Inbound lead handling for real estate
An AI SDR for real estate enquiries and viewing requests. Agents reply to portal and website enquiries, including out of hours, book viewings and keep offers and negotiation with your people.
Where buyers and renters enquire
- Enquiries from listing portalsThe agent matches each enquiry to the listing, replies in approved wording and asks about budget range and timing.
- Viewing requests on the websiteRequests are booked into the agent's calendar and confirmed by message.
- WhatsApp and SMS messagesQuick questions get quick replies, and the thread joins the same history as every other channel.
- Open-house and event sign-upsAttendees are captured as leads and followed up with messages your team approved.
- Referrals from past clients and partnersReferred leads carry their source, so the CRM shows who recommended you.
Evening enquiries, answered and booked
- Reply when the enquiry arrivesEnquiries often come in during the evening or at weekends. The agent replies whenever they arrive, in wording your team approved, so nobody waits for the next working day.
- Understand what they wantThe agent asks about budget range, timing and preferences and writes the answers to the CRM, so a negotiator knows what to show.
- Book the viewingViewing slots come from the listing agent's calendar. The agent offers times, books one, confirms it by message and handles reschedules.
- Hand over at the offerWhen a buyer or renter raises an offer, a price or contract terms, the agent stops and passes the conversation to the listing owner with the full history.
Rules for offers, contracts and wording
Examples of rules a team in this field might write. You set the real ones, and can change them at any time.
- Offers and price negotiationPersonPassed to the listing owner straight away with the history, because negotiation is a human skill.
- Legal and contract questionsPersonAgents do not answer these. A person picks them up, since a wrong answer can cost a sale.
- Anything not in your approved repliesPersonA person answers instead of the agent guessing at facts about a property.
- Message wordingApprovalNothing new is sent until a manager has approved it, so listings are described the way you want.
- Viewing requestsAgentBooked into the agent's calendar and confirmed by message, which keeps viewings moving after hours.
A portal enquiry, from viewing to offer
- Agent captured the leadMatched the portal enquiry to the listing and logged it.
- Agent qualified itAsked about budget range and timing using approved wording.
- Handed to a repSam asked about making an offer, which your rules reserve for a person.
- Rep booked the viewingSaturday 11:00, with Sam's preferences written up.
What agencies and property teams ask
Can an AI agent book property viewings?
Yes. The agent offers times from the listing agent's calendar, books the viewing, confirms it by message and handles reschedules. It also writes a short brief of what the person said they want, so whoever shows the property is prepared.
Does it reply to enquiries outside office hours?
Yes. Agents work on every enquiry when it arrives, including evenings and weekends, using wording your team approved. Anything about offers, price negotiation or contracts waits for a person, who sees the full conversation first and picks it up at the next working opportunity.
Will the agent negotiate offers or give legal advice?
No. Offers, price negotiation and legal or contract questions are written hand-off rules that go to a person, and the agent stops replying on those topics. Your team can add more topics to the list at any time, and can change the rules whenever the business changes.
Can it work on WhatsApp as well as portal enquiries?
Yes. Portal enquiries, web forms, site chat, email, SMS, WhatsApp and voice can all feed one history per lead. You choose which channels the agents use, so a rep sees every message before taking over and the person is never asked the same thing twice.
Keep reading related pages
- AI sales agents for logisticsQuote requests, urgent jobs and unusual loads.
- AI sales agents for SaaSDemo requests, trial signups and pricing hand-offs.
- AI chatbot developmentSite chat that answers from approved sources and hands off.
- Written hand-off rulesSee where the agents stop and a person takes over.
- Security overviewTenant isolation, access, audit and how agents are kept in bounds.
See it on your own lead flow
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