Real Estate lead magnet
The Voice AI playbook for Real Estate
An agent, broker, or property manager runs the same five call workflows on every listing. This playbook shows how one genie captures the enquiry, books the showing, and hands off to you when it should.
- Listing inquiries during showings go straight to voicemail
- Showing and tour coordination eats hours every week
- Unqualified buyers take up time meant for serious leads
- Tenant maintenance calls disrupt property managers at all hours
Here is where every call, message, and web chat actually goes.
The top 5 call and chat workflows
Every real estate business runs the same five workflows, whether it is a two-person shop or a multi-location operation. The playbook covers each one in detail; here is the summary.
- 1 After-hours listing inquiry intake Capture listing enquiries after hours, and flag hot leads for a morning callback.
- 2 Showing & tour scheduling Collect the property, timing, and preferences, then book the showing.
- 3 Buyer / tenant lead capture Capture budget and timeline and qualify before the lead goes cold.
- 4 Listing & lease FAQ Answer listing details, lease terms, and maintenance policy questions instantly.
- 5 Agent / property manager handoff Hand off with the property, buyer, and history already captured.
What goes in the knowledge base
Upload these and your genie answers like it has worked your desk for years.
- Active listings and key details, or the feed that supplies them
- Service areas and specialties (residential, commercial, property management)
- Showing and tour booking rules
- Lease terms and policies for managed properties
- Qualification criteria: budget, timeline, pre-approval
- Maintenance escalation process and after-hours policy
- Escalation contacts: which agent or manager gets which enquiry
The full PDF below also includes the architecture diagram, a "copy this Genie brief" fill-in-the-blank checklist, and the fastest ways to go live. See how it fits together in the architecture guide or head back to the Real Estate hub.
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Get the Real Estate voice AI playbook
The five listing-to-close workflows, the knowledge-base checklist, and the copy-this Genie brief. One email.
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