SphereSync writes and sends personalized messages to your entire sphere — birthdays, check-ins, rate alerts, drip sequences — completely in your voice. The only tool built for both real estate agents and loan officers.
No contracts · Cancel anytime · Setup in 5 min
82%
of buyers would reuse their agent
12%
actually do
$15K+
lost per missed referral
Today · 9:02 AM
The referral leak most agents don't see
82%
of buyers say they'd use the same agent again
Only 12% actually do — because the agent went quiet
$15,000+
average commission lost when a past client uses a competitor
One missed follow-up. One referral to someone else.
1 in 5
referrals go to a different agent
Not because you did a bad job — because you weren't top of mind
How it works
Set up in under 5 minutes. After that, SphereSync handles the outreach while you focus on closings.
Answer a few quick questions about your tone, sign-off, and style. The AI learns to write exactly like you — not a generic CRM blast.
Upload a CSV, import from your LOS, or add contacts manually. Tag each one, set birthdays, enroll in drip sequences. Done.
Review messages before they send, or flip on full autopilot. Every Monday you get a briefing: who replied, who's hot, what's next.
Everything included
Claude AI writes every message in your voice. Approve, edit, or regenerate. Nothing sends without your say-so — unless you want it to.
Your own dedicated local number for SMS. SendGrid for email. One-click calls that connect you to contacts directly from their profile — and log automatically.
Birthdays, home anniversaries, holidays, empty nesters, job changes — every trigger fires automatically on the right day, every year.
Enroll any contact in a sequence: pre-qual nurture, open house follow-up, rate drop, post-close welcome. AI writes each step in your voice.
Your own shareable home value page. Visitors enter their address, see local market data, and land in your CRM as a warm lead automatically.
Connect your Gmail and SphereSync automatically logs every email and calendar meeting with your contacts — no manual data entry.
When a contact replies with buying signals, automation pauses and you get an instant alert. Strike while the iron is hot.
Every Monday: who replied, upcoming birthdays, hot leads to call, and a full summary of every touchpoint sent that week.
Rate watch alerts flag past borrowers who could benefit from a refi. EPO tracking, loan milestones, LOS CSV import (including Encompass), and compliance-safe messaging built in.
How we compare
Most tools do one thing. Homebot sends home reports. Fello captures seller leads. Wise Agent manages your CRM. SphereSync does all of it — and it actually runs on autopilot.
| Feature | SphereSync | Homebot | Fello | Wise Agent | Total Expert |
|---|---|---|---|---|---|
| AI-written messages in your voice | |||||
| Auto SMS + email outreach | |||||
| Click-to-call with auto-logging | |||||
| Home value lead capture page | |||||
| Pre-built drip sequences | |||||
| Gmail + calendar auto-sync | |||||
| Birthday & anniversary triggers | |||||
| Hot lead flagging | |||||
| LO rate watch + refi alerts | |||||
| LOS CSV import (Encompass & others) | |||||
| Built for solo agents & LOs | |||||
| Setup in under 5 minutes |
Based on publicly available feature information. Total Expert is enterprise-only with custom pricing.
Built for both sides of the deal
Your past clients are your goldmine. SphereSync makes sure they never forget you — and that you're the first call when their friends need an agent.
Your past borrowers are your best pipeline. SphereSync watches rates, tracks EPO windows, and reaches out at exactly the right moment — in your voice, with full compliance.
The math
SphereSync starts at $197/month. The average commission on a $400K home is $12,000+. One deal you wouldn't have gotten without a timely birthday message more than covers your entire annual subscription.
Start keeping your sphere warm →What agents say
“
I closed 3 referrals this quarter from people I'd lost touch with for years. SphereSync keeps sending when I forget to.
Lisa M.
RE/MAX · New Jersey
“
A past client texted back saying her daughter was looking to buy. I hadn't spoken to her in two years. SphereSync sent the birthday message.
Tom K.
Keller Williams · Phoenix, AZ
“
I used to feel guilty every time a past client popped up using a different agent. Now I don't worry. My sphere knows I'm still here.
Sarah D.
Broker/Owner · Denver, CO
Pricing
No contracts. No setup fees. Upgrade or downgrade whenever.
Agent Starter
Core automation for solo agents just getting started.
Agent Pro
Everything you need to keep your full sphere warm.
Setup in 5 minutes
Lender
Built specifically for mortgage loan officers.
Partner Network
For agent–LO duos who want to grow together.
All plans include a 14-day free trial · No credit card required to start
Your choice. You can set birthday and milestone messages to auto-send, or keep everything in an approval queue where you review each message before it goes out. Rate watch alerts for loan officers always go to the queue — never auto-send.
No. SphereSync writes every message in your voice using your tone, sign-off, and personal notes. Recipients see a message that sounds exactly like you — because it is.
Replies come directly to your phone (via your dedicated SMS number) and appear in your SphereSync inbox. The contact is flagged as "warm" so you know to follow up personally.
Homebot and Fello send home value reports — they're great for one specific touchpoint. SphereSync is a complete relationship automation system: AI-written messages, click-to-call, drip sequences, Gmail sync, hot lead detection, and a full inbox. It's the whole relationship, not just one report.
Traditional CRMs require you to do the work — log calls, write emails, remember to follow up. SphereSync does the work for you. The AI writes the messages, the triggers fire automatically, and you only step in when a contact goes hot. It's not a CRM you update — it's a system that runs without you.
Rate watch messages go through a three-layer compliance system: the AI is prompted to never include rates, percentages, or dollar amounts; generated messages are scanned by regex; and if both fail, the message is held with a compliance note. All rate alerts sit in a review queue — you approve before anything sends.
Yes. Upload a CSV during onboarding or from the Contacts page at any time. Loan officers can export a CSV from their LOS (Encompass, Byte, Calyx, MeridianLink, or any system that exports CSV) and import it directly — no third-party access or IT approval required. We provide a downloadable template so you know exactly which columns to include.
Yes. No contracts, no cancellation fees. Cancel from your account settings and your subscription ends at the end of the billing period.
Set up in 5 minutes. No contracts, no technical knowledge required. Your sphere will hear from you this week.
Get started from $197/month →