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AI & Automation
Side
Side logo
AI & Automation

Side

Side is an AI-powered real estate platform designed to empower top-performing real estate agents and teams by acting as a comprehensive, dedicated assistant. It provides agents with a suite of tools to manage their entire business, from lead generation and client communication to transaction management and marketing. The platform leverages artificial intelligence to automate administrative tasks, personalize client interactions, and provide data-driven insights, allowing agents to focus on high-value activities like building relationships and closing deals. Side positions itself not as a traditional brokerage but as a partner that offers infrastructure, technology, and support, enabling agents to operate more independently and efficiently. It is tailored for ambitious agents seeking to scale their operations, enhance their brand, and improve client service through technology-driven solutions that handle the back-office complexities of real estate transactions.

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📊 At a Glance

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Key Features

AI-Powered Client Assistant

An intelligent system that automates routine client communication via personalized email and text sequences, schedules appointments, and provides timely follow-up reminders.

Integrated Transaction Management

A centralized dashboard to manage every step of a real estate deal, from offer to close, including document storage, deadline tracking, and coordination with third-party services.

Performance Analytics & Insights

Provides detailed dashboards and reports on key business metrics such as lead conversion rates, revenue projections, market trends, and individual campaign performance.

Brand & Marketing Engine

Offers tools for creating professional marketing materials, managing social media presence, and building a personalized agent website, all under the agent's own brand.

Dedicated Support Partnership

Pairs each agent or team with a dedicated group of Side employees, including transaction coordinators, marketing experts, and account managers.

Pricing

Partner Agent Plan

Revenue share model (percentage of commission)
  • ✓Full access to the AI-powered agent platform and dashboard.
  • ✓Dedicated transaction coordination support team.
  • ✓Marketing and branding support for listings and agent profile.
  • ✓Lead generation tools and CRM integration.
  • ✓Back-office services for compliance, accounting, and legal support.
  • ✓Technology stack including website, mobile app, and communication tools.

Enterprise / Team Plan

Custom negotiated revenue share
  • ✓All features of the Partner Agent Plan, scaled for teams.
  • ✓Team management tools and performance analytics.
  • ✓Custom branding and co-marketing opportunities.
  • ✓Priority access to new features and premium support.
  • ✓Potential for custom technology integrations and API access.

Use Cases

1

Scaling a Solo Agent's Business

A high-performing solo agent uses Side to handle the administrative overload that comes with increasing transaction volume. The AI automates client follow-ups and scheduling, while the dedicated transaction coordinators manage paperwork and compliance. This allows the agent to focus on listing presentations and negotiations, effectively serving more clients without hiring personal assistants or sacrificing service quality.

2

Launching an Independent Team

An agent breaking away from a traditional brokerage to start their own team partners with Side. The platform provides the necessary technology infrastructure (CRM, website, marketing tools) and the operational backbone (transaction support, legal, accounting). This enables the team to operate with the efficiency and brand presence of a boutique firm without the massive overhead of building all systems from scratch.

3

Managing Complex Portfolio Transactions

An agent specializing in luxury homes or commercial real estate uses Side's transaction management system to coordinate intricate deals involving multiple parties, inspections, and legal contingencies. The centralized dashboard ensures no detail is missed, and the support team helps manage timelines and document flow, reducing the risk of errors in high-stakes transactions.

4

Nurturing Long-Term Client Relationships

An agent utilizes the Side CRM and AI communication tools to maintain engagement with past clients and referral sources. Automated, personalized check-ins, market updates, and holiday messages keep the agent top-of-mind. This systematic nurturing converts past clients into a reliable source of repeat and referral business, building a sustainable long-term practice.

5

Data-Driven Business Strategy

A business-minded agent leverages Side's analytics dashboard to make strategic decisions. By analyzing which lead sources convert best, which marketing campaigns yield the highest ROI, and understanding personal performance trends, the agent can allocate time and budget more effectively, focusing on the most profitable activities and scaling their business intelligently.

How to Use

  1. Step 1: Express interest and apply to join Side through their website. The platform is typically invitation-only or requires an application process for agents to ensure alignment with their target market of high-performing professionals.
  2. Step 2: Upon acceptance, complete the onboarding process which includes setting up your agent profile, connecting necessary accounts (like email and calendars), and integrating with local MLS (Multiple Listing Service) systems.
  3. Step 3: Utilize the Side dashboard to manage your pipeline. Input new leads, track ongoing client communications, and monitor the status of active transactions all from a centralized interface.
  4. Step 4: Leverage AI-assisted tools for daily tasks. This includes using automated email and text message sequences for client follow-ups, generating marketing materials for listings, and receiving AI-driven suggestions for client engagement.
  5. Step 5: Manage transactions through the platform's deal management features. Upload and track documents, coordinate with title and escrow services, and ensure all compliance and deadlines are met with automated reminders.
  6. Step 6: Use the built-in CRM to nurture long-term client relationships. The system helps segment contacts, schedule follow-ups, and maintain a database for future referral business.
  7. Step 7: Access analytics and reporting dashboards to review performance metrics, track lead sources, and gain insights into business growth opportunities.
  8. Step 8: Collaborate with the dedicated Side support team, which includes transaction coordinators and marketing experts, to handle complex tasks and scale operations without hiring additional staff.

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At a Glance

Pricing Model
Paid
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