Shilo for Real Estate Teams

Coach every agent like you heard every call.

Shilo scores 100% of your team's recorded calls on one standard, builds each agent's weekly 1:1 from what it heard, and shows you exactly where to coach next. It plugs into Follow Up Boss, BoldTrail, and the CRMs you already run in about 5 minutes.

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

Trusted by 200+ real estate teams Trained on 20+ years of real estate calls Lives inside Follow Up Boss, BoldTrail & more
The math

Every team leader already knows this math.

Your agents make hundreds of calls a week. A manager with a full calendar can review a handful of them. Shilo analyzed 2 million real estate calls to find out what happens in the rest.

0%
of the team's calls is about all a manager can hearSampling a few calls a week tells you about those calls. The other 98% is where the team's habits live.
0%
of calls ended without a clear next stepNo day, no time, no commitment. It's the most common miss in real estate and the most coachable one.
0%
of new agents quit in year oneMost of them could sell. They never got specific feedback fast enough to get good at it.
How it works

One system that listens, coaches, and reports.

Shilo is the AI sales coach behind some of the top-performing teams in the country. It hears every recorded call, coaches every agent on their own conversations, and hands you the rollup. Nothing about your agents' day changes.

From connection to coaching in four steps.

1. Connect your CRM
About 5 minutes. Shilo imports your agents, pipeline stages, and lead sources automatically.
2. Every call gets scored
Within seconds of a recorded call ending, a rating on the same 1 to 5 scale for every agent, with the moments that earned it.
3. Every agent gets coached
A weekly 1:1 built from their own calls, plus role plays of the exact conversations they fumbled.
4. You see where to coach next
Insights by agent, group, source, and objection. The digest tells you who's done, who's due, and who needs you.
Team Insights · Zillow Preferred
Saved view · Last 30 days
3 filters
Calls analyzed
186
No next step defined
72 39%
Top objection
Timing · 31
"touch base" 41 "just checking in" 28 "reach out next week" 19
JR Julian R. · 22 of 37 calls ended with "touch base" and no time set
Every one of the 22 is one click away, with the moment flagged in the transcript.
Suggested for Tuesday's 1:1
Assign the Zillow callback role play with a target score of 4.0, then check the next-step rate in two weeks.
Team Insights

Your CRM says the call happened. Shilo tells you how it went.

"Follow-up feels off lately" is a hunch. "72 of 186 Zillow calls this month ended without a defined next step, and 22 of Julian's 37 ended with touch-base language and no time on the calendar" is a coaching conversation you can have on Tuesday, with the calls attached.

Filter any view by agent, group, lead source, pipeline stage, objection, or keyword, then save it as a standing watchlist. The Zillow Preferred tab you build once becomes the leak report you check every Monday.

AgentCallsAvg ratingNext steps %
DO Dana Ortiz212 2.911.2% ▴ 3%
MW Marcus Webb318 3.314.6% ▴ 5%
PS Priya Shah276 3.518.9% ▴ 8%
CB Cole Bennett184 3.823.4% ▴ 6%
TN Tessa Nguyen241 4.127.1% ▴ 12%
1 - 5 of 24 · 14 metrics per agent, every column sortable
Call Scoring, team-wide

One standard for every agent. Sortable.

Every call is scored on the same six behaviors, so a 3.4 means the same thing for your newest hire and your top closer. Sort the roster by rating, ask rate, or next-step rate and the coaching priority sorts itself.

Licensed agents, ISAs, and recruiters are graded on their own models. Different roles, different standards, one system.

Built trust Value provided Objection handling Questions asked Talk to listen % Call outcome
One-on-One Coaching Digest · August 17 - 23
26 agents · 19 completed · 4 agenda-ready Weekly
StatusTop momentsTop improvements
JGJesus Garcia3 fixes · 1 commitmentCompleted
JLJocelyn LopezAgenda ready4 days left
CPChristopher PateCommitment keptCompleted
MNMaya NicholsNot startedOverdue
Team focus this month
"Set the appointment on every Zillow connection call."
Weekly
Where you come in
Maya's overdue and Jocelyn's running out of days. Those two are the conversations only a human should have this week.
1-on-1 Coaching

Coach 200 agents the way you'd coach 20.

Before each session, Shilo builds every agent's agenda from their graded calls since the last one: what's working, the 3 things to fix, a live role play, and one commitment. Then it runs the session on your cadence, without anyone scheduling anything.

You set the cadence by group, one team-wide focus in your own words, and up to 3 questions you want every agent to answer. The digest shows who's done, who's due, and who needs a human.

Team Library
Built from your team's real calls
Role Play
Onboarding · Week 1
6 five-star calls from your closers · assigned to 8 new hires
5/8 done
Zillow connection calls
4 calls · target score 4.0 · 14 attempts this week
Best 4.6
Price objection · sellers
3 calls · the ones your team fumbles most
9/12 done
Tessa N. · Zillow callback · attempts
2.12.83.23.94.6
Shared to the team
"Everybody run Tessa's 4.6 back and see if you can match it." Wins become training material automatically.
Role Play & Team Library

The next lead shouldn't pay for the lesson.

New agents role play your closers' best calls on day one, with the same buyer, the same objections, and a score on every attempt. Build folders for onboarding, lead sources, and the objections your team fumbles most, assign them with a target score, and watch the attempts stack up.

Share any role play link and you've got a contest. Whoever hits a 4.5 on the Zillow callback first wins the week. That gets more reps in than "make 100 calls."

Settings · What Shilo listens to
Imported from Follow Up Boss · 26 agents · 140 sources
Agents
24 of 26 on
Stages
LeadNurtureHotUnder contractClosed
Sources
ZillowYlopoSphereSold.com+ 136 more
Minimum call length
45 seconds so hangups don't get graded
Model by stage
Licensed SalesNon-licensed ISARecruiting
Listening controls

Your team decides exactly what Shilo listens to.

On connect, Shilo imports your agents, stages, and sources, and you choose what counts. Toggle analysis per agent, per pipeline stage, per lead source. Set a minimum call length so hangups don't get graded. Real deployments run 350+ agents and 140+ lead sources on these same switches.

The score opens with what the agent did right, and the fix comes with the exact line to try. That's why agents open Shilo on their own.

Results

79 agents, every call coached, no new managers.

DJ & Lindsey Real Estate in St. Augustine, Florida turned Shilo on in October 2024. Here's what changed over the next 4 months. Read the case study

0%
more outbound calls
0%
more total call volume
0
deals closed in 4 months
$0K
additional revenue, conservative attribution
“Shilo is the competitive advantage. The data tells us who's following the playbook, who needs help, and exactly how to fix it. Conversion rates went up by 113% in the first 4 months.
Chris Vandervalk Chris VandervalkCOO, Whissel Realty 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
“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
The team plan

Everything in Solo, plus the manager side.

Every agent gets call scoring, role play, the weekly 1:1, Signals, and their own dashboard. The team plan adds the parts a team leader runs the business on. Priced for your team's size and call volume, scoped on the demo.

A shared bank of team hours

Allotment based on a free analysis of your team's size and call activity. Nobody rations coaching.

Team-wide visibility

Who's on the playbook, who needs help, where deals die. By agent, group, or the whole org.

Faster agent onboarding

Your best calls coach every new hire from day one, before they touch a premium lead.

Admin and manager controls

Set the cadence and focus, assign role plays, manage seats, decide what gets scored.

CRM enrichment

Call notes land on the contact record after every call, so the next agent sees what actually happened.

Priority rollout and support

A 90-day onboarding in three stages: benchmark, train, optimize. We roll it out with you and keep it humming.

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.

We scope it on the demo, based on your team's size and call activity. The team plan runs on a shared bank of hours instead of per-seat pricing, so you're never rationing coaching between agents. There's no long-term contract.

Follow Up Boss, BoldTrail, Lofty, CINC, Sierra Interactive, GoHighLevel, and Sure Send today. The one requirement is that your CRM is receiving call recordings. Not sure whether yours does? Ask on the demo and we'll check before you buy anything.

You choose which agents, pipeline stages, lead sources, and call lengths Shilo hears. Every score opens with what the agent did right and ends with the better line to try, and agents see their own calls before anyone else does. They show up to 1:1s with reps instead of defensiveness.

No. Shilo does the listening, the pattern-finding, the prep, and the repeatable weekly session. Your managers keep the judgment, the relationship, and the conversations only a human should have. They just walk into those already knowing what happened on the calls.

Onboarding runs 90 days in three stages. Days 1 to 30 connect, listen, and set the baseline. Days 31 to 60 train managers on the reports and filters and agents on scores, role play, and 1:1s. Days 61 to 90 compare against the benchmark and tune. The DJ & Lindsey numbers on this page are a 4-month window.

No. Non-licensed ISAs have their own model that grades trust, qualification, and the handoff without crossing licensing lines. Licensed agents and recruiters get their own lenses too, and models attach to your CRM stages automatically.

You set the team focus, the keywords to track, the coaching cadence, and which calls count. The score itself stays fixed and is trained on years of real estate agent talk time, so a 4 means the same thing on every team and the trend is worth trusting.

Teams from a handful of agents to 350+ run on the same controls, and the largest deployments listen across 140+ lead sources. In Follow Up Boss, team leaders can get admin views scoped to their own team, so the org hierarchy holds.

Shilo for Real Estate Teams

See what your team's calls actually say.

A few quick questions, then a 30-minute demo with Nick. We'll walk through your CRM setup, scope pricing for your team, and show you what the first 30 days look like.