Real Estate AI Agents

AI lead follow-up for realtors

By AgentPlaybook Real Estate · Updated · Sources checked October 24, 2026

Speed and consistency win most online leads. AI can draft the first reply in seconds and keep a steady follow-up going. You decide what gets sent, and you only text people who agreed to it.

Email and follow-up is one of the top uses of AI among agents: 52% of agents who use AI use it for this, per NAR 2026.

A simple follow-up cadence

WhenChannelGoal
Within 5 minutesText or email (the channel they used)Thank them, answer their question, ask one easy question
Day 1Call, then a short text if no answerBook a call or showing
Day 3EmailSend 3 homes that match, ask what they liked
Day 7TextOne helpful local fact or new listing
Day 14, then monthlyEmailMarket update, easy way to say 'not now'

Starter prompt: first reply + follow-ups

New lead first replyFree. Copy it, fill the [brackets].
You are my inside sales assistant. A new lead just came in.
Lead details: [name, source (Zillow/Realtor.ca/website), property or area they asked about, their message].
My details: [name, brokerage, phone].
Write:
1. A first text under 300 characters: thank them, answer their exact question if I gave you the answer, and ask ONE easy question (timeline or pre-approval).
2. A first email (under 120 words) with the same content plus my brokerage name.
3. Follow-ups for day 1, day 3 and day 7, each different and useful, each ending with an easy reply option.
Rules: use only facts I provided; write [CHECK] if unsure. No promises about price or schools. Never mention or ask about race, religion, family plans, disability or national origin. Add "Reply STOP to opt out" to texts.

More free prompts: First reply to a new buyer lead, Same-evening open house follow-up, Missed-call text back.

The agent that does it

Lead Follow-up Agent (ISA)

Drafts the first reply to a new buyer lead and the qualifying questions, using only your facts, with consent and fair housing guardrails. The full team adds 5 more lead workflows.

In the free sample
Open House Follow-up Agent

Sorts a sign-in sheet into same-evening personal follow-ups for buyers, neighbours and agents, with no-steering guardrails.

In the free sample
Past-Client Nurture Agent

Keeps in touch with past clients through the year with useful, non-spammy check-ins.

Realtor AI Team ($24, checkout opening soon)

Consent checklist before you automate

Compliance notes

Get the agents

Free realtor sampleFree$0

6 of the agents and 7 of the 38 workflows, free: Lead Follow-up (ISA), Listing Content, Open House Follow-up, Seller Updates & CMA, TC Checklist and Fair Housing Guard.

  • 6 agents
  • 7 workflows
  • Quick-start guide
  • MY-MARKET.md template
Download free (.zip)Direct download. No email needed.
Realtor AI TeamCheckout opening soon$24

9 AI agents and 38 workflows for residential agents: lead follow-up, listing content, open house follow-up, seller updates and CMAs, transaction checklists and a fair housing guard. Works with ChatGPT, Claude and Gemini.

  • 9 agents (ChatGPT, Claude and Gemini ready)
  • 38 step-by-step workflows
  • MY-MARKET.md: set up your market once
  • Fair housing and compliance guard
Checkout opening soonTry the free sample (.zip)
ISA & Lead Follow-up AI AgentsCheckout opening soon$19

A speed-to-lead, qualification and pipeline team for solo agents, ISAs and teams: lead triage and routing, call scripts with structured notes, voicemail/text pairs, a qualification scorecard with no protected-trait questions, appointment setting, agent hand-off briefs, a consent and do-not-call check before every campaign, lead-source ROI and a weekly ISA scorecard. It complements the Realtor AI Team's Lead Follow-up Agent and repeats none of its workflows.

  • 3 agents, 10 workflows (3 in the free sample)
  • Claude skill, ChatGPT project setup and plain prompts per agent
  • One-time price, USD
Checkout opening soonTry the free sample (.zip)

FAQ

Can AI text my leads automatically?

It can, but only send automated texts to people who gave consent, include an opt-out, and keep a person in charge of anything about price, contracts or lending.

What should the first reply say?

Thank them, answer their exact question, and ask one easy question. Short beats clever.

Will AI replace my ISA?

It can draft and schedule most messages. Conversations that need judgment, like pricing or negotiation, still need a person.

Is it legal to use AI for follow-up in Canada?

Yes, if you follow CASL (consent, identification, unsubscribe) and privacy law for the lead's information.

Related real estate pages

AI for buyer's agentsLead replies, search updates, showing prepAI for teams and brokersAI policy, approved tools, trainingAI for new real estate agentsA 30-day plan to use AI safelyAI tools for real estate agentsWhat to use for each job, free firstFair housing words to avoidRisky phrases and safer swapsClaude for real estate agentsSetup, project prompt, guardrails

AI drafts, you verify. You're responsible for facts and fair housing compliance. Not legal advice: check your brokerage, MLS, regulator and a lawyer for your market.

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