Real Estate

AI Real Estate Lead Agent

Portal leads qualified for intent, budget and timeline, then routed to the right agent in your CRM within minutes.

Portal leads cool off fast, and the agent who replies first usually wins the conversation. This lead agent answers every portal and website enquiry right away, asks about buyer or seller intent, budget, timeline and area, and routes the lead to the right agent in your CRM. It offers a call or a showing inside the availability you connect, so the next step is already booked.

  • Every portal enquiry answered within moments, at any hour
  • Leads qualified on intent, budget, timeline and area
  • Routed to the right agent in your CRM with a next step
$6,900 20–30 working days Optional maintenance $345/mo
Gear, key tag and counter token in a diagonal stack, representing real estate leads qualified and routed.

What it is

AI Real Estate Lead Agent responds to portal and website leads instantly, qualifies them for buyer or seller intent, budget, timeline and target area, and routes each one to the right agent in your CRM. It offers a next step, a call or a showing, inside the availability you connect.

Why businesses buy it

Real estate leads are expensive, whether you pay a portal, run ads or rely on your own brand, and that spend is wasted when an enquiry waits hours for a reply. Agents in showings cannot always answer, and evening enquiries often sit until morning. This agent responds immediately, asks the questions your best agents would ask, and hands each lead over with the details captured. Your agents spend their time on people who are ready. The Scope Card sets the channel, systems and workflows in writing, so you know exactly how leads are handled before you buy.

Problems this solves

Portal leads cool off while agents are out at showings

The lead agent replies to portal and website leads as soon as they arrive. It asks about buyer or seller intent, budget, timeline and target area while the lead is still engaged.

Leads land in a shared inbox and nobody claims them

Each qualified lead is routed to the right agent in your CRM, using your routing rules. Up to six workflows cover different lead types, so ownership is clear from the start.

Interested buyers wait days to get a call or a showing

The agent offers a next step, a call or a showing, inside the availability you connect. Leads leave the first conversation with something booked rather than a vague call-back.

Agents spend time on leads with no real intent to move

Qualification answers are written to the CRM record, so agents see intent and timeline before picking up the phone. They can focus on the leads most ready to act.

Scope card SKU UPM-C0413

AI Real Estate Lead Agent

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$6,900 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
1 channel
Integrations
Up to 2 systems with read and write access
Knowledge
Up to 100 documents
Workflows
Up to 6 workflows with your approval rules
Languages
1
Testing
50 documented test scenarios
Revisions
2 rounds
Handoff
1 × 60-min handoff session (recorded)
Support
30 days after launch

A good fit if

Portal leads from Zillow, Realtor.com or your own site arrive faster than your team can call them, and slow response time is costing you the lead.
You want every lead qualified, buyer or seller intent, budget range, timeline, target area, before it reaches an agent.
Your CRM, such as Follow Up Boss, is where leads should land already tagged and assigned, not a spreadsheet someone updates later.
You have routing rules, by area, price band or agent rotation, that should be applied consistently rather than whoever happens to see the notification first.

Not the right fit if

Prospects are asking about the details of one specific listing, not raising a new buyer or seller inquiry. See AI Property Inquiry Agent, built for listing-specific questions.
You want the full transaction supported after a lead is qualified, paperwork and showing coordination end to end, not just qualification and routing. That sits outside this build's scope; use our Custom AI enquiry form.
Your lead volume is low enough that a person reviewing each one still works fine. Talk to an expert first, before committing to automation.
Your project spans multiple brokerages or a much larger workflow set than this build covers. Use our Custom AI enquiry form instead.

How it works

  1. A lead arrives from a portal such as Zillow or Realtor.com by email or feed, or through your website's contact form, and the agent captures the core details, name, contact information, and the listing or area they are interested in.
  2. It asks a short set of qualifying questions, buyer or seller intent, budget range, financing status if buying, timeline and target area, matching what your team would ask on a first call.
  3. Based on your routing rules, it assigns the lead to the right agent, by geographic area or a rotation, and creates the contact and qualification notes directly in your CRM.
  4. A calendar invite or a next step, a call or a showing, is offered inside the availability you connect, so a qualified lead is not left waiting on a callback to book time.
  5. Leads that do not fit your qualification criteria, outside your service area or budget range, are logged but routed differently, so agents are not chasing leads that will never close.
  6. Every conversation and qualification decision is logged against the lead record, so your team can see exactly why a lead was routed the way it was.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

  • Your business information (company basics, hours and brand voice), shared during intake.
  • Admin or API access to your real estate CRM and calendar, with sandbox or test records if available.
  • Your qualification criteria and routing rules, such as budget bands, service areas and agent rotation.
  • Ten real lead conversations or emails so the qualifying questions are built against genuine cases.
  • The name of the person who approves anything outside your standard routing rules.
  • Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
  • One decision-maker who can approve the qualification criteria before launch.
  • An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Intake verified and your qualification criteria and routing rules agreed with you.
Weeks 1–2 CRM and calendar connected, qualification and routing logic built.
Week 3 Portal and website lead intake configured.
Weeks 3–4 Fifty documented test scenarios run.
Week 4 Your review and two rounds of changes.
Go-live Live, recorded handoff session, support starts.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$6,900
Express15–25 working days$7,950
Rush10–20 working days$8,950

What you receive at handover

  • The lead agent live in one channel, with read and write access to your CRM and calendar
  • Up to six qualification and routing workflows built on your rules
  • Your area, listing and process information loaded from up to a hundred documents
  • A test report from fifty documented lead scenarios
  • An admin guide, the recorded handoff session and 30 days of support

Expected benefits and how to measure them

  • More portal leads can get a reply while they are still interested.
  • Helps each lead reach the right agent without manual sorting.
  • Makes it easier for agents to prioritize by intent and timeline.
Speed to first response
Compare time from lead arrival to first reply, using CRM timestamps, before and after launch.
Lead-to-appointment rate
Divide calls and showings booked by new leads each month, from your CRM.
Unassigned leads
Count leads still without an owner after one working day, before and after launch.

Before you start: Export a month of leads with arrival and first-response times by source. Note how many turned into appointments.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build price is one-time. Running AI Real Estate Lead Agent afterwards costs roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of whatever CRM plan you already pay for. AI usage during the build and testing is billed the same way, directly to your accounts, so every provider relationship stays yours.

Ask about running costs

Custom requirements

If your routing rules or lead sources go past the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.

Request a custom version

Keep it running

Monthly maintenance covers monitoring, fixes and a monthly allowance of change hours, which covers a new routing rule, an updated qualification question or a seasonal area change. It starts after the 30 days of support and can be cancelled any month.

$345/mo (5% of the build price a month, includes 3 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price A lead-response platform charges a recurring per-agent monthly fee A custom lead-routing build is quoted after discovery Ours is one fixed price, shown on this page before you buy
Scope A generic speed-to-lead tool sends a templated reply, not real qualification An agency agrees scope during the project Ours qualifies intent, budget, timeline and area before routing
Delivery A lead-response platform still needs real CRM setup before routing is safe An agency build usually takes several weeks, set per project Ours has a fixed delivery time shown before you buy, with faster options
Routing Most tools notify the whole team and let someone claim the lead An agency deliverable depends on what was agreed Ours routes to the right agent automatically, by your own rules

Questions about this product

How much does AI Real Estate Lead Agent cost?

The lead agent is one fixed build price, paid once, listed with each delivery speed in the price and delivery panel on this page. It covers the full Scope Card: one lead channel, two connected systems such as your CRM and calendar, six workflows for qualification and routing, testing and a recorded handoff. There is no fee per lead from us, and AI usage runs through your own account.

Does it connect to Follow Up Boss or another real estate CRM?

Yes, if your CRM exposes an API, we connect to it during setup, along with your calendar. Qualified leads and their qualification notes are created directly in your CRM, tagged and assigned by your routing rules, so your team works from the same record rather than a separate spreadsheet.

What does AI Real Estate Lead Agent cost to run each month?

Running it afterwards costs roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of whatever CRM plan you already pay for. There is no separate platform license on top of that figure. The exact cost depends on lead volume and how many conversations it handles.

What access does AI Real Estate Lead Agent need to my systems?

We need admin or API access to your CRM and calendar, sandbox or test records if available, shared by adding our team as a user or creating a key you control, never by email. Your qualification criteria, routing rules and ten real lead conversations let us build questions that match how your team actually qualifies leads.

Can we update qualification questions or routing rules later?

Yes. Updating a qualification question, adjusting a routing rule, or changing an agent rotation usually fits inside the monthly change hours of maintenance. Adding a genuinely new workflow beyond the six in scope, or a third connected system beyond the two included, goes through a Change Quote agreed before that work starts.

Can we cancel AI Real Estate Lead Agent maintenance later?

Yes. Maintenance has no lock-in, so you can cancel any month once the 30 days of included support has ended. If your routing rules are stable and rarely change, you can stop and come back when they do. While active, its change hours cover a new routing rule, an updated qualification question or a seasonal area change.

How is AI Real Estate Lead Agent different from AI Property Inquiry Agent?

AI Property Inquiry Agent answers questions about one specific listing, price, features, HOA fees, showing availability. This build works earlier in the funnel, qualifying a new lead's overall intent, budget and timeline before routing them to an agent. Many teams run both, one for new leads and one for listing pages.

Respond to the lead before the next agent does.

Order AI Real Estate Lead Agent and it qualifies and routes portal leads into your CRM within minutes, live on a fixed delivery date.

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