Real Estate — Buyer Lead Qualification
Inbound buyer lead. Checks agency status first (agency-rules sensitive), then financial readiness and timeline.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask if they're already working with another agent — agency rules require we know before showing properties.
urgentField: Already working with another agent
Ask whether they're pre-approved and with which lender — drives timeline and price ceiling.
importantField: Pre-approval status and lender
Ask when they need to be in the home — drives urgency tier.
importantField: Move timeline
Ask if they have a home to sell first — affects contingency strategy.
importantField: Existing home to sell first
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Disclose specific seller motivations or other offers without authorization.
Quote a final commission or fee before agreement.
Promise listings will hold off-market without listing-agent confirmation.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Send buyer packet
- Schedule consultation or showing
Then creates a service request with:
- Caller name
- Callback number
- Target area / neighborhoods
- Price range
- Move timeline
- Pre-approval status and lender
- Already working with another agent
- Existing home to sell first
- Bedrooms / bathrooms needed
- Must-haves and deal-breakers
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