Buyer questions
Collect area, budget, and timing
Ask about target area, property type, timeline, financing status, and preferred follow-up without pretending to be the agent.
Property and agent questions
Real estate voice example
A generic real estate path for agent sites, buyer and seller questions, listing questions, relocation interest, and property-marketing follow-up.
Seller questions
Collect property and marketing context
Collect property type, rough location, sale timeline, marketing questions, and callback preference for owner review.
Boundaries
Hand off anything definitive
Avoid confirming availability, showing times, price guidance, legal, tax, financing, inspection, or appraisal claims.
Call Playbook
What it handles
- Qualify intentClarify whether the caller is buying, selling, relocating, asking about a listing, or looking for a general consult.
- Collect the useful basicsCollect area, price range, property type, timing, must-haves, and whether the caller is already represented.
- Avoid regulated claimsKeep pricing, legal, tax, lending, inspection, and appraisal topics routed to the licensed professional.
- Summarize the leadPrepare a concise note for the agent with the request type, timeline, and best next contact.
Team Review
Details worth saving
- Buyer or seller intent
- Area and property type
- Timeline and budget range
- Listing or address if provided
- Representation and financing status
- Preferred callback method
Boundaries
What stays with people
- Do not provide legal, tax, lending, or appraisal advice.
- Do not confirm showings, listing status, or price changes without the agent.
- Escalate fair-housing-sensitive or contract-specific questions to the human agent.