Instant lead callback and qualification New leads get a call right away, with the answers saved to your CRM. New lead Lead arrivesNew portal inquiryCallbackCalled right awayQualifyBudget, area, timelineHandoffSummary to agent QualifiedCRM updatedAgent alerted
First to respond Every lead is called back at any hour, not when someone is free. Speed to lead Manual follow-upWith voice agentFirst to call Time to first call, relativeIllustrative
Viewing scheduling Books the viewing and confirms it in the same call. Viewing ListingMatched from your dataBuyerQualifiedViewingChoose a slot Sat 10:00Sat 14:00Sun 11:00 Confirmed Texted to buyer and agent
After-hours inbound line Evening and weekend callers get an answer, not voicemail. Live 12a6a12p6p12a 21:14Answered, listing question22:02Viewing booked for Saturday23:40Callback set for 09:00 Voice agentTeam online
Agent handoff with lead summary Hot leads reach your agent with the full context. Handoff CallerI am ready to make an offer. Voice agentConnecting you to your agent now. Reason: ready to offerLead summary attached
New leadCRM connected SourcePortal inquiry ConsentRecorded on the call BudgetRange confirmed Timeline1 to 3 months QualifiedAgent alerted Lead callback00:51 Voice agentHi, I am an AI assistant calling about your inquiry. Is now a good time? CallerYes, I am looking on the east side. AreaEast sideSaved to the CRM Consent recordedSummary sent Brokerages and teams Speed-to-lead callback and qualification Project scope When a portal or ad lead arrives, the agent calls back right away, asks the qualifying questions you already use and passes qualified leads to a named agent with a summary. Negotiation stays with your people. What buyers ask for Every lead called back, at any hourThe qualifying questions you already useConsent captured before outbound callsA live handoff or alert for hot leads How the voice agent solves it Receive the lead from your CRM or portal feedCall, say it is an AI and confirm consent to continueAsk budget, timeline, area and financing statusSave the answers and alert the agent with a summary CRMPortal lead feedSMSCalendarConsent log Plan this voice agent →
ViewingCalendar connected ListingMatched from your data AgentCalendar checked ViewingSat 14:00 held ReminderText set for Friday BookedCRM updated Viewing request00:44 CallerCan I see the apartment this weekend? Voice agentSaturday at 2 PM is open. Shall I book it? CallerYes, please. Viewing bookedConfirmation texted Agents and property teams Viewing scheduling and reminders Project scope The agent books viewings against live agent calendars, confirms by text, handles reschedules and chases no-shows. Every outcome is written back to the CRM. What buyers ask for Viewings booked in the same callLive agent calendars, with no double bookingReminders and no-show follow-upOutcomes and notes saved to the CRM How the voice agent solves it Match the caller to the property and the listing agentOffer open slots from the agent calendarBook the viewing and text the confirmation to buyer and agentSend reminders and call back no-shows to rebook CalendarCRMListing dataSMSReminders Plan this voice agent →
Maintenance lineWork orders connected UnitCaptured IssueNo heat UrgencyUrgent RouteOn-call paged Work order createdTenant texted After hours23:12 CallerThe heating is out in my unit. Voice agentI am logging this as urgent and paging the on-call team now. Work orderHeating, urgentCreated and texted to you On-call pagedConfirmation sent Property management and leasing Maintenance and leasing line Project scope Tenants and prospects call at all hours. The agent logs maintenance requests with category and urgency, answers routine questions from your data and sends urgent issues to the on-call team. What buyers ask for Maintenance requests logged with category and urgencyUrgent issues sent to on-call immediatelyRoutine tenant questions answered from your dataLeasing inquiries captured and booked How the voice agent solves it Identify the caller as a tenant or a prospectClassify the issue and capture the unit and detailsPage the on-call team for urgent issuesCreate the work order and text the confirmation Work ordersProperty systemOn-call alertsSMSCRM Plan this voice agent →