Common questions.

Proplo is an AI-native real estate platform that combines pipeline management, an AI voice agent, an AI copilot, a marketing studio, and a deal document center in one system. Agents, teams, and brokerages run every lead, deal, and marketing task inside Proplo instead of stitching five tools together.

A real estate CRM stores contacts and waits for you to act. Proplo acts first. Proplo calls a new lead within minutes, rates every contact by readiness, drafts the follow-up, builds the listing graphics, and tells you what needs attention today. You start from finished work instead of a blank page.

Yes. Proplo includes full contact and pipeline management, so Proplo replaces a standalone real estate CRM rather than sitting on top of one.

Follow Up Boss, kvCORE, and Lofty are built around a database you work in. Proplo is built around AI that works the pipeline for you. Proplo places the call to a new lead, reads back what it learned, drafts the next message, and produces the listing graphics. Those tools give you somewhere to record activity. Proplo generates the activity, so you start from finished work.

Proplo is built for solo agents, teams, and brokerages. Solo agents get pipeline, copilot, calling, and marketing in one plan, without paying for team management features. Teams add roster controls, a whole-team pipeline view, and round-robin lead routing. Brokerages add an admin console and template governance across every agent.

Yes. The Deal Document Center gives you a stage checklist for every transaction, has your deal details ready for every form, gives you a copyable data sheet for your state association's forms, lets you edit PDFs right in the browser, and sends the full packet to the right people without leaving the deal.

Partly. Proplo includes a Deal Document Center with a stage-by-stage checklist of required forms, deal facts entered once and ready for every form in the file, a data sheet for association forms, an in-browser PDF editor, and packet sending with delivery tracking. Proplo does not replace your MLS or your brokerage's compliance system of record.

An AI voice agent is software that places and answers phone calls for a real estate agent, holds a live conversation with the lead, and reports back what it learned. In Proplo, the AI voice agent calls a new lead within minutes, qualifies them on budget and timeline, and hands the agent a written summary.

On the Pro and Premium plans, yes. Proplo places the outbound call to a new lead, talks with them live, and hands you a summary covering budget, timeline, and objections. The Core plan has no AI calling: you place the call yourself, and Proplo records and transcribes it automatically.

Yes. Every AI call opens with the assistant saying it is an AI assistant calling on your behalf. You cannot edit or remove that line, so every lead knows who they are talking to.

Answering inbound calls with AI is a Premium feature. When a client calls your Proplo number and you cannot pick up, Proplo answers live. Premium also includes three times the Pro AI voice minutes. Core has no AI calling and records and transcribes the calls you place; Pro adds AI outbound calling.

On Pro and Premium, once speed-to-lead calling is on, Proplo calls a new lead within minutes, so the lead hears from you while their interest is fresh. Calls go out between 8 a.m. and 9 p.m. in the lead's time zone, and only to leads who agreed to be contacted. A lead who submits a form at 7 p.m. gets a call that evening. One who submits at 11 p.m. hears from you the next morning.

Every call is transcribed and summarized, on every plan, with the signals that matter pulled out: budget, timeline, and objections. The summary lands on the contact record. Calls you place through Proplo are also recorded, and the recording plays back in the browser.

The Core plan includes 300 minutes a month. Pro includes unlimited call intelligence, Premium adds three times the Pro AI voice minutes, and team plans pool 200 to 400 AI voice minutes per seat depending on the tier.

Yes. When a lead replies STOP, they go on your do-not-contact list and Proplo's automations stop texting and calling them. Automated texts and AI calls check that list before every send and do not go out if the check cannot run. Every automated email carries an unsubscribe link. Proplo does not check the national Do Not Call Registry.

The AI copilot answers questions about your pipeline in plain English and drafts the next step. Ask which buyers have gone quiet, what is outstanding on a contract, or for a follow-up email on a specific file. The copilot answers from your real data and hands you the action in one tap. It also carries out tasks once you confirm them: log a call, move a lead's stage, schedule an appointment, add a lead, write listing caption text, or open a page in the app.

Some, yes. Each automation is set to approve-first or automatic. Out of the box, the intro email to a new lead, follow-up and re-engagement emails, and post-close thank-you and nurture emails send automatically from your connected Gmail or Outlook. Vendor emails always wait for your approval. Lender emails, closing-stage emails, and AI-drafted text replies wait for it by default. When a listing reaches a milestone such as Just Listed or Just Sold, Proplo builds the post and caption, and it always waits for your approval.

Proplo runs follow-up for new leads, active deals, and past clients from day one. Each sequence stops the moment the person replies, so nobody gets a message after they have already answered you.

Proplo drafts the vendor intros. When the deal changes stage, the title and inspector emails are ready for your approval, instead of waiting on you to write them. After closing, Proplo sends the review request and starts the past-client nurture sequence that keeps you in front of them.

On Pro and Premium, yes. You upload your own material to the AI copilot knowledge base, and the copilot draws on it when it answers questions and drafts messages, so the language sounds like yours rather than generic.

Proplo Core for a solo agent is $249 a month. Pro and Premium for solo agents, and every team plan, are quoted on a call because they scale with voice volume and seat count. Brokerage pricing starts at $1,500 a month for offices of 14 or more agents.

Core includes pipeline management with health grades, the AI copilot, calling that connects you live to the lead, with recording and transcription at 300 minutes a month, the Deal Document Center with an in-browser PDF editor, a unified inbox for email, SMS, and calls, social post and caption creation with starter templates, and automatic intro emails and stale-lead follow-ups.

Those plans scale with voice volume, seat count, and how much of the automation an operation turns on. Quoting on a call gets you a number matched to real usage instead of a tier you outgrow in a quarter or overpay for all year.

Solo and team plans do not require an annual contract. Bring your situation to the demo call and we will lay out the terms plainly.

Most agents are working in Proplo the same day. Connect your calendar and email, add your leads, and switch on a first automation sequence. We walk through the setup with you on the demo call.

No. Start taking new leads in Proplo immediately. When you are ready to bring your existing contacts over, upload them as a CSV, up to 5,000 contacts per file.

The demo runs 20 minutes. You see the platform live against your own pipeline and your own use case, not a recorded walkthrough. You leave knowing what Proplo does and whether it fits how you work.

Proplo includes an in-app Help Center with self-serve guides and an AI chat assistant that answers from them. Premium adds a priority support SLA.

Yes, in every market Proplo serves. Active and sold listings come in with photos, credited to the listing brokerage, and you can put them in your marketing and send them to buyers. See which markets we are in.

Yes. Proplo connects Gmail and Outlook and shows real synced mail in the unified inbox alongside SMS and call history, so one client thread reads in one place instead of three.

Yes, by CSV. Export your contacts from your current system and upload the file, up to 5,000 contacts per file. Proplo maps names, emails, phone numbers, lead source, property interest, and budget, and skips duplicates. Direct connections to Follow Up Boss, kvCORE, Lofty, and other systems are not built, so notes and tags do not come over.

Yes. Publish and schedule posts to Instagram and Facebook from the Marketing Studio, answer comments and DMs from one inbox, and see how each post performs. On Instagram, a keyword comment gets the listing sent by DM.

Realtor.com, yes. Proplo connects to Realtor.com lead delivery, and each lead lands in your pipeline within seconds, tagged Realtor.com. Zillow has no direct integration. Calls from Zillow's live-transfer line become a Zillow-tagged lead, and Proplo can recognize Zillow lead emails in your connected inbox when that option is turned on for your brokerage. Facebook Lead Ads are not supported.

Not today. Proplo authenticates through email and Google sign-in. Enterprise SSO through SAML or Okta is not built, so a brokerage that requires it should raise that on the demo call before committing.

Proplo does not sell your personal information. Each account's leads are walled off from every other account, and Proplo has no 'log in as you' feature. Sensitive deal-document fields such as SSNs and bank account numbers are encrypted by Proplo before they are stored. Providers that run calling, email, and AI features, such as Twilio and Google, process data under their own terms.

You own your data. Email hello@proplo.io or ask on the demo call, and we will walk through exactly what you can take with you.

Proplo is built on security best practices and does not hold a SOC 2 or HIPAA certification today. If your brokerage carries a specific compliance requirement, bring it to the demo call and we will walk through what Proplo can document.

You can delete a lead or account in Proplo. For a removal request that reaches beyond a single record, email hello@proplo.io.

Each agent sees only their own leads and calls. Team leads, office managers, and brokers see their team, office, or brokerage depending on their role, including the calls and notes on those leads. Brokerages also get an admin console with a roster, role controls, a whole-team pipeline view, and template governance that locks brand standards.