Real Estate · Outbound
Lead Qualification - Buyer
Meet Paul, an AI assistant designed for real estate lead qualification. Paul's primary responsibility is to engage with potential buyers who have expressed interest in purchasing property and determine their level of readiness, motivation, and qualification as viable leads.
What it does
Built around four
core capabilities.
Buyer qualification
Captures qualifying details and routes only ready prospects to your team.
Budget assessment
Drives budget assessment reliably, every call.
Property matching
Drives property matching reliably, every call.
Appointment booking
Books appointments directly against your calendar with availability awareness.
Sample conversation
A typical
outbound call.
Every prompt is editable in the workflow editor after you import the playbook.
Paul (Finn)
Customer
Paul (Finn)
Customer
▸ Captured: Buyer qualification
Paul (Finn)
Customer
▸ Captured: Budget assessment
Paul (Finn)
How it works
Three steps from
playbook to live calls.
Import
Pick the Lead Qualification - Buyer playbook and Finn drops the full workflow into your dashboard.
Customize
Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.
Deploy
Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.
What's included
Everything ships
ready to go.
Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your real estate team already uses.
- Pre-written outbound opening script
- Pre-built workflow nodes covering every step
- Capture fields for buyer qualification, budget assessment, property matching
- Recommended voice + language pair for the industry
- Suggested handoff rules (live agent transfer + voicemail fallback)
- Editable persona — tweak tone, name, and prompt without code
- Batch calling and audience CSV upload ready
Suggested integrations
Salesforce
HubSpot
Zoho CRMFollow Up BossDon't see yours? Finn plugs into any system via webhooks + API.
Real outcomes
Teams that already shipped.
"Conversion rate up from 65% to 82%. Agent workload reduced by 40%. Lead response time under 2 minutes."
Ayush Pateria
CEO & Cofounder, Snazzy
Related playbooks
More for Real Estate teams.
OutboundLead Qualification - Seller
Meet Jessica, an AI assistant dedicated to real estate seller engagement. Jessica's primary objective is to gather essential details about properties and their owners' goals, whether for selling or renting. Through structured conversations, Jessica provides real estate teams with the insights they need to tailor their approach.
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OutboundProperty Reconnector
Meet Alex, an AI representative for your Real Estate company. Alex's primary goal is to reconnect with past leads who previously showed interest in buying or selling property but may not have converted at the time.
Open
OutboundSales Appointment Scheduler
Meet Allen, a virtual assistant for your Real Estate company. His primary goal is to schedule appointments for potential customers who have shown interest in Real Estate services.
OpenFAQ
Questions and answers.
How fast does Finn call a new real estate lead?+
Under 5 minutes from form submission — Zillow, IDX registration, open-house sign-in, Facebook ad form. Connect rates in the 5-minute window are roughly 21× higher than 30-minute response.
Is Finn TCPA-compliant for real estate outbound?+
Finn provides the controls — federal + state DNC, internal opt-outs, one-to-one consent rule (effective Jan 2024), state calling-window rules, and seller-lead anti-deception statutes in NY / MA / CA, with AI disclosure on direct ask. TCPA compliance depends on how you use them; you remain the responsible party.
Which real estate CRMs does Finn connect to?+
Follow Up Boss, kvCORE, Lofty, BoomTown, Sierra Interactive, and any CRM that accepts JSON POST webhooks. Zapier and n8n adapters cover the long tail.
Can Finn book showings directly on agent calendars?+
Yes — Allen pulls availability from the agent's Google or Outlook calendar, offers 2–3 slots, books with a 15-min driving buffer baked in.
How does dormant-lead reconnection work?+
Alex calls leads with no activity in 6+ months, acknowledges the time gap, references prior interest, asks how things have evolved. Re-qualifies hot leads and routes to an active agent. Pure found-money pipeline.
Ready to ship
Import Lead Qualification - Buyer
and go live today.
Every account starts with a 30-minute free trial. No credit card needed.