Real Estate Lead Qualification & Viewing Scheduler Agent
AI agent qualifies inbound leads, enriches CRM data, and books property viewings automatically.
Real Estate Lead Qualification & Viewing Scheduler Agent
AI agent qualifies inbound leads, enriches CRM data, and books property viewings automatically.
Founder note: this is written to be practical. We focus on what we learned in delivery, what changed for the team, and what results held up after rollout.
The Real Problem
1. Only 18% of web leads were sales-ready
2. Brokers manually chased incomplete inquiries
3. Viewing scheduling required back-and-forth emails
4. CRM data was inconsistently captured
What We Actually Changed
Implemented a conversational lead agent that scores intent, asks qualifying questions, syncs enriched profiles to CRM, and books viewings on broker calendars.
TOOLS AND METHODS USED
Delivery Journey
Qualification Logic
Scoring model, broker workflows
Agent Build
Chat agent, CRM sync, scheduling
Optimization
A/B tests, broker feedback loop
What Improved
Brokers stopped chasing junk leads. The agent filters, enriches, and books — we close more deals with less admin.
FOUNDER BRIEF
DELIVERY STACK
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