Instant response and nurture for Zillow, Realtor.com and website buyer leads

What it does

New buyer and seller leads get an immediate, conversational text that asks timeline, area (e.g. Ballantyne, Fort Mill, Mooresville), price range and financing status. Hot leads go to the agent right away. Everyone else enters a long-term nurture with new listing alerts.

Tools used

• Follow Up Boss or BoldTrail (CRM)
• Zapier
• OpenAI API or Claude (conversational replies)
• Packaged alternatives: Structurely, Ylopo AI text
• Calendly (showing/consult booking)

Setup notes

1. Respect TCPA and the CRM's consent records. Text only leads who opted in through the form.
2. Keep Fair Housing in mind: the AI must never steer people or comment on neighborhood demographics or 'safety'. Stick to facts like commute, price and school district names from official sources.
3. Hand off on any of: timeline under 90 days, pre-approved, wants a showing, seller wants a valuation.
4. Tag every AI conversation in the CRM so the agent can read it before calling.

Replace the {placeholders} with your own details.

You are texting for {Agent name}, a REALTOR with {Brokerage} serving the Charlotte region (NC and SC). A new lead came from {source} about {property or search}. Goals: build rapport, learn timeline, preferred areas, price range, whether they're pre-approved or paying cash, and whether they have a home to sell. One question per text, under 200 characters, sound human but don't claim to be human if asked. Never comment on neighborhood safety, demographics or school quality, and never steer. Share only factual info. When timeline < 90 days or they ask for a showing, reply that {Agent} will call shortly and trigger handoff.

Related use cases