Know which buyers to call first

The AI lead manager asks about the buyer's needs in a natural conversation and updates their lead card as they reply. Your agents get a hot, warm or cold score, the reasons behind it, the inquiry source and a summary of what the buyer wants.

Example: From a property inquiry to a buyer profile

Illustrative workflow. All people, listings and addresses in these examples are fictional.

From a property inquiry to a buyer profile
  1. BuyerI'm Laura. I want to buy the three-bedroom apartment on Los Pinos Avenue, in the Garden District.
  2. AssistantHappy to help, Laura. What budget do you have in mind?
  3. BuyerUp to $180,000.
  4. AssistantWhen are you hoping to buy?
  5. BuyerWithin the next three months.
  6. AssistantHow are you planning to finance the purchase?
  7. BuyerI'm pre-approved for a mortgage.

The agent's lead card

Buyer
Laura · buying an apartment
Source
Website chat
Score
Hot · 77/100
Summary
Garden District; three bedrooms; budget up to $180,000; decision within three months; pre-approved mortgage.

Why this score

  • Mortgage pre-approved
  • Decides in 1–3 months
  • Asked about a specific property
  • Knows what they want
  • Active conversation
  • Partial contact details

Example score before a listing search, using the default agency scoring rules. Laura has given her name; contact information is still incomplete. Scores change as more facts arrive.

What your team does

  1. Set your priorities

    Your agency sets the scoring weights and hot, warm and cold thresholds.

  2. Read the card

    Check the buyer's needs, source, score and reasons in the panel.

  3. Take over when needed

    An agent takes over with one tap for advice or a personal follow-up. The assistant pauses until the agent hands it back.

What it doesn't do

  • A score is a priority signal, not a promise that someone will buy.
  • Pre-approved financing is recorded from the buyer's reply; the assistant does not approve a mortgage.
  • It uses your listings and does not invent a property to fit a buyer's budget.

Questions about this workflow

What if the buyer leaves questions unanswered?

The card keeps the facts provided so far. The assistant can ask for missing details; the score and its reasons reflect what is known.

Can my agency change how leads are scored?

Yes. The agency can configure the criteria weights and the thresholds for hot, warm and cold leads.

Are sellers treated like buyers?

No. A property owner is a listing opportunity: the qualification records the property and area, and scoring considers the owner's intent rather than buyer financing.

Can an agent see why a lead is hot?

Yes. The panel shows the score with its reasons, alongside the buyer's profile, inquiry source and conversation.

Explore the next step

Showing scheduling

Buyers choose a calendar time in chat; the confirmed showing and reminders follow.