AgentEngine
Demo the live funnel

New agent onboarding

Welcome aboard. Let’s get you live.

Everything we need to set up your website, your instant-appraisal tool, your automated follow-up emails, and your Facebook and Instagram ads. Most answers are one line or a tick, about 20 minutes. Anything you’d rather not write, tick “AI-write it” and we’ll draft it for you to approve.

About you

The basics — about 3 minutes.

Your story & words

Write it yourself, or tick “AI-write it” and we’ll draft it for you to approve.

Photos & branding

Don’t stress about perfect — we can touch things up.

Your headshot (portrait/square, face clear, ~1000px+)
Agency logo (PNG with see-through background ideal)
A few “in action” or sold photos (optional, great for ads)

Your website

We build you a branded site that runs your appraisal tool and collects your leads.

The web address you'd like
Main button for visitors
Style you're drawn to
Sections you want on your site

Your appraisal tool & leads

How wide should the tool pull recent-sales data?
Property types you focus on
Property value range you most want to attract (helps target ads + tune the tool)
How fast can you usually follow up a new lead?

Automated emails & your pipeline

We keep your leads warm automatically — only to people who’ve agreed to hear from you.

New-lead follow-up sequence (welcome, recent sales nearby, gentle check-in)
Tone of those emails
Regular market-update email (“what’s happening in your area”)
Existing contacts to load in (only opted-in get emailed)
Your pipeline (how a lead moves from new to listed)
Instant alert on every new lead

Facebook & Instagram ads (Meta)

We run the ads — we just need access and a few choices. We’ll send a 2-minute “how to grant access” guide.

Instagram linked to it?
Can you add us as a partner/admin to run ads?
Ad account
Monthly ad budget (your spend, separate from the licence fee)
Card for ad spend
Ad images/video

Anything else

Anything we didn’t ask about — type whatever you like.