Real Estate
Track every buyer, seller and renter from first inquiry through closing. Schedule showings, keep follow-ups on time and hand conversations to the right agent.
Ideal for: Independent agents, Small brokerages, Property managers
Pipeline stages
- 1Inquiry
- 2Qualified
- 3Consult / Showing
- 4Offer
- 5Under contract
- 6Closed(won)
- 7Lost(lost)
Intake questions
- I am a — Buyer / Seller / Renter
- Preferred area
- Budget
- Timeline — ASAP / 1-3 months / 3-6 months / 6+ months
Suggested follow-ups
- Remind agent to follow up within 24 hours of a new inquiry
- Showing reminder the day before
- Hand off to assigned agent when a showing is requested
What the AI won't do
- • Never guarantee prices, sale outcomes or investment returns
- • Do not give legal, tax or lending advice
- • Hand off negotiation and contract questions to a licensed agent