AI Assistant for Estate Agents

Four Customer Journeys. One AI Assistant.

The AI Assistant runs the conversations your team doesn't have time for, instantly, on the channel each customer prefers. Every journey follows the same simple structure: trigger, conversation, qualification, and outcome, showing how AI captures opportunities and keeps the lead moving.

Out of office lead capture in and out of office hours
Instant Qualification for valuations, viewings and instructions
Seamless LeadPro integration into your LeadPro platform

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How It Works

Trigger

A lead, enquiry or uploaded record sets the journey off (a portal lead in LeadPro, an online valuation, an inbound message or a historic database).

Conversation

The AI assistant for estate agents qualifies the customer over WhatsApp or SMS, capturing the key information your team needs.

Output

The result is written straight back to LeadPro or emailed back to your team, often creating new cross-sell leads automatically.

Benefits to the Estate Agent

Out of office lead capture

Capture every lead, in and out of office hours.

Instant qualification

Meaning leads are more likely to book valuations, viewings or become instructions.

Seamless LeadPro integration

Every qualified lead lands straight into your LeadPro platform.

Understanding the Role of AI

The AI is designed to support teams, not replace them

This isn't about cutting headcount, it's about giving your existing team a tireless assistant that handles the repetitive work so they can spend their energy where it truly matters.
It handles enquiries when staff are busy or outside business hours.

When your staff are slammed with calls or the office has closed for the night, the AI quietly steps in to answer questions and keep customers engaged.
It frees employees to focus on higher-value conversations and more complex work.

Freed from constant low-value enquiries, your team can redirect their focus toward high-impact conversations, creative problem-solving, and the work that drives real business growth.

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AI Assistant Journeys Explained

From trigger to conversation to outcome, explore four real customer journeys showing how the AI Assistant captures, qualifies, and nurtures leads across multiple channels, then automatically writes every interaction and outcome back to LeadPro.

Inbound » Email to team

Journey One

Action: A tenant reports a fault through WhatsApp or SMS
Result: The AI assistant for estate agents manages the conversation from start to finish. It triages the issue, captures all the key details, reassures the tenant that the matter is being dealt with, and sends a clear, branded email to your team with everything they need to take action. Nothing gets missed, even outside office hours.

Illustration for Inbound » Email to team

Online valuation » WhatsApp » LeadPro

Journey Two

Action: A vendor completes an online valuation.
Result: The AI assistant for estate agents automatically follows up over WhatsApp to help secure the valuation appointment. It captures availability, understands the vendor's circumstances, identifies opportunities such as mortgage advice, and writes the conversation back into LeadPro. It can even create additional leads from a single conversation, ensuring no opportunity is missed.

Illustration for Online valuation » WhatsApp » LeadPro

Sales Applicant

Journey Three

Action: A portal sales applicant lands in LeadPro.
Result: The new portal buyer is contacted instantly over WhatsApp, qualified, and booked in for a viewing. The same conversation uncovers hidden opportunities, from a mortgage referral to a valuation on the property they need to sell, with each opportunity automatically written back to LeadPro as its own actionable lead.

Lettings Applicant

Journey Four

Action: A portal Lettings applicant lands in LeadPro.
Result: Lettings applicants from the portals are qualified in depth over WhatsApp: occupants, employment, guarantor, income, pets and right-to-rent. The AI Assistant captures everything it needs, books viewings where appropriate, and hands fully qualified applicants back to your team, complete with all the information needed to take the next step.

AI Assistant Overview

The AI Assistant runs the conversations your team doesn't have time for, instantly, on the channel each customer prefers.