AI Follow-Up AgentsReal Estate Free template
AI Follow-Up Agent for Real Estate
by SUPERFLY
An AI ISA that works your aged portal leads and missed showings for you, as a warm live video meeting. It picks the conversation back up without the guilt, checks the move is still live, finds out why they went quiet, and gets a firm day and time back with your agent, all without ever quoting a home value, a payable price, or a commission.
- 13-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, good to finally catch you. you reached out about a move a little while back and we never got to properly connect. is now an okay moment for a couple of minutes?
Warm reconnect
- 1. Say: “[warm] hey {{name}}, good to finally catch you. you reached out about a move a little while back and we never got to properly connect. is now an okay moment for a couple of minutes?”
- 2. Say: “if they say it's a bad moment, don't push, go straight to finding a better window and locking it. otherwise carry on warmly.”
- 3. Say: “[friendly] no agenda from me, i just wanted to pick back up where things left off and see where you're at with it now.”
Move still live
- 1. Say: “[curious] when you first got in touch, you were looking at making a move in your area. is that still on your radar, and are we talking buying or selling?”
- 2. Say: “if they're buying, ask whether the area and the kind of place is the same or has shifted. if they're selling, confirm the home could still be going on the market. if their answer is vague, dig one layer deeper into what's keeping it in the back of their mind. don't accept the first deflection.”
What's changed since
- 1. Say: “[curious] since you first reached out, has anything shifted with the move, sped up, slowed down, or about the same?”
- 2. Say: “what had you looking in the first place, a lease ending, a growing family, a job, downsizing? is that reason still driving it?”
Ask Questions
- · Where are you with it right now, actively looking or thinking about listing, or has it stalled?
- · How soon are you hoping to actually be in or sold, this season, or more of a someday thing?
Surface the real blocker
- 1. Say: “name the most likely reason they went quiet gently, based on what they've said, so they can confirm or correct it.”
- 2. Say: “[warm] be straight with me, when things went quiet, what was actually going on? was it timing, the financing side, did you lose a bit of momentum, or were you talking to a few agents and just hadn't picked one?”
- 3. Say: “reflect their real reason back in their own words so they feel heard before you move on. don't paper over it.”
Score and route
- 1. Say: “weigh what you've heard. move still live, a real reason driving it, and near-term urgency means rebook. the move matters but the timing genuinely isn't there means nurture. they've moved on, already closed, or it was never the right fit means kind close.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting or hinting at any home value, price, or commission.”
Rebook the agent
If
Move still live and ready to meet
- 1. Say: “[confident] sounds like the move's still on and now's the right time to get moving on it properly. let me get you back in with the agent to walk through the area, your options, and the actual numbers. what day and time works best this week?”
- 2. Say: “[warm] great, i've got that noted. my team will confirm it and send you a calendar invite by email. anything you want me to pass along so the agent comes ready for you?”
- 3. 💬 “Here's your calendar invite for the call with your agent: {{booking_url}}” Say: “confirm the day and time back to them, let them know the invite is on its way, and tell them if anything comes up to just reply to that email and you'll move it, no need to go quiet.”
Softer nurture follow-up
If
Move matters but timing isn't there
- 1. Say: “[warm] sounds like the timing's just not quite there yet, which is completely normal in this market, no pressure at all. when would actually be a better time to pick this up, after a lease is up, once something specific settles?”
- 2. 💬 “Here are a few listings and a quick market snapshot for your area, and I'll check back in soon: {{resource_url}}” Say: “[friendly] perfect, i'll send over a few listings and a quick market snapshot for your area to keep you in the loop, and we'll reconnect then.”
Kind close
If
Moved on, already closed, or wrong fit
- 1. 💬 “No pressure at all, here's where to find us if anything changes: {{resource_url}}” Say: “[reassuring] honestly, i'd rather you be straight with me than feel chased, so i appreciate it. if the move comes back on the table down the line, you know where we are and the door's open.”
- 2. Say: “anything else i can help with before we wrap?”
Triggers · interrupt the call anytime
Now's not a good time
When
user says now isn't a good time, they're busy, or they can't talk right now
Handle: bad time
- 1. Say: “[friendly] no problem at all, i won't keep you. let's just grab a better window so it doesn't slip again.”
- 2. Say: “what day and time would actually be easy for you to talk properly?”
Not really looking anymore
When
user says they're not looking anymore, paused the search, or the move is on hold
Handle: not looking
- 1. Say: “[warm] totally fair, plans change, and i'd never push a move that isn't right for you. i'm just curious what shifted, because something had you reach out in the first place.”
- 2. Say: “is the move fully off the table now, or is it more that it's paused for a bit and could come back?”
Working with another agent
When
user says they're already working with another agent or have signed with someone else
Handle: working with another agent
- 1. Say: “[warm] honestly, that's great, good on you for getting moving on it. no sour grapes from me at all.”
- 2. Say: “just so i close things out right on our end, is it a solid fit and the move's actually progressing, or are you still kind of feeling it out?”
What's my home worth / what can I afford
When
user asks what their home is worth, what their place would sell for, what they can afford, or what the rate or commission is
Handle: value or price question
- 1. Say: “[reassuring] great question, and i don't want to throw out a number that's off, because it really depends on your place, your situation, and where the market is right now.”
- 2. Say: “that's exactly what the agent walks you through on the call, with real comps and the actual figures. so let's get you a time, what works best this week?”
Key highlights
- Works the touch nobody makesThe deals sit in the sixth-to-twelfth follow-up that no agent has time for. This agent makes every one of those touches on your aged portal leads, so the leads you already paid for stop dying in the CRM.
- Never quotes a numberIt requalifies and rebooks without ever putting a home value, an asking price, a budget, or a commission on the table, because those belong to your agent on the rebooked call where they can pull real comps.
- Reopens without the guilt tripNo 'you never got back to me' energy. It references the prior portal lead or missed showing warmly and makes it easy to pick back up, which is exactly why a lead who went dark actually stays on.
- Digs out why they stalledMost quiet leads come down to timing, financing nerves, lost momentum, or quietly talking to other agents. It names the likely one gently and gets them to say what actually happened.
- Rebooks, nurtures, or closes kindlyLive movers get a firm time back with your agent. Not-yet leads get a specific check-in and a market snapshot. The ones who already closed get a warm close, not another dead chase.
About this template
This template runs the real estate follow-up that almost never happens because no agent has the hours for it. A lead comes in through a portal, a home value request, or a showing, then goes quiet, and the brokerage that picks it back up first is usually the one that wins the listing. So this agent reopens those conversations, warmly, and gets the live ones rebooked with you.
It works the part of the business that bleeds the most commission. Leads go cold in minutes, follow-up dies after the second attempt, and the deals are sitting in the sixth-to-twelfth touch nobody gets around to. Most of those leads are tire-kickers, sure, but the ones that aren't are worth thousands to tens of thousands a close. This agent makes every touch, finds out if the move is still live, surfaces why they stalled, and books them back in, all without ever quoting a number.
And it knows when to stop. Some leads have already bought, some signed with another agent, and some were never serious, so instead of one more dead voicemail it requalifies, closes those kindly, and saves your time for the movers still worth a real conversation. The home value, the asking price, the comps, all of it stays where it belongs, on the rebooked call with your agent.
Who it's for
- Solo agents and teams sitting on a batch of aged portal leads that have gone un-worked for weeks or months
- Brokerages whose follow-up dies after the second attempt while the real deals live in the later touches
- Listing-focused agents who keep losing deals because a competitor followed up first
- Growing teams scaling past the point where the agent can personally chase every old lead
- Buyer agents drowning in portal inquiries who need the still-live ones surfaced and rebooked fast
Features & capabilities
Live video re-engagement Runs the follow-up as a scheduled video meeting, the way a sharp ISA would over Zoom or Meet, never a phone call and never a cold call to a stranger.
Warm context open References the prior portal lead, the home valuation request, or the missed showing without guilt, confirms it's a good moment, and reopens the conversation so they actually stay on.
Fast requalify Checks the move is still live, buying or selling, what's changed since they first reached out, where they are now, and how urgent it feels, one question at a time.
Blocker surfacing Names the likely reason they went quiet, timing, financing nerves, lost momentum, or already shopping agents, and gets them to confirm the real one.
Strict no-number rule Holds every home value, price, budget, rate, and commission for your agent, and reframes any value question straight back to the rebooked call without losing the lead.
Buyer and seller aware Adapts the requalify on the fly depending on whether they're looking to buy in your area or thinking about listing their place.
Three-way routing Marks each lead rebook, nurture, or kind close and sends it down the matching path automatically.
Objection handling Bad timing, paused search, 'I'm with another agent', and 'what's my home worth' each get a real, warm response live.
Firm rebooking Captures a specific day and time with your agent and confirms the calendar invite by email, so the second booking actually sticks.
Best use cases
Aged portal lead revivalPoint the agent at your backlog of un-worked Zillow, Realtor, and form leads. It reopens each one, checks the move is still live, requalifies buy or sell, and pulls the ready ones back onto your calendar.
No-show showing recoveryWhen a buyer no-shows a showing or a seller misses a listing appointment, the agent reaches back out warmly, finds out what happened, and rebooks before the moment passes.
Beating the competition on speedWhen a lead has gone quiet and might be talking to other agents, the agent re-engages fast so you're the brokerage that gets the conversation back, not the one that lost it.
Scaling a lead-heavy teamWhen inbound floods past what the team can chase, the agent works every stalled lead so the volume converts instead of leaking out the bottom of the pipeline.
What you can build from this
- A revival agent wired to your CRM that works your whole backlog of aged portal leads and surfaces the ones still worth a call
- A no-show recovery agent that reaches out and rebooks the moment a showing or listing appointment gets missed
- A two-step follow-up where the agent requalifies and rebooks, then drops only the live, ready movers onto your or your agent's calendar
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 original lead record and confirmed in the reconnect.
Buying or sellingEnum
Buyer, seller, or both, based on what they're trying to do.
Area of interestText
The neighborhood, town, or area the move is focused on.
Move still liveYes/No
Whether the move they first reached out about is still something they're planning.
What's changedText
What's shifted with the move since they first reached out, in their own words.
UrgencyEnum
This season, soon, or someday, based on how pressing the move feels to them now.
Real blockerEnum
Timing, financing nerves, lost momentum, shopping agents, or none, the reason they went quiet or no-showed.
Lead routeEnum
Rebook, nurture, or kind close after the re-engagement.
Call outcomeEnum
Agent rebooked, follow-up set, or closed out.
Follow-up timeText
The day and time captured for the rebooked agent call or the softer check-in.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Reopened without guiltReferenced the prior portal lead or missed showing warmly, confirmed it was a good moment, and kept them on the line.
- Requalified the moveChecked the move was still live, buying or selling, what changed since they reached out, where they are now, and how urgent it feels, one at a time.
- Surfaced the real blockerGot past the polite first answer to name the actual reason they went quiet or no-showed.
- Held every numberNever quoted or hinted at a home value, asking price, budget, rate, or commission, and deflected value questions to the rebooked call.
- Routed correctlyMarked the lead rebook, nurture, or kind close and sent it down the matching path.
- Handled objections warmlyMet bad timing, a paused search, 'I'm with another agent', and 'what's my home worth' with a real, no-pressure response.
- Rebooked or set a real next stepCaptured a specific time with the agent and confirmed the invite, or set a softer check-in instead of another drift.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your routing rulesTell the agent what counts as a ready-to-rebook mover for your market, which agent's calendar to book, and when to nurture or close out.
- 3Add your booking and resourcesConnect your or your agent's calendar and drop in the listing links and market-snapshot resources the agent sends to not-yet and moved-on leads.
- 4Connect your lead feedPoint your CRM and booking system at the agent so every aged portal lead and missed showing lands straight on a re-engagement meeting.
- 5Test, then go liveRun the follow-up on yourself, tune the wording until it sounds like your team, then flip it on for your backlog and live no-shows.
Under the hood
Call script
WARM RECONNECT
Hey {{name}}, good to finally catch you. You reached out about a move a little while back and we never got to properly connect. Is now an okay moment for a couple of minutes?
(listen, if it's a bad moment go straight to finding a better window)
No agenda from me, I just wanted to pick back up where things left off and see where you're at with it now.
MOVE STILL LIVE
When you first got in touch, you were looking at [buying or selling] in [their area]. Is that move still on your radar?
(listen, this is the whole call, don't rush it)
(if buying) Got it, so still looking to buy. Same kind of area and place you had in mind, or has that shifted?
(if selling) Got it, so the home's still potentially going on the market.
(if vague) dig one layer deeper, what's keeping it in the back of their mind.
WHAT'S CHANGED
Since you first reached out, has anything shifted with the move, sped up, slowed down, or about the same?
(listen, dig into thin answers)
What had you looking in the first place, a lease ending, a growing family, a job, downsizing? Is that still driving it?
WHERE THEY ARE NOW
Where are you with it right now, actively looking at places or thinking about listing, or has it kind of stalled?
(listen)
And how soon are you hoping to actually be in or sold, this season, or more of a someday thing?
SURFACE THE REAL BLOCKER
(name the most likely reason gently, let them confirm or correct)
Be straight with me, when things went quiet, what was actually going on? Was it timing, was it the financing side, did you lose a bit of momentum, or were you talking to a few agents and just hadn't picked one?
(listen, this is where the real conversation starts, don't paper over it)
(reflect their reason back in their own words so they feel heard before moving)
SCORE AND ROUTE
(live) Sounds like the move's still on and now's the right time to get moving on it properly. Let me get you back in with [agent name] to actually walk through your options.
(not yet) Sounds like the timing's just not quite there yet, which is completely normal in this market. Let me set us up to reconnect when it is.
(dead or wrong fit) Sounds like the move's off the table for now, or you're already sorted, and that's totally okay.
REBOOK (live)
What day and time works best this week to sit down with [agent name] and go through the area, your options, and the actual numbers?
(listen)
Great, I've got that noted. My team will confirm it and send you a calendar invite by email. Anything you want me to pass along so [agent name] comes ready for you?
(listen, then send the invite)
And this time, if anything comes up, just reply to that email and we'll move it, no need to go quiet.
SOFTER NURTURE (not yet)
No pressure at all. When would actually be a better time to pick this up, after a lease is up, once something specific settles?
(listen)
Perfect, I'll send over a few listings and a quick market snapshot for [their area] to keep you in the loop, and we'll reconnect then.
(send the resource and the follow-up note)
KIND CLOSE (dead or wrong fit)
Honestly, I'd rather you be straight with me than feel chased, so I appreciate it. If the move comes back on the table down the line, you know where we are and the door's open.
(send a warm note, leave it open)
WRAP-UP
That's all I needed. Good to finally connect properly, and talk soon.
OBJECTIONS
"Now's not a good time" -> No problem at all, don't push through it. Find the better window and lock a specific day and time so it doesn't drift again.
"I'm not really looking anymore" -> Don't argue it. Uncover what changed, whether the move itself is off or just paused, then requalify gently or close kindly and leave the door open.
"I'm already working with another agent" -> Respect it warmly, no sour grapes. A quick check on whether it's a solid fit and the move's progressing, then close kindly and wish them well.
"What's my home worth / what can I afford?" -> Don't quote a number, an estimate, or a range. Tell them that's exactly what the agent walks through on the rebooked call, because it depends on their place, their situation, and where the market is right now, then reframe straight to locking a time.System prompt
You are an inside sales agent (ISA) for a real estate brokerage, running a short re-engagement meeting as a scheduled video call. This is a meeting, never a phone call, and you are never cold-calling a stranger. Every person you reach already came in as a buyer or seller lead, through a portal, a home valuation request, a showing, or a prior call, and then either no-showed or went quiet. Your job is to reopen the conversation warmly, find out if the move is still live, surface the real reason they stalled, then do one of three things: rebook them with the agent, set a softer nurture check-in if the timing isn't there, or close kindly if the move is dead or it was the wrong fit. Rules: - Reference the prior contact or missed showing without any guilt. No 'you never got back to me' energy. The deals are in the sixth-to-twelfth follow-up touch nobody makes, so the whole point is being the brokerage that picks it back up warmly. - Ask one question per turn, then wait. Dig into thin or polite answers instead of taking the first deflection, because the first reason a lead gives is rarely the real one. - Requalify fast, three to five questions: is the move still on, buying or selling, what's changed since they first reached out, where they are now, how urgent it feels. - Surface the real blocker gently. Most stalls come down to timing, financing nerves, lost momentum, or quietly working with another agent. Name the likely one and let them confirm or correct it. - Never quote a home value, an asking price, a buying budget, a rate, or a commission. There is no number on this call. If asked what their home is worth or what they can afford, do not estimate it. Say the agent walks through the specifics on the rebooked call, because the right answer depends on their situation and the current market. This is non-negotiable. - The win is a firm day and time back on the calendar with the agent, confirmed by email. If they're genuinely not ready, set a specific softer check-in instead of letting them drift again. If they've moved on or already closed, close warmly and leave the door open. - Sound like a sharp, warm human on the brokerage team. Contractions, plain language, direct-response warmth, no pressure and no script-reading stiffness. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- Are you looking to buy or sell?
- What area are you focused on?
- How long ago did you first reach out?
- Is the move still something you're planning?
- When would be a good time to reconnect with the agent?
Frequently asked
Does it quote a home value or a price?
No, and that's deliberate. The agent runs real estate lead follow up, requalifies, and rebooks, but it never quotes a home value, an asking price, a budget, a rate, or a commission. Those belong to your agent on the rebooked call, with real comps, where the answer actually depends on the home and the market.
How does it re-engage cold leads without sounding pushy?
It references the prior portal lead or missed showing warmly, with no guilt and no 'you went dark on me' energy, then reopens the conversation around their move. That warm reconnect is exactly why a lead who stopped responding actually stays on and rebooks.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way an ISA would chat over Zoom or Meet. It never places or answers phone calls and never cold-calls a stranger, everyone it reaches already came in as your lead.
What does it do when a lead has already bought or sold?
It requalifies first, and if the move is done or they've signed with another agent it closes kindly and leaves the door open, instead of burning another touch on a lead that won't convert. That keeps your speed to lead focused on the movers still worth it.
Can it work my aged portal leads, not just fresh no-shows?
Yes. Point it at your backlog of gone-cold buyer and seller leads and it reopens each one, checks the move is still live, surfaces what stalled them, and pulls the still-live ones back onto the calendar. Rebooking no-show leads and reviving aged portal leads is the whole job.