AI Agents for Real Estate

Real Estate Lead Intake Automation

Managing the client journey in real estate, from capturing a new lead to closing a deal, can often be time-consuming and costly. Agents frequently spend hours manually entering data, sending paperwork, and following up on payments, which can slow down the entire process and impact client satisfaction.

Firstly, our automation system captures leads instantly using simple, branded forms. Whether it’s a buyer, seller, or investor, all submitted information is automatically collected, ensuring no potential client is missed.

Secondly, the client details are synced directly into Google Sheets or Airtable, creating a centralized hub for all your data. This acts as your CRM, allowing your team to access and manage client information efficiently without the need for repeated manual entry.

Next, property listings are sent automatically to clients in a professional and trackable format. This ensures clients receive timely updates about relevant properties, while you can monitor which listings are being viewed or clicked.

After that, contracts are generated automatically and sent for digital signatures online. By integrating tools like PandaDoc or DocuSign, the system fills in client information, collects signatures, and stores the signed documents securely.

Then, clients can schedule property viewings or consultations themselves using Calendly, integrated seamlessly with your calendar. By doing this, agents and clients can save a large amount of time by avoiding exchanges of emails or phone calls

Additionally, payments such as deposits or service fees are processed safely and efficiently through Stripe, keeping transactions smooth and secure.

With the help of AI Agents for Real Estate, teams can automate lead management, communication, and routine tasks. This means quicker operations, fewer errors, and more rapid reactions. The entire experience of clients improves, while agencies benefit from lower costs and simpler business growth.

AI Copilot for Real Estate Agents

Real estate agents often spend 15–20 hours per week on administrative tasks such as updating CRMs, logging appointments, and setting reminders. This reduces the time available for client-facing work and slows down deal closures.

Firstly, the copilot integrates simply into your existing workflow using familiar communication channels like SMS and voice memos. Agents can simply text or speak naturally, and AI Copilot understands the input.

Secondly, Copilot extracts all the important information from your messages, including client contacts, appointments, and tasks. This ensures nothing is missed, even when handling multiple clients at once.

Next, the AI automatically updates your CRM (starting with Follow Up Boss) with all collected information. This eliminates the need for repetitive manual entry, keeping your data accurate and up to date.

After that, Copilot organises your tasks and sends smart reminders for upcoming meetings or follow-ups. This way, you never miss a deadline or opportunity to engage with a client.

By automating everyday tasks, AI for real estate agents like AI Copilot ensures you spend less time on paperwork and more time on meaningful client interactions. This balance helps you work smarter, improve efficiency, and close more deals with ease.

AI Voice Agents

Answering or making calls and qualifying leads is essential, but agents cannot be available 24/7. Missed calls often mean missed opportunities and lost revenue. That’s why we have created this AI Voice Agent.

Firstly, the AI Voice Agent answers incoming calls or makes outgoing calls (if a database is provided) automatically at any time, day or night, ensuring no lead goes unanswered. We can even schedule a time to make calls.

Secondly, it engages callers in natural, human-like conversations using advanced AI tools like Retell AI and ElevenLabs. This allows the agent to collect crucial information while sounding professional and approachable.

Next, the AI qualifies leads by asking relevant questions, determining their level of interest, and capturing their details. This ensures that only high-quality leads are forwarded to your team.

After that, IT integrates with your CRM and other business systems via API, automatically logging call details, updating client records, and even booking appointments.

Finally, the AI can handle multiple calls simultaneously, scale with your business needs, and ensure that every client receives attention without requiring additional staff. This increases lead conversion, reduces operational costs and improves the overall client experience.