AI Appointment SettersReal Estate Free template
AI Appointment Setter for Real Estate
by SUPERFLY
An AI inside sales agent that picks up every portal and website lead in seconds, finds out if they're buying or selling, checks timeline and pre-approval, then books the ready ones straight onto your calendar. It qualifies and books. It never talks price.
- 6-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 5 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, thanks for reaching out about {{area}} real estate. is now an okay time for a couple quick questions?
Warm-up & frame
- 1. Say: “[warm] thanks for reaching out about {{area}} real estate. is now an okay time for a couple quick questions?”
- 2. Say: “great. i've just got a few quick ones so i can point you to the right next step with {{agent_name}}.”
Buying or selling
- 1. Say: “first up, are you looking to buy, sell, or maybe both?”
- 2. Say: “got it. and which areas or neighborhoods are you focused on?”
Ask Questions
- · How soon are you looking to make a move?
- · What's driving the move right now?
- · Are you working with another agent at the moment, or is the search still open?
Readiness check
- 1. Say: “if you're buying, have you had a chance to talk to a lender or get pre-approved yet?”
- 2. Say: “and do you have a price range in mind, or a number you'd want to stay under?”
- 3. Say: “if they're selling instead, ask their timeline, the reason for selling, and roughly what they think the home is worth. one question at a time.”
Book the appointment
If
Qualified and ready to meet
- 1. Say: “[friendly] this sounds like a great fit for {{agent_name}}. let's get you on their calendar so they can walk you through the next steps. what day works best for you this week?”
- 2. Say: “perfect, and morning or afternoon?”
- 3. 💬 “You're booked with {{agent_name}}. Here's your confirmation and calendar invite: {{booking_url}}” Say: “you're all set. i'll send a calendar invite to your email and {{agent_name}} will be ready for you.”
Keep warm
If
Early-stage or not ready to book yet
- 1. Say: “totally fine, no rush at all. want me to send over a few listings that match what you're after so you can keep an eye on the market?”
- 2. 💬 “Here are some listings that match your search: {{listings_url}}” Say: “great, i'll text those across, and i'll check back in a couple weeks to see if anything's changed.”
Triggers · interrupt the call anytime
Asks about commission/fees
When
user asks about commission, fees, or how much the agent charges
Wants the agent directly
When
user asks to skip ahead and talk to the agent right away
Already has an agent
When
user says they are already committed to another agent
Just browsing
When
user says they are only looking and not serious yet
Key highlights
- Answers every lead in secondsPortal leads go cold fast. The agent picks up the moment one lands, so you stop losing deals to whoever called first.
- Qualifies buyers and sellersIt finds out if they're buying or selling, the area, the timeline, the motivation, and whether they're pre-approved, then sorts the real ones from the browsers.
- Books straight onto your calendarWhen a lead is ready, it captures a day and time and sends the calendar invite, so you wake up to booked showings and listing consults.
- Never talks commissionPricing, fees, and home values stay with you. The agent qualifies and books, then hands the lead over clean.
- Follows up so you don't have toEarly-stage leads get matching listings and a check-in instead of getting dropped. The deals in the later touches still get made.
About this template
This template is an AI inside sales agent built for real estate. It works the leads you already pay for, the Zillow and Realtor.com inquiries and the website forms, and it works them the moment they arrive instead of hours later when the lead has already called three other agents.
The job is simple and it does it the same way every time. It finds out if the person is buying or selling, where, how soon, and how serious. Buyers get a quick check on whether they've talked to a lender. Sellers get asked about timeline and why they're moving. The qualified ones get booked onto your calendar, and the early ones get listings and a follow-up so they stay warm.
You teach it your market, your name, and your booking link once. After that it answers every lead in seconds, around the clock, and never quotes a commission or a price it shouldn't.
Who it's for
- Solo agents buying portal leads who can't call every one the second it lands
- Teams running an ISA desk that wants every lead worked the same proven way
- Brokerages that need after-hours and weekend coverage on inbound leads
- Real estate investors qualifying seller inquiries before spending time on them
- Agents losing deals to whoever happens to call the lead back first
Features & capabilities
Instant speed-to-lead Engages new portal and website leads the second they come in, day or night.
Buyer and seller routing Asks the one question that splits the call, then follows the right path.
Pre-approval check Finds out whether a buyer has spoken to a lender before booking the agent's time.
Timeline and motivation discovery Gets how soon they're moving and why, so you know what you're walking into.
Calendar booking Captures a day and time and confirms the invite without you lifting a finger.
Early-lead nurture Sends matching listings and books a soft follow-up for leads who aren't ready yet.
Objection triggers Commission questions, agent requests, and tire-kickers each have their own handled path.
Clean handoff Passes the qualified lead and everything it learned to you before the appointment.
Post-call summary Logs the answers and the outcome from every call into structured fields.
Best use cases
Portal-lead speed-to-leadA Zillow or website lead comes in, the agent calls within seconds, qualifies them, and books the showing before a competitor ever picks up the phone.
After-hours and overflowWhen it's 9pm or you're already on a showing, the agent takes the lead instead of letting it sit in your inbox until morning.
Replacing or backing up your ISARun the same qualifying call on every lead without paying for a setter who has off days or quits.
Open-house and FSBO follow-upWork a list of sign-in sheets or for-sale-by-owner inquiries, qualify each one, and book the ones worth your time.
What you can build from this
- A speed-to-lead ISA wired straight into your Zillow, Realtor.com, and website lead flow
- An after-hours qualifier that catches every lead your team can't get to live
- A seller-lead screener that qualifies inquiries and books listing consults while you're out showing homes
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the inquiry and confirmed in the warm-up.
Buy, sell, or bothEnum
The first split that routes the rest of the call.
Target areaText
The neighborhoods or zip codes they're focused on.
TimelineEnum
How soon they're looking to move, from now to just browsing.
MotivationText
The reason behind the move, in their own words.
Pre-approvedYes/No
Whether a buyer has spoken to a lender yet.
Price rangeNumber
The budget or target number they name.
Working with another agentYes/No
Whether the lead is already committed elsewhere.
AppointmentEnum
Booked, follow-up scheduled, or not yet, logged at the end of the call.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- One question at a timeThe agent asked a single question per turn and waited, never stacking or talking over the lead.
- Split buyer from seller earlyIt established buying, selling, or both before going deep, then followed the right path.
- Captured area and timelineIt got the target area and how soon the lead is moving.
- Checked readinessFor buyers, it found out whether they'd spoken to a lender before booking the agent's time.
- Never quoted commission or priceIt deflected pricing and value questions to the agent every time.
- Booked or nurtured correctlyReady leads got a booked appointment, early leads got listings and a follow-up.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Load your marketSet your name, your areas, your booking link, and where listings get sent. Adjust the qualifying questions to match how you work.
- 3Connect your leadsPoint your Zillow, Realtor.com, and website lead sources at the agent so new inquiries land on a call in seconds.
- 4Run a test callJump on a preview call as a buyer and a seller, and tune the wording until it sounds like your team.
- 5Turn it onFlip it live and let it qualify and book your leads around the clock.
Under the hood
Call script
WARM-UP & FRAME
Hey {{name}}, thanks for reaching out about {{area}} real estate. Is now an okay time for a couple quick questions?
(listen)
Great. I've just got a few quick ones so I can point you to the right next step with {{agent_name}}.
BUYING OR SELLING
First up, are you looking to buy, sell, or maybe both?
(listen)
Got it. And which areas or neighborhoods are you focused on?
TIMELINE & MOTIVATION
How soon are you looking to make a move?
What's driving the move right now?
Are you working with another agent at the moment, or is the search still open?
READINESS (BUYERS)
Have you had a chance to talk to a lender or get pre-approved yet?
Do you have a price range in mind, or a number you'd want to stay under?
READINESS (SELLERS)
When are you hoping to have it sold by?
What's the reason for selling?
Roughly what do you think the home would go for today?
BOOK THE APPOINTMENT (if qualified and ready)
This sounds like a great fit for {{agent_name}}. Let's get you on their calendar so they can walk you through the next steps.
What day works best for you this week?
(listen)
Perfect, and morning or afternoon?
You're all set. I'll send a calendar invite to your email and {{agent_name}} will be ready for you.
KEEP WARM (if early or not ready)
Totally fine, no rush at all.
Want me to send over a few listings that match what you're after so you can keep an eye on the market?
Great, I'll text those across, and I'll check back in a couple weeks to see if anything's changed.
IF THEY ASK ABOUT COMMISSION OR PRICE
Honestly, that's exactly the kind of thing {{agent_name}} will walk you through on the call, since it depends on your situation. My job is just to get you booked with them.System prompt
You are an inside sales agent (ISA) for a real estate agent or brokerage, working inbound leads from portals like Zillow and Realtor.com and from the website. Your job is to qualify the lead and book a showing or a listing consultation with the agent. You qualify and book. You do not talk price, commission, or home values. Rules: - Use the lead's first name early and naturally. - Ask one question per turn, then wait. Never stack questions. - Find out first whether they are buying, selling, or both, then follow the right path. - For buyers, get area, timeline, motivation, whether they are working with another agent, and whether they have spoken to a lender or been pre-approved. - For sellers, get the property area, timeline, reason for selling, and roughly what they think it is worth. - If they ask about commission, fees, or pricing, deflect warmly: that is exactly what the agent will walk through. - When a lead is qualified and ready, capture a specific day and time and confirm the calendar invite. - If they are early or not ready, offer to send listings and book a soft follow-up instead of pushing. - Speak like a real person on the phone. Contractions, short sentences, no corporate language.
Pre-call questions
- What's your name?
- Are you looking to buy, sell, or both?
- Which area or neighborhoods are you focused on?
- How soon are you looking to make a move?
- Have you been pre-approved or spoken to a lender yet?
Frequently asked
Does this replace my ISA?
It does the qualifying-and-booking part of the ISA job on every lead, instantly and around the clock. Plenty of teams use it to cover after-hours and overflow and keep a human ISA for the deals that need a personal touch.
Will buyers and sellers know it's AI?
It runs a natural call, asks one question at a time, and waits for the answer. Most leads engage with it the way they would a sharp human ISA. You decide how it introduces itself.
Does it talk commission or home prices?
No. It's built to stay in its lane. Pricing, commission, and home values go to you. The agent qualifies the lead and books the appointment, then hands everything it learned to you.
How does it book appointments?
When a lead is qualified and ready, it captures a day and time, confirms it, and sends the calendar invite to their email. Early leads get matching listings and a soft follow-up instead.
Can I import it into my account?
Yes. This template uses the same call-flow format as the SUPERFLY builder, so it drops straight into your agent and you can edit every node, question, and message.