Playbook · Dan Latham · Updated 16 September 2026

Estate agent qualification

Property sites drown in “I’m interested” forms. Qualification is the job: who they are, what they need, whether a valuer should call. AI Forms asks the questions you configured. Chat answers the rest.

Four paths

Ask whether they are buying, selling, renting, or letting before contact details. If that answer is missing, the branch still has to phone everyone.

Knowledge

Process pages, office details, and published FAQs. Not live listings unless you have a source you actually maintain.

Open the property solution

Workflow and product mapping.

Property solution AI Forms

AI receptionist for local businesses Dental clinic receptionist Lead capture that is worth routing After-hours capture for trades

Sell the service.

Keep the infrastructure.

Create an agency workspace