The challenge
A single operating platform unifying three business lines (brokerage, mortgage, and investment) with Riley, an AI voice agent that qualifies and routes callers across all three, seven core automations, and a full attribution dashboard tracking every lead from source to close.
How we built it
We unified three separate business lines (brokerage, mortgage, and investment) into one GoHighLevel sub-account with a shared lead pipeline, then built Riley, a Vapi-powered AI voice agent that handles seven intent branches across all three business lines. The operations dashboard tracks 22+ metrics with 90-day attribution, giving the team complete visibility into where every lead came from and what it turned into.
How the system works
The actual AI architecture we designed and shipped for AP Group.
Specifically, what we built
- 3 business pillars unified into one GoHighLevel sub-account
- Riley AI voice agent via Vapi with 7 intent branches
- 7 core automations across qualification, routing, and follow-up
- Operations dashboard with 22+ widgets and 90-day attribution
The measured impact
- 50-70% reduction in manual lead routing and follow-up
- 60-80% faster lead qualification and call routing
- 8+ operational tools connected into one system
Key result
60-80%
faster lead qualification & routing
Build something like this for your business
Book a free 30-minute AI audit and we will scope exactly what is possible for your specific workflows.
Client
AP Group
Real Estate & Mortgage