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Qualify Property Calls

Answer buyer and seller calls, capture timing, and flag urgent inquiries

Use this Agent instantly or customize it - no programming needed

Qualify buyer and seller calls
Reads
  • Incoming call
    Incoming call

    Your caller's words start the intake, with their incoming number when available.

  • Buyer and seller questions
    Buyer and seller questions

    Your questions guide what the receptionist asks about each caller's plans.

  • Urgent timing rules
    Urgent timing rules

    Your deadline examples define which calls need prompt follow-up.

Business phone
Business phone

Your business phone handles the live call and keeps its summary, transcript, and urgent tag together.

Answer and ask for contact, property plans, and timing; clarify once.
Close the call with a promise of follow-up.
Is the call unrelated to buying or selling?YesNo
Save the call reason and transcript; leave property qualification unanswered.
Writes
  • Call summary
    Call summary

    Your summary captures the caller's reason, contact details, timing, and missing answers.

  • Call transcript
    Call transcript

    Your transcript keeps the caller's own words beside the summary in the shared inbox.

Does the transcript show a deadline that meets your urgent rule?YesNo
Save the summary and transcript, then tag the call urgent.
Writes
  • Call summary
    Call summary

    Your summary captures the caller's reason, contact details, timing, and missing answers.

  • Call transcript
    Call transcript

    Your transcript keeps the caller's own words beside the summary in the shared inbox.

  • Urgent call tag
    Urgent call tag

    Your urgent tag marks calls whose stated deadlines meet the timing rule you chose.

Save the summary and transcript for follow-up.
Writes
  • Call summary
    Call summary

    Your summary captures the caller's reason, contact details, timing, and missing answers.

  • Call transcript
    Call transcript

    Your transcript keeps the caller's own words beside the summary in the shared inbox.

This Agent answers a buyer or seller call and asks about their plans and timing. It saves a summary and transcript in your shared inbox. You see an urgent tag when the caller's deadline matches your rule.

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Microsoft Outlook
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Zoom
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Zoho Mail
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Made for your industry

Qualify Property Calls is made for businesses in these industries.

Made for your role

Qualify Property Calls is made for people in these roles.

Made for your department

Qualify Property Calls is made for people in these departments.

How Qualify Property Calls works

5 steps, in order, on every run.

  1. Answer Incoming Property CallsAnswer incoming calls on your business number. Ask for the caller's name and best callback number.
  2. Ask About Plans and TimingAsk whether the caller wants to buy or sell, then ask when they need to act. Clarify an unclear answer once.
  3. Check for UrgencyCompare the caller's stated timing with the urgency rule you set. Keep vague timing in the summary without guessing.
  4. Save the Call DetailsTell the caller the real estate Agent will follow up, then save a summary and transcript in the shared inbox. Note any missing answers.
  5. Tag Urgent CallsApply your urgent call tag when the completed transcript matches your rule. Leave other calls untagged for the Agent to review.

How to Get Started

Connect your tools

Connect the tools you already use, such as Microsoft Outlook, Zoom or Zoho Mail.

3 tools
Set your rules
  • Route incoming calls on the chosen business number to the AI receptionist and give the real estate agent access to that shared inbox.
  • Set the receptionist's buyer and seller intake questions: name, callback number, what they hope to buy or sell, and when they need to act.
  • Define which stated deadlines count as urgent, create an urgent call tag with those examples, and enable call recording, summaries, and transcription.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Qualify Property Calls:

What do I need to set up before calls come in?

Route your business number to the receptionist and choose your intake questions and urgency rule. Turn on recording, transcription, and summaries in your phone account.

What makes a buyer or seller call urgent?

You choose which stated deadlines count as urgent. Your phone tags a call after its transcript matches that rule; vague timing stays in the summary without an urgent tag.

What if a caller will not share their details?

The receptionist asks once more, then notes what is missing in the summary. You can review the transcript and decide how to follow up.

What happens when a caller is not buying or selling?

The summary records why they called and leaves property lead qualification unanswered. Your real estate Agent can review the call in the shared inbox.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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