Triple Threat AI Operating Platform
A single operating platform unifying three business lines (brokerage, mortgage, and investment) with Riley, an AI voice agent that qualifies and routes callers across all three, seven core automations, and a full attribution dashboard tracking every lead from source to close.
How we built it
We unified three separate business lines (brokerage, mortgage, and investment) into one GoHighLevel sub-account with a shared lead pipeline, then built Riley, a Vapi-powered AI voice agent that handles seven intent branches across all three business lines. The operations dashboard tracks 22+ metrics with 90-day attribution, giving the team complete visibility into where every lead came from and what it turned into.
Specifically, what we built
- 3 business pillars unified into one GoHighLevel sub-account
- Riley AI voice agent via Vapi with 7 intent branches
- 7 core automations across qualification, routing, and follow-up
- Operations dashboard with 22+ widgets and 90-day attribution