Real estate brokerages
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Real estate investment · live demo
AI investor relations associate for real estate sponsors
Investor leads from your ads and your list deserve a call the same day. Your AI associate answers their questions about the offering and books qualified investors onto your team's calendar.
For real estate private equity firms and syndicators
What your AI sales agent does
It books calls between investors and your team, and works every lead until there is one.
Every day, on every lead
- Calls investor leads from ads, deck downloads and your list
- Answers questions about the offering from your approved facts
- Learns accreditation, the amount, the timeline and IRA or personal funds
- Books calls with your investor relations team
- Takes return calls from investors who got a voicemail
- Logs every call in your CRM, with the outcome and next step
What it never does
- States a return, a distribution amount, a projection or a tax figure
- Gives investment advice or says whether an investment suits someone
- Decides whether someone is accredited
- Pretends to be a person: it says it is an A.I. when asked
From inquiry to meeting
One lead, start to finish
An investor downloads your deck.
Ben calls. No answer. Voicemail.
Calls again. They pick up. Accredited, IRA funds. “Call me Thursday.”
Calls back on time. Answers from your approved facts. Returns go to your team.
Call booked with investor relations, Friday 10:00. Invite sent.
Your CRM has the summary: accreditation, amount, timeline.
Your team shows up. The investor is expecting them.
Results
What your agent gets you, from day one
6%of leads worked become a booked meeting: new pipeline from the list you already have
17%of conversations end in a meeting on your calendar
3×the calls a person makes in a day, every working day, no ramp-up, no churn
24/7on, and picks up in seconds: inbound and web around the clock, outbound in each lead's calling hours
Integrations
Works with your stack
- HubSpot
- Google Calendar
- Cal.com
- Calendly
- Google Meet
- Gmail
- Slack
- Apollo
- Phone
- Website
- CSV
Frequently asked questions
What other clients wanted to know
Can an A.I. talk to investors about a securities offering?
It sticks to the facts you approve, such as the property, the minimum and how investing works, and hands returns, terms, taxes and risks to your team on the call.
Will investors know it is an A.I.?
Yes. It says it is an A.I. as soon as anyone asks. Almost nobody minds: under 1% of the leads it works ask for a person instead, and when someone does, it offers a short call with someone on your team.
Does it work with HubSpot?
Yes. It books on your HubSpot meeting link and logs every call, outcome and task in your HubSpot.
How much work is it to set up, and to oversee?
None on your side. We build the agent on your offering, your rules and your calendar, connect your CRM and your leads, and we operate it. It logs every call, keeps your records and tasks current and rebooks no-shows on its own. You take the meetings; anything it could not answer reaches you as a note, not a to-do.
How is Recurra different from other AI sales agents?
Recurra doesn't just make calls. Our agents combine industry-trained sales intelligence with natural, humanlike conversations to autonomously manage the entire sales outreach workflow: choosing the right channels, following up, engaging prospects and booking meetings. Voice is at the core, but the agent owns the entire process.
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Your business
An agent built for youAny business that books meetings. We build your agent on your offering, your rules and your calendar.
Books the meetings your team closes
Raise faster. Close more investors.
Every investor lead called the same day, qualified and booked with your team. We set it up and run it for you.