AI-Agents for Real Estate Agents in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Acknowledge callers and flag urgent voicemails for review.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
11 toolsKeep buyer and seller appointments current as plans change.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsTell buyers and sellers who covers an absence and flag urgent offers.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to buyer and seller emails and hand off urgent deal requests.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsSend final transaction agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsCombine transaction documents in order and message the PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsAdd joining links to buyer and seller calls and update guests.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsSend approved client agreements for online signature.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend the approved purchase agreement to its signers and save the link.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend approved deal agreements for signature and note when they went out.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsSend approved purchase agreements to buyers and sellers for signing.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved deal agreements to clients for signature and share links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 tools
