Contacts — Synced From Your CRM, Not Replacing It
The AI-native transaction coordinator that respects your stack. ReBillion sits across your CRM, contracts, calendars, and email channels — the AI control plane for real estate brokerages, not a replacement CRM.
Your CRM owns the contact record. ReBillion's job is to act on those contacts inside an active transaction — without forcing you to migrate. We sync read-write from Follow Up Boss, KvCORE, Lofty, and Sierra Interactive; we read-only from any system that exposes an API.
What we sync
Contact fields: name, role (buyer/seller/agent/lender/title/inspector/HOA/utility/other), primary phone, primary email, address, license number where applicable, consent state for SMS.
Deal associations: every contact's role in every deal the brokerage handles.
Communication history: every email and call the contact participated in across the deal.
Custom fields: brokerage-specific tags and flags propagate both directions.
Bi-directional sync (Follow Up Boss, KvCORE)
Changes in ReBillion (new email, new call, new note) reflect in your CRM. Changes in your CRM (new contact, updated phone, lead-stage change) reflect in ReBillion. No double-entry.
What we don't do
We don't replace your lead-management pipeline. We don't run your nurture sequences pre-contract. We don't drive lead-routing. Those are CRM functions; we orchestrate post-contract.
Privacy and access
Contact data is encrypted at rest and in transit. Role-based access controls who in the firm can see what. The records-retention period matches your brokerage's policy and the relevant state minimum (typically 5 to 7 years).
Frequently asked
Which CRMs do you sync with?
Read-write: Follow Up Boss, KvCORE, Lofty (Chime), Sierra Interactive. Read-only: most systems with an API.
What if my CRM isn't on the list?
We'll build a connector. Typical timeline is 2 to 3 weeks on your subscription.
Does the sync slow down my CRM?
No. Sync is incremental and runs out-of-band.
How are duplicates handled?
We match on email + phone + role first; firm-level dedup rules layer on top.
Can I block certain fields from syncing?
Yes. Per-field allowlist supported.
Is SMS consent tracked?
Yes. The consent state field tracks TCPA opt-in/opt-out per contact and respects STOP messages immediately.
See the AI control plane on your real files.
30-minute live demo with the founders. No sandbox; we run on your contracts.