Real estate agency
Qualify leads at 3am and route the hottest ones to the right agent.
Independent agents and boutique brokerages up to ~20 agents.
Illustrative scenario
Common problems
- Web leads go stale before an agent replies
- Every listing agent gets the same buyer questions
- Referral compensation tracking is manual
- Post-close review requests are inconsistent
Customer journey
- 1Zillow/Realtor.com → your listing
- 2Ask a question via chat or form
- 3Agent responds (slow if after-hours)
- 4Showing scheduled
- 5Offer + close
- 6Review + referrals
AI opportunities
- Instant-response chat with buyer qualification
- Route to the right agent by neighborhood/price band
- Post-close review-request automation
- Multilingual for immigrant buyer segments
Recommended WebsiteTech modules
- AI Digital Representative
- Lead & Customer Center
- Instant Lead Response + LCC
- AI Feedback Assistant (Customer Voice AI)
Recommended integrations
- MLS feeds
- Chime / KVCore / Follow Up Boss
- Google Calendar
- DocuSign
Sample AI conversations
Visitor
Is the 3-bed on Oak still available?
Nova (AI Employee)
Yes — as of an hour ago. Want to see it this weekend? I can send available showing times, or set up a 15-minute intro call with the listing agent.
Visitor
How much can I afford?
Nova (AI Employee)
I can't check your credit, but I can walk you through a rough monthly-payment calculation with taxes + insurance. Or I can connect you with one of our preferred lenders — want that?
Sample automations
Trigger
New buyer lead from listing
Actions
- Score by neighborhood + price + timeline
- Auto-assign owner
- SMS agent within 60 seconds
Trigger
Closing recorded
Actions
- Wait 3 days
- Send CSAT + review invite
- Task to agent to send closing gift
Setup requirements
- MLS access
- Agent roster + territory rules
- SMS + email templates approved
Implementation sequence
Week 1
Chat + form capture wired to LCC
Week 2
Territory routing rules + agent notifications
Week 3
Post-close review workflow
Compliance considerations
- Fair Housing
- TCPA (opt-in SMS)
- State real-estate disclosure rules
KPIs
- Speed to first agent response
- % leads with a scheduled showing
- Reviews / closing
- Referral conversion rate
Common mistakes
- AI making price predictions
- SMS blasts without written consent
- Steering buyers by demographic (Fair Housing violation)
Want this built for your business?
We'll turn this playbook into a proposal tailored to your specific business, integrations and budget.
Request implementation