What this workflow does
A buyer inquiry lands in Real Geeks. An AI agent reads the lead, pulls matching MLS listings, drafts a follow-up brief, and posts it to Dock. A broker reviews the brief, approves or edits it, and the agent then sends the message back through Real Geeks. Real Geeks keeps the lead. Dock keeps the interpretation, the approval, and the audit trail. This is the pattern across the Dock for real estate pillar and the broader Dock for sales playbook.
Architecture
Real Geeks and the MLS stay the system of record for the raw data. Dock is the system of record for what the AGENT INTERPRETS. Each Dock row carries a pointer back to the platform record, agent identity, decision, reviewer, and timestamp. The agent re-fetches platform data via fresh API reads when it needs current state.
The Dock surface: Lead follow-up briefs
| Lead pointer | Buyer intent (agent reading) | Matched MLS IDs | Draft message | Broker | Status |
|---|---|---|---|---|---|
| RG-lead-88421 | First-time buyer, 30-45 day timeline, $410K cap, school district priority | MLS-2206714, MLS-2206802 | "Hi Janelle, two homes in Westview just hit the market..." | mei.broker@firm | approved 2026-05-30 09:12 |
| RG-lead-88433 | Investor, cash, multi-family only | MLS-2204110 | "Saw your cash filter. One duplex in Eastgate matches..." | mei.broker@firm | edited then approved 2026-05-30 09:41 |
| RG-lead-88440 | Casual browser, no timeline, vague budget | none | "Suggest 7-day nurture only, no listing send." | mei.broker@firm | approved 2026-05-30 10:02 |
Each row points back to a Real Geeks lead ID and the MLS listing IDs the agent considered. The broker column names the licensed human who signed off. Status tracks the two-key handshake between the agent and the reviewer.
One worked workflow
Janelle submits a saved-search alert in Real Geeks. The agent reads the criteria via API, queries the MLS for active listings under $410K in Westview, and ranks two matches. It drafts a 90-word follow-up and writes one row to the Dock surface above. The broker opens Dock, sees the lead pointer, the agent's reading of Janelle's intent, the two MLS IDs, and the draft. She edits one sentence, approves, and the agent sends the message through the Real Geeks dialer and email tools. The sent timestamp and message hash write back to the same Dock row. Nothing leaves until the broker signs off.
Why this matters
Brokers are licensed. Agents are not. State commissions hold the named broker responsible for consumer outreach, and the National Association of Realtors reports buyers overwhelmingly transact through a real estate agent or broker 1. If an AI agent drafts without attributable review, the broker carries liability without the paper trail. The Dock row is that paper trail. See agent audit and compliance for the broader pattern.
Try it
Wire Real Geeks and your MLS to a Dock workspace and route every lead-follow-up draft through one review surface. Documented in Dock for sales; audit primitives in agent audit and compliance.
FAQ
Does Dock replace Real Geeks? No. Real Geeks remains the CRM and the dialer. Real Geeks lists a 600 percent average ROI and a Lead Manager built around its dialer and drip tools 2; Dock sits next to that and records what the agent interpreted before the dialer fires.
Who owns the lead data? Real Geeks. Dock stores pointers and the agent's reading. If a lead is deleted in Real Geeks, the Dock row remains as the historical record of what the agent saw at the time.
Can the agent send without broker approval? Not in this pattern. The Dock row blocks the send action until the broker column is filled. That is the two-key handshake.
What about MLS rule compliance? The agent re-fetches MLS data on each draft so listing status is current. The Dock row records which MLS IDs the agent considered, which gives the broker a defensible record if a listing changes status mid-conversation.
Footnotes
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National Association of Realtors, Highlights From the Profile of Home Buyers and Sellers, 2025. https://www.nar.realtor/research-and-statistics/research-reports/highlights-from-the-profile-of-home-buyers-and-sellers ↩
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Real Geeks, product overview, accessed 2026-05-30. https://www.realgeeks.com/ ↩
