Introduction

AI Follow-Up That Closes Real Estate Leads in Under 5 Minutes is a speed‑to‑lead system designed for brokerages and teams that want more appointments from the same ad spend. You’ll connect portals and forms, qualify in plain language, offer two specific times, and text confirmations with directions and agent intros.

Compliance: Obtain consent, respect opt‑outs, avoid discriminatory language, follow brokerage/MLS/advertising rules, and protect data. This is practical guidance—not legal advice.

1) Why “AI Follow-Up That Closes Real Estate Leads in Under 5 Minutes” Works

• Speed + specificity: Answer fast, ask one clear question, and offer two times.
• Parallel channels: SMS + email + optional call maximize reach without spam.
• Operational discipline: SLAs, routing, and checklists keep promises.

2) Lead Sources & Velocity Expectations

3) CRM Fields & Pipeline Stages

4) Consent, Quiet Hours & Fair Housing Guardrails

• Collect explicit opt‑in; store timestamp and channel.
• Respect regional quiet‑hour rules and time zones.
• Use neutral language; no steering or protected‑class references.

Add a footer like: Reply STOP to opt out • Msg & data rates may apply

5) First‑Touch Channels: SMS • Email • Voice

• SMS: Short, helpful, and includes two time options.
• Email: Property link, map, disclosure links, and the same two options.
• Voice: Optional call when hazard/urgency signals are high.

6) The 5‑Minute Timeline (Minute‑by‑Minute)

7) Scripts that Book Appointments Fast

First SMS (≤300 chars)

AI Follow-Up That Closes Real Estate Leads in Under 5 Minutes: thanks for asking about {address/area}.  
Two quick options to talk/tour: {Today 5:30} or {Tomorrow 9:00}.  
What’s your ideal area + budget? Reply STOP to opt out.

Email Twin

Subject: Two quick times for {address/area}
Hi {Name}—we can chat/tour at {Today 5:30} or {Tomorrow 9:00}.  
Map + details: {URL}. Preferred area + budget?

Nudge (ghosted)

Still interested in {area/address}? We held {Tomorrow 12:00} or {4:30}.  
One works?

Lender Intro (no pre‑approval)

Quick step to strengthen your offer: 5‑min lender intro at {time1/time2}.  
They’ll outline monthly payment options and send a pre‑approval letter.

8) Qualification Tree & Data Capture

9) Instant Scheduling, Agent Routing & Handoffs

• Round‑robin by territory with a 5‑minute accept SLA.
• Auto‑fallback to next agent if there’s no response.
• Confirmation: address, parking, lockbox/meeting point, disclosures.

10) Lender Collaboration & Pre‑Approval Flow

• With consent, book a 5‑minute intro; share area, price band, and timeline only.
• Send a plain‑English checklist of docs; keep uploads to secure links.
• Update CRM with pre‑approval stage; trigger stronger touring scripts.

11) Remarketing & Nurture (30/60/90‑day)

• Weekly new‑listing SMS in saved ZIPs with 1‑tap interest.
• Price‑drop alerts and open‑house invites.
• Seller side: equity report and prep checklist.

12) KPIs, UTMs & Dashboard Template

UTMs: utm_source=portal&utm_medium=sms&utm_campaign=five_min_followup_{city} • Stages: Lead → First‑Reply → Qualified → Appt Set → Shown → Offer → Closed.

13) 30–60–90 Day Rollout Plan

Days 1–30 (Foundation)

1. Connect lead sources; map consent fields to CRM.
2. Install first‑touch SMS/email + two‑slot logic.
3. Define territories and 5‑minute accept SLA.

Days 31–60 (Momentum)

1. Add lender intros; build pre‑approval checklist.
2. Publish confirmation pages with disclosures/maps.
3. Launch dashboard and weekly QA on transcripts.

Days 61–90 (Scale)

1. Expand languages; add open‑house auto‑invites.
2. Iterate scripts by ZIP performance.
3. Monthly ROI review; reallocate ad spend by appointment yield.

14) Troubleshooting & Optimization