The weekend lead has a file by Monday.
Real estate agencies
Enquiries come in through portals, the website and the phone, often in the evening and at weekends. The agent picks them all up, qualifies them and prepares the next step, so whoever calls back already has the file in hand.
Discovery call by video, no commitment.

The steps the agent takes on
In the order the work arrives. Points marked You stay with your team.
- 1
Lead capture
AI agentIt reads enquiries from portals, the website, email and messages, and creates a record in your CRM.
- 2
Qualification
AI agentIt completes the record. Target property, budget, financing, timeline, missing information. It asks the lead the next useful question.
- 3
Matching with listings
AI agentIt finds the listings that match the criteria and prepares a shortlist.
YouYou choose what is presented to the client.
- 4
Viewing preparation
AI agentIt prepares the file for the slot, sends the confirmation and reminder to the client, and briefs your team.
- 5
Follow-up
AI agentAfter the viewing, it updates the record from your notes and drafts the follow-up.
YouOffers, mandates and prices stay with the agency.
- 6
Seller update
AI agentEvery week, it prepares the owner update. Viewings, feedback, questions asked.