Lead follow-up is inconsistent
Leads come from Zillow, Facebook, open houses, referrals. You have no unified inbox. Some get a text within an hour, some get forgotten for a week.
Real estate agents juggle 5–10 active transactions, 50+ leads, and a dozen deadlines per deal. Vex keeps every lead, every doc, and every client on track.
Leads get cold. Inspections get forgotten. Clients feel ignored. Deals fall apart.
Leads come from Zillow, Facebook, open houses, referrals. You have no unified inbox. Some get a text within an hour, some get forgotten for a week.
Inspections, appraisals, title docs, underwriting — all happen via email threads. No central tracking. Things slip.
“When will I close?” “What’s next?” You answer the same questions 20 times per transaction. Clients still feel ignored.
Splits with co-agents, brokerage, referral fees. You calculate by spreadsheet. Mistakes happen. Disputes happen. Trust erodes.
One platform from first inquiry to closing day.
Capture leads from Zillow, FB, your site. Auto-send a welcome text within 5 minutes. Track where each lead is in the funnel.
Pre-built checklists for buying, selling, and dual agency. Every stage. Every deadline. Nothing slips.
Clients see exactly where they are, what’s next, and what they need to do. Reduces calls. Builds trust.
Inspection, appraisal, title, lender docs — all organized by deal. Auto-reminders before every deadline.
Track deals, splits, referral fees, brokerage cuts. Know monthly income projected vs. actual. No more spreadsheets.
For small teams: assign tasks, track status, see who’s bottlenecked. No more “did you call back?”
Follow Up Boss is CRM-only. kvCORE is for big teams. Vex is for the individual agent and small team.
| Feature | Follow Up Boss | kvCORE | Vex |
|---|---|---|---|
| Price (solo) | $69–1,000/mo | $500+/mo (team) | $49/mo flat |
| Lead capture | Strong | Strong | Multi-source unified |
| Transaction management | No | Limited | Full pipeline + docs |
| Client portal | No | Basic | Status, timeline, next steps |
| Commission tracking | No | Limited | Splits + brokerage + referrals |
| SMS automation | Yes (extra) | Yes | Included |
| Setup time | 1–2 weeks | 3–4 weeks | 30 minutes |
| Best for | Lead-heavy agents | Large teams | Solo & small teams |
No per-lead fees. No brokerage upcharges. No setup tax.
Built for solo agents and small teams up to 5.
Tell us about your practice. We’ll send you early access at launch.
First 100 agents get 30 days free at launch.