Automatically score real estate leads using property data

Pulls property details for every new lead and scores them so your sales team can prioritize the best opportunities.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"new lead arrives from crm"]:::trig s0["look up property details"]:::svc s1["score and categorize lead"]:::task s2[("update crm record")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead high-value"}:::gate s2 --> gx p00["send slack alert"]:::task gx -->|"high-value lead"| p00 p10["no alert sent"]:::task gx -->|"other leads"| p10 p00 --> out p10 --> out out[/"crm updated with lead score"/]:::out pay{{"sales team prioritizes hottest leads instantly"}}:::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 stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Knowledge Base & RAGCRM & Sales PipelineLead Generation & ProspectingMessaging & NotificationsAPI & Webhook IntegrationReal Estate & Property
Connects
BatchDataSlack

The problem it solves

Every new lead looks the same until you dig into it, and by the time you've checked the property details manually, a hotter lead has already gone cold. You end up spending time on people who were never going to buy while the serious buyers wait for a callback.

Who it fits

Real estate agents, mortgage lenders, and home service providers who qualify leads based on property details.

How it works

  1. A new lead arrives from your CRM with an address
  2. The system looks up the property's value, size, age, and ownership status
  3. It scores the lead and sorts it into a category like high-value or unqualified
  4. Your CRM record updates with the score and property details
  5. High-value leads trigger a Slack alert to your team
What you get

Leads pre-sorted by likely value

Every new lead arrives already tagged with property details and a priority score for your team.

What you get

An updated CRM record with a lead score and property details, plus an instant alert for the leads worth calling first.

What you need

A CRM with webhook support, a BatchData account, and a Slack workspace.

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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