Smarter Week

How to automate it

How to automate “answer calls and texts about listings or units”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, every day
55%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Let an AI assistant reply to new leads within a minute, day or night

AI texting assistants answer new inquiries straight away, ask the key questions (timeline, budget, area) and hand warm leads to you. Speed matters more than anything in lead response.

Typically saves about 40% of the time2 h to set up
  1. 1Check whether your CRM or brokerage offers an AI assistant (Lofty AI Assistant, Ylopo AI texting, Structurely, or AI built into BoldTrail or Follow Up Boss integrations).
  2. 2Set what it may and may not say (no pricing advice, no promises).
  3. 3Set a handoff rule: it books a call or alerts you when the lead is warm.
  4. 4Read conversations weekly and adjust.

Tools: Lofty AI Assistant · Ylopo · Structurely · Follow Up Boss, BoldTrail (kvCORE), Lofty or Sierra Interactive

Fix 2 of 2

Software feature

Let an AI leasing and resident assistant handle routine messages

Property AI assistants answer prospect and resident questions by text, email and phone, book tours, take maintenance requests and follow up after tours, handing tricky cases to staff.

Typically saves about 45% of the time3 h to set up
  1. 1Check what your property software offers (AppFolio Realm-X, Entrata ELI+, Yardi or RealPage AI tools) or a dedicated tool such as EliseAI.
  2. 2Load your property details, policies and approved answers.
  3. 3Set handoff rules for complaints, legal issues and emergencies.
  4. 4Review a sample of conversations each week.

Tools: AppFolio Realm-X · EliseAI · Entrata ELI+ · Yardi or RealPage AI tools

Quick wins

Have you tried…

Have you tried an AI assistant that answers new leads straight away, even at night?
It texts new leads within a minute, asks the key questions and passes the warm ones to you. Fast replies win more clients.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Real estate agents