Shilo for Real Estate Brokerages

Turn agent count into agent production.

Shilo scores every recorded call across the brokerage, coaches each agent weekly on their own conversations, and gives broker-owners and office managers the same honest read on every desk. Connecting a CRM takes about 5 minutes, and easily handles hundreds or thousands of agents.

A few quick questions, then a 30-minute demo.

Deployments of 350+ agents Trained on 20+ years of real estate calls Lives inside Follow Up Boss, BoldTrail & more
The math

Recruiting fills the roster. Development keeps it.

Most brokerages can recruit. The expensive part is what happens after the license goes on the wall, and almost none of it is visible from the broker's office.

0%
of new agents quit in year oneMost of them could sell. Nobody had time to tell them exactly what to fix on Tuesday's calls.
$15to50K
to replace one agent who leavesRecruiting, onboarding, and the leads they burned while learning. Retention is a development problem before it's a comp problem.
0%
of calls delivered no clear value to the callerAcross 2 million real estate calls, that was the average. Every one of those calls carried a brokerage's name.
How it works

One standard, from the newest licensee to the top producer.

Shilo hears every recorded call, scores it on the same 1 to 5 scale, coaches each agent on their own conversations, and rolls it all up by office. Agents keep their CRM, their dialer, and their day.

Rolled out in four steps.

1. Connect the CRM
About 5 minutes. Shilo imports every agent, stage, and lead source, and you choose which ones count.
2. Every call scored on one standard
Licensed agents, ISAs, and recruiters each get their own grading model. Within a model, a 3.4 is a 3.4 in every office.
3. Every agent coached in their own style
A weekly 1:1 built from their calls, delivered in the register their Signals profile says they'll actually hear.
4. Leadership sees every desk
Organization, office, and agent rollups. Office managers see their own people. You see everything.
Brokerage Insights · All offices
312 agents · 3 offices · Quarter to date
Org view
Calls analyzed
14,208
Avg call rating
3.2 ▴ 0.3
Next steps defined
21% ▴ 4%
Downtown118 agents3.424%
Northside96 agents3.220%
Coastal98 agents2.915%
Coastal · coach here first
61% of Coastal's price-objection calls ended without a next step this quarter. All 212 of them are one click away.
Brokerage Insights

See the brokerage, then the office, then the desk.

Every metric exists at three levels: organization, group, and agent. The same dashboard answers "how is the brokerage doing this quarter" and "why is the Coastal office's next-step rate sliding," with the calls behind the number one click away.

Save a view per office, per lead source, or per objection. Then walk into the managers' meeting with the report already written.

New licensee track · Week 1
Priya S. · Northside · licensed 9 days ago
Onboarding
Day 1
Role play · the timing objection
Rebuilt from your top producer's 5-star call
4 attempts · best 3.9
Day 2
Role play · the buyer-agreement conversation
Justify the fee out loud, before the first tour
2 attempts · best 3.4
Day 4
First live call graded
Scored 30 seconds after she hung up
3.1
Day 7
First 1:1 · agenda ready
Built from 11 calls and 6 role plays
Due Friday
Your rule · 5 role plays at 4.0 or better before portal leads
3 of 5 · on track
Onboarding

Ramp new licensees on your best agents' calls.

75% of new agents quit in year one, and most of them never got specific feedback fast enough to get good. On Shilo, a new licensee starts on day one with your top producers' real calls: same buyer, same objections, scored on every attempt.

Set the rule you want, like 5 role plays at a 4.0 or better before the first portal lead, and the attempts log shows who's earned it. Their first live call gets graded 30 seconds after they hang up, and their first 1:1 is already written.

National leaderboard · Season 3
Next steps defined · updated daily
All Shilo agents
1TN
Tessa Nguyen Downtown · your brokerage
241 calls · 4.1 avg
31.2%
2MA
M. Alvarez Phoenix, AZ
198 calls · 4.0 avg
29.8%
3CB
Cole Bennett Coastal · your brokerage
184 calls · 3.8 avg
27.4%
4RK
R. Kim Denver, CO
223 calls · 3.9 avg
26.9%
Your brokerage this season
4 agents in the national top 10%. Tessa's rating went from 2.9 to 4.1 since January. That's a recruiting story and a retention story in one line.
Recruiting & retention

Recruit with a development story. Keep agents with results.

Every agent on Shilo competes on a national leaderboard against agents across the country, in seasons, updated daily. A nationally ranked agent is a recruiting asset, and an agent whose rating went from 2.9 to 4.1 in a season has a reason to stay.

Your recruiters get their own grading model, so the calls that bring agents in get coached like the calls that bring listings in.

Signals

Coaching that lands on 300 different personalities.

The blunt closer and the steady nurturer shouldn't get the same lecture. Signals reads how each agent actually sounds on live calls, without a quiz, and delivers the same coaching in the register that works on them. That's the difference between feedback that gets filed and feedback that changes Tuesday's calls.

DW
The direct producer
DISC: D (Dominant Driver) · Downtown · 14 years licensed
ReflectiveDominanceDirect
ReservedInfluenceOutgoing
DynamicSteadinessSteady
How Shilo coaches him
Straight to the number. 9 of 41 callbacks had a time attached. One fix this week: offer two times before you hang up.
RT
The steady nurturer
DISC: S (Steady Supporter) · Northside · 2 years licensed
ReflectiveDominanceDirect
ReservedInfluenceOutgoing
DynamicSteadinessSteady
How Shilo coaches her
You make financing feel manageable, and buyers stay with you because of it. When you do lock a time, they show. Let's make that the default.
Keywords · All offices
Last 30 days · 4,860 conversations
9 tracked
Brand language
"concierge program" 212"our in-house lender" 140
Hedging language
"I think" 1,204"just checking in" 640"hopefully" 318
Buyer-agreement conversation, before the first tour
Downtown84%
Northside71%
Coastal52%
Suggested focus · Coastal
Set "the buyer-agreement conversation" as this month's 1:1 focus for Coastal, and assign the role play built from Downtown's best version of it.
Keywords

Hear how the brokerage sounds on the phone.

Flag any word or phrase and Shilo counts it across every conversation in scope, by office and by agent. Brokerages track brand language, partner and lender mentions, hedging language, and whether the buyer-agreement conversation is happening before the first tour.

On CRMs that take tags, a contact who asks not to be called again gets tagged Do Not Call automatically. That one runs on every call, in every office, without anyone remembering to do it.

Results

A 79-agent brokerage, 4 months in.

DJ & Lindsey Real Estate in St. Augustine, Florida rolled Shilo out to all 79 agents in October 2024, without hiring a single additional manager. Read the case study

0%
more total call volume
0
deals closed in 4 months
0%+
return on the investment
0
agents using Shilo daily
“Before Shilo, coaching was guesswork. Now we know exactly which conversations drive appointments, trust, and contracts. It's the first AI tool that actually changes agent behavior at scale.
Gary Ashton Gary AshtonTeam Leader & Founder, Ashton Real Estate Group
“Shilo's role play system transformed how quickly and how well we develop agents. What used to take months to teach new agents now happens in weeks.
Carmen Morin Carmen MorinChief Learning Officer, Justin Havre Real Estate Team
The rollout

Built for the size of a brokerage.

Everything an agent gets on Solo, plus the parts a brokerage runs on. Priced for your agent count and call volume, scoped on the demo.

Three-level rollups

Organization, office, and agent, on every metric, with the period-over-period change beside each one.

Scoped manager views

Team leaders and office managers can get views scoped to their own agents, so the org chart holds.

A model for every role

Licensed sales, customer service, recruiting, and non-licensed ISA, attached to your CRM stages.

Onboarding tracks and a Team Library

Your best calls, organized into folders you assign with a target score and track by attempt.

A shared bank of hours

Allotment based on a free analysis of your agent count and call activity. Nobody rations coaching.

A dedicated success manager

A 90-day rollout in three stages, benchmark, train, optimize, with one person who knows your setup.

Integrations

Shilo plugs into the tools you already use.

Setup takes about 5 minutes. After setup, Shilo analyzes supported recorded calls automatically and delivers insights in your workflow. You just make your calls and the feedback shows up.

See all integrations Don't see yours? Tell us. That's usually how the next one gets built.
Follow Up Boss
BoldTrail
Lofty
CINC
Sierra Interactive
GoHighLevel
Sure Send
Questions

Before you book the demo.

On the demo, based on your agent count and call activity. It runs on a shared bank of hours rather than per-seat pricing, with bulk discounts as the roster grows. There's no long-term contract.

Each CRM connection takes about 5 minutes, and Shilo supports Follow Up Boss, BoldTrail, Lofty, CINC, Sierra Interactive, GoHighLevel, and Sure Send today. Bring the list of who's on what to the demo and we'll map the rollout with you.

No. Your CRM's dialer records the call and Shilo receives the recording afterward to score it. Shilo isn't a phone system. The one requirement is that the CRM is receiving call recordings.

Every score opens with what the agent did right and ends with the exact line to try next time, and agents see their own calls before anyone else does. The weekly 1:1 takes a few minutes and is built entirely from their own conversations, so there's nothing generic to tune out.

Yes. Agents are grouped on import, and every metric rolls up by organization, group, and agent. In Follow Up Boss, team leaders can get admin views scoped to their own team's data, so the org hierarchy holds.

On their own models. Recruiters are scored on the calls that bring agents in. Non-licensed ISAs are graded on trust, qualification, and the handoff without crossing licensing lines. Models attach to your CRM stages automatically.

Connecting the CRM imports every agent, stage, and source in about 5 minutes, and you decide who's in. Onboarding runs 90 days in three stages: connect and baseline in days 1 to 30, train managers and agents in days 31 to 60, compare against the benchmark and tune in days 61 to 90. A dedicated success manager runs it with you.

No. Shilo does the listening, the pattern-finding, the prep, and the repeatable weekly session. Your managers keep the judgment, the relationships, and the hard conversations, and they walk into each one already knowing what happened on the calls.

Shilo for Real Estate Brokerages

Put a number on every conversation in the brokerage.

A few quick questions, then a 30-minute demo with Nick. We'll map your offices and CRMs, scope pricing for your agent count, and show you what the first 30 days look like.