Leo answers your clients day or night, in your name, so a lead never waits. It books tours, sends homes, keeps clients warm and hands them to you the moment you're needed. The client always gets an answer, and you always get the client.
How clients reach Leo
| Channel | How it works |
|---|---|
| Text | Clients text your Leo Line (see Article 7) |
| Clients email Leo, and Leo replies | |
| Chat | Clients chat with Leo on your page at heyleo.com/your-name |
| App | Clients search homes and chat in the HeyLeo app |
| QR codes | Clients scan the code on your sign, flyer or card |
| Phone calls | Coming soon. Leo will pick up calls too. |
QR codes on signs: When someone scans the code, a text to your Leo Line opens, already tied to that property. Leo answers in seconds with details, photos, schools and open house times, and can book a tour. You get a new lead alert with options to Confirm or Call them.
One Leo, two sides
Your clients talk to Leo, and so do you. It's the same Leo with the same memory: warm and on your brand with clients, direct and quick with you. Leo remembers both sides of every relationship, like a buyer's pre-approval, must-haves and the homes they loved. When Leo talks to a client, it introduces itself as working with you.
When Leo brings you in
Leo keeps the conversation moving until the moment it needs you, then lets you know. For example, it might keep a new lead warm until the tour and bring you in if they ask about financing.
- One inbox: Every conversation, on every channel, lands in one place.
- Step in anytime: You can see what Leo is doing, take over a conversation or pause Leo.
- Tours on your calendar: When Leo books a showing, it goes on your calendar.
Send homes with Search & Send
Find homes for a buyer and send them right from your conversation with that client.
- Open the client's conversation and start Search & Send. Leo fills in what it knows, like budget, location and preferences.
- Refine the search with Leo, adding the details only you know.
- Choose a live search that keeps updating as new homes match, or hand-picked homes you choose.
- Send it. Your client gets the homes on your branded HeyLeo page, where they can browse, ask questions and keep the conversation going.
Search & Send is included with a Leo Pro subscription.
Try saying: "Send Sarah a few homes with a yard, under $650k."
Your clients' home search on heyleo.com
Clients on your page at heyleo.com/your-name search with your Leo beside them, and everything they do lands in your inbox.
- Plain-language search: "3 bed under 900k with a yard, near good schools. We have a dog."
- Answers in context: Schools, lifestyle, air quality, internet, flood and permit data on every listing, plus monthly cost estimates that show the math and what they leave out.
- Learns from a tap: "Looks good" and "Not quite," plus what clients save and spend time on, shape what Leo shows next.
- Tours: Clients can book a tour when they're ready.
Client sign-in
Clients can browse and chat without signing in. They're asked to sign in only when they save a home or book a tour. They enter their email and a 6-digit code, with no password to remember. Their saved homes, searches and conversations then stay together on the web and in the HeyLeo app, and their conversation stays private if they share a link.
What this means for you: A client who chats without signing in shows up in your portal as an Anonymous User, with no name or email, and you can't reply. Once they sign in, the conversation is tied to a real contact, and you can see what they've asked Leo and which homes they've saved. Check your portal for newly signed-in buyers and follow up while their interest is fresh.