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Moderate10 minutes setup6 steps

Real Estate Lead Qualification Automation Template

Pre-built lead qualification automation template for real estate. AI-powered workflow that handles lead qualification end-to-end — connect your tools and go live in 10 minutes.

<60s
Lead Response
average response to new leads
35%
Conversion Lift
increase in lead-to-client rate
20hrs/wk
Time Saved
freed from admin tasks
100%
Follow-Up Rate
of leads get timely follow-up

Overview

Built specifically for real estate teams, this lead qualification template eliminates manual work by automating the entire process with AI. Connect your real estate tools, customize the business rules to match your workflow, and start automating lead qualification in 10 minutes. Every step includes intelligent AI decisions that learn from your real estate data.

Workflow Steps

Here is exactly how this template automates lead qualification for real estate businesses.

1

New Lead Captured

Trigger

A new real estate lead is submitted via web form, landing page, or MLS integration.

MLS
2

AI Enriches Lead Data

AI Decision

Arahi AI enriches the lead with company data, firmographics, and real estate-specific signals to build a complete profile.

3

Score Against ICP Criteria

AI Decision

AI scores the lead against your ideal customer profile using budget, authority, need, and timeline criteria tailored to real estate.

4

Route Based on Score

Condition

If the lead scores above threshold, route to sales rep. If below, add to nurture sequence. If disqualified, archive with reason.

5

Notify Sales Rep

Action

Send an instant notification to the assigned sales rep via Gmail with the full lead profile, score breakdown, and suggested talking points.

Gmail
6

Send Personalized Follow-Up

Action

Trigger a personalized email to the lead acknowledging their inquiry and providing relevant real estate resources.

HubSpot

Use Cases for Real Estate

Real scenarios where this template delivers results.

Inbound Real Estate Lead Scoring

AI evaluates website form submissions from real estate prospects, assigns scores based on budget, timeline, and fit criteria, and routes hot leads to your sales team in seconds.

Real Estate Partner Referral Qualification

When referral leads come in from real estate partners, AI qualifies them against your ICP and prioritizes the highest-potential opportunities.

Re-Engagement for Real Estate

AI identifies dormant real estate leads showing renewed interest signals and automatically re-qualifies them for sales follow-up.

Compatible Integrations

This template works with the tools your real estate team already uses.

Plus 1,500+ more integrations available. Browse all integrations

Frequently Asked Questions

Got questions? We've got answers.

Start Using This Template — Free

Automate lead qualification for your real estate business in 10 minutes. No credit card required.

Or explore Lead Qualification use cases and AI agents for Real Estate.