GUIDE · PROPERTY LEADS
How to automate property leads without losing the commercial relationship
The goal is not for AI to sell a property. It is to prevent useful leads from waiting and to give agents context before they step in.
Design the complete lead journey
Map where each enquiry comes from, what information the team needs to prioritise it and what happens when the prospect does not reply.
1. Capture the source
Portal, form, campaign, WhatsApp or email. Keeping source data helps measure lead quality and tailor the first response.
2. Ask only what matters
Budget, area, property type, timing, financing and viewing availability are usually more useful than a long questionnaire.
3. Update the CRM
Create or enrich the contact, associate the property, store a summary and create the next task.
4. Schedule follow-up
Use one or two helpful follow-ups rather than aggressive sequences or messages that pretend to be human.
5. Give context to the agent
The agent should receive what the buyer wants, which property they saw, what they answered and the suggested next step.
FROM GUIDE TO IMPLEMENTATION
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