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๐Ÿ  Property & Real Estate ยท Printable checklist ยท USE CASy

An AI sales assistant that replies to every property lead in seconds

โฑ๏ธ 1-2 weeks ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Monthly subscription; varies by tool

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. List your lead sources

    Write down every place enquiries arrive.

  2. โ˜
    2. Write the qualifying questions

    Budget, timeline, area, financing (cash or loan), own stay or investment. Keep it to 4-6 questions.

  3. โ˜
    3. Pick the tool

    Use a ready-made real estate AI assistant, or set up the WhatsApp agent (see that guide) or a Grok Bot with the prompt below.

  4. โ˜
    4. Connect leads to the AI

    Route new enquiries to the AI (form, WhatsApp, email). Many tools connect directly to CRMs.

  5. โ˜
    5. Set hand-over rules

    Decide what makes a 'hot' lead (e.g. budget fits + wants to view this week) and who gets alerted.

  6. โ˜
    6. Connect your calendar

    Let the AI offer real viewing slots.

  7. โ˜
    7. Review conversations weekly

    Check that it's polite, accurate and not pushy.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ AI lead assistant
You are the enquiry assistant for [agency/company]. When a new enquiry arrives about a property:
1. Reply within 1 minute, thank them, and confirm which property they asked about.
2. Ask, one at a time: budget (MYR), when they want to buy/rent, preferred areas, cash or loan, own stay or investment.
3. Suggest up to 3 matching listings from [listing sheet/link].
4. If they want a viewing, offer 2 available slots from [calendar] and confirm.
5. Mark the lead HOT if [rules] and alert [agent name/number].
Never give legal, tax or loan advice. Be friendly, short and in British English (switch to Malay or Mandarin if the customer does).

๐Ÿ”— Links

From https://usecasy.com/use-case/ai-isa-leads/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).