AI follow-up for estate agents
Give every property enquiry the right follow-up.
A property question, a viewing request and a request to sell a home need different responses. We build AI support that recognizes the distinction and helps your agents respond with context.
Discuss your projectEnquiries · Property reference W–104
ExampleNew message
Could I view this property on Friday afternoon? I also sent a message yesterday.
Draft reply
For reviewThank you for your message. We will check your previous enquiry and the options for Friday afternoon. A colleague will confirm the time after checking the schedule.
Not yet confirmed
Viewing availability
Three messages about one property are not always three new contacts.
Someone completes the form and then emails about a different time. Without context, duplicate contact records and conflicting replies follow. We organize processing around the contact, property reference and existing conversation. Uncertain matches remain a review point for the team. AI must not treat an initial question as a confirmed viewing.
From an incoming message to a useful next action.
- 01
Recognize the request
The assistant extracts the property reference and question. Viewing requests, selling advice and information enquiries follow distinct routes. A missing address is recorded as missing information; the system does not invent a property or contact details.
- 02
Check the information
Availability, property status and existing appointments come from the designated source. Missing integrations or outdated information require a colleague to check. A generated answer cannot itself establish that a property remains available.
- 03
Prepare the follow-up
The agent receives a summary, draft response and task on the appropriate contact. We start with review before sending. Only agreed messages may subsequently be automated, with a record of actions and an exception route.
Your CRM remains the team’s shared record.
We first investigate how enquiries arrive and what your CRM can receive. Existing contact records should not sit beside a second invisible administration. The proposal identifies the property data source, duplicate contact rules and actions that staff can trace.
- The enquiry is clear and complete
- Create a task and draft response using the checked property reference. The agent can continue without summarizing the entire conversation again.
- The sender is replying to an earlier conversation
- Associate the message with the existing enquiry when the match is sufficiently certain. New details must not silently overwrite an earlier response.
- The customer wants to speak to a person
- End the automated question path and hand over the request with relevant context. Speaking to a colleague should remain a clear next step.
Start with one channel and one clear next action.
Scope depends on channels, CRM capabilities, property sources and permitted actions. We examine existing messages with personal details removed and test unclear questions, duplicates and missing property information. Hosting, care and usage are included in the agreement. We do not promise a number of additional listings.
Good to know.
Can AI confirm a viewing immediately?
Only when current availability can be checked and the appointment can actually be recorded in the scheduling system. Otherwise it remains a request awaiting confirmation.
Does AI decide which applicant is suitable for a property?
This service covers administrative intake and follow-up. Admission or suitability decisions are not delegated to this automated process.
Can it work with our current CRM?
We check its API, import capabilities and access permissions. The proposed integration and limitations are documented.
What happens if AI misunderstands a question?
Uncertainty and missing details must be visible. We provide a team handover and test exceptions before automated actions are enabled.
Explore further.
Explore the full serviceMake more room for conversations with your customers.
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No obligation · Fixed scope, timeline and price after intake