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Focus Your Agents on Serious Buyers and Renters

You want to: Filter inbound calls from listings to prioritize qualified renters or buyers, without having your agents answer the same questions over and over.

Your AI agent can: Ask key screening questions, check property availability, and collect data to forward only real opportunities to your real estate team.

Contact Sales
Industry: Real Estate
Business Goal: Operational Efficiency
Call Direction: Inbound
Agent Type: Qualification Agent

What can this AI Agent help you achieve?

Stronger lead quality

Agents only deal with high-intent prospects

Faster pre-screening

Captures key eligibility data instantly

Reduced manual effort

Automates 80% of front-line qualification

Use the agent when:

  • Your listings display a phone number for contact
  • You get high volumes of low-quality rental inquiries
  • You want agents to focus on showing properties, not screening

What you need:

  • Database of listings with IDs, status, and availability
  • List of qualification questions and handoff criteria
  • Agent contact routing logic or notification workflow

How to set it up:

Trigger it:

  • Set the contact number on property listings to route to this voice agent. It will guide prospects through a qualification flow and update your CRM.

What it says (Sample dialogue)

“Hello! I see you’re calling about a property; can I ask a few questions to help match you with the right agent?”

What it does next:

  • Asks for listing ID, household size, nationality, move-in date, and contact info
  • Checks availability and confirms interest
  • If qualified, notifies the real estate manager to schedule a showing (or transfers on call)

Setup prompt template

Setup Prompt Template

Objective:

Pre-qualify renters or buyers and streamline handoff to real estate agents only when intent and eligibility are confirmed.

Scope:

✅ Should: Ask qualification questions, check listings, forward to human

❌ Shouldn’t: Provide legal advice, negotiate deals, promise availability

Tone and Style:

Clear, conversational, polite—like a helpful assistant in a real estate office

Key Phrases to Use:

  • “Let me check that property for you.”
  • “Would you like me to connect you to a manager for the next steps?”

Required Actions:

  1. Capture qualification details and contact info
  2. Validate listing ID and availability
  3. Tag or send summary to appropriate real estate contact

Escalation Rules:

  • Escalate if caller requests live agent directly
  • Escalate if listing is missing from the database
  • Exit politely if caller doesn’t qualify or isn’t interested

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