Frequently asked questions

Most agents are fully operational on the day they sign up. After creating an account and selecting a monthly or annual plan, contacts can be imported immediately.

AVEX accepts CSV and Excel files as well as exports from Follow Up Boss, Lofty, BoldTrail/kvCORE and Mojo. Columns are matched automatically and duplicates are merged.

Yes. Export your contacts from your current CRM and import the file into AVEX. Duplicate records are merged automatically.

Existing phone numbers can also be transferred to AVEX. See Calling and texting below.

No. AVEX runs in the browser and is also available as an iPhone and Android app.

Email: approximately two minutes. No registration is required. Add your business mailing address in Settings > Email, as required for marketing email, and sending is available the same day. AVEX automatically adds your name, brokerage, address and an unsubscribe link to every marketing email.

Texting: approximately five minutes, followed by carrier approval. US carriers require every business that texts customers to register first (A2P 10DLC). In AVEX, registration is a single form in Settings > Phone & Texting with a one-time setup fee of $29. Carrier approval typically takes one to two weeks, and calling is available throughout.

Agents without an EIN can register as sole proprietors, confirmed by replying to a single verification text.

Yes. AVEX Action Plans combine the following steps in a single sequence:

• Emails and text messages
• Call reminders and other tasks
• Waiting periods in minutes, hours or days
• Tag, Smart List and pipeline stage updates
• Reply checks that route the lead to a different path

Plans start automatically when a new lead arrives, a tag is added, a deal changes stage or a contact joins a Smart List, or they can be applied manually. When a lead replies or answers a call, the plan pauses or stops according to your settings.

Ready-made plans are included, such as a 14-day sequence for online leads combining calls, emails and texts.

AVEX is built to help agents stay compliant, with safeguards enabled by default:

• Opt-out replies such as STOP take effect immediately and end the contact's active plans. HELP requests receive an automatic response.
• Text messages are sent only to contacts with recorded consent. Do-Not-Call and opted-out numbers are excluded.
• Calls and texts follow quiet hours in the lead's time zone, including state rules for Sundays and holidays.
• The first text to each contact identifies the agent and brokerage and includes opt-out instructions.
• Every marketing email includes a mailing address and one-click unsubscribe.
• Website forms record each lead's consent with the date, time and wording agreed to.

Agents remain responsible for their outreach. For questions about specific state rules, consult your broker or attorney.

The AVEX power dialer is single-line by design. It calls leads consecutively, starts the next call automatically after a short countdown, and leaves a pre-recorded voicemail in one click while moving on.

Multi-line dialers ring several contacts at once and disconnect those who answer second, which leads to dropped calls and complaints. With a single-line dialer, every contact who answers is connected to the agent.

The dialer supports 500 calls per day by default, adjustable up to 1,500 in Settings.

Phone service is an optional add-on to AVEX Pro, billed monthly:

• AVEX Phone, $29 per month: 1 number, 1,000 minutes and 500 texts per month.
• AVEX Phone Pro, $149 per month: 3 numbers with rotating caller ID, unlimited minutes under fair use, 5,000 texts per month and a complimentary number replacement if a number is flagged as spam.
• Additional numbers are $10 per month each.

Incoming replies are free. Usage beyond the allowance is either paused at the limit or billed at $0.05 per minute and $0.03 per text, up to a cap you set.

Yes. Request the transfer in Settings > Phone & Texting with a recent bill from your current carrier. Transfers typically complete within one to four weeks, and the number remains with your current carrier until then. A new AVEX number in any US area code can also be selected immediately.

Call recording is optional and off by default. When enabled, a disclosure plays at the start of each call.

The assistant is available on every page through Cmd+K (Ctrl+K on Windows) or the Ask AVEX button. It carries out instructions such as:

• Adding a lead and scheduling a follow-up call
• Preparing a CMA for an address
• Moving a deal to a new pipeline stage
• Recommending which contacts to call today

A hands-free voice mode is also available, with 100 voice minutes included per month.

No. Before any text or email is sent, the assistant displays the recipient and the full message, and sends only after confirmation. Internal updates such as tasks, notes and pipeline stages apply immediately and can be undone.

The only exception is instant replies to new leads, which are sent automatically only if enabled. The AI does not place phone calls.

The AI works from your CRM data and public property records. Valuation figures in CMAs, including the suggested price and comparables, are calculated by AVEX rather than generated by the AI. Agent details such as contact information and showing times are taken from your settings.

AVEX Pro is $99 per month or $799 per year, a 33% saving. It includes the CRM, Action Plans, email, the AVEX assistant, e-signatures and three live property websites. Phone service is an optional add-on.

Credits cover usage-based tools, so costs reflect actual use. One credit is approximately $0.10. Examples:

• Owner lookup: 5 credits
• CMA: 5 credits
• Virtual staging: 10 credits per photo
• Signature request: 2 credits

Credit packs are available at 250 for $25, 500 for $50 and 1,000 for $100. Action Plan emails and daily briefs do not use credits.

There is no contract. Plans can be cancelled at any time in Settings > Billing, and access continues until the end of the paid period.

Annual plans are fully refundable within 14 days of the first charge. Monthly plans are not refunded for partial months.

You do. Contacts and all account data can be exported at any time from Settings.