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    Real estateEstate agency

    Respond to property enquiries and prepare the next conversation

    Collect relevant details, route the enquiry and help negotiators follow up with useful context. Vendor, buyer and tenant enquiries each follow their own questions and route.

    Send a message Explore the workflow
    What AI lead qualification does for an agency

    AI lead qualification for estate agents replies to new enquiries from portals, your website and social channels, asks agreed questions to understand what the person needs, and routes the enquiry to the right negotiator with a summary. Vendor, buyer and tenant enquiries follow different questions. Negotiators review the summary and decide how to follow up.

    See it run

    Viewing coordination agent in practice

    The workflow as it runs day to day, with a person signing off at the end. Sample data.

    Viewing coordination agentCountrywide viewing coordination: the agent reads a viewing request, finds a free slot in the negotiator’s Outlook diary, texts the applicant a confirmation and asks for feedback after the viewing

    The opportunity

    What AI lead qualification does for an agency

    Quick answer

    AI lead qualification for estate agents replies to new enquiries from portals, your website and social channels, asks agreed questions to understand what the person needs, and routes the enquiry to the right negotiator with a summary. Vendor, buyer and tenant enquiries follow different questions. Negotiators review the summary and decide how to follow up.

    Enquiries arrive in the evenings and at weekends as well as in office hours, and negotiators are not always free to reply quickly. A vendor or buyer who waits may contact another agent.

    An assistant can send the first reply, collect details such as timescale and property type, and book valuations where you allow it. The negotiator then starts the conversation with that information to hand.

    What AI does

    What happens when a new enquiry arrives

    First reply

    New portal and website enquiries receive an acknowledgement and the first agreed question, including outside office hours.

    Qualification questions

    Questions agreed with you about timescale, motivation and position, with different sets for vendors, buyers and tenants.

    Prioritisation

    Enquiries sorted using criteria you agree and can see, based on property and timing details only, with a negotiator reviewing the order.

    Valuation booking

    Vendors who want a valuation can choose a slot from the diary you share, and the negotiator confirms it.

    How we help

    Working with Reformat Labs

    We build lead qualification tools for estate agencies, connected to your CRM and enquiry sources where they allow it.

    Agent Deployments for enquiry handlingAn assistant that replies to enquiries, asks agreed questions and routes each one to a negotiator.AI Workshops for estate agenciesA session to map how enquiries are handled now and agree what to test first.AI Consultancy for your agencyAdvice for agencies planning AI use across valuations, marketing and client management.

    Our page on AI for estate agencies covers other agency tasks we can help with.

    Common questions

    Questions about AI lead qualification for estate agents

    How does AI lead qualification work for estate agents?

    The assistant replies to new enquiries, asks agreed questions and records the answers. It sorts enquiries by criteria you set, such as whether a vendor wants a valuation soon, and passes them to negotiators with a summary. Negotiators decide what happens next.

    What data does AI use to score leads?

    Information the person gives, such as property type, location, timescale and whether they have a property to sell, plus their past contact with your agency. We agree the inputs with you, keep them visible to negotiators and leave out personal characteristics.

    Does AI change the negotiator's role?

    Negotiators still hold the conversations, give advice and win instructions. The assistant sends the first reply and collects details, so the negotiator has the information to hand when they call.

    How quickly does AI follow up with a new lead?

    It replies once the enquiry reaches it, which depends on how quickly the portal or website passes the enquiry on. A negotiator follows up based on the priority you set.

    Does AI lead qualification integrate with estate agent CRM systems?

    Estate agency CRMs vary in what they let other tools read and update. We check your current tools during scoping and design around what you use.

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