Answer every call on the first ring.
Leads call after 5 PM and hit voicemail.
Est. deploy 2–3 weeksSee the walkthrough
Intake & Scheduling · Real Estate
Prepare better buyer consultations.
Preferences are gathered repeatedly across calls.
For: Buyer agents and the team responsible for intake & scheduling in real estate.
01 · The outcome
What good looks like.
The team has an agent-reviewed buyer brief and consultation request, with source evidence and an explicit approval before any external action. Track consultations with complete preference briefs against a baseline; do not assume automation improves it.
A connected workflow that uses voluntary budget, timing, property needs, and contact preferences to structure stated preferences without inferring protected characteristics or steering neighborhoods. It produces an agent-reviewed buyer brief and consultation request.
Where AI helps, and where a person decides.
AI can structure stated preferences without inferring protected characteristics or steering neighborhoods. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The buyer agent verifies the source facts and approves the final action.
Buyer agent is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Buyer agent: Capture the source and scope
- Buyer agent: Review the proposed outcome
- Buyer agent: Release only the approved version
- Buyer agent: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A buyer requests a consultation. Connect only voluntary budget, timing, property needs, and contact preferences. The buyer agent confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to structure stated preferences without inferring protected characteristics or steering neighborhoods. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an agent-reviewed buyer brief and consultation request against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Buyer agent has recorded approval or a reason to hold the item.
After explicit approval, save an agent-reviewed buyer brief and consultation request in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review consultations with complete preference briefs each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=real-estate-buyer-intake
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- REAL-ESTATE-BUYER-INTAKE-DEMO-001
- Trigger
- A buyer requests a consultation.
- Owner
- Buyer agent
- Prepared output
- an agent-reviewed buyer brief and consultation request
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Consultations with complete preference briefs
Start with your tools.
Connect HubSpot, Google Calendar, DocuSign through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your buyer agent time five examples of this work. Use redacted copies of voluntary budget, timing, property needs, and contact preferences to make an agent-reviewed buyer brief and consultation request manually, then list which fields required judgment.
What to measure.
- Consultations with complete preference briefs
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Route every inquiry, 24/7.
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Est. deploy 3–5 weeksSee the walkthrough
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Want this running in your business in 2–4 weeks?
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