How to Build a Real Estate CRM/CMS/Lead Generation Tool for 1.4M Real Estate Agents

With the promise of harnessing the potential of AI, we've set out on an ambitious venture that we believe will revolutionize the real estate landscape.

We're well aware of the struggles and challenges that 1.4 million real estate agents face daily. Industry turnover is startling, with nine out of every ten new agents leaving the field. This exodus, we believe, is largely due to the lack of adequate, intuitive tools to manage and grow their businesses.

Taking inspiration from the renowned Ben Caballero, the most productive real estate agent in the USA, The Jills, Miami's top luxury real estate team, Ryan Serhant of New York, Mauricio Umansky in Beverly Hills, and Josh Flagg of Los Angeles, we are crafting a tool that aims to make real estate sales a smoother, more efficient, and highly profitable process.

Consider this - Ben Caballero sold more than 3,500 properties in a year, something unachievable without leveraging technology. Our goal? To replicate such a successful model across all real estate agents by employing the power of AI, giving them the tools they need to choose their commission and improve their profitability.

Our vision takes root in the power of data. A staggering 90% of home buyers begin their journey online, according to a report from the National Association of Realtors. This presents a vast, untapped market for real estate agents to leverage, which our CRM intends to make possible.

Further to this, over 70% of real estate firms cited maintaining data security and keeping up with technology as among their most significant challenges, as reported by the National Association of Realtors. Our platform aims to overcome this, giving agents a secure, up-to-date solution.

Now, let's focus on how we plan to execute this.

1. Create a Branded Luxury Website using Webflow: In a highly competitive market, standing out is essential. A tailor-made, branded luxury website not only improves online presence but also adds credibility to the agent's business.
2. Launch Facebook Ad Campaigns Using Iterative Creative: We're leveraging the power of social media, where 68% of U.S. adults are Facebook users, and where 74% of high-income earners are a part of the platform, as per Pew Research Center.
3. Employ Midjourney, Canva, BannerBear and other AI Painting Tools: In an industry where visuals matter, we're incorporating AI tools that create compelling images, enhancing customer engagement and increasing conversion rates.
4. Capture, Qualify, and Optimize Lead Generation Using Full-Funnel Attribution: Employing full-funnel attribution, we're helping real estate agents identify the paths that lead to conversions and the stages where they're losing potential customers.

The journey we embark upon is far from easy. We're learning the ropes of Facebook's API, aiming to build a fully autonomous machine, a tool that encapsulates the essence of our collective digital marketing experience spanning 26 years.

So, why invest in our $250k seed round? Because we're not just building another CRM. We're reshaping the future of the real estate industry, and we're doing so by taking a leaf out of the playbook of the most successful names in the business.

Join us on this path to empowering real estate agents across the U.S., providing them with the best tools to not just survive but thrive, and in the process, let's make many millions together.

How to Create a Facebook Ads Account with Zapier and the API

This PRD provides the steps required to integrate the Facebook Ads API with Zapier to create a new Facebook Ads account.

Requirements

1. Creating a Facebook App

The first step is to create a Facebook App, which will allow us to access the Facebook Ads API.

Step-by-step instructions:

• Go to the Facebook Developers site
• Click "Create App"
• Follow the prompts to set up a new app

2. Generating a User Access Token

Once we've created the app, we need to generate a User Access Token.

Step-by-step instructions:

• Go to the Facebook Graph API Explorer
• Select your app in the "Facebook App" dropdown
• Click "Generate Access Token"
• Follow the prompts to get your token

Please remember to securely store this token, as it is crucial for authorizing your app's API requests.

3. Creating a System User

To ensure uninterrupted, programmatic access, we recommend creating a System User.

Step-by-step instructions:

• Go to your Facebook App's settings on the Facebook Developers site
• Click on "System Users" in the sidebar
• Click "Add System User"
• Follow the prompts to set up your System User

4. Setting up Zapier Integration

Zapier enables you to automate tasks by connecting different apps and services. We will use it to connect with Facebook's API and automate the process of creating ad accounts.

Step-by-step instructions:

• Go to Zapier and log in or sign up for a new account.
• Click on "Make a Zap" at the top of the page.
• In the "Choose App & Event" section, search for and select "Webhooks by Zapier."
• For "Trigger Event", select "Catch Hook" and click "Continue."
• In the "Custom Webhook URL", you will see a URL. Copy this URL.
• Use this URL as the endpoint where you'll send a POST request to create a new ad account from your app. Include the parameters required by the Facebook Ads API for creating a new ad account. Refer to the Facebook Ads API Documentation for more details.
• After you've set up the request on your end, click "Test Trigger" in Zapier.
• If successful, you can continue to set up the Action for this Zap.

5. Setting up the Action in Zapier

This will be the action that is performed after Zapier receives the webhook.

Step-by-step instructions:

• Click "Continue" and then "Choose App & Event."
• Search for and select "Facebook Lead Ads" (as of the last update in 2021, Zapier doesn't support Facebook Ads directly, so we use the Lead Ads service).
• For the "Action Event", select "Create Lead" and click "Continue."
• Connect your Facebook account.
• Set up the "Customize Lead" section as per your requirements.
• Click "Continue" and then "Test & Review" to verify everything is working.
• Once the test is successful, click "Turn On Zap".

User Stories

As a No-Code Prompt Engineer, I want to:

1. Create a Facebook App to gain access to the Ads API.
2. Generate a User Access Token to authenticate with the API.
3. Create a System User for programmatic, app-level access.
4. Use Zapier to create a webhook integration with Facebook Ads API.
5. Automate the process of creating ad accounts with the Zapier webhook.

Acceptance Criteria

1. A Facebook App is successfully created.
2. A User Access Token is generated and can authenticate API requests.
3. A System User is created.
4. Zapier is set up and integrated with the Facebook Ads API.
5. A new ad account can be created automatically via the Zapier webhook.

Open Questions

1. What specific parameters will we need to include when creating new ads?
2. How will we handle token expiration and renewal?
3. What specific actions do we want to automate with Zapier?

Please note that this PRD provides a high-level overview of the process. For detailed instructions and up-to-date information, always refer to the latest documentation for each service.

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Product Requirements Document (PRD) - Facebook Ads API Integration

Purpose

The purpose of this PRD is to outline the method of creating an integration with the Facebook Ads API. This integration will allow us to programmatically create new ads and accounts, track performance, and manage campaigns.

Requirements

1. Facebook App Creation

To use the Facebook Ads API, we must first create a Facebook App. This will provide us with an App ID and App Secret, which we will use to authenticate our requests.

Step-by-step instructions:

• Navigate to the Facebook Developers site
• Click "Create App"
• Follow the prompts to set up a new app

2. User Access Token Generation

After setting up the app, we need to generate a User Access Token for authentication.

Step-by-step instructions:

• Navigate to the Facebook Graph API Explorer
• Select your app in the "Facebook App" dropdown
• Click "Generate Access Token"
• Follow the prompts to get your token

Important: Store this token securely as it grants significant permissions. Also, note that User Access Tokens have a limited lifetime, so you may need to renew the token periodically.

3. System User Creation

For programmatic access, it's best to use a System User. System Users provide app-level access and do not expire, unlike User Access Tokens.

Step-by-step instructions:

• Navigate to your Facebook App's settings on the Facebook Developers site
• Click on "System Users" in the sidebar
• Click "Add System User"
• Follow the prompts to set up your System User

4. API Integration

The following RESTful endpoints are essential for creating new ads and accounts:

EndpointDescriptionPOST /adaccountCreates a new ad accountPOST /{ad-account-id}/adsCreates a new ad under a given ad account

For the specific request parameters for each endpoint, refer to the Facebook Ads API Documentation.

Step-by-step instructions:

1. Use your preferred HTTP request tool or library to make POST requests to the above endpoints.
2. For each request, include an Authorization header with the value Bearer {access-token}, replacing {access-token} with your System User's access token.
3. Include any necessary parameters in the body of your requests.

User Stories

As a No-Code Prompt Engineer, I want to:

1. Create a Facebook App to gain access to the Ads API.
2. Generate a User Access Token to authenticate with the API.
3. Create a System User for programmatic, app-level access.
4. Make HTTP requests to create new ad accounts and ads.

Acceptance Criteria

1. A Facebook App is successfully created.
2. A User Access Token is generated and can authenticate API requests.
3. A System User is created.
4. The integration can successfully create new ad accounts and ads.

Open Questions

1. Will we need to manage multiple ad accounts or just one?
2. What specific parameters will we need to include when creating new ads?