NestWise AI

Dashboard

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Recent Leads

Name	Phone	Score	Status	Source	Added
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CRM / Leads

Name	Phone	Email	Score	Status	Budget	Type	Source	Added
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Add Lead

Documents

Upload Template

Uploaded Templates

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Lead	Template	Created	Status
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Pending Approvals

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Ad Analysis

Date Range

My Agent Profile

This information is used to auto-fill your real estate documents. Fill it in completely for best results.

Agent Info

Your Full Name

Agent Name (as on forms)

Your Email

Your Phone

SC License #

MLS ID

Brokerage

Brokerage Name

Brokerage Address

Brokerage Phone

Broker-in-Charge

Default Contract Terms

Commission Rate (%)

Bonus Rate (%)

Protection Period (days)

Agreement Length (months)

Your Webhook URLs

Paste these URLs in your ad platform accounts so leads are automatically routed to your account.

Google Ads Lead Form Webhook

Meta / Facebook Lead Ads Webhook

TikTok Lead Ads Webhook

⚠ Regenerating will break any existing ad platform integrations until you update them with the new URL.

AI Follow-Up Drip Sequence

When enabled, HIGH-scored leads are automatically enrolled in a 4-message follow-up sequence sent over 28 days — Day 3, Day 7, Day 14, and Day 28 — using AI-generated messages. Each message counts toward your monthly SMS usage.

Auto-enroll HIGH leads in drip sequence

Only applies to HIGH-scored leads. MEDIUM and LOW leads receive the initial SMS only.

Drip schedule:

Day 0 — Initial SMS Day 3 — Warm check-in Day 7 — Value add Day 14 — Re-engagement Day 28 — Final nurture

Google Calendar

Automatic Follow-Up Reminders

When a lead scores HIGH or MEDIUM, the AI creates a 30-minute callback reminder on your Google Calendar for the next morning at 10 AM — automatically.

A Google sign-in window will open. Sign in and click Allow — that's it. Takes about 30 seconds.

System Settings Admin

These are platform-wide settings. After saving, restart the server for LLM/API key changes to take effect.

AI / LLM Keys

LLM Provider

Model

Anthropic API Key Get key →

OpenAI API Key

Business Profile

Business Name

Business Phone

Market / Location

Price Range Min ($)

Price Range Max ($)

Webhook Secret

Flyweel / Ad Platform Keys

Flyweel API Key

Google Ads Customer ID

Meta Ad Account ID

Meta Access Token

Feature Flags & Scheduling

Auto Ad Analysis

Human-in-the-Loop — require approval before SMS to HIGH-score leads

Verbose Agent Logs

Ad Check Cron Help →

Users Admin

Invite Code

Share this code so agents can self-register. It only works with your account.

Send Local Agent Invite

Private · $40/mo

Send a personal Stripe payment link to anyone you choose. They get the same features as Solo (200 scores / 100 SMS / 50 docs) at $40/mo. This plan is never listed publicly.

All Users

Name	Email	Role	Plan	Status	Joined
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NestWise AI

🏠 NestWise AI

Dashboard

Monthly Usage

Recent Leads

CRM / Leads

Add Lead

Documents

Upload Template

Uploaded Templates

Generate Filled PDF for a Lead

Generated Documents

Pending Approvals

Ad Analysis

Results

My Agent Profile

Agent Info

Brokerage

Default Contract Terms

Your Webhook URLs

AI Follow-Up Drip Sequence

Google Calendar

System Settings Admin

AI / LLM Keys

Business Profile

Flyweel / Ad Platform Keys

Feature Flags & Scheduling

Users Admin

Invite Code

Send Local Agent Invite

All Users

Logs

NestWise AI

🏠 NestWise AI

Dashboard

Monthly Usage

Recent Leads

CRM / Leads

Add Lead

Documents

Upload Template

Uploaded Templates

Generate Filled PDF for a Lead

Generated Documents

Pending Approvals

Ad Analysis

Results

My Agent Profile

Agent Info

Brokerage

Default Contract Terms

Your Webhook URLs

AI Follow-Up Drip Sequence

Google Calendar

System Settings Admin

AI / LLM Keys

Business Profile

Flyweel / Ad Platform Keys

Feature Flags & Scheduling

Users Admin

Invite Code

Send Local Agent Invite

All Users

User

Create User Account

Logs

Lead