fostering a more client-centered and efficient real estate experience.

Real Wallet: Financial Freedom at Your Fingertips

Real Broker introduces Real Wallet, a groundbreaking fintech solution enabling agents to access their earnings faster by eliminating delays typically caused by legacy brokerage and banking systems. Designed to put agents in control of their financial future, Real Wallet provides real-time insights into their professional net worth, allowing for more strategic, informed business decisions.

Key Features of Real Wallet

Accelerated Earnings Access

Real Wallet allows agents to access their commission at or even before closing, eliminating traditional banking delays and providing immediate liquidity to support their business needs.

Credit Line Option

For Canadian agents, Real Wallet offers a credit line with a competitive 10% APR, based on transaction history instead of traditional credit checks. This empowers agents to reinvest confidently in their business with simplified underwriting tailored to real estate professionals.

Business Checking Account
Available to U.S. agents through Thread Bank (Member FDIC), Real Wallet offers a business checking account with a Real-branded debit card, providing a dedicated account for managing real estate income and expenses seamlessly.

Customizable Commission Allocation
Real Wallet enables agents to automatically allocate commission payouts across multiple accounts with customizable percentages, allowing for easy budgeting and long-term financial planning (e.g., 10% to one account, 20% to another, etc.).

Rewards and Revenue Sharing Potential

Real Wallet users will soon be eligible to earn promotional rewards points, redeemable toward reduced brokerage and transaction fees. Once agents unlock a specific amount of rewards, they also gain access to exclusive revenue-sharing opportunities, creating an additional income stream tied directly to their achievements. Future integrations with Apple Pay and Google Pay will enhance the wallet’s everyday usability, ensuring a seamless experience for agents on the go.

Simplified Underwriting for Future Products
Real Wallet’s proprietary underwriting process is based on transaction history rather than traditional bank criteria, allowing quicker and easier access to funds. This underwriting approach will enable Real Wallet to expand into lending products, including mortgages, to support agents’ broader financial needs.

Future Integration for Investment and Tax Planning
Looking ahead, Real Wallet will integrate with investment and tax planning tools, providing agents with a comprehensive suite for long-term financial growth and strategic planning.

With Real Wallet, agents gain financial autonomy, flexibility, and the tools needed to manage and grow their business effectively. As one of the few selected to beta test Real Wallet, I’ll soon be sharing insights detailing the setup process and exploring its powerful features in depth. Stay tuned for this exclusive look into a tool designed to revolutionize the way agents manage their financial futures.

Workvivo: The New, Smarter Virtual Community

Workvivo has been introduced as Real Broker's new collaboration platform, replacing the previous Workplace platform. Designed to foster better organization and connectivity among agents, Workvivo promises an enriched virtual community experience, along with a new referral portal where agents can apply for referral opportunities.

Features of Workvivo

Enhanced Organization and Search Capabilities
Agents can quickly locate information without the hassle of scrolling, allowing them to efficiently connect, collaborate, and communicate within the Real community.

Seamless Migration
All existing conversations and resources from Workplace will be migrated automatically, so agents won’t lose any essential information during the transition. No manual action is required, making the switch to Workvivo seamless.

New Referral Portal
Workvivo includes a new referral portal, enabling agents to apply for referral opportunities within the Real Broker network, enhancing business growth and collaboration potential.

Workvivo’s design focuses on creating a smarter, more connected, and streamlined platform to support agent collaboration, with features that enhance usability and strengthen community ties within Real Broker.

Key Takeaways and Highlights from the 2024 Real Broker Annual RISE Conference

The recent launches and upcoming releases showcased at RISE underscore Real Broker’s commitment to innovation and agent support. From enhanced productivity tools with Leo CoPilot and client-centered innovations with Leo for Clients, to the financial flexibility of Real Wallet and the collaborative strength of Workvivo, Real Broker is setting a new standard for agent success. These advancements empower agents, improve client relationships, and provide the necessary resources to excel in an increasingly competitive market.

If you’re interested in learning more about these industry-changing updates or want to explore how Real Broker could be the perfect fit for your business, I’d be happy to connect. Schedule a time with me below to discuss these exciting innovations and how they can benefit you.