Score and route real estate leads to the right agent automatically

AI reviews every incoming lead's quality and urgency, then routes hot prospects straight to the best agent.

How the work actually flows

It branches. Exactly one path is taken; runs once per each incoming lead.

Pattern: Multiple Instances with a priori Design-Time Knowledge (13) · Exclusive Choice (4)

flowchart TD trig(["scheduled lead pull"]):::trigtime s0["combine leads into one list"]:::task s1[["score each lead"]]:::mi s2["sort into priority tiers"]:::task trig --> s0 s0 -->|"one per each incoming lead"| s1 s1 --> s2 gx{"× lead priority tier"}:::gate s2 --> gx p00["route to best-fit agent"]:::task gx -->|"high priority"| p00 p01["log activity"]:::task p00 --> p01 p10["log activity only"]:::task gx -->|"lower priority"| p10 p01 --> out p10 --> out out[/"prioritized leads assigned to agents"/]:::out pay{{"hot leads reach agents faster"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineLead Generation & ProspectingSpreadsheet & Database OpsReal Estate & Property
Connects
Anthropic ClaudeGoogle Sheets
Featured in

The problem it solves

Leads pour in from your website, listings, and email, but by the time someone reviews them the hottest prospects have gone cold. Sorting serious buyers from casual browsers by hand eats up time your agents should spend selling.

Who it fits

Real estate brokers and sales managers who handle a high volume of inbound leads.

How it works

  1. On a schedule, the system pulls in new leads from MLS listings and your CRM or email
  2. All the leads are combined into one list
  3. AI reviews each lead's buying intent, budget, and urgency
  4. Leads are scored and sorted into priority tiers
  5. High-priority leads are routed to the best-fit agent, with activity logged to Google Sheets
What you get

Hot leads routed straight to your best agent

Every incoming lead gets scored for quality and urgency, then routed straight to the agent best suited to close it.

What you get

A prioritized, agent-assigned lead list with tracking in Google Sheets.

What you need

An Anthropic Claude API key, MLS or CRM access, and a Google account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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