Template

Real Estate AI Phone Agent

Pre-built AI phone agent for real estate. Qualifies buyer and seller leads, books showings, answers property questions, and syncs with your CRM.

Real Estate AI Phone Agent

The real estate AI phone agent is a pre-built Sawy template designed for agents, teams, and brokerages. It answers every inbound call, qualifies buyer and seller leads, provides property details, books showings, and pushes everything to your CRM — so you never lose a lead while you're at a closing or showing another property.

Speed-to-lead is everything in real estate. Studies show that responding to a lead within five minutes makes you 21x more likely to convert. This template ensures every inquiry gets an instant, intelligent response — even at 10 p.m. on a Sunday.

What This Template Does

The AI acts as your always-available assistant, handling the calls that come in when you're busy, driving, or off the clock. It speaks naturally about listings, captures lead details, and gets showings on the books.

Sample Conversation

AI: "Hi, thanks for calling the Sarah Mitchell Team. This is Alex. How can I help you?"

Caller: "I saw a listing on Zillow for the house on 742 Oak Street. Is it still available?"

AI: "Great question — yes, 742 Oak Street is still available. It's a 3-bedroom, 2-bath listed at $485,000. It has a renovated kitchen and a half-acre lot. Would you like to schedule a showing?"

Caller: "Yeah, maybe this weekend."

AI: "I have Saturday at 10 a.m. or Sunday at 1 p.m. available. Which works better?"

Caller: "Saturday at 10."

AI: "Perfect. Can I get your name and the best number to reach you?"

Caller: "Tom Rivera, 512-555-0134."

AI: "You're all set, Tom. Sarah will meet you at 742 Oak Street this Saturday at 10 a.m. I'll text you the confirmation and address details. Are you currently working with a buyer's agent?"

Caller: "No, not yet."

AI: "Great — Sarah can walk you through the process when you meet. Looking forward to it!"

The lead is captured, qualified (no agent, active buyer), and the showing is booked — all within 90 seconds.

Key Features

Integrations Included

  • Follow Up Boss — leads, notes, tags, and showing appointments
  • KVCore / BoomTown — lead records, pipeline stage, activity logging
  • LionDesk — contacts, tasks, drip campaigns
  • Zillow / Realtor.com — listing data for property inquiry responses
  • Google Calendar / Outlook — showing scheduling with conflict detection
  • Twilio SMS — confirmation texts to leads and agents
  • Zapier / Make — connect to any MLS, CRM, or marketing tool

Setup in 3 Steps

  1. Select the template — Choose Templates → Real Estate Agent from your Sawy dashboard. This loads real estate greetings, lead qualification scripts, and showing workflows.
  2. Customize your details — Add your name/team name, active listings (or connect your MLS feed), qualification criteria, and showing availability. Connect your CRM for automatic lead push.
  3. Go live — Forward your business line to Sawy. Place a test call asking about a listing, verify the showing books, and confirm the lead appears in your CRM.

Use a unique Sawy number on yard signs and ads to track which marketing channels generate the most calls and highest-quality leads.

Who It's For

  • Solo agents who miss calls during showings and closings
  • Real estate teams needing consistent lead qualification across members
  • Brokerages routing inbound office calls to the right agent
  • Property developers handling inquiry calls for new construction projects
  • Commercial agents managing tenant and buyer inquiries on multiple properties

How does the AI know about my listings?

You can manually enter listing details or connect an MLS feed. The AI uses this data to answer caller questions about price, bedrooms, square footage, lot size, and availability.

Can it distinguish buyer leads from seller leads?

Yes. The AI asks context-specific questions and routes accordingly — buyer leads go to showing scheduling, seller leads go to listing consultation booking.

What if a lead wants to talk to me right now?

Configure hot lead criteria (e.g., pre-approved, looking to buy this month). When a lead matches, the AI offers to transfer the call to your cell phone immediately.

Use This Template Free

Capture every lead, book showings automatically, and sync with your CRM — even when you're at a closing. Set up in 5 minutes.

Deploy this template in minutes

One-click setup gets you live in 5 minutes. Start free with 15 minutes of calls.