โ˜ฐ
Hermes Agent Integration Strategy

Agent-Powered Brokerage
for The Core Group FL

A comprehensive strategy to implement Hermes Agent โ€” an open-source AI agent platform by Nous Research โ€” into The Core Group's real estate workflows, streamlining operations, elevating customer experience, and creating a turnkey package for resale to other agents.

๐Ÿ“ Orlando, FL โ€” 20+ Communities
๐Ÿ  21 Agents brokered by eXp
โšก Hermes Agent by Nous Research
๐Ÿ“… Prepared June 2026
1

Company Snapshot

The Core Group is a 21-agent real estate team brokered by eXp Realty, serving the Greater Orlando metro area. Led by Justin Core (Team Leader, Broker Associate), the team specializes in luxury, historic, and investment properties.

๐Ÿข

Brokerage

Team brokered by eXp Realty โ€” cloud-based, publicly traded brokerage. Office at 236 S Lucerne Cir, Orlando, FL 32801. Stellar MLS + Greater Orlando Association of Realtors IDX.

๐ŸŽฏ

Specialty

Luxury homes, historic properties, and investment real estate. Tagline: "Simplifying Real Estate." Active blog covering seller tips, buyer guides, and local market insights.

๐Ÿ—บ๏ธ

Coverage Area

20+ Communities

Oviedo, Winter Park, Winter Springs, Lake Mary, Lake Nona, Windermere, Winter Garden, DeLand, Deltona, Avalon, Casselberry, College Park, Downtown Orlando, Thornton Park & more.

๐Ÿ’ป

Current Tech Stack

Squarespace website, Google Maps API, Stellar MLS/IDX search, Zillow review integration, Google Analytics, Facebook SDK, reCAPTCHA. Social: Facebook, Instagram, X, LinkedIn, YouTube.

๐Ÿ‘ฅ

Team

21 Agents

Led by Justin Core, Cheryl Core, Jackson Core. Includes bilingual agents (Spanish), VA loan specialists, and agents serving South Florida. Financing partner: Prime Mortgage (Matt Atkins).

๐ŸŽจ

Brand Identity

Orange (#FA6829) + Charcoal (#32353E) + cream backgrounds. Open Sans / Raleway typography. Clean, modern, photography-forward design. All-caps section headers.

2

The Problem

Real estate is a relationship business drowning in administrative work. The industry's tools are fragmented across 10+ categories with no unifying intelligence layer. Here's what agents face daily.

21x
More likely to qualify if called in 5 min vs 30 minยน
40 hrs
Average agent time per transactionยฒ
66%
Sellers used a referred or past agentยณ
42 hrs
Average lead response time (HBR)โด

ยน MIT/InsideSales.com Lead Response Management Study, Dr. James Oldroyd (2007). B2B web-lead study, widely cited in real estate.
ยฒ National Association of REALTORSยฎ, cited across multiple industry sources. Includes all transaction tasks, not just scheduling.
ยณ NAR 2019 Profile of Home Buyers and Sellers, Ch. 7, p.124. Confirmed 66% in 2019, 65% in 2023, 66% in 2025 reports.
โด Harvard Business Review, "The Short Life of Online Sales Leads" (Oldroyd, McElheran, Elkington, 2011). 2,241 companies. 23% never respond at all.

โฑ๏ธ

Speed-to-Lead Gap

The MIT/InsideSales.com study found leads contacted within 5 minutes are 21x more likely to qualify than at 30 minutes. But HBR found the average company takes 42 hours to respond โ€” and 23% never respond at all.

๐Ÿ—‚๏ธ

Transaction Chaos

NAR reports the average real estate transaction takes ~40 working hours for an agent. That time is spread across coordinating with buyers, sellers, lenders, title companies, inspectors โ€” each requiring separate calls, emails, and document exchanges.

๐Ÿ“‹

Compliance Risk

Post-NAR settlement (Aug 2024), buyer-broker agreements are mandatory before showings. Brokers carry personal liability for every agent's files. Most compliance is reactive, not proactive.

๐Ÿ’ธ

Tool Fragmentation

Agents typically juggle separate CRM, transaction management, showing service, e-signature, accounting, and marketing tools โ€” each with separate logins, separate data, and limited integration. No single platform orchestrates across all of them.

3

What Is Hermes Agent?

Hermes Agent is an open-source AI agent framework by Nous Research that runs in your terminal, messaging platforms (Telegram, Discord, Slack, WhatsApp, SMS, Email, and 15+ others), and web browser. It doesn't just answer questions โ€” it takes actions. Important: Hermes's real-estate-specific capabilities are custom skills and integrations Justin's team will build โ€” they are not bundled out of the box.

Built-in vs. Custom-Built: What Ships vs. What Justin Builds

โœ… Built-in (ships with Hermes):
  • โ†’ 20+ messaging platforms (SMS, WhatsApp, Email, etc.)
  • โ†’ Web search & content extraction
  • โ†’ Browser automation (navigate, click, type)
  • โ†’ File read/write/search/patch
  • โ†’ Terminal commands
  • โ†’ Persistent memory across sessions
  • โ†’ Cron scheduling
  • โ†’ Skills system (create/save/load)
  • โ†’ Per-agent profiles
  • โ†’ MCP server support (connect external tools)
  • โ†’ AI image generation & vision analysis
๐Ÿ”ง Custom (Justin's team builds):
  • โ†’ Real-estate skills (buyer intake, listing prep, TC)
  • โ†’ MLS data access (browser automation or RESO API)
  • โ†’ DocuSign integration (via DocuSign's MCP server)
  • โ†’ ShowingTime coordination (no MCP exists โ€” custom build)
  • โ†’ CRM integration (Follow Up Boss, kvCORE โ€” custom)
  • โ†’ Commission calculation & CDA generation
  • โ†’ License verification (FL DBPR API skill)
  • โ†’ Obsidian vault read/write skill
  • โ†’ QMD semantic search (third-party, self-hosted)
  • โ†’ Onboarding wizard / setup tool
  • โ†’ Team dashboard & white-label frontend
๐Ÿง 

Persistent Memory

Remembers Everything

Hermes stores client preferences, property details, transaction history, and learned workflows across sessions. It never forgets a client's needs or where a transaction stands.

  • Client preference tracking across conversations
  • Transaction state persistence
  • Environment and workflow learning
๐Ÿ’ฌ

Multi-Platform Gateway

Meets Clients Where They Are

The same agent runs on SMS, WhatsApp, Email, Discord, Telegram โ€” whatever channel the client prefers. Voice messages are auto-transcribed. The agent responds in seconds, 24/7.

  • SMS lead response, typically under 60 seconds
  • WhatsApp for international/relocating buyers
  • Email for formal document delivery
  • Voice transcription + TTS replies
โš™๏ธ

Tool Integration

Extensible via MCP

MCP servers, API calls, browser automation, terminal commands, file operations. Hermes connects to 20+ messaging platforms out of the box. Real-estate-specific tools (CRM, MLS, DocuSign, ShowingTime) require custom integration via MCP servers or custom skills โ€” these are not pre-built.

  • MCP server ecosystem (n8n, Linear, GitHub, + any MCP you configure)
  • Browser automation (can navigate web pages, fill forms)
  • Custom real-estate skills (must be built by Justin's team)
  • 20+ messaging platforms (SMS, WhatsApp, Email, Telegram, etc.)
๐Ÿ•

Cron Scheduling

Autonomous Background Work

Schedule recurring tasks: morning market briefings, lead follow-up sequences, transaction deadline monitoring, post-closing nurture campaigns. Hermes runs them automatically and delivers results.

  • Daily market update generation
  • Automated follow-up sequences
  • Deadline monitoring with alerts
  • Post-closing nurture on autopilot
๐Ÿ”

Skills System

Learns and Improves

Hermes saves reusable workflows as "skills" โ€” proven procedures that load into future sessions. A buyer-intake skill, a listing-prep skill, a transaction-coordinator skill. The agent gets better at your specific business over time.

  • Custom real estate skills (buyer intake, CMA, listing prep)
  • Share skills across team via shared skills/ directory
  • Self-improving through experience
  • Skills Hub for community sharing (agentskills.io)
๐Ÿ‘ค

Profiles

Per-Agent Isolation

Each agent on the team gets their own Hermes profile โ€” isolated sessions, memory, skills, and config. Justin as team leader has oversight. New agents get pre-configured profiles with brokerage skills loaded.

  • Per-agent memory and client context
  • Team-wide skill distribution
  • Consistent workflows across the team
  • Centralized config, individual autonomy
4

Architecture Diagram

System-level overview of how Hermes Agent integrates into The Core Group's real estate operations โ€” from lead capture through closing and post-close relationship management.

Hermes Real Estate Integration Architecture โ€” Blueprint Diagram

HERMES REAL ESTATE INTEGRATION ARCHITECTURE ยท DOC NO: HRE-001 ยท REV A ยท NousResearch/hermes-agent

Tap the diagram to view fullscreen

5

Automated Workflows

Every step in the buyer and seller journey, mapped to what Hermes automates versus what stays with the human agent. The principle: Hermes handles the repetitive, time-sensitive work. Humans handle relationships, judgment, and negotiation.

๐Ÿ  Buyer Journey
๐Ÿ”‘ Seller Journey
๐Ÿข Brokerage Management
1

Lead Capture & Instant Response

New lead arrives from website form, Zillow, or social media. Hermes responds via SMS typically within 60 seconds โ€” 24/7, even at 2 AM. Website form requires a bridge (n8n or custom webhook receiver) to forward leads to Hermes's messaging gateway.

Hermes: Messaging platform โ†’ instant SMS reply โ†’ qualification questions โ†’ CRM note in vault
2

Pre-Qualification & Buyer Consultation

Hermes qualifies the lead (budget, timeline, location, pre-approval status), explains the buyer-broker agreement requirement (NAR settlement), and schedules a consultation with the human agent.

Hermes: Conversational qualification โ†’ buyer-broker agreement via DocuSign (custom MCP setup) โ†’ consultation scheduling
3

Property Search & Matching

Hermes monitors MLS for new listings matching client criteria, sends curated property recommendations via SMS/email, and adjusts search parameters based on client feedback.

Hermes: MLS monitoring via browser automation (custom skill, ToS risk) โ†’ smart matching โ†’ property recommendations โ†’ feedback collection
4

Showings & Property Tours

Client finds a property they like. Hermes coordinates showing times across buyer's availability, listing agent's approval, seller restrictions, and the human agent's calendar via ShowingTime.

Hermes: ShowingTime coordination (custom skill โ€” ShowingTime has no MCP server, requires custom build) โ†’ multi-party scheduling โ†’ calendar sync โ†’ confirmation messages Human: Conducts the showing, builds rapport, reads the buyer's reactions
5

Offer Preparation & Submission

Buyer decides to make an offer. Hermes drafts the purchase agreement with agent's input, attaches pre-approval letter and proof of funds, and submits to the listing agent.

Hermes: Document drafting โ†’ attachment gathering โ†’ submission โ†’ offer status tracking Human: Pricing strategy, contingency decisions, negotiation guidance
6

Due Diligence (Inspection โ†’ Appraisal โ†’ Financing)

Hermes tracks all deadlines, sends proactive status updates to buyer at each milestone, schedules inspections, and flags approaching contingency removal dates.

Hermes: Deadline tracking โ†’ milestone notifications โ†’ inspection scheduling โ†’ contingency deadline alerts
7

Closing

Hermes sends final walkthrough reminder, confirms closing logistics, delivers closing disclosure summary, and ensures all documents are signed and filed.

Hermes: Walkthrough scheduling โ†’ closing confirmation โ†’ document verification โ†’ MLS status update
8

Post-Close Relationship

NAR reports 66% of home sellers used an agent referred to them or one they'd worked with before (NAR 2019 Profile of Home Buyers and Sellers, p.124). Yet most agents have no systematic post-close nurture. Hermes launches a 12-month sequence: 7-day check-in โ†’ quarterly market updates โ†’ anniversary message โ†’ referral request โ†’ closing gift coordination.

Hermes: Nurture sequence โ†’ market updates โ†’ anniversary triggers โ†’ review request โ†’ referral ask
1

CMA & Listing Presentation

Hermes pulls comparables from MLS, generates a CMA report with market trends, and prepares a listing presentation deck for the agent to present to the seller.

Hermes: MLS data pull via browser automation (custom skill) โ†’ CMA generation โ†’ market analysis โ†’ presentation prep Human: Pricing strategy recommendation, relationship building with seller
2

Listing Preparation

Hermes schedules professional photography, coordinates staging, writes the property description, gathers HOA docs and disclosures, and enters the listing in MLS.

Hermes: Vendor scheduling โ†’ AI listing description โ†’ MLS entry โ†’ disclosure gathering
3

Marketing & Syndication

Hermes syndicates to Zillow/Realtor.com/Trulia, creates social media campaigns, sets up retargeting ads, and schedules open house promotions across channels.

Hermes: Multi-platform syndication โ†’ social media scheduling โ†’ ad campaign setup โ†’ open house promotion
4

Showings & Open Houses

Hermes manages showing requests, collects feedback from buyer agents, tracks interest levels, and provides weekly traffic reports to the seller.

Hermes: Showing feedback collection (custom skill) โ†’ traffic analytics โ†’ seller reports
5

Offer Management & Negotiation

Multiple offers come in. Hermes ingests all offers (PDF, email, forms), normalizes into a comparison matrix, scores on weighted criteria (price, financing, contingencies, timeline).

Hermes: Offer ingestion โ†’ comparison matrix โ†’ weighted scoring โ†’ counter-offer draft Human: Negotiation strategy, seller consultation, final acceptance decision
6

Under Contract โ†’ Closing

Hermes opens escrow, coordinates title work, tracks inspection timeline, manages repair negotiations, monitors appraisal, and ensures all closing logistics are confirmed.

Hermes: Escrow coordination โ†’ title scheduling โ†’ deadline tracking โ†’ repair negotiation prep โ†’ closing logistics
1

Agent Onboarding

New agent joins the team. Hermes creates their profile, collects licensing info, verifies credentials, sets up MLS/CRM access, and loads brokerage skills automatically.

Hermes: Profile creation โ†’ license verification (custom skill querying FL DBPR API) โ†’ tool provisioning โ†’ skill loading โ†’ mentor assignment tracking
2

Compliance Monitoring

Hermes continuously monitors all active transactions for missing documents, expired licenses, approaching deadlines, and NAR settlement compliance โ€” flagging issues before they become audit failures.

Hermes: Document tracking โ†’ license monitoring โ†’ deadline alerts โ†’ NAR compliance verification โ†’ audit-ready file generation
3

Transaction Coordination

Hermes acts as a digital TC โ€” proactively requesting documents, coordinating parties, tracking milestones, sending status updates, and escalating only exceptions to humans. Potential to reduce TC labor cost significantly (in-house TCs typically cost $45K+/year).

Hermes: Document chasing โ†’ party coordination โ†’ milestone tracking โ†’ status updates โ†’ exception escalation
4

Commission & Accounting

Hermes calculates commission per agent split plan, generates CDAs, tracks 1099 reporting, and monitors trust/escrow account compliance.

Hermes: Commission calculation (custom skill) โ†’ CDA document draft โ†’ payout tracking. Trust account monitoring & 1099 prep are regulated activities โ€” Hermes can assist but human review and licensed accountant sign-off required.
5

Team Performance Intelligence

Hermes provides Justin with real-time visibility into team pipeline health, predicts deal fall-through risk, forecasts production, and identifies coaching opportunities.

Hermes: Pipeline dashboards โ†’ risk prediction โ†’ production forecasting โ†’ coaching recommendations
6

Where Hermes Fills the Gaps

The real estate SaaS landscape is fragmented. Existing tools are siloed, rule-based, and passive. Hermes is the missing orchestration layer that connects everything and takes autonomous action.

Gap Current State Hermes Solution Priority
Cross-Platform Orchestration 5-10 disconnected tools per agent. Zapier integrations are fragile. Single AI agent layer connecting all RE tools via custom MCP servers and skills โ€” not pre-integrated, requires custom development TIER 1
Lead Qualification HBR found average lead response time is 42 hours; 23% never respond. CRM "AI" is rule-based drip campaigns. Conversational AI that qualifies via SMS/voice 24/7, answers property questions, books appointments TIER 1
Transaction Coordination NAR reports ~40 working hours per transaction across multiple parties. TCs cost $45K+/year or inconsistent outsourced. Autonomous TC agent that chases documents, tracks deadlines, sends updates, escalates exceptions only TIER 1
Showing Scheduling Scheduling is one of the most time-consuming coordination tasks for agents (NAR reports ~40 hrs total per transaction). AI orchestrates across buyer, listing agent, seller, showing service โ€” automatic TIER 1
Offer Management Multiple offers arrive in different formats. Manual comparison sheets. Ingests all offers, normalizes into comparison matrix, scores on weighted criteria TIER 2
Compliance Monitoring Reactive โ€” discovered during audits, not during transactions. Broker carries personal liability. Continuous monitoring for missing docs, expired licenses, approaching deadlines, NAR settlement compliance TIER 2
Post-Closing Relationships 66% of sellers use referred/past agent (NAR), yet most agents have no systematic post-close nurture. Personalized 12-month nurture with market updates, anniversary triggers, optimal-timing referral requests TIER 2
Document Processing 50-100+ pages per transaction. Residential is underserved vs commercial. AI reads any RE document, extracts key terms, flags unusual clauses, summarizes for clients in plain language TIER 2
NAR Settlement Compliance Buyer-broker agreements mandatory. Many brokerages not fully compliant. Ensures agreement executed before showings, tracks compensation negotiations, generates disclosures TIER 2
Predictive Intelligence Brokers lack real-time visibility into pipeline health and team performance. Predicts deal fall-through risk, forecasts team production, identifies coaching opportunities TIER 3
Agent Onboarding 3-6 month ramp-up. 10+ systems to set up. Inconsistent process. Automated profile creation, license verification, tool provisioning, skill loading TIER 3
7

Obsidian Vault โ€” Long-Term Knowledge Base

Hermes's built-in memory is perfect for agent preferences and current context (~2K chars). But a brokerage needs a real knowledge base โ€” client histories, transaction files, SOPs, market data. That's where Obsidian comes in.

Tier 1 โ€” Hot

Built-in Memory

Hermes MEMORY.md + USER.md

Agent preferences, environment facts, current client context, communication style. Injected into every session automatically.

~2,200 chars ยท Always active
Tier 2 โ€” Warm

Obsidian Vault

Markdown files ยท Custom Hermes Skill (to be built)

Client notes, transaction files, SOPs, checklists, market data, vendor contacts. Hermes reads, searches, creates, and edits these directly via file tools.

Unlimited ยท Filesystem-based
Tier 3 โ€” Deep

QMD Semantic Search

BM25 + Vector + LLM Reranking ยท Third-Party MCP Server

Natural language queries across the entire vault: "What did the Smiths say about school districts?" returns the exact passage. All-local, no cloud, no API keys.

Unlimited ยท ~2GB models

Proposed Vault Structure for The Core Group

๐Ÿ“ Core-Group-Vault/ โ”œโ”€โ”€ ๐Ÿ“‚ Clients/ โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Active/ โ”‚ โ”‚ โ”œโ”€โ”€ Smith-John-Stacy.md # buyer, 3br, Oviedo, $450K, pre-approved โ”‚ โ”‚ โ”œโ”€โ”€ Garcia-Miguel.md # seller, Winter Park listing, under contract โ”‚ โ”‚ โ””โ”€โ”€ ...one note per client โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Closed/ # archived transactions โ”‚ โ””โ”€โ”€ ๐Ÿ“‚ Prospects/ # leads not yet qualified โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Transactions/ โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ 2026-06/ โ”‚ โ”‚ โ”œโ”€โ”€ TX-2026-045-Smith-Buy.md # checklist, deadlines, docs, commission โ”‚ โ”‚ โ”œโ”€โ”€ TX-2026-046-Garcia-Sell.md โ”‚ โ”‚ โ””โ”€โ”€ ... โ”‚ โ””โ”€โ”€ ๐Ÿ“‚ _Template/ # transaction checklist template โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ SOPs/ # Standard Operating Procedures โ”‚ โ”œโ”€โ”€ Buyer-Intake-Checklist.md โ”‚ โ”œโ”€โ”€ Listing-Prep-Workflow.md โ”‚ โ”œโ”€โ”€ Transaction-Coordinator-Checklist.md โ”‚ โ”œโ”€โ”€ NAR-Compliance-Requirements.md โ”‚ โ”œโ”€โ”€ Offer-Comparison-Matrix.md โ”‚ โ””โ”€โ”€ Post-Closing-Nurture-Sequence.md โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Market-Intel/ โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Communities/ โ”‚ โ”‚ โ”œโ”€โ”€ Oviedo-Market-Snapshot.md # price trends, DOM, inventory โ”‚ โ”‚ โ”œโ”€โ”€ Winter-Park-Market-Snapshot.md โ”‚ โ”‚ โ””โ”€โ”€ ...one per community โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ CMAs/ # saved comparables โ”‚ โ””โ”€โ”€ Weekly-Market-Briefing.md # auto-updated by Hermes cron โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Vendors/ โ”‚ โ”œโ”€โ”€ Photographers.md โ”‚ โ”œโ”€โ”€ Inspectors.md โ”‚ โ”œโ”€โ”€ Title-Companies.md โ”‚ โ”œโ”€โ”€ Lenders.md # Prime Mortgage / Matt Atkins โ”‚ โ””โ”€โ”€ Stagers.md โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Team/ โ”‚ โ”œโ”€โ”€ Agent-Profiles.md # licenses, CE credits, splits โ”‚ โ”œโ”€โ”€ Onboarding-Checklist.md โ”‚ โ””โ”€โ”€ Weekly-Pipeline-Report.md # auto-generated by Hermes โ”‚ โ”œโ”€โ”€ ๐Ÿ“‚ Skills/ # Hermes custom skills (linked) โ”‚ โ”œโ”€โ”€ buyer-intake/SKILL.md โ”‚ โ”œโ”€โ”€ listing-prep/SKILL.md โ”‚ โ”œโ”€โ”€ transaction-coordinator/SKILL.md โ”‚ โ””โ”€โ”€ market-analysis/SKILL.md โ”‚ โ””โ”€โ”€ README.md # vault index and conventions
๐Ÿ”„

How Hermes Uses the Vault

Hermes writes to the vault after every client interaction: "Called Smith about counter-offer at $445K, they approved." It reads from the vault before any client conversation: "Last interaction: Smith wants 3br near A-rated schools, budget $450K."

๐Ÿ”

QMD Deep Search

With QMD installed as an MCP server, Hermes can query the entire vault semantically: "What did the Smiths say about school districts?" โ†’ returns the exact passage from the client note, even if it was written months ago.

๐Ÿ“ฆ

The Vault IS the Product

For the resale package, the Obsidian vault template with pre-built folder structure, SOPs, and Hermes skills IS the turnkey product. Other agents get a proven system, not a blank tool.

8

The Resell Package โ€” "AI Brokerage in a Box"

Justin builds and validates the Hermes + Obsidian system at The Core Group. Once proven, he packages it as a turnkey solution for other real estate agents who don't have tech guidance. Three tiers, from DIY to fully managed.

Solo Agent PROPOSED

$299/mo
Per agent ยท Self-service with guided setup
  • Pre-configured Hermes profile with real estate skills
  • Obsidian vault template (folder structure + SOPs)
  • SMS + Email gateway for 24/7 lead response
  • Buyer intake & listing prep skills (custom-built)
  • Post-closing nurture automation
  • Setup guide and video walkthroughs
  • Community support Discord

One-time setup fee: $500โ€“$750
Pass-through costs (not included): LLM API ~$15โ€“$50/mo ยท SMS (Twilio) ~$3โ€“$8/mo ยท Hosting ~$2โ€“$10/mo shared
Total pass-through: ~$50โ€“$75/mo โ†’ ~75% gross margin

Priced against Real Geeks ($299/mo, CRM+website, no AI agent) and Follow Up Boss ($69/user + $499 platform). Delivers 24/7 AI lead response + TC automation at a fraction of a human TC ($300โ€“$500/file).

Brokerage PROPOSED

$1,499/mo
Up to 20 agents ยท Fully managed
  • Everything in Team, plus:
  • Dedicated Hermes server (Mac Mini or cloud VPS)
  • Per-agent profiles with centralized config
  • Custom skill development (3 skills included, scope-limited)
  • Agent onboarding automation (custom skill)
  • Team performance dashboard (custom build)
  • White-label branding (custom frontend development)
  • Monthly strategy call with Justin
  • SLA: 4-hour response, 24-hour resolution

One-time setup fee: $3,000โ€“$5,000
Pass-through costs: LLM API ~$300โ€“$1,000/mo (20 agents) ยท SMS ~$60โ€“$160/mo ยท Hosting included
Total pass-through: ~$800โ€“$1,500/mo โ†’ ~0โ€“47% gross margin (scales with shared infrastructure)

Priced against CINC ($499โ€“$1,299/mo) and Ylopo ($545โ€“$2,000+/mo). At 20 agents, per-agent cost is ~$75/mo โ€” competitive with Follow Up Boss ($69/user + platform fee) while delivering full TC + compliance automation.

What's in the Box

The package includes everything an agent needs to go from manual chaos to AI-powered efficiency โ€” Justin's team handles the technical setup, agents just use messaging.

Pricing above is proposed โ€” Justin should validate based on actual costs (LLM tokens, SMS, hosting) and desired margin.

๐Ÿ“ฆ

Software

Hermes Agent (open-source), Obsidian (free), QMD search (~2GB models), pre-configured config files, all ready to deploy.

๐Ÿ“‹

Vault Template

Complete Obsidian vault with client folders, transaction templates, SOPs, market intel structure, vendor lists, and team management files.

๐ŸŽฏ

Skills Library

Custom Hermes skills (built by Justin's team): buyer intake, listing prep, transaction coordinator, compliance monitor, CMA generator, market analysis, offer comparison. These are custom-built for real estate, not bundled with Hermes.

๐Ÿ“–

Documentation

Setup guide, video walkthroughs, best practices, troubleshooting, and agent training materials. Written for real estate professionals โ€” Justin's team creates these as part of the package. Covers Hermes CLI basics, messaging gateway setup, and daily agent usage via SMS/WhatsApp.

๐Ÿš€

Onboarding

Guided onboarding (planned custom tool โ€” Justin's team builds this): configures Hermes, connects gateways (SMS/Email/WhatsApp), loads real-estate skills, and initializes the Obsidian vault. Target: under 1 hour with Justin's team on a call.

๐Ÿ›ก๏ธ

Support

Community Discord (Starter), priority email/SMS (Professional), dedicated strategy calls + SLA (Brokerage). Justin's team provides ongoing tech guidance.

9

Implementation Roadmap

A phased approach โ€” start small, prove value, then scale across the team and into the resale product.

1๏ธโƒฃ

Phase 1 โ€” Pilot (Weeks 1-4)

Justin + 2-3 agents. Install Hermes, set up SMS gateway, create buyer-intake and lead-response skills. Connect website form leads via n8n bridge or direct SMS forwarding. Measure: lead response time, after-hours capture rate.

Goal: 24/7 lead response live
2๏ธโƒฃ

Phase 2 โ€” Core Workflows (Weeks 5-8)

All featured agents. Obsidian vault setup, transaction coordinator skill, compliance monitoring, post-closing nurture. Build custom MLS monitoring skill (verify MLS ToS compliance first โ€” RESO API preferred over browser scraping).

Goal: TC automation + vault live
3๏ธโƒฃ

Phase 3 โ€” Full Team (Weeks 9-12)

All 21 agents. Per-agent profiles, team dashboard, agent onboarding automation, offer comparison system, QMD semantic search. Quarterly review and optimization.

Goal: Full team deployment
4๏ธโƒฃ

Phase 4 โ€” Package & Launch (Weeks 13-16)

Productize. Documentation, video walkthroughs, setup wizard, pricing tiers live. Beta test with 2-3 external agents. Launch marketing via Justin's network and eXp channels.

Goal: Resale package live
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