Real Estate — Demo Workflow

Real Estate Lead Qualification System

A demo workflow showing how a real estate agency could qualify buyer enquiries 24/7, automate inspection bookings, and nurture vendors automatically.

The Challenge

The starting state.

A real estate agency handling 80+ buyer enquiries a week is bottlenecked at qualification. Buyer enquiries arrive at all hours. Agents are running open homes on weekends. Vendor follow-up is inconsistent. Past appraisals are gathering dust in AgentBox.

What We Built

Six automations, one integrated system.

AI buyer qualifier

Buyer enquiry → AI agent asks budget, finance status, timeline, suburb preference, must-haves.

Qualification scoring

Each buyer scored A/B/C, pushed into AgentBox with full conversation transcript attached.

Inspection booking automation

A-grade buyers offered live inspection slots; agent calendars sync; reminders queue automatically.

Vendor weekly updates

Vendors receive auto-compiled weekly summaries: enquiries, inspections, feedback, market data.

Past-client reactivation

Annual check-in flows for everyone who appraised in the past 3 years but didn't list.

New-listing match alerts

New listing → matched against buyer criteria → buyer notified within minutes with booking button.

Sample Workflow

An enquiry, end to end.

Buyer enquires
AI qualifies
AgentBox updated
Inspection booked
Agent notified
Follow-up queued
Expected Results

What this system is designed to deliver.

Projected outcomes based on industry benchmarks. Real numbers confirmed during pilots.

Under 1 hr
Lead-to-inspection time
from after-hours enquiry to confirmed inspection booking
8-15 hrs/wk
Agent time saved
projected saving on qualification + scheduling work per agent
2-4x
Past-client reactivation
lift expected on dormant database re-engagement vs no outreach
Tools Used

The stack behind this build.

AgentBox Twilio ElevenLabs Calendly Make Mailchimp
Ready when you are

Want this built for your business?

Book a free 15-minute strategy call. We'll map your specific workflow and tell you exactly what your version of this build would cost and deliver.

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