AI automation
for real estate agents.

What’s included

Practical workflows around your agency.

Choose the work from your own records rather than assuming every agency needs the same setup.

Open-home and portal enquiries

Acknowledge an enquiry, record the property involved and route the conversation to the responsible agent.

Appraisal follow-up

Schedule approved check-ins, record replies and stop reminders when the agent takes over or the contact asks to stop.

Vendor reporting preparation

Bring agreed activity from available records into a draft update for the agent to review.

Property management reminders

Coordinate routine internal tasks and approved messages around inspections or maintenance, with exceptions assigned to staff.

Activity and handover records

Show which actions ran, what needs attention and who is responsible for the next step.

How it works

Start with one workflow your team can check.

A clear first project makes it easier to see whether the process is helping and which exceptions need different handling.

Map the current follow-up

Review where enquiries arrive, who responds and which tasks are duplicated or missed. Use examples with private details removed during initial scoping.

Agree messages and limits

Your agency approves the wording, timing, recipients and handover rules. Define what happens when somebody replies or details change.

Check the existing systems

Confirm the CRM, enquiry and calendar connections available to your agency. Test access and permissions before promising an integration.

Test and review activity

Run representative examples, including duplicate contacts and unavailable systems. Agree a monitored introduction and a person who handles exceptions.

Choosing the first workflow

Look at frequency, effort and the quality of the records.

An agency handling many portal enquiries may start with lead follow-up. Another may need a more consistent appraisal check-in or a clearer maintenance handover. The right order depends on the work your team actually does.

Before choosing a build, check whether your current CRM already includes a suitable feature. Clean contact records, current listing information and a named owner for exceptions matter as much as the automation. Missed-call text back is another focused option to assess. For listing drafts and enquiry replies, see AI for real estate.

Keeping the agent in control

Agree exactly where an automated conversation stops.

Property price opinions, appraisals, negotiations and commitments on behalf of a vendor stay with the agent. An assistant can acknowledge the request and pass on the details; it should not improvise an answer outside the agreed information.

Identify automated assistance clearly. Your principal approves the communication process, including how staff review drafts and take over. Property management notices with specific requirements need the agency’s own approved process rather than generic generated wording.

Account access, customer information, message history and ongoing software costs are agreed in the scope. Include how to pause the workflow and who checks it after a system changes.

For independent background, the Australian Government explains AI in business and choosing digital tools.