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Back to Case Studies

Case Study

85 New Opportunities in Their First Month with Realty AI.

Top 1% in Canada

Aaron Hanchett portrait

Aaron Hanchett, IT Director

85 opportunities in month 1. Multiple transactions in 60 days.

Madison delivers results

85

Opportunities in First Month

4

AI Solutions Deployed

60+

Days to First Transaction

Book a Demo Today
May 29, 20262 min read

Customer Spotlight

Aaron Hanchett logo

About

Coldwell Banker Legacy is one of New Mexico's leading real estate brokerages, with multiple offices serving buyers and sellers across the state. Known for…

Years in Business

40+

Brokerage

Company
Coldwell Banker
Type
Brokerage
Location
New Mexico

Technology

Website
Delta Media
CRM
Custom
Deployment
4 Sites

Product

Real EstateRecruitmentProperty ManagementFAQ

Summary

Challenge

Coldwell Banker Legacy needed a single AI platform that could handle multiple business lines simultaneously: consumer lead capture, recruiting, agent tools, and their real estate academy. They needed scale without complexity.

Solution

Realty AI deployed four customized AI solutions across Coldwell Banker Legacy's digital properties, each configured for a different business line, all managed through a unified platform.

Results

  • 85 opportunities generated in first month
  • 4 customized AI solutions deployed
  • Multiple transactions within 60 days
  • Consumer and recruiting leads automated
  • Real estate academy inquiries handled
  • 25+ recruitment leads per month
  • 2,000+ minutes of internal time saved
  • Multi-site brokerage fully covered
1.

Challenge: One System for Multiple Business Lines

Coldwell Banker Legacy operates at a scale that most individual agents and even many brokerages never reach. Multiple offices, multiple business lines, and multiple audiences to serve simultaneously.

Their consumer-facing website needed to capture buyer and seller leads. Their recruiting funnel needed to engage prospective agents. Their real estate academy needed to handle enrollee inquiries. And their internal operations needed support tools.

The challenge was finding a single platform that could handle all of this without becoming a management burden. Most tools could do one thing well. They needed something that could do four things simultaneously, each one customized for its specific audience.

They also needed results fast. With significant traffic across their digital properties, every month without a lead capture system meant missed opportunities at scale.

2.

Solution: Four Customized AI Solutions Deployed Brokerage-Wide

Realty AI worked with Coldwell Banker Legacy to deploy four distinct AI solutions across their digital ecosystem: a consumer lead capture assistant, a recruiting chatbot, an academy enrollment assistant, and an internal agent tool.

Each solution was fully customized for its specific audience and context. The consumer assistant spoke the language of home buyers and sellers. The recruiting chatbot was configured to attract and qualify prospective agents. The academy assistant handled course inquiries and enrollment.

All four ran simultaneously across the brokerage's websites and platforms, requiring minimal ongoing management. Realty AI handled the configuration and deployment while the Legacy team focused on serving their market.

The unified platform gave their leadership team a single view of what was working across all four systems.

3.

Results: 85 Opportunities and Transactions in 60 Days

In their first month with Realty AI, Coldwell Banker Legacy generated 85 new opportunities across all four AI solutions. Consumer leads, recruiting leads, and academy inquiries all came in through automated systems that required no manual management.

Within the first two months, the brokerage had closed multiple transactions directly attributed to leads captured by Madison, with the recruiting funnel generating 25+ new agent leads per month.

"Within the first few months, we generated 25 new academy and recruitment opportunities and saved over 2,000 minutes of internal time." — Aaron Hanchett

For a brokerage operating at their scale, Realty AI delivered something most platforms couldn't: a single solution that addressed four different business needs simultaneously, at enterprise speed.

Within the first few months, we generated 25 new academy and recruitment opportunities and saved over 2,000 minutes of internal time.

Aaron Hanchett
Aaron HanchettAaron Hanchett, IT Director

Aaron Hanchett | Aaron Hanchett, IT Director

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