What it does
Real estate brokerages and teams generate leads across more channels than any human can triage: portal forms, IDX inquiries, social ads, partner referrals, sphere outreach. Most of those leads sit in a single pile and either get sprayed-and-prayed by the BDR or never reach the right agent.
This skill qualifies an inbound lead in conversation — naturally, in the brokerage's voice — against the actual criteria the brokerage uses: timeline to act, financing status (cash / pre-approved / not yet), preferred areas, price band, repeat or first-time, investor or owner-occupant.
The output is structured: a qualified lead with a confidence score, routed to the right agent based on the brokerage's assignment rules.
What it does not do
It doesn't replace the agent on the showing or the negotiation. The hand-off happens once the lead is qualified — the agent doesn't appear cold.
When to use it
- Brokerages with high lead volume and inconsistent agent response time
- Teams running paid acquisition into a CRM that's underused
- Solo agents who want every inbound lead handled within 5 minutes, 24/7
How it works
The skill conducts a short conversation, asks the right questions in the right order, and writes the qualified lead profile directly to the brokerage's CRM. The assignment rule fires based on configured logic — round robin, geography, specialty, top-producer first.