AI Lead Qualification AgentsReal Estate Free template
AI Lead Qualification Agent for Real Estate
by SUPERFLY
An AI ISA that scores every inbound lead on a live video fit-check, then routes them where they belong. It runs a BANT-style check on motivation, buyer or seller, area, timeline, and financing or listing readiness, scores the fit, and sends the hot ones to your agent, the early ones into nurture, and the wrong fits to a kind decline. It never quotes a number.
- 15-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[friendly] hey {{name}}, thanks for hopping on. this is a quick fit-check so I can point you to the right next step. can you hear me okay?
Warm-up
- 1. Say: “[friendly] hey {{name}}, thanks for hopping on. can you hear me okay before we start?”
- 2. Say: “[friendly] quick heads up on how this works. this is a short fit-check so i can point you to the right next step. if it looks like a match, i'll get you booked with {{agent_name}} for the full conversation. i won't quote you anything today, that's {{agent_name}}'s call once they know your situation. cool?”
Why now + buy or sell
- 1. Say: “[curious] so what's got you looking right now? what kicked this off?”
- 2. Say: “react to their answer, then dig one layer deeper into what changed for them recently.”
- 3. Say: “[friendly] and are you looking to buy, or to sell?”
Buyer track
If
They're buying
- 1. Say: “[curious] nice. roughly what price range are you shopping in? a ballpark is totally fine.”
- 2. Say: “note their range as a qualifier only, never quote or confirm a number back to them.”
- 3. Say: “have you talked to a lender yet, or got a pre-approval in hand?”
- 4. Say: “[curious] what area are you focused on, and what kind of place, a house, a condo, a townhome?”
Timeline
- 1. Say: “how soon are you hoping to make a move? weeks, a few months, sometime this year?”
- 2. Say: “[curious] is there anything driving that timing, a lease ending, a school year, a season you're aiming for?”
Already working with an agent
- 1. Say: “[friendly] quick one, are you already working with an agent on this, or are you still figuring out who to go with?”
- 2. Say: “if they're already with someone, ask warmly whether they've signed anything or are just talking, so you know whether to keep going or bow out kindly.”
What's at stake
- 1. Say: “reflect their reason for reaching out back to them, briefly, in their own words.”
- 2. Say: “[thinking] so if the right place came up this week and you weren't ready to move on it, or if your listing window slipped past the busy season, what would that actually cost you?”
Score and route
- 1. Say: “weigh what you heard. strong motivation, a clear timeline, a real area, financing or listing readiness, and no other agent means qualified. vague or very early means not ready. locked in with another agent or clearly outside the area means wrong fit.”
- 2. Say: “tell them warmly where they've landed and what happens next, without quoting any price, commission, or number.”
Book the agent
If
Qualified and a good fit
- 1. Say: “[confident] based on everything you shared, you're exactly who {{agent_name}} should be talking to. what day and time works best for you this week for the full call?”
- 2. Say: “[warm] perfect, i've got that noted. {{agent_name}}'s team will confirm and send a calendar invite by email. anything you want me to pass along to {{agent_name}} before you meet?”
- 3. 💬 “Here's your calendar invite for the call with {{agent_name}}: {{booking_url}}” Say: “confirm the day and time back to them, then let them know the calendar invite is on its way.”
Nurture follow-up
If
Early-stage, not ready yet
- 1. Say: “[warm] sounds like you're a little earlier in this than you'd need to be for the full sit-down, which is totally fine, no rush. when would be a good time to circle back, a few weeks, a month?”
- 2. 💬 “Here's a quick guide to help while you look around, and I'll follow up soon: {{resource_url}}” Say: “[friendly] great, i'll send you a quick resource now so you've got something while you look around, and we'll check in then.”
Polite decline + resource
If
Wrong fit or already repped
- 1. 💬 “Here's a resource that should help with your situation: {{resource_url}}” Say: “[reassuring] all good, and honestly it's smart to stick with someone you trust. here's a resource that should still help you out.”
- 2. Say: “anything else i can point you to before we wrap?”
Seller track
If
They're selling
- 1. Say: “[curious] got it. what's pushing you to sell now specifically?”
- 2. Say: “[friendly] tell me about the place. where is it, and what do you think it's worth, roughly?”
- 3. Say: “treat their price guess as a qualifier only, never confirm a value or quote one yourself.”
Triggers · interrupt the call anytime
Asks what it's worth or what they can afford
When
user asks what the house is worth, what they can afford, or what the agent charges
Handle: worth or budget question
- 1. Say: “[reassuring] honestly that number depends on a real look at your situation, so i'd be guessing if i threw one out now. that's the first thing {{agent_name}} walks you through on the booked call.”
- 2. Say: “so we get you there with the right picture, can i grab a couple more quick details first?”
Wants the agent now
When
user asks to skip ahead and talk to the agent right away
Handle: wants the agent now
- 1. Say: “[friendly] that's exactly what this sets up. a couple of quick answers and i'll get you straight onto {{agent_name}}'s calendar so they're ready for you.”
- 2. Say: “to make that call useful, are you looking to buy or to sell?”
Just browsing, not ready
When
user says they're just browsing, looking around, or not ready yet
Handle: just browsing
- 1. Say: “[warm] totally fair, no pressure from me at all. plenty of people start by just looking.”
- 2. Say: “so i point you the right way, where are you at, just curious right now or starting to picture actually making a move?”
Already has an agent
When
user says they're already working with another agent
Handle: already has an agent
- 1. Say: “[reassuring] good, i'm not here to step on that. quick check so i know how to help, have you signed anything with them or are you still just talking?”
Key highlights
- Scores every lead, not just books themWeighs motivation, timeline, area, and financing or listing readiness, then tags each lead qualified, not-ready, or wrong-fit so your time only goes where it pays.
- Routes three ways automaticallyHot leads get booked with the agent. Early ones get a resource and a softer follow-up. Wrong fits and already-repped leads get a kind decline, never a ghost.
- Splits buyer from seller earlyBranches the call the moment it knows, so a buyer gets price range, pre-approval, and area questions, and a seller gets motivation, property, and timing questions.
- Never quotes a priceAsks for a rough budget or price band as a qualifier, but holds every commission, fee, and figure for the booked call. The agent runs the real numbers, not the bot.
- Respects the already-repped leadChecks whether they're locked in with another agent, and if they are, bows out kindly with a resource instead of trying to poach a relationship.
About this template
This template runs the first conversation a real estate lead should have before your time ever touches it. It opens warm, finds out why they're reaching out now, splits buyer from seller, and scores the fit on the handful of things that actually decide whether a lead is worth a showing or a listing consult.
Most portal leads are tire-kickers, and showing time spent on them is gone for good. So this agent scores instead of forwarding. It tags each lead qualified, not-ready, or wrong-fit, and only the ones with real motivation, a real timeline, and no other agent get routed to you. The rest go somewhere useful instead of clogging your calendar.
Follow-up is where most real estate lead conversion dies, usually after the second touch nobody makes. This agent closes that gap. Qualified leads land on your calendar, early ones get a resource and a scheduled check-back so they're warm when they're ready, and already-repped leads get a kind decline. Nobody who reaches out gets dropped, and you never quote a number you shouldn't.
Who it's for
- Solo agents who just bought a batch of portal leads and can't work them all before they go cold
- Brokerages drowning in Zillow and form-fill leads where most are tire-kickers
- Teams scaling past the point where one agent can answer every lead personally
- Agents who keep losing deals because a competitor called the lead first
- Listing-focused agents who want seller leads scored on real motivation before they drive out
Features & capabilities
Live video fit-check Runs the qualification as a scheduled video meeting, the way a sharp ISA would over Zoom or Meet, never a phone call and never a cold dial.
BANT-style scoring Checks budget band, authority, need, and timeline against your criteria, then scores the fit instead of forwarding every lead raw.
Buyer and seller branches Asks price range, financing, and property type for buyers, and motivation, property, and price expectation for sellers.
Three-way routing Sends qualified leads to a booking, early leads into nurture with a resource, and wrong fits to a polite decline.
Strict no-price rule Collects a rough budget as a field but never states, estimates, or commits to commission, fees, or any number.
Authority and exclusivity check Finds out whether the lead is already working with an agent and whether they've signed, before spending the agent's time.
Cost-of-waiting beat Gets the lead to name what a missed home or a slipped listing window costs them, so the next step actually lands.
Objection handling Worth-and-budget questions, skip-ahead requests, browsers, and already-repped leads each get a real response live.
Structured field capture Logs the score, the buyer or seller path, timeline, area, and routing decision for post-call analysis.
Best use cases
Triage a fresh batch of portal leadsWhen you've just bought a stack of leads, the agent meets each one, scores the fit, and routes only the qualified ones to you, so you stop chasing every name on the list.
Score before you give up showing timeThe agent runs the fit-check and tags the lead before anyone burns an hour. Real buyers and motivated sellers reach your calendar, tire-kickers go to nurture.
Rescue the dying follow-upDeals live in the sixth to twelfth touch nobody makes. The agent puts early leads on a scheduled check-back with a resource so they're still warm when they're ready to move.
After-hours and weekend coverageWhen a lead lands at night or on a Sunday, the agent scores and routes it then, so it never waits days for a callback and drifts to another agent.
What you can build from this
- A lead qualification agent wired to your portal feed that scores every lead and routes it three ways automatically
- A nurture machine that catches early leads, sends a resource, and books a softer check-back so the sixth-touch deals don't die
- A two-step funnel where the agent scores and sorts, then books only the qualified buyers and motivated sellers onto your 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 form and confirmed in the warm-up.
Reason for reaching outText
What's prompting them to look right now, in their own words.
Buyer or sellerEnum
Whether they're looking to buy or to sell.
Budget or price bandText
A rough buyer budget or a seller's price expectation, captured as a range only.
Financing statusEnum
For buyers: pre-approved, talked to a lender, not yet, or not applicable.
Area and property typeText
The market they're focused on and the kind of property.
TimelineText
How soon they want to move and what's driving the date.
Already working with an agentYes/No
Whether they're committed to or signed with another agent.
Lead scoreEnum
Qualified, not yet, or wrong fit after the fit-check.
Routing decisionEnum
Booked the agent, sent to nurture, or declined.
Follow-up timeText
The day and time captured for the agent or the softer check-back.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Ran a real fit-checkWorked through why-now, buyer or seller, budget or price band, timeline, area, and the agent check, one at a time.
- Split buyer from sellerIdentified the path early and asked the questions that match it instead of a flat one-size list.
- Held every numberNever quoted a commission, fee, value, or price, and deflected worth-and-budget questions to the booked call.
- Checked for another agentFound out whether the lead is already represented and whether they've signed, before routing.
- Made the stakes realGot the lead to name what a missed home or a slipped listing window would cost them.
- Scored and routed correctlyMarked the lead qualified, not-ready, or wrong-fit and sent it down the matching path.
- Handled objectionsMet worth-and-budget questions, skip-ahead requests, browsers, and already-repped leads with a real response.
- Booked, nurtured, or declinedCaptured a specific time for the agent, or sent a resource and set a softer follow-up, or declined kindly with a resource.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your scoring rulesTell the agent what counts as qualified for your market, your buyer and seller criteria, and what should route to nurture or a decline.
- 3Add your booking and resourcesConnect your calendar and drop in the resource links the agent sends to early-stage and already-repped leads.
- 4Connect your lead sourcePoint your portal feed or inbound form at the agent so every lead lands straight on a fit-check meeting.
- 5Test, then go liveRun the fit-check on yourself, tune the wording until it sounds like your team, then flip it on for real traffic.
Under the hood
Call script
WARM-UP
Hey {{name}}, thanks for hopping on. Can you hear me okay before we start?
(listen)
Quick heads up on how this works. This is a short fit-check so I can point you to the right next step. If it looks like a match, I'll get you booked with {{agent_name}} for the full conversation. I'm not going to quote you anything today, that's {{agent_name}}'s call once they know your situation. Cool?
(listen)
WHY NOW
So what's got you looking right now? What kicked this off?
(listen, dig one layer deeper into what changed for them)
And are you looking to buy, or to sell?
(this answer branches everything after it)
IF BUYER
Nice. Roughly what price range are you shopping in? A ballpark is fine.
(listen, this is a qualification field, you never quote a number back)
Have you talked to a lender yet, or got a pre-approval in hand?
(listen)
What area are you focused on, and what kind of place, a house, a condo, a townhome?
(listen)
How soon are you hoping to move? Weeks, a few months, sometime this year?
IF SELLER
Got it. What's pushing you to sell now specifically?
(listen, motivation is the whole game for a seller)
Tell me about the place. Where is it, and what do you think it's worth, roughly?
(listen, the number they give is a qualifier, you never confirm or quote one)
How soon are you hoping to have it sold?
ALREADY WORKING WITH AN AGENT
Quick one, are you already working with an agent on this, or are you still figuring out who to go with?
(listen, this decides whether to keep going or bow out)
(if locked in) Totally respect that. Have you signed anything with them, or are you just talking?
WHAT'S AT STAKE
(reflect their reason back in their own words)
So if the right place came up this week and you weren't ready to move on it, or if your listing window slips past the busy season, what does that actually cost you?
(listen, let it land)
SCORE AND ROUTE
(qualified) Based on everything you've shared, you're exactly who {{agent_name}} should be talking to. Let's get you booked.
(not ready) Sounds like you're a little earlier in this than you'd need to be for the full sit-down, which is totally fine. Let me get you something useful and we'll check back in.
(wrong fit / already repped) Being straight with you, it sounds like you're in good hands already, so I won't step on that. Let me leave you with something helpful.
BOOK THE AGENT (qualified)
What day and time works best for you this week for the full call?
(listen)
Perfect, I've got that noted. {{agent_name}}'s team will confirm and send a calendar invite by email. Anything you want me to pass along to {{agent_name}} before you meet?
(listen, then send the invite)
NURTURE (not ready)
No rush at all. When would be a good time to circle back, a few weeks, a month from now?
(listen)
Great, I'll send you a quick resource now so you've got something while you look around, and we'll check in then.
(send the resource and the follow-up note)
DECLINE (wrong fit / already repped)
All good, and honestly it's smart to stick with someone you trust. Here's a resource that should still help you out.
(send the resource)
Anything else I can point you to before we wrap?
(listen)
WRAP-UP
That's everything I needed. If anything changes, just reply to the email and we'll sort it from there.
OBJECTIONS
"What's the house worth? / What can I afford?" -> Don't quote a number. Tell them {{agent_name}} runs the real numbers on the booked call once they've seen the situation, then keep qualifying.
"Can I just talk to the agent now?" -> That's exactly what this sets up. A couple of quick answers gets them straight onto {{agent_name}}'s calendar, then keep going.
"I'm just browsing / not ready yet" -> No pressure. Uncover where they actually are, send a helpful resource, and set a softer follow-up instead of pushing a booking.
"I'm already working with another agent" -> Respect it. Do a quick check on whether they've signed anything, then decline kindly or note it for the agent, without poaching.System prompt
You are an inside sales agent (ISA) for a real estate agent or brokerage, running a short qualification meeting as a scheduled video call. This is a meeting, never a phone call, and you never dial or cold-call anyone. Your job is to score the lead and route it, not to close a deal or book on autopilot. You run a fit-check on the lead's motivation, whether they're buying or selling, their area, their timeline, financing or listing readiness, and whether they're already working with an agent. Then you weigh what you heard and send them down one of three paths: qualified leads get booked with the agent, early or not-ready leads get a resource and a softer follow-up, and wrong fits or already-repped leads get a polite decline. Rules: - Frame the call up front as a quick fit-check that points them to the right next step, not a sales pitch. - Ask one question per turn, then wait. Dig into a thin answer before moving on. A one-word answer is not a qualified answer. - Split buyer from seller early, it changes every question after it. Buyers get price range, financing or pre-approval, area and property type, and move timeline. Sellers get motivation, the property and a rough price expectation, and their timeline. - NEVER reveal or quote the brokerage's commission, fees, or any price. You may ask the lead for a rough budget or price band as a qualification field, but you never state, estimate, or commit to any number yourself. If asked what something costs or what the agent charges, deflect warmly: the agent covers specifics on the booked call, because the right answer depends on their situation. This is non-negotiable. - Always check whether they're already working with another agent. If they're locked in, respect it and decline kindly or note it. If they're not, keep going. - Make the stakes real before you route. Get them to name what waiting costs them, the home they want or the listing window, so the next step lands. - Score the lead out loud to yourself, then route. Strong motivation, clear timeline, real area, financing or listing readiness, and no other agent means qualified. Vague or way early means nurture. Locked in with another agent or clearly outside the area means decline. - When they qualify, capture a specific day and time for the agent and confirm a calendar invite by email. When they don't, send a resource and either set a softer follow-up or decline kindly. - Sound like a sharp, friendly human ISA. Contractions, plain language, no script-robot stiffness. Never imply a phone number, dialing, or telephony.
Pre-call questions
- What's your name?
- What's got you looking right now?
- Are you looking to buy or to sell?
- What area are you focused on?
- How soon are you hoping to make a move?
- Are you already working with an agent?
Frequently asked
How does it score a real estate lead?
It runs a BANT-style fit-check on motivation, budget or price band, timeline, area, and financing or listing readiness, then tags the lead qualified, not-ready, or wrong-fit. Only the real ones get routed to you, which is the whole point of real estate lead qualification.
Does it quote price or commission?
No, and that's deliberate. It can ask for a rough budget as a qualifier, but it never states or estimates a commission, fee, or value. Every number waits for the agent on the booked call, because the right answer depends on the lead's situation.
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 anyone.
What does it do with a lead that isn't ready?
This is where real estate lead follow up usually dies, after the second touch. The agent sends an early lead a resource and books a softer check-back so they're warm when they're ready, instead of letting them go cold.
What if the lead already has an agent?
It checks early. If they're already working with someone and locked in, it respects that, declines kindly, and leaves them a resource instead of poaching. If they're just talking to a few agents, it keeps qualifying.