Estate leads
Find owners and buyers, answer in minutes and book viewings without the back-and-forth.
Situation and baseline
An independent property adviser receives enquiries through listing sites, its own pages, phone and messaging. Responses slow outside office hours, while staff verify basic fit before arranging a viewing.
The challenge
Make first contact timely without profiling protected characteristics, promising stale availability or crossing into financial and legal advice.
Approach and timeline
Diagnose
Define appropriate property facts and preferences, collection purpose, opt-out and the route to a human adviser.
Design
Connect approved listing records, enforce freshness checks and surface changes before drafting a response.
Integrate
Use transparent intake for viewing preferences, answer factual questions and assign a named adviser.
Learn and refine
Track eligible enquiries through response, qualification and viewing; separate channel, property and seasonality.
Agents, automations and stack
A listing agent retrieves approved facts and checks freshness; scheduling automation offers viewing slots and routes complex requests. AI drafts an adviser-reviewed reply. It does not score protected traits, recommend mortgages or give legal advice.
Deliverables
- Enquiry and consent map
- Freshness-controlled listings, adviser routing and funnel definitions
Outcome indicators
- Qualified enquiries
Baseline: 40 Target: 260
- First-response time
Baseline: 5 h Target: 4 min
- Viewing conversion
Baseline: 9% Target: 23%
- Cost per qualified enquiry
Baseline: €38 Target: €14
How we measure
Qualified enquiries follow predefined criteria and count unique valid requests. Response time starts when required information is available and ends at a human-approved useful response. Viewing conversion uses completed viewings in a defined window. Cost states included channel and processing costs.
Risks and guardrails
Follow fair-housing rules, minimize and protect enquiry data, show availability timestamps, preserve a human route and exclude affordability, legal and investment advice.
What comes next
Review conversion and fairness by channel and property type, test follow-up only with appropriate consent, and expand after freshness and ownership are reliable.