Collective Clicks: Digital Marketing for Real Estate Investors

Voice AI Agents for REI with Jordan Fleming: What's Legal, What Works, and What Will Get You Sued

Bateman Collective

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0:00 | 34:29

Most investors rushing into voice AI are thinking about it wrong. They're trying to trick callers into thinking they're talking to a human. That's not just bad strategy — in some cases, it's illegal.
Jordan Fleming is the co-founder of Smrtphone, one of the larger phone systems built specifically for real estate investors. He's been in the REI telecom space for nearly a decade and recently spent eight months rebuilding their infrastructure from the ground up to support AI voice agents at scale.

In this episode:

  • Why disclosure doesn't hurt your close rate if the conversation is actually good
  • The difference between training agents on scripts vs. skills — and why scripts fail
  • Where inbound AI agents make the most sense to start
  • What "outbound" use cases are actually legal (and which will get you sued)
  • The 90-day consent window and what it means for your follow-up sequences
  • The texting and DNC mistakes that are costing scaling investors real money


0:00 – Intro: Why voice AI is moving faster than anyone expected
2:15 – The #1 mistake people make with voice AI (hint: it's about trust)
5:30 – Inbound AI agents: How one investor closed 4 deals from after-hours calls
9:00 – Scripts vs. skills: Why your AI agent is failing for the same reason your cold callers do
13:45 – "Bounded responsibility" — the framework that keeps your AI from offering $400K on a bad deal
17:20 – Where to start if you've never touched voice AI (don't bite off more than you can chew)
21:00 – Is AI as good as your best salesperson? Jordan's answer might surprise you
24:30 – The 25-minute seller call an AI agent pulled off on its own
27:00 – Outbound AI calling: what's legal, what's not, and who just got sued
31:15 – The 90-day consent window explained (and why old leads are a different game)
34:45 – The 3 compliance traps that hurt scaling investors the most
38:00 – Cold texting: hard no, or is there a way through?
41:30 – How to connect with Jordan + what's new inside Smartphone


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