The SMRT Team ¡ OfferTermz

Every unanswered lead calls the next investor.

S
Sam. Mia. Ruby. Tate. It’s just smart.
How to work with your team ↓
The ground rules

Your staff, working your leads, under your name.

The SMRT Team works inside your OfferTermz CRM like four people sitting in your office. You decide who works which lead. They do the work and leave notes so you always know where things stand.

1

Leads think they’re talking to you

Your teammates never announce themselves as AI. A lead can pass from Sam to Mia and back again for months and never notice a handoff. To them, it’s always you.

2

One click puts them to work

No prompts, no setup, no learning curve. Open a contact, click a face, done. If you can click a picture, you can run an AI team.

3

You stay the boss

Turn anyone off with a second click and you’re driving again. When a teammate isn’t sure about something, they check and get back to you instead of guessing.

The AI pill

Every contact has a row of faces. The ring color tells you who’s working.

Open any contact record and you’ll see the AI pill at the top of the page. A face’s ring and its little dot share one color: green means on, amber means standby, gray means off. Here’s the same key you’ll find in the pill.

SamThe Closer
OnSam is texting this lead to book you a call.
StandbyMia is following up. If the lead texts back, Sam jumps in.
OffSam is not working this lead. Click him to turn him on.
Not yet
Not yetSam can’t start on this lead yet. Click him to see why.
MiaThe Followup Magician
Following upMia is texting this lead on a schedule. Click her to change it.
OffMia is not on this lead. Click her to hand it to her.
RubyThe Dispo Queen
🎓
In trainingShe’s learning to sell your deals. Sneak peek →
TateThe IT Guy
StandbyAlways on call. Click him anytime for help.
  1. Open a contact. The pill only shows inside a contact record. Don’t see it? Refresh, or log out and back in.
  2. Click a face to put that teammate to work, or to see and change what they’re doing.
  3. Gray with a “Not yet” tag? Sam can’t start on that lead yet. Click him and he’ll tell you why.
  4. Forget what a color means? Click the ℹ icon on the pill to open this key.
  5. Want to talk to a teammate? You can chat with them right inside the CRM, and your past conversations stay there.
Who has my lead right now?Watch the team pass a lead around, step by step.
→
Meet the team

What each teammate does, and how to work with them.

Sam Harper
Sam Harper
The Closer
On the job

“Six jobs fired me for answering too fast. You hired me for it.”

What he does

Sam texts every new seller back right away, day or night, weekends and holidays. He finds out what’s really going on with the property, keeps the conversation warm, and books the call on your calendar. Sam works by text only, so he never picks up phone calls.

How you work with him

  • Click Sam on a contact. Green ring and dot: he’s on, texting the lead to book you a call.
  • Amber ring and dot means standby: Mia is following up, and Sam jumps in if the lead texts back.
  • Gray means he’s off this lead. Gray with a “Not yet” tag means he can’t start yet. Click him to see why.

What you’ll see

  • Every message he sends, in the contact’s conversation, like any other text.
  • The booked call on your calendar.
  • A quick text from Sam letting you know he got a new lead and reached out.

Try this

1Next time a new seller lead comes in, open the contact and check Sam’s ring. Green? He’s already on it.
2Have an old lead who just texted you back? Click Sam so he picks up the conversation and books the call.
Mia Hayes
Mia Hayes
The Followup Magician
On the job

“No lead dies of silence on my watch.”

What she does

The fortune is in the followup. Mia checks in on the leads who said “not right now,” the ones who stopped answering, and the ones you forgot you had. She writes every message herself, keeps it personal, and stays in her lane: no prices, no offers. The moment a lead answers, she stops and hands off the way you told her to.

How you work with her

Click Mia on a contact and answer four quick questions:

  • When should I start? Pick the date.
  • What do you know? Anything about the seller or the property.
  • How often? Light (every 20–30 days), medium (7–20) or heavy (3–7). Even on heavy, she eases back to light over time so she never wears a lead out.
  • When they reply? Hand them to Sam to book a call, text you, or stop so you can check it yourself later.

What you’ll see

  • Mia turns green. If you chose Sam for replies, he shows amber (standby).
  • She writes herself notes on the contact so she remembers the details.
  • When you click her off, she wraps up, leaves her notes in the CRM, and hands you the wheel.

Try this

1Find a seller who told you “call me after the holidays.” Click Mia, set the start date for January, pick medium, and choose “hand to Sam” for replies.
2Pull up a lead that went quiet months ago. Put Mia on light and let her bring it back to life.
Ruby Sterling
Ruby Sterling
The Dispo Queen
In training

“You find the deal, I find the buyer. A good house never sits.”

What she’ll do

Ruby runs the buyer side. She qualifies your buyers, asks for the most they can put down and the most a month, digs into where the money really is (savings, something to sell or trade, a loan they qualify for), and filters out the “just looking” crowd. She only brings you buyers with real money and a real deposit who are ready to move.

Where she is now

  • In training. Every skill is a class. She passed her first one: sizing up buyers fast.
  • Learning Spanish while she’s at it.
  • She isn’t working buyers yet. Her face is in the pill so you’ll recognize her when she starts.

See her in school

🎓Ruby’s Training: every class she’s taking, with a sample of each.
→Give her a test run: send her a buyer and see what she says.

When she’s live

  • Same one click: turn Ruby on for a buyer and she takes it from there.
  • Tate adds her buyer smart list to your CRM.
Tate Kepler
Tate Kepler
The IT Guy
On the job

“When in doubt, reboot.” 😄

What he does

Tate isn’t there for your leads. He’s there for you. He’s the genius best friend who takes care of everything tech in your CRM, and he’s at his desk now. Text him or email him in plain words, the way you’d ask a person. If he knows the answer, he handles it right away. If he doesn’t, he checks and gets back to you.

What he can do for you

  • Sets up your smart lists. When he spots something off, he asks first. Say “yes, Tate, go” and he builds them.
  • Buys phone numbers for your business, once you give him the OK.
  • Sends the SMRT Team contact cards so the whole team is saved in your phone.
  • Answers CRM questions, big or small: where a button is, how to call someone, how to get the app.

How to reach him

  • In the CRM, click his face in the pill. He’s always on standby (amber).
  • Text (925) 396-0108
  • Email tate@my.offertermz.com
  • Something broken? Tell him what you clicked, what happened, and add a screenshot if you can. That helps him fix it fast.

Try this: text Tate

→Send me the SMRT Team contact cards
→How do I download the app on my phone?
→Can you add the address column to my smart lists?
How to reach your team

Save them in your phone. They work for you.

Text or email any teammate, the same way you’d reach your office staff. Calls go to voicemail, so a text is always fastest. Keep it to business: they’re on the clock.

Sam Harper
The Closer
(925) 396-0105sam@my.offertermz.com
Text only. Sam never takes calls.
Mia Hayes
The Followup Magician
(925) 396-0106mia@my.offertermz.com
Tell her a lead’s name and she’ll follow up.
Ruby Sterling
The Dispo Queen
(925) 396-0107ruby@my.offertermz.com
In training. Save her number now.
Tate Kepler
The IT Guy
(925) 396-0108tate@my.offertermz.com
Your first stop for anything in the CRM.
Get all four contact cards in one text. Text Tate: “Send me the SMRT Team contact cards.” Tap each card to save it, photo and all.
Text Tate

These numbers are for you, the boss. Your team texts your leads from your own business number, never from these.

New here?

Start with the basics.

Watch the OfferTermz 101 training to see the AI pill, Sam and Mia, chatting with your team, and Tate’s smart lists in action. The replay is for subscribers, so open it from “Start here” in your CRM menu.

OfferTermz 101 replay ↗

Sam. Mia. Ruby. Tate. It’s just smart.

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