For agents, advisors, attorneys & firms
Every lead answered before you're out of the meeting.
You're at a showing, in a client meeting or in court. Selectlogiq answers the calls and texts you can't take, qualifies the lead, books the consultation and keeps following up until they're ready. You'd rather be closing than chasing — so let the system do the chasing. Our team sets it up and runs it with you.
- Calls
- Texts
- Website forms
- Website chat
- Facebook DMs
- Instagram DMs
New lead
3 new
Qualified
2 active
Consult booked
4 this week
Client
—
Reviewed
—
Built for your business
Pick yours for the full playbook
Every professional, financial & real estate business wins and loses customers differently. Each page shows what changes for that business, the words the system is trained on, and how it works with the software you already run.
Real Estate Agents & Teams
Sign calls and portal leads answered while you're at a showing, and someday leads still yours when someday comes.
See the playbookMortgage Brokers & Loan Officers
Rate-shoppers get a fast answer, and pre-approved buyers come back to you when they write the offer.
See the playbookInsurance Agencies
Quote requests answered while your team is on other calls, and open quotes followed up until they bind.
See the playbookFinancial Advisors
Referred prospects reach a discovery meeting, not your voicemail, and annual reviews book themselves.
See the playbookAccountants & Bookkeepers
Tax-season calls answered, new clients booked for after the rush, and reviews asked for once the return is filed.
See the playbookLaw Firms & Attorneys
Potential clients reach your firm instead of the next result, and consultations actually show up.
See the playbookConsultants & Coaches
Good-fit prospects book discovery calls, proposals get followed up, and client wins show up in your reviews.
See the playbookA day with the system running
In a listing appointment
A Zillow lead texts. The system answers in seconds, asks your qualifying questions, and books a call for when you're back in the car.
Three months later
That lead wasn't ready in spring. The system has kept in touch the whole time — so when they are ready, you're the one they call.
After the closing
A thank-you and a review request go out while the keys are still new — and past clients hear from you again when it counts.
The system, mapped to professional, financial & real estate
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Calls, texts and web leads answered in seconds
Capture & Convert
- 2
Follow up
Qualify now, nurture until they're ready
Capture & Convert
- 3
Book & remind
Consultations on your calendar, with reminders
Capture & Convert
- 4
Review
Review request after a closing or engagement
Reputation Manager
Growth playbook
The Professional, Financial & Real Estate Playbook
5 plays that turn more inquiries into clients — all of them part of the two systems.
01 Speed wins the lead
+
Online leads often reach out to more than one agent or firm. The one who responds first — and actually helpfully — starts the relationship. The system answers every call, text and web inquiry within seconds, even when you can't.
Plays we set up
- Web, text and call leads answered in seconds
- Your qualifying questions asked every time
- Hot leads texted to you right away
02 Follow up until they're ready
+
Plenty of leads aren't ready today — they're ready in three months, or next year. The system keeps in touch on the schedule you set, in your voice, so you're the name they remember when the time comes.
Plays we set up
- Long-term follow-up for leads who aren't ready
- Stops when they reply — and hands them to you
- Every conversation in one timeline
- Month 1
- “Here's what homes near you sold for”
- Month 2
- “Still thinking about spring?”
- Month 3
- Replied — wants to talk
03 Consultations that actually happen
+
A booked consult that no-shows costs you an hour you could have billed. Reminders go out before every appointment, with an easy way to confirm or reschedule.
Plays we set up
- Books straight into Google Calendar, Outlook or Calendly
- Text and email reminders before every meeting
- Confirm or reschedule with a reply
04 Let happy clients speak for you
+
Referred clients look you up before they call. Reputation Manager asks every client after a closing or engagement and replies to reviews on your main profiles, so what they find backs up the referral.
Plays we set up
- Request after every closing or engagement
- Replies written in your voice
- Every client gets the same chance to review
★★★★★
“Answered my text on a Sunday night and walked me through every step.”
Client · sample
Reply drafted ✓05 Get found where locals look
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Many clients start with a search like "real estate agent near me", and the map results decide who gets the call. Your rating and how recent your reviews are play a big part in who shows up there, and who gets picked. That part runs on its own with Reputation Manager.
Plays we set up
- A review request after every finished job
- Replies written for you on your Google profile
- Fresh reviews coming in, which the map rewards
Sample Realty Group
★★★★★ sample
Open now · Service area: San Diego County
Fresh reviews ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For professional, financial & real estate, that means it’s at home with:
- listing appointment
- buyer consultation
- pre-approval
- showing
- open house
- CMA
- discovery call
- retainer
- consultation
- annual review
- referral
- closing
Keep the software you already use
Selectlogiq handles the front end: every call, text, form, chat and DM, plus follow-up, reminders and reviews. Your job, booking and accounting software stays where it is.
Follow Up Boss
Connects through ZapierReal estate CRM
BoldTrail (kvCORE)
Connects through ZapierReal estate brokerage platform
Clio
Connects through ZapierLegal practice management
Lawmatics
Connects through ZapierLegal intake and CRM
Wealthbox
Connects through ZapierCRM for financial advisors
Redtail CRM
Connects through ZapierCRM for financial advisors
Calendly
Connects directlyScheduling links
Bookings, cancellations and no-shows can start follow-ups.
QuickBooks Online
Connects directlyAccounting and invoicing
What these labels mean
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Start with as much AI as you trust.
Everything on this page comes with Capture & Convert and Reputation Manager, set up around how you work by an experienced, dedicated team and backed by live humans 24/7. Start small, and add more when you’re ready.
$297/mo + $499 setup — ask about founding-client pricing. · No contract · Cancel anytime
Questions from professional, financial & real estate businesses
Do I have to leave Follow Up Boss, Clio or my advisor CRM?+
No. Keep your CRM. Follow Up Boss, BoldTrail, Clio, Lawmatics, Wealthbox and Redtail all connect through Zapier, so new leads can be passed along. Selectlogiq handles the first response, the follow-up, the reminders and the reviews.
I barely have time for my current leads. How much work is this?+
Less than you're doing now. We set it up with you, the system does the first response and the follow-up, and you step in when a lead is ready to talk.
My industry has rules about texting and recordkeeping. Can I use this?+
Tell us your rules on the setup call and we'll build around them. You stay responsible for your industry's compliance, so check with your compliance lead before texting clients.
Can it qualify leads before they reach me?+
Yes. It asks the questions you'd ask — timeline, budget, pre-approval, type of matter — and only books or hands over the ones that fit.
Other industries we build this for
Home Services
Every call answered. Every estimate followed up.
Wellness, Beauty & Fitness
Every booking request answered. Every empty chair filled.
Moving, Towing & Logistics
Every quote request answered while the crew is on the road.
Retail & Ecommerce
Every question answered while you're with a customer.
Restaurants & Hospitality
Every call answered during the dinner rush.
Rentals
Every availability question answered in seconds.
Let’s make sure every lead gets an answer.
Ready? Pick a plan above and we'll get you live. Questions first? A call is totally optional: leave your details or book a time. No pitch, no pressure.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Only if you want one: grab a time on our calendar.
Pick a plan: Choose the product that fits.
Get onboarded:A short form, and we build it around your business.
Go live: We switch it on, in as little as 72 hours.
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