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.

Request PDF Signatures

Send approved deal PDFs to the named buyers and sellers.

Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.

Works with8 tools
Qualify Property Calls

Summarize property inquiries and flag urgent calls for follow-up.

See who needs a prompt callback. Your AI receptionist asks buyers and sellers about their plans, then leaves summaries with urgent calls marked.

Works with
Confirm Client Appointments

Confirm buyer and seller appointments with calendar invitations.

See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.

Works with
Log Lead Ad Inquiries

Show buyers' and sellers' ad requests before follow-up.

Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.

Works with4 tools
Find Bookable Meeting Times

Find current consultation times to share with buyers and sellers.

Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.

Works with5 tools
Send Text Message Replies

Reply to buyer and seller texts and leave open questions on the lead.

Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.

Works with
Draft Text Replies

Draft replies to client texts before you answer personally.

Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.

Works with15 tools
Send Agreement for Signature

Send approved property agreements for signature and confirm when sent.

Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.

Works with6 tools
Draft Email Replies

Draft buyer and seller replies that reflect prior exchanges.

Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.

Works with
13–21 of 21