REsimpli Mastermind Recap

AI Features & Best Practices with Tyler Scott & Don Carlson

Date: (28 Apr, 2026)

Yesterday’s REsimpli Mastermind covered the new AI features, setup walkthroughs, sales workflows, and best practices for using AI (voice + text) to scale lead follow-up and appointments. Tyler and Don demoed the AI Marketplace, voice follow-up specialist, SMS Assist, offer generation, eSign workflows, and answered user questions. Below is a recap of the major topics discussed.

Topic: Enabling AI Agents in REsimpli (AI Marketplace & Setup)

Challenge: Many users haven’t turned on or fully configured the AI features yet.

Advice: 

Go to AI > AI Marketplace and click the Activate/Turn On buttons (voice needs a bit more configuration). Create managed agents (you can have multiple), name them, set company name (test spelling/formatting so the voice says it correctly), and choose voice. Test the greeting lines (address merge is supported) and tune them to your workflow.

Key Insight: 

Turning AI on is the hardest step — most features are one-click after configuration. Test and iterate.

Topic: Voice Selection & Performance

Challenge: Voices vary in perceived realism; sellers sometimes flag obvious-sounding voices.

Advice: 

Monitor which voice generates fewer “is this a bot?” flags. Right now Emma is performing better than Jessica for Tyler’s data. New, higher-quality voices are coming soon — re-test periodically.

Key Insight: 

Voice choice materially affects pickup/flag rates. Start with the best-performing voice and update as voices improve.

Topic: Voice Follow-Up Specialist (Outbound + Inbound)

Challenge: Teams need consistent follow-up without hiring more human reps.

Advice: 

Use the Voice Follow-Up Specialist for inbound answering and as part of drip campaigns. Keep AI calls short (3–4 min) if it’s teeing up an acquisition manager; let human reps dig deeper. Use role-based booking to route phone or in-person appointments to your acquisition manager and sync Google Calendars so appointments appear directly on team calendars.

Key Insight: 

Treat voice AI like a lead manager that triages, books appointments, and moves leads into the right buckets.

Topic: Dynamic Offer Generation & Pricing Logic

Challenge: Sellers frequently ask for offers; teams want a safe, automated way to provide ballparks without overcommitting.

Advice: 

Enable dynamic offer generation to present a ballpark when a seller insists. Configure:

• Use MAO (Wholesale Max Allowable Offer) at ~80–90% of MAO if MAO exists
• Use 40–50% of ARV if using ARV
• If neither exists, AI will use REsimpli’s estimated value (recommend 40–50%)
• Tyler’s experience: average closed offer ~50% of ARV (market dependent)

AI offers are ranges, rounded to the nearest thousand, and only shown when sellers push for an offer.

Key Insight: 

Automated offers should be ballpark ranges, not final numbers — good for filtering “just give me an offer” sellers.

Topic: Smart Questioning Engine, Cadence & Data Refresh

Challenge: Re-asking unchanged info wastes time and annoys sellers.

Advice: 

The AI auto-skips questions if that data was captured recently. Pricing is refreshed every 30 days; other fields refresh on a 60–90 day cadence (default). Land support and land-specific question sets are coming soon (buildable, road access, motivation).

Key Insight: 

Smart questioning prevents redundant data collection and keeps conversations efficient.

Topic: Drip Campaigns, SMS Assist & Conversational AI

Challenge: Texting regulations (A2P/10DLC) and carrier filtering complicate automated SMS.

Advice:

• Use Drip Campaigns with SMS Assist turned on to generate context-aware initial texts and follow-ups.
• Include a compliant first message in your drip (DBA/company name) to satisfy 10DLC before letting AI conversational responses continue.
• Conversational AI picks up inbound replies and aims to set appointments; it uses full lead context so replies feel human.
• Avoid links in SMS drips (carriers flag links); use company name and suggest “Google me” if you want a discovery path.

Key Insight: 

SMS Assist + conversational AI is a huge time-saver and raises connection rates but requires a compliant first message strategy.

Topic: Inbound vs Outbound Call Flow & Call Routing

Challenge: Different lead channels need different routing (inbound sales coordinator for direct mail; voice AI for inbound).

Advice:

• Turn Inbound Sales Coordinator on for direct mail leads (answer immediately).
• Use call flow settings (Enterprise) to route calls by property status (e.g., under contract -> route to owner or in-app answering).
• Beware of legacy forwarding set on leads — they can override new call flow rules.

Key Insight: 

Proper call routing guarantees timely answers for high-value incoming leads.

Topic: Using AI Fields & Lead Scoring to Prioritize Work

Challenge: Lead volume makes it hard to focus on the best opportunities.

Advice: 

Use AI Summary and AI Fields to filter by motivation, lead temperature, etc. Bulk selection and bulk AI dialing (select a list and start AI calls) are coming soon — until then, tag and filter leads you want to test on and apply drips manually.

Key Insight: 

AI-generated fields transform your database into filterable, actionable lists — use those to prioritize outreach.

Topic: Calendar Sync, Appointments & Pipeline Automation

Challenge: Mapping AI outcomes to pipeline buckets and ensuring appointments show up correctly.

Advice:

• Sync Google Calendar for automatic appointment visibility.
• Currently AI auto-moves leads based on outcomes (offers made, warm, dead). The upcoming autonomous release will let you map 20+ common scenarios to any pipeline stage you want (appointments set, manual review, etc.).

Key Insight: 

Autonomous mapping will provide full control over lead flows and reduce manual post-call work.

Topic: eSign, Contracts & Working with Agents/Vendors

Challenge: Users want to send contracts to agents/vendors and sign as buyer/buyer’s agent from REsimpli.

Advice:

• Configure eSign templates with multiple parties/recipients and ordering (Party 1 = seller; Party 2 = buyer). Use “Fill My Info” to populate buyer fields from your REsimpli profile or use dispo buyer to populate a buyer attached to the lead.
• If an agent wants to present via their DocuSign, send your contract to the agent (as vendor) and they can process it on their platform; you may need to upload signed copies back into REsimpli.
• Use the Move to Vendor/Move to Buyer buttons when buyer/vendor calls come in to keep records tidy. Use vendor-specific numbers to avoid creating new leads from vendor callbacks.

Key Insight:

REsimpli eSign supports multi-party workflows, but agent-side eSign platforms will usually be handled outside and re-uploaded.

Topic: Notifications & Monitoring AI Conversations

Challenge: Getting notified for every AI message can overwhelm users.

Advice: 

Adjust notification settings (top-right > Notifications) to reduce noise (e.g., disable conversational AI message alerts if you don’t want every send/receive). For users new to AI, monitor a small sample to build confidence (turn notifications on temporarily), then scale back once comfortable.

Key Insight: 

Start monitoring to learn how AI behaves, then tune notifications and automation to your team’s needs.

Topic: Billing, Credits & Free Trial

Challenge: How are AI texts/calls billed?

Advice:

• SMS uses your existing SMS balance — no special AI SMS credits.
• AI calling minutes have specific minute credits. During the trial, AI is free until May 31st and accounts received an initial 60 minutes of AI call credit. Post-trial pricing will include monthly Copilot/lead manager charges plus minute credits (founder pricing and promos available).

Key Insight: 

Use the free trial window to test voice + SMS workflows before credits/billing begin.

Topic: Best Practices for Testing & Rollout

Challenge: Fear of losing deals or breaking compliance prevents adoption.

Advice:

• Test on a small tagged group of leads first: create a dedicated drip, tag 10–20 leads, and let the voice + SMS agents run.
• Keep AI calls short if they’re teeing up humans; let acquisition managers handle deeper discovery.
• Use return-to-sender handling for direct mail and integrate driving-for-dollars (no manual import/export needed).
• Keep long-term drips for “not selling now” leads (Tyler uses 2-year drips with AI sprinkled throughout).

Key Insight: 

Start small, monitor, iterate, and expand. The tech is improving daily — today is the baseline and will only get better.

Tools & Tactics Mentioned

• AI Marketplace / Managed Agents (voice follow-up specialist, inbound coordinator)
• Voice selection monitoring (Emma recommended currently)
• Smart Questioning Engine (skip if data captured within 60–90 days; price every 30 days)
• Dynamic Offer Generation (ARV/MAO-based ranges)
• Drip Campaigns with SMS Assist + Conversational AI
• AI Summary & AI Fields for filtering by lead temperature/motivation
• Make Call Using AI (manual now; bulk AI dial coming soon)
• Calendar sync (Google Calendar) for appointment visibility
• Driving-for-Dollars integration (no export/import)
• Return-to-sender handling and using OCR/AI (Claude) to build lists
• eSign templates with multiple parties / Fill My Info / dispo buyer
• Move to Vendor / Move to Buyer buttons
• Autonomous mapping (upcoming) to control pipeline routing
• Notifications settings to control alert volume

Best Advice from the Session

• Turn the AI on and test it while the trial is active — use a small sample and monitor.
• Treat the AI like a lead manager: keep initial calls short, let humans handle deep discovery.
• Use SMS Assist + conversational AI to warm leads before human outreach.
• Keep first SMS compliant for 10DLC (DBA/company name) — then let AI handle replies.
• Use ARV/MAO settings in your calculator to tune automated offer ranges.
• Clean and prioritize your pipeline using AI Fields — moving leads out of stale buckets is as valuable as adding new leads.
• Start with outbound + drip strategies, then layer inbound once conversion fundamentals are proven.

If you want Tyler’s drip templates or help turning features on, use Live Chat in REsimpli or reach out to support for copies of the drip campaigns shown in the demo.