Leadership Zoom Recap: AI Home Search, Core Home, and Turning Engagement Into Closings

Sellstate’s latest Leadership Zoom Meeting focused on one objective: helping agents create more conversations and opportunities by surfacing high-intent consumer activity, improving follow-up, and strengthening long-term client retention.

Here are the highlights and what they mean for our leaders and offices.

1) Streams + “My Day”: prioritizing outreach with intention

We reviewed how emerging tools like Streams are designed to surface exactly who needs attention today—new leads, people waiting on responses, and past leads that are active again. The goal is simple: reduce overwhelm and increase follow-up discipline with clear daily priorities.

2) AI-assisted follow-up: less admin, more production

A major takeaway was AI-enabled support that can help agents schedule next steps automatically and reduce manual data entry. The workflow described included call recording, summarization, and automatically logging key notes into the CRM—helping agents stay focused on what matters most: conversations and appointments.

3) Core Home: protecting the relationship between transactions

The meeting emphasized that the timeline between transactions continues to expand, making retention more important than ever. Core Home was positioned as a tool that helps keep agents connected throughout the homeownership journey—delivering ongoing value (home value, market updates, and a premium mobile search experience), while reinforcing the agent-client relationship long after the closing.

4) AI Home Search: smarter matching through computer vision

We also discussed Home Search AI and how computer vision helps interpret home features through images, not just MLS text. This enables smarter matching based on what clients actually want—especially when listing descriptions are incomplete or poorly written.

5) Reactivating inactive leads with weekly engagement

Finally, we reviewed how consistent search alerts and engagement can re-activate “inactive” contacts and convert them back into real opportunities—creating new conversations without increasing lead spend.

Next steps for leaders: bring these concepts into your office conversations—especially around retention, database reactivation, and ensuring agents are using the tools consistently.