AI Answering Service for Real Estate
Capture who is calling, which property is involved, timing, approved criteria, and the showing, leasing, or maintenance request for the right property-team follow-up.
- Property details
- Showing requests
- Maintenance alerts
- Team follow-up
Example call notes
Ready for the team
- Intent
- schedule a tour
- Priority
- Standard
- Next step
- Send request to the property team
Start with the calls your team hears every week
Each playbook keeps the route-specific questions, next step, and human boundary in view.
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Real estate agents
PlaybookCapture buyer or seller intent, property, timing, and showing requests for the assigned agent.
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Brokerages
PlaybookCapture inbound lead details and follow the brokerage's agent or team route.
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Property management
PlaybookSeparate prospect, resident, owner, and vendor calls. Capture maintenance details and follow the property's escalation rules.
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Leasing
PlaybookCapture property interest, move timing, criteria, and requested tour windows under your leasing rules.
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Showing scheduling
PlaybookCapture property interest, attendance details, criteria, and requested showing windows for the agent.
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Lead qualification
PlaybookCapture approved budget and timing fields, then send the details to the person or team you choose.
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Maintenance dispatch
PlaybookCollect unit, issue, access, and severity details, then alert that property's maintenance contact.
Useful call handling for Real Estate
Back to top ↑A showing request, resident issue, and vendor call need different follow-up. Start with the caller, property, timing, and requested next step.
Keeps the requested next step with the property details.
Leaves qualification and Fair Housing decisions to people.
Separates prospect, resident, owner, and vendor calls.
Records the caller, property, timing, and requested next step.
Questions worth asking
Back to top ↑Ask about the caller, property, and requested next step without deciding eligibility or availability.
- 1
What name and number should the property team use for follow-up?
- 2
Are you a buyer, seller, renter, resident, owner, or vendor?
- 3
Which property, timeline, and requested next step apply?
- 4
What happened, and what would you like the team to do next?
After the caller hangs up
Back to top ↑The property team receives the call notes and requested next step.
Call notes keep the caller, property, timing, and request together.
The requested next step goes to the property team.
People own availability, qualification, assignment, and property decisions.
Where the useful details can go
Back to top ↑Put the useful details from showing calls in the tools your team already uses. Set up and test each connection first.
Slack
Send the call summary or captured lead to one channel.
See Slack details →
Google Calendar
Create a Calendar event only when the call includes an appointment request and captured time.
See Google Calendar details →
HubSpot
Send the available lead and caller details to HubSpot.
See HubSpot details →
Zapier / Make
Start a Zap or Make scenario with the call or lead details.
See Zapier / Make details →
Webhooks
Send the selected call or lead event to your public HTTPS endpoint.
See Webhooks details →
Want examples? Explore integrations →
Where people stay in control
Back to top ↑What stays with your team
- People remain responsible for pricing, availability, Fair Housing, legal, lending, and property decisions.
- Calls outside the showing script go to the property team.
- Finish setup and make a real test call before sending callers here.
Questions owners ask
Back to top ↑What happens when a call does not fit the script?+
Send it to the property team or use the message and callback fallback set during setup.
Can it decide whether a buyer or renter qualifies?+
No. It can ask approved questions, but people own eligibility, availability, Fair Housing, lending, and property decisions.
Can I control what it says?+
Yes. You choose the script, hours, questions, and fallback, then test them with realistic calls.
Explore more industries
Back to top ↑See how the questions and human boundaries change across other industries.
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Put this playbook to work
Set the questions, hours, and next step your team needs.
Want the numbers? See pricing →