Real Estate
AI Real Estate Lead Agent
Responds to property enquiries instantly and qualifies buyers and renters.
Conversation Intelligence
AI Sales Call Analysis for Real Estate
Agent calls with portal leads, buyers, renters and sellers analyzed, so you see which enquiries became viewings and which went cold.
Portal enquiries arrive all day, and you suspect some are called back too late or never properly qualified. This edition transcribes your agents' calls with buyers, renters and sellers and checks each one for the qualification details captured, viewings agreed and seller updates given. It reads lead and deal history from your real estate CRM, so you see which enquiries became viewings and which went cold.
- See which portal leads were properly qualified on the call
- Viewings agreed and seller updates confirmed from real conversations
- Coaching for agents based on what was actually said
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Sales Call Analysis for Real Estate transcribes agents' calls with portal leads, buyers, renters and sellers, then checks each one for qualification details captured, viewings agreed and seller updates given. It reads lead and deal history from your real estate CRM and reports to one channel. Agents get feedback they can use on the next call.
Why businesses buy it
Every portal lead costs money, and every poorly handled call wastes it. Agents may say a buyer is serious or a viewing is booked, but without listening back you cannot be sure. Sellers who feel ignored list elsewhere next time. This edition checks every call against what good looks like in your agency, so managers coach on facts and nothing slips between enquiry and viewing. The calls it reads, the checks it runs and where results land are written into the scope before you order.
Problems this solves
Portal leads get called but qualification details go unrecorded
Agents' calls with portal leads, buyers and renters are checked against the Real Estate scorecard for the qualification details you require. Gaps are reported so agents can fill them next time.
Promising buyer calls end without a viewing agreed
Each call is checked for a viewing agreed, using lead and deal history from your real estate CRM. Managers can see which agents talk well but rarely book viewings.
Sellers complain they never hear how their sale is going
Calls with sellers are checked for an update given, and gaps appear in the recurring report. Agents get specific feedback they can use on their very next seller call.
A good fit if
Portal enquiries arrive all day and you suspect some are called back too late or not properly qualified.
Agents say a viewing was booked or a buyer is serious, but nobody checks what was actually said on the call.
Sellers complain they are not kept updated, and you want to know whether feedback calls happen and what they cover.
Calls are recorded, leads live in a real estate CRM, and viewings sit in Google or Outlook Calendar.
Not the right fit if
You want portal enquiries answered and qualified instantly, before an agent calls. See AI Real Estate Lead Agent.
You want viewings booked around agent diaries automatically. See AI Viewing Booking Agent.
Leads go quiet after an enquiry or viewing and need chasing. See AI Real Estate Follow-Up.
You want the CRM kept updated from calls and emails. See AI Real Estate CRM Agent.
How it works
- Three read-only sources are connected: call recordings, your real estate CRM and Google or Outlook Calendar.
- Each call is transcribed and matched to its lead or listing, and the Real Estate workflow template tags it as a portal lead response, viewing arrangement, buyer matching call or seller update.
- Qualification checks are set with your sales manager, such as budget, area, bedrooms, mortgage position and move date, up to 25 metrics in total.
- Response time is tracked where the data allows: the gap between a portal enquiry landing in the CRM and the first recorded call back.
- A viewing agreed on the call is checked against the calendar, and missing ones become one of up to five alerts.
- Before launch, findings are replayed over three months of your calls and lead outcomes.
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.
- Read-only access to your call recordings, your real estate CRM and the agents' calendar.
- The buyer and renter qualification details your agents are expected to capture.
- How portal enquiries, viewings and seller updates are logged in the CRM.
- At least three months of recorded calls with the matching leads and outcomes.
- Who receives the report and alerts, and on which channel.
- Admin access and API keys for each source, shared securely, never by email, and one decision-maker.
- 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; qualification checks and lead stages agreed.
Weeks 1–2
Recordings, CRM and calendar connected; transcription built.
Week 3
Real Estate template, response-time metric and alerts configured.
Weeks 3–4
Findings replayed over three months of agent calls.
Week 4
Review with your sales manager, two rounds of changes.
Go-live
Live, recorded 60-minute handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- AI Sales Call Analysis for Real Estate configured for agents' buyer, renter and seller calls
- A Real Estate call scorecard and risk-signal library
- Read-only connections to up to three systems, including your real estate CRM
- One dashboard or recurring report with up to five alerts
- A test report using real estate scenarios, checked against three months of your data
- An admin guide, a recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Helps agents turn more portal enquiries into viewings
- Can keep sellers better informed and more loyal to your agency
- Gives managers coaching points drawn from real calls
- Lead-to-viewing rate
- Compare viewings booked against new portal leads in your CRM for the quarter before launch and the quarter after.
- Seller calls with an update given
- Read the monthly figure from the call report and track it across the first quarter.
- Seller withdrawals
- Count sellers who withdrew or moved to another agency in your CRM, comparing two quarters before and after.
Before you start: Record your current lead-to-viewing rate. Note how many sellers withdrew in the last two quarters.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid once. Analyzing calls afterwards costs roughly $20 to $150 a month for AI model usage and a hosting or scheduler service, billed in your own accounts. Your CRM, portal subscriptions and calendar are only read.
AI usage during the build and back-test is billed to your accounts too, so the provider relationships are yours.
Ask about running costsCustom requirements
Separate reports for several branches, calls in a second language, or listing portal feeds as a fourth source fall outside this Scope Card. Add a note at checkout for a written Change Quote.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the checks matched to how your agents work: monitoring, fixes and monthly change hours to add a qualification check or retune alerts when your lead process changes. It begins after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A call tracking tool charges monthly per number or agent | A sales trainer charges per session to review calls | Ours is one fixed price, shown before you buy |
| Portal lead response | Call tracking shows that a call happened, not what was asked | A trainer reviews a handful of calls | Ours checks every call for the qualification details you set |
| Viewings | Rarely matched against the diary | Depends on what the trainer is shown | Ours checks agreed viewings against the calendar |
| Delivery | A tool connects fast but reports generic metrics | A trainer is booked session by session | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can AI Sales Call Analysis for Real Estate show how fast agents call portal leads back?
Yes, where your CRM records when a portal enquiry arrived and the call recording carries a timestamp. The gap between the two becomes one of your metrics, reported per agent and per portal. If enquiries reach the CRM late or without a time, raise it at intake so the measure is set up honestly.
Which buyer and renter details does it check were captured?
The ones your sales manager sets, such as budget, preferred areas, property type, bedrooms, mortgage or deposit position, chain status and move date. Each call is checked for those details, and the report shows which were missed. That gives you a clear view of lead quality without listening to every call yourself.
Does it cover seller update calls as well as buyer calls?
Yes. Seller updates are one of the four call types in the Real Estate template. You can define what a good update includes, such as viewing feedback, offer status and next marketing step, and flag listings where no update call was recorded within the period you choose.
Can it confirm that a viewing agreed on the call reached the diary?
Yes, when the agents' Google or Outlook Calendar is one of the three read-only sources. A viewing spoken on the call is compared with calendar entries, and a missing one can trigger an alert. The calendar is only read, so the build never creates or moves appointments itself.
Can the real estate call analysis edition be delivered faster?
Yes. Express and rush delivery are both available, and the date and price for each are shown on this page before you buy. The scope stays exactly the same whichever you choose. Testing still covers buyer, seller and viewing calls. Running costs of roughly $20 to $150 a month for AI usage and hosting are separate and paid in your own accounts.
Can each agent see their own call results?
Results go to the recipients you choose through one channel. Many agencies send a branch report to the sales manager and use the alerts for individual follow-up. Separate dashboards for every agent or every branch go beyond one channel and one report, so they would come through a Change Quote.
Know which portal leads were really qualified.
Order AI Sales Call Analysis for Real Estate and every agent call is transcribed and checked for qualification, viewings agreed and seller updates given, on a delivery date shown before you pay.
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