AI-Agents for Handoffs in Real Estate working with Zoom

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Qualify Voicemail Leads

Qualify buyer and seller voicemails for timely follow-up.

Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.

Works with11 tools
Send Outreach Emails

Send prepared emails to property leads and log their first replies.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools
Upload Qualified Leads

Sort campaign leads for the shared property prospect list.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Send Agreement for Signature

Send approved deal agreements for signature and give Agents a view link.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Draft Introduction Replies

Prepare replies to buyer and seller introductions for Agent review.

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools
Email New Referral Leads

Email referred buyers or sellers and log the introduction on their lead.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools
Send Chat Replies

Answer common buyer and renter messages and flag complex questions.

Your Telegram contacts hear back on routine questions while you're away. Your inbox shows the replies and the chats that need you.

Works with31 tools
Send Out-of-Office Replies

Tell buyers and sellers who covers their Agent during an absence.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools
Send Out-of-Office Replies

Reply to buyer and seller emails and flag near-term deal requests.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools
File Signed Agreements

File signed client agreements and share links with deal teams.

Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.

Works with7 tools
Compile CRM Lead List

Gather local property leads into a CSV for outreach.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Rank Real Estate Leads

Bring open house guests and property inquiries into one ranked lead list.

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
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