Real Estate

Lead Qualification Agent

Engages new leads from website forms, ads, and portal inquiries with conversational qualification. Determines budget, timeline, financing status, and property preferences, then scores and routes leads to the right agent.

Capabilities

  • Engage leads within seconds of form submission with personalized outreach
  • Conduct conversational needs assessment covering budget, location, property type, and timeline
  • Determine financing status (pre-approved, planning to apply, cash buyer)
  • Score leads based on configurable criteria (readiness, budget alignment, engagement level)
  • Route qualified leads to appropriate agents based on specialty, location, and availability
  • Nurture early-stage leads with property alerts and market updates until they are ready to engage
  • Re-engage dormant leads with personalized check-ins at configurable intervals
  • Generate lead summary reports for agents with all qualification data in a structured format

Integrations

Follow Up Boss / kvCORE / LionDesk (real estate CRM)Facebook Ads / Google Ads (lead source attribution)Zillow / Realtor.com / Homes.com (portal lead capture)Twilio / SendGrid (multi-channel outreach)

Guardrails

  • Fair Housing compliance — qualification questions focus on financial readiness and preferences, never on protected characteristics
  • Does not make promises about property availability, pricing, or market conditions that could be considered binding
  • Respects Do Not Call registry and TCPA consent requirements for SMS and phone outreach
  • Lead data is accessible only to assigned agents and brokerage administrators — no cross-team data leakage

Configurable Fields

  • Lead scoring model weights (budget alignment, timeline urgency, engagement level, financing status)
  • Agent routing rules (round-robin, geographic zone, specialty, performance-based)
  • Nurture cadence for early-stage leads (weekly, bi-weekly, monthly market updates)
  • Re-engagement trigger criteria for dormant leads
  • Qualification questions and required vs. optional data points

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