# Real Estate Lead Qualifier & Inspection Booker

Canonical: https://synconai.com/ai-agents/real-estate-lead-qualifier-and-inspection-booker

Type: Industry AI Agent for Salesforce · Category: Industry agents · Status: Coming soon · Talks to customers

A voice and SMS agent that contacts new property inquiries within minutes, asks a short set of qualifying questions, books an inspection in the listing agent's calendar and updates the Lead. It closes the gap between a portal inquiry and the first conversation.

- Works with: Property inquirers; listing agents receive the results
- Where: Phone (Agentforce Voice), SMS
- Runs on: Sales Cloud, Agentforce, Agentforce Voice with a telephony provider, SMS
- Best fit: Real estate sales: residential and commercial brokerages

## How it works

- **Initial contact.** Open, confirm consent and disclose recording and AI.
- **Qualification.** Capture budget, timeframe, finance status and property to sell.
- **Inspection booking.** Offer up to three inspection times and book one.
- **Handoff.** Pass offers and negotiation to the listing agent.

## The rules it follows

- Call only between 09:00 and 20:00 in the inquirer's local time; otherwise send an SMS offering a callback time.
- At the start of the call, say it may be recorded and that the caller is speaking with an AI assistant.
- Give no price guidance beyond the listed price and no legal, finance or valuation advice.
- Hand offers, negotiation and contract questions to the listing agent.

## What we need from you

- Agentforce Voice enabled and a telephony provider connected.
- Listings, agent calendars, calling hours and recording disclosure wording; local automated calling rules reviewed by you.

## Not included

- Offer management, contracts and negotiation.
- Valuations and appraisals.
- Listing syndication.
- Rental applications.

## FAQ

### What does the Real Estate Lead Qualifier & Inspection Booker do?

A voice and SMS agent that contacts new property inquiries within minutes, asks a short set of qualifying questions, books an inspection in the listing agent's calendar and updates the Lead. It closes the gap between a portal inquiry and the first conversation.

### Which Salesforce products does it run on?

Sales Cloud, Agentforce, Agentforce Voice with a telephony provider, SMS. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Phone (Agentforce Voice), SMS.

### What does it not do?

Offer management, contracts and negotiation; Valuations and appraisals; Listing syndication; Rental applications.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us