Real estate

AI agents for Real Estate

Answer leads in minutes, book the site visit, and keep the follow-up alive.

In real estate the first few minutes decide the deal. A buyer who fills in a portal form is filling in three others, and the agent who calls back first is usually the one who gets the viewing. But calling back inside five minutes, every time, across every listing, is not something a busy sales team reliably does — leads go cold in the gap between enquiry and response.

The configurations below are examples of how Orkivanta's agents close that gap: instant response, qualification, scheduling, and the follow-up that keeps a warm lead warm. What they never do is the part that makes a property sale — the negotiation, the trust, the close. Those stay with your agents. Treat these as patterns to adapt to your listings and pipeline, not as reported results.

How an Orkivanta agent works

A bounded workflow loop, not a chatbot.

Every configuration below runs the same shape of work. It starts from a real event in a system you already use, takes a small set of actions you approved in advance, records the decision it made, and hands off to a named person the moment it reaches the edge of its authority. It is not a general assistant you chat with, and it is not left to improvise on your customers.

A real trigger

The loop starts from something your systems already record — a new lead, an overdue invoice, an inbound message, a missed appointment — not from someone opening a chat window.

Approved systems only

It acts through the tools you connected and nothing else: your CRM, your calendar, your order system. It cannot reach for data or send a message outside that boundary.

Visible decisions

Every action is logged with the reason behind it, so a supervisor can read back what happened and why. There is no black box to take on faith.

Human escalation

When a case is ambiguous, sensitive, or outside its rules, it stops and routes the full context to the named owner. Escalation is the design, not a failure.

Example configurations

What we would put into production.

Each card is a worked example, not a published result. Tune the trigger, the rules, and the escalation to your own process.

Speed-to-lead response

Trigger: A portal or website enquiry arrives for a listing.
Automated action: The Calling Agent calls back within minutes, confirms budget and area, scores intent, and books a site visit for a live listing.
Human owner: Listing agent — takes the booked visit and the hot leads first.
When not to automate: It qualifies and books; it does not negotiate price or make representations about a property. That conversation belongs to the agent.

Runs on AI Voice Dialer

Site-visit scheduling

Trigger: A qualified buyer agrees to view a property.
Automated action: The agent finds a mutual slot, books it into the calendar, and sends confirmations and reminders to cut no-shows.
Human owner: Sales coordinator.
When not to automate: Scheduling only. Access arrangements, keys, and safety checks stay with your team.

Runs on AI Voice Dialer

Follow-up and CRM hygiene

Trigger: A viewing or a call ends.
Automated action: The Meeting Agent captures what was discussed and the next step, drafts the follow-up, and updates the CRM record.
Human owner: Listing agent — approves each follow-up before it sends.
When not to automate: It drafts and records; nothing goes to a buyer without the agent's sign-off.

Runs on AI Meeting Notes Agent

Lead qualification at volume

Trigger: A marketing campaign floods the pipeline with mixed-quality leads.
Automated action: The Calling Agent works the whole list, separates ready buyers from browsers, and passes only the qualified ones on.
Human owner: Sales lead.
When not to automate: It filters; it will not chase a cold lead forever. When a list is mostly dead, it tells you rather than burning calls.

Runs on AI Voice Dialer

The loop, step by step

Trigger, action, record, handoff.

The trigger is caught

A portal or website enquiry lands. The loop starts the instant the lead exists, so the callback happens while the buyer is still looking, not hours later.

One bounded action

The agent calls back, confirms budget and area, scores intent, and books a site visit for a live listing — or filters a noisy campaign list down to the buyers worth an agent's time.

The decision is recorded

The qualification, the booked slot, and the follow-up draft are written to your CRM, so the listing agent picks up a warm, documented lead rather than a name and a number.

It hands off to a person

The moment a buyer wants to talk price, terms, or the property itself, the loop stops and the listing agent takes over — with the context of everything said so far.

The agents behind it

Same products, arranged for Real estate.

Voice · Outbound & inbound

AI Voice Dialer

Makes and takes calls, qualifies leads, and scores intent.

See AI Voice Dialer

Meetings · Notes & follow-up

AI Meeting Notes Agent

Joins calls, captures decisions, and closes the loop after.

See AI Meeting Notes Agent

Marketing · Content & growth

AI Marketing Agent

Runs the marketing work for companies that cannot afford a CMO.

See AI Marketing Agent

You stay in control

You set what the agent qualifies on and what it is allowed to say about a listing — which is deliberately little. It confirms budget, area, and intent, and books a visit; it does not quote a price, promise a feature, or negotiate. Those representations carry weight in a property deal, so they stay with a trained property representative every time.

Every call is scored and logged, and the follow-up is drafted for an agent to approve rather than sent blind. A cold or dead list is reported back rather than dialled endlessly — the agent is built to tell you when the leads, not the follow-up, are the problem.

You also decide how hard it works a list. Contact frequency is capped, quiet hours are respected, and a lead that has gone genuinely cold is reported rather than dialled into the ground. The agent exists to make sure no warm enquiry is dropped in the first hour — not to harass a database until someone asks to be left alone.

When not to automate this

The relationship, the negotiation, and the close stay with a human agent. These configurations handle first response, scheduling, and the follow-up nobody has time for. If your value is a considered, high-trust sale where every conversation matters, point the agents at the top of the funnel and keep your people on the deal itself. An agent that tried to close for you would cut the exact thing the work is for.

Will it reach production on your workflow?

Score your workflow first, or estimate what it would cost. The readiness test is six questions, the result is immediate, and it will sometimes tell you not to hire us.

Take the readiness test See what it costs Estimate the cost