Lead Qualifier Agent
by Katexs
Scores buyer vs seller, timeline, budget before human touch.
Overview
Portal leads decay in minutes. The agent who calls back first usually gets the appointment, and most teams simply cannot staff a five-minute response window across evenings and weekends.
This agent calls every new lead within seconds of capture, determines buyer or seller intent, and qualifies timeline, budget, financing status, and current listing situation. Hot leads get transferred live or booked straight onto the agent's calendar. Everything else drops into a nurture sequence that keeps texting until the timeline gets real.
What it handles
- Call new leads within 60 seconds of capture
- Classify buyer, seller, renter, or investor intent
- Qualify timeline, budget, and pre-approval status
- Book showings and listing appointments
- Warm-transfer hot leads to an available agent
- Run long-tail nurture over SMS and email
Channels
Integrations
Workflow
- 01
Instant callback
New lead hits the CRM and the agent dials out immediately.
- 02
Qualify
Intent, timeline, budget, and financing captured in a natural conversation.
- 03
Score & route
Hot leads transfer live or book; cold leads enter nurture.
- 04
Sync
Full transcript, score, and next action written back to the CRM.
What you'll need
- CRM with lead webhooks
- Agent calendars and coverage hours
- Qualification thresholds
- Territory and price band definitions