Intake — Three Ways In
Every inquiry enters through one of three channels. All three feed the same qualification engine.
WhatsApp Form
A structured form opens inside WhatsApp the moment someone reaches out, capturing the essentials in seconds.
Voice Agent
An AI voice agent answers the call live and runs the full screening conversation in real time.
WhatsApp Bot
A conversational bot asks the same screening questions through chat, at any hour, without delay.
Intent Detection
Before a single qualifying question is asked, the system identifies what this lead actually wants.
Buyer
Looking to purchase a property.
Seller
Looking to list a property.
Investor
Looking to deploy capital for return.
Qualification
Each path asks a different set of questions, built around what actually predicts a closed deal.
- MotivationWhat is prompting this move right now.
- LocationWhich areas are specifically in play.
- TimelineUnder one month, one to three months, three to six, or just exploring.
- BudgetA real number, anchored if the lead hesitates.
- FinancingCash, loan pre-approved, or still arranging.
- Active SearchWhether properties have already been viewed.
- Contingency & ExclusivitySelling first. Working with another agent.
- Intent StrengthWould they move this week if the right property appeared.
Disqualifies Instantly
No financing clarity and no timeline.
"Just researching" repeated after a recovery attempt.
- Motivation & TimelineWhy selling, and when they want to list.
- LocationProperty location and the primary reason for selling.
- ReadinessReady to list immediately if pricing and timing align.
- Price ExpectationTheir number, and how they arrived at it — reframed against market data if it runs high.
- Financials & ConditionRemaining mortgage balance. Recent repairs or upgrades.
- UrgencyWhat happens if it does not sell in ninety days.
- Decision AuthorityWho else needs to agree before listing.
Disqualifies Instantly
Price 20–30% above market, with no movement after reframing.
No urgency remaining after a recovery attempt.
- Strategy & BudgetRental income, flip, or appreciation, and the maximum per deal.
- Capital ReadyWhat capital is available to deploy right now.
- Target MarketsWhich locations they are actually targeting.
- Return CriteriaMinimum expected return — ROI, cap rate, or cash on cash.
- FinancingCash, traditional loan, hard money, or a 1031 exchange.
- TimelineWhen they intend to close the next deal.
- Track RecordDeals actually closed in the last twelve months.
Disqualifies Instantly
No capital clarity and no timeline.
A buy box too vague to act on.
Pre-Close Check
Before any score is treated as final, the system runs one more check.
"Based on what you have shared, this looks actionable."Run before every booking offer, across all three paths
Agreement moves straight to booking. Hesitation surfaces the real objection first, so nothing lands on a calendar by accident.
Scoring
Every answer feeds one score, from one to ten. Bonuses reward urgency and certainty. Penalties flag hesitation and risk.
Sample lead — Priya M., Buyer — Score 8.2 — HOT. Financing confirmed, ready this week.
Routing
The score alone decides what happens next. No manual triage required.
Booked Instantly
Hot and warm leads go straight onto the agent's calendar. No back-and-forth required.
- IMMEDIATEAppointment is placed directly on the agent's calendar.
- SAME MINUTEAgent receives the full call/chat transcript and a written analysis of the lead by email.
Automated Follow-Up
Cold leads and unconfirmed bookings enter a fixed follow-up sequence. Nothing falls through.
- 0–24 HOURSThree touches by call or WhatsApp.
- AFTER 24HOne phone call if still silent.
- STILL NOTHINGOne final email.
- NO RESPONSEMarked dead. Revisited quarterly only.
Ready to see it in action?
Let's run a live qualification audit on your agency — zero commitment, thirty minutes.
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