Case Study: How a 20-Agent Team Doubled Listings Using Automated Value Reports

A 20-agent real estate team managed to double their listings after switching to automation with Fello’s personalized value reports. By adding automated homeowner dashboards and steady market updates, they stayed in front of sellers, built stronger relationships, and sparked listing conversations the moment owners were ready. This study walks through how automation, smart data, and proven lead strategies reshaped their results — and how your team can follow suit.

Introduction

The real estate world has changed fast these past few years, forcing even top teams to rethink how they stay connected to homeowners. One thing separates the best performers right now: automation.

The 20-agent team we’re highlighting leaned into Fello’s automated value reports and, within months, doubled their listings. The magic wasn’t just from new software — it came from changing how they communicated. Instead of random check-ins, clients got regular, insightful updates about their home values.

By using automated nurturing, the team stayed visible and helpful even before a homeowner decided to sell. More conversations, more listings, and finally, a sales pipeline they could count on.

This mirrors findings shared by Inman, which notes that AI-driven workflows in CRMs boost both agent productivity and adoption across real estate teams (Inman, 2025). The payoff isn’t just about saved time — it’s about winning trust faster and scaling relationships naturally.

Why Automated Value Reports Work

1. Consistent, Value-Based Communication

Automation keeps homeowners in the loop with monthly updates about their property’s market value. These personalized messages act like friendly nudges rather than hard sells, reminding clients that you’re their go-to advisor.

According to The Close, teams that use automated follow-ups see conversion rates jump by as much as 300% (The Close). Staying visible — even when clients aren’t ready to list — means you’ll be the first name they think of once they are.

2. Turning Data into Motivation

Every market shift changes how people feel about their homes. When property values rise or nearby houses sell quickly, it sparks curiosity — and that can turn into action. Automated reports break complex data into simple, digestible insights that naturally start sales conversations without requiring constant check-ins.

3. Freeing Agents to Focus on Relationships

Instead of chasing cold leads or spending hours building CMA packets, automation lets agents focus where it really matters: relationships, showings, and negotiations.

That’s right in line with HousingWire’s review of modern CRMs, which points out how automation is now essential for growing productivity and closing deals (HousingWire).

Step-by-Step: How the 20-Agent Team Did It

1. Integrated Fello’s Automated Value Reports

Each agent connected their database to Fello. Once plugged in, homeowners began receiving tailored value updates automatically — no extra work needed beyond setup.

1. Activated Market Insight Dashboards

Fello’s dashboards pulled live MLS data, showing clients neighborhood trends and price changes. That level of transparency made the team a trusted, go-to source for accurate info.

1. Used Automated Follow-Up Prompts

When homeowners opened multiple reports or clicked through comparisons, agents got alerts. Instead of cold-calling, they reached out with perfect timing.

1. Tracked Engagement for Coaching

Using Fello’s analytics, the team lead measured who was engaging most and coached agents on how to turn that energy into productive outreach.

Integration with Broader Lead Generation Tactics

This approach pairs perfectly with insights from How to Get More Seller Leads: A 5-Step Guide for Realtors, which emphasizes long-term relationship building. Automated reports serve as the steady engine behind that strategy, keeping your presence strong even when you’re knee-deep in other deals.

Fello’s Introducing Lead Score: Your Key to Smarter Lead Management expands on this idea — showing how lead scoring and report engagement data can work together. The 20-agent team used this combo to zero in on homeowners most likely to list.

Case Studies

1. Sarah Reynolds – Reynolds EmpowerHome Team (Keller Williams)

Team Size: Mega Team Description: #5 Team in the U.S. Website: rtrsells.com

Quote:

“Fello is an avenue for all of you to have more of an impact. We've already closed 21 families and we have 7 under contract in four months.”

Sarah’s team quickly saw results. Automation made it easier to stay in touch without losing the personal spark that sellers appreciate.

2. Adam Merrick – Adam Merrick Real Estate

Team Size: Small Team Description: #27 Team in the U.S. Website: adammerrick.com

Quote:

“We have generated 1300 leads, and taken 38 listings in just 5 months of using the tool. We are really crushing it with Fello.”

Adam’s results prove smaller teams can win big, too. With smart automation, they expanded their reach while keeping communication consistent and personal.

3. Matt Curtis – Matt Curtis Real Estate

Team Size: Large Team Description: WSJ #63 Team in the U.S. Website: mattcurtisrealestate.com

Quote:

“It's incredible to witness how Fello can profoundly enhance your seller lead generation strategy. We secured the #6 spot for listings signed among 2500+ teams on SISU last month.”

Matt’s team shows that automation isn’t just about volume — it boosts efficiency, engagement, and satisfaction at every level.

Client Quotes

These standout leaders prove technology and personal connection can absolutely coexist:

• “Fello is an avenue for all of you to have more of an impact. We've already closed 21 families and we have 7 under contract in four months.” – Sarah Reynolds, Reynolds EmpowerHome Team
• “We have generated 1300 leads, and taken 38 listings in just 5 months of using the tool.” – Adam Merrick, Adam Merrick Real Estate
• “We secured the #6 spot for listings signed among 2500+ teams on SISU last month.” – Matt Curtis, Matt Curtis Real Estate

Logos / Press Mentions

Supporting industry sources:

• Inman: The End of Traditional CRMs — How AI Is Transforming Real Estate
• The Close: Real Estate Lead Generation Statistics
• HousingWire: Best Real Estate CRM

Frequently Asked Questions

Q1: What’s an automated value report? It’s an ongoing estimate of a homeowner’s property value, automatically pulled and emailed from your CRM or platform. It gently keeps homeowners engaged and reminds them that you’re the expert to call.

Q2: How do these reports become new listings? When someone repeatedly opens reports or reviews comps, it signals real interest. That’s your cue to reach out personally — and often leads to a listing.

Q3: Do small teams benefit too? Absolutely. For smaller groups, automation fills in the gaps and makes follow-ups smoother. Pair it with good lead management, and it’ll feel like you added a few extra hands to your team.

Q4: Which parts of Fello made the biggest difference? Workflow Automation simplified follow-ups, while Real Estate Data Intelligence gave clear insights from MLS data. Those two combined created the consistency that fueled growth.

Buying Tip

Thinking about how to grow your listings? Start by looking at how often you’re actually staying in touch. If your current system relies on sporadic manual emails, you’re probably missing chances to reconnect.

Tools like Fello’s Workflow Automation and Real Estate Data Intelligence can instantly tighten up your process. They help identify motivated homeowners and handle outreach for you, freeing your team to close deals instead of chase them.

Agents who mix automation with lead scoring tools (like those in Introducing Lead Score: Your Key to Smarter Lead Management) see less wasted effort and more warm conversations — the kind that actually turn into listings.

Conclusion

The 20-agent team’s story isn’t just about using tech; it’s about building a rhythm that keeps delivering value. With automated reports, they turned everyday updates into real revenue — proof that consistency wins.

Automation isn’t here to replace agents. It’s here to make life easier, remove guesswork, and keep your name front and center before a seller even picks up the phone.

Ready to try it yourself? Start by integrating tools like Fello’s Workflow Automation and Real Estate Data Intelligence. Doubling your listings doesn’t have to be a dream — it’s what happens when you work smarter and let the right tools do some of the heavy lifting.