Actionable Lead Intel
Age · Family · Occupation · Income · More
3rd party data to get a better sense of who your lead is to build rapport faster and better tailor content and engagement. Life seasons matter!
Make Every Agent
Follow-up Like Your
Top Producer
Personalized follow-up for every lead — so your team stops blending in and starts winning conversations
TRUSTED BY THE BEST
How BrokerBlocks Works
A four-step system that turns your CRM data into personalized follow-up — automatically, at scale.
Segment
BrokerBlocks reads your CRM and automatically sorts leads by temperature: Hot, Warm, and Cold.
Enrich
Each lead gets a dynamic profile. Local insights, behavior signals, and context your agents can act on fast.
Automate
Personalized touchpoints go out automatically. No manual sending, no leads falling through the cracks.
Learn
The platform tracks what's working, from open rates and engagement to conversions, and gets smarter over time.
Rest Easy :) With an AI monitoring your active pipeline - 24/7
BrokerBlocks engages the right lead at the right time with hyper-personalized content.
Lead Tailored Content
Based on Intel + Persona
Hyper-personalized touchpoints infused with context about your lead's lifestage to boost engagement & differentiation!
Dynamic Follow-up Flows
AI Optimized & Orchestrated
Every cadence adapts in real time to optimize Delivery, Engagement and Value-Add so your follow-up FEELS one step ahead.
24/7 Lead Prioritization
White Hot · Warm · At Risk
Continuously scores every lead in your pipeline. Keeping your team focused time on the touches that matter most!.
Engage the right lead at the right time with hyper personalized content!
We Work Well With...
30+ more
Frequently Asked Questions
No. BrokerBlocks lives inside Follow Up Boss as an embedded app and inside of BoldTrail — it does not replace your CRM, it powers it up. It is also designed to complement, not conflict with, your existing action/smart plans and smart lists. On your onboarding call, we map BrokerBlocks to your current process so nothing overlaps and nothing breaks.
Great news! Your agents will take action via SMS or inside their CRM. No apps to download. Leia works in the background. Your agent gets a phone notification with a ready-to-send piece of content and taps once to send it. If your agents can check a text message, they can use BrokerBlocks.
Your ISAs handle outbound outreach. Your action plans run scheduled sequences. BrokerBlocks acts as an intelligence plugin — reading the activity signals happening in real time, identifying which leads are warming up right now, and personalizing content to match where each lead actually is in the sales cycle. Most teams with ISAs find BrokerBlocks makes their ISAs more effective, not redundant.
BrokerBlocks handshakes perfectly with these tools.
Most teams start seeing Leia surface active next-best-action touchpoints within the first week of onboarding. The 90-day look-back activates dormant leads immediately. We recommend a 90-day window to see the full effect on pipeline conversion, and we offer month-to-month pricing specifically because we are confident you will not need a contract to stay.
Great news! Our average team spends ~$426 per month, period. We have multiple options including month-to-month available. No tricks, no gimmicks. We're here to help.
Your CRM API key plus a 20-minute orientation. That's it — zero friction onboarding and adoption.
