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AI RECEPTIONIST · REAL ESTATE & BROKERAGES

The AI receptionist for real estate that answers every lead, qualifies it, and books the tour.

The sign call, the 9 PM portal lead, the “is it still available?” text. Your AI receptionist for real estate agents answers every one, qualifies the buyer or seller, and books the showing — inside Follow Up Boss, kvCORE, or your CRM.

  • Goal-driven AI agents — convert & retain every customer
  • Security & trust built in — every caller verified, every action logged
  • 270+ platforms, 70+ languages — Follow Up Boss, kvCORE & more

One demo line · every real estate workflow

(520) 464-4492

Try:I want to see 12 Oak Street this weekend.

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWQualify a Buyer Lead

Qualify the buyer, understand the need, match available inventory, and deliver a sales-ready lead and complete briefing to the assigned agent.

1 / 6
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Hi! Welcome to Cedar & Vine Realty. I’m Ethan, the team’s virtual assistant. I can help answer questions, recommend homes, and connect you with one of our agents. How can I help you today?

WORKFLOW STEPS
1
Buyer intent identified

In progress

2
Budget uncertainty reduced into a usable range

Queued

3
Property criteria made flexible where appropriate

Queued

4
Tour scheduled

Queued

5
Assigned agent briefed

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inBUYER QUALIFICATION AGENT · LIVE AVATAR

Qualify a Buyer Lead

Qualify the buyer, understand the need, match available inventory, and deliver a sales-ready lead and complete briefing to the assigned agent.

Buyer intent identifiedBuilds rapport while gathering qualification dataBudget uncertainty reducedUnderstands motivation, timeline, budget, financing, and decision-makersProperty criteria madeConverts vague answers into practical ranges and preferences
Works inFollow Up BossGoogle CalendarGmailTwilioCalendly+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your CRM, portals & back office. 270+ integrations.

Follow Up Boss logoFollow Up BossBoldTrailkvCORELofty logoLoftySierra InteractiveCINCReal Geeks logoReal GeeksBoomTownZillowRealtor.comRedfinHomes.comdotloopDocusignSkySlopeLone WolfYlopoLuxury PresenceHubSpot logoHubSpotGoogle Business ProfileCalendly logoCalendlyZapier

The inbound loop

Check your missed calls. It’s the same five inquiries on repeat.

Not one of them is complicated. Each just needs a person to pick up, ask the right questions, and lock in the next step — and they arrive at night and on weekends, exactly when your agents are out showing homes.

  1. 01
    Is this one still available?

    A portal lead who'll fill out the next agent's form in ninety seconds if nobody replies.

    portal lead
  2. 02
    What's the price on 42 Oak?

    A sign call that's either a serious buyer or a price-checking neighbor — someone has to find out which.

    sign call
  3. 03
    Can I see it this weekend?

    A tour request that only converts if it lands on the right agent's calendar while they're still keen.

    tour request
  4. 04
    I'm pre-approved for $600K — got anything?

    A live buyer who needs qualifying on area, timeline, and must-haves before anyone shows a home.

    buyer lead
  5. 05
    Thinking of selling — what's my place worth?

    The most valuable call of the week, and the one most likely to reach voicemail on a Saturday.

    seller lead

The seller call is worth the most and waits on voicemail the longest. A system should qualify and book these before a lead ever cools. That’s the job of an AI receptionist.

What is an AI receptionist for real estate?

It qualifies the lead and books the tour — it doesn’t just take a message.

An AI receptionist for real estate answers every call, text, and web inquiry the moment it arrives, then does the work: it qualifies the buyer or seller — motivation, timeline, budget range, financing, preferred areas — offers real availability from the assigned agent’s calendar, books the showing or consult, and writes the full profile into Follow Up Boss, BoldTrail, Lofty, or CINC as it talks. It answers listing and neighborhood questions from your MLS and website, works nights and weekends in 70+ languages, and hands the deal-making conversations to a licensed agent with the whole story attached. Your CRM stays the system of record; Lumi is the worker keeping it current.

The difference buyers feel

An answering service takes a message. Lumi books the tour.

A voicemail or answering service

  • Takes a name and a number to call back later
  • Plays a generic “an agent will reach out soon”
  • Answers the listing FAQ, never qualifies the buyer
  • Books nothing — just logs a lead for someone to work
  • Rolls to voicemail after 6 PM and all weekend

Lumi

  • Qualifies motivation, budget, timeline and financing live
  • Checks the assigned agent's calendar and books the tour
  • Writes the full profile into Follow Up Boss as it talks
  • Answers listing and neighborhood questions from your data
  • Does it at 9:40 PM Sunday, in the caller's own language

A message in the morning is a lead already gone. A booked tour is the one you keep — and the commission that doesn’t walk to a faster agent.

Answering the call is just the front door

One agent for your whole lead-to-close motion — not a glorified voicemail.

Answering the inquiry is where Lumi starts. Then it keeps going — across every channel, every lead type, and the CRM and portals you already run.

Every channel the buyer reaches for

Voice, web chat, SMS, WhatsApp, email — and an on-site AI avatar. The buyer picks up where they left off; they never repeat their budget twice.

It books the tour, not just answers

Qualifies the lead, books the showing, updates the CRM, and assigns by your routing rules — completed work, not a message slip on a desk.

Knows every listing cold

Answers listing details, neighborhoods, schools, HOA, and process questions from your MLS feed and website — accurately, in your team's voice.

Works the long list, too

Most buyers aren't ready this month. Lumi runs your long-term follow-up cadence so the six-month lead still closes with you, not the agent who kept texting.

It chases the lead, not just catches it

New-listing alerts, price-drop nudges, open-house reminders, past-client check-ins, and database reactivation — Lumi goes back for the lead, it doesn't just wait.

Warm handoff to the right agent

The ready-to-write buyer, the frustrated seller, the referral — escalated to the right agent with the full profile and history already attached.

Every caller, every language, all hours

Answers in 70+ languages, every night and weekend — no after-hours answering service, no Sunday inquiry lost to a voicemail box.

Plugs into the stack you run

Follow Up Boss, BoldTrail, Lofty, Zillow, Realtor.com, dotloop, Docusign — read and written where the work actually lives. 270+ tools in all.

Speed-to-lead is everything

A new lead is gold — for about five minutes.

The window to win a lead closes almost as fast as it opens. Lumi answers inside that window, every hour of every day; a next-morning callback races a buyer who already booked with someone else.

  1. Lead lands · 0 min

    The portal inquiry hits at 9:40 PM. The speed-to-lead clock starts the second it arrives.

    still winnable
  2. First 5 minutes

    Answered live, qualified, tour offered. Reach a lead this fast and the odds of connecting are highest by far.

    still winnable
  3. Within the hour

    Still recoverable — but every minute it cools, and they start filling out the next agent's form.

    still winnable
  4. Next morning

    A callback now races a buyer who already booked a Saturday tour with whoever answered first.

    gone cold

No rip-and-replace

Keep the stack you already run — Lumi works on top of it.

Your CRM, your portals, your transaction tools — Lumi works inside them, not instead of them. Lumi works inside the CRMs and portals real estate teams already run — Follow Up Boss, BoldTrail, Lofty, CINC, Real Geeks, and more. It reaches past the CRM into portals, scheduling, and transaction management — 270+ tools in all, read and written where the work actually lives.

Follow Up Boss logoFollow Up BossBoldTrailLofty logoLoftySierra InteractiveCINCReal Geeks logoReal GeeksZillowRealtor.comdotloopDocusign

Switched on from day one

The five plays every real estate team runs — prewired.

Running from day one against your CRM, your listings, and your routing rules. Reword the qualifying questions, change the follow-up cadence, or add plays of your own.

INNew-Lead Speed-to-LeadZillow · SMS
INBuyer QualificationVoice · Follow Up Boss
INTour SchedulingWeb chat · Agent calendar
INSeller Valuation CaptureWebsite · CRM
OUTDatabase ReactivationSMS · Email
+ Build a play for your next campaign

Your pipeline, your math

What are cold leads costing your team?

Three sliders. No email gate. This is the commission slipping out of leads that never got a fast, useful reply.

Commission leaking out of cold leads

$8,505/month

$102,060 a year — roughly 11.3 closings walking to whoever answered first, at a modest 3% lead-to-close rate.

And that’s before the hours your agents get back from qualifying tire-kickers and typing CRM notes at midnight.

Built for a business that runs on your license

Hard boundaries for a business built on your license.

Autonomy is a liability if it dispenses advice you'd answer for or screens leads in ways the law forbids. So four limits are set before Lumi ever takes a call.

It qualifies — it never advises

Loan programs, offer strategy, market predictions, anything requiring a license — Lumi captures the question and routes it to a licensed agent with context. It never advises, promises, or steers. The autonomy boundaries are yours to set.

Fair housing, wired in

Lumi asks the same qualifying questions of every lead and never screens on protected characteristics. The conversation is built to stay compliant by design, not left to a script someone might color outside of.

Your CRM stays the source of truth

Lumi writes into Follow Up Boss, BoldTrail, or Lofty — it doesn't replace them. Every note, task, and assignment lands where your team already works, so nothing lives in a separate tool nobody checks.

Open every hour you get leads

The 9:40 PM portal inquiry gets a real conversation in one of 70+ languages — not a voicemail box and a Monday callback. Speed-to-lead stops depending on whether someone happened to be near a phone.

Case file · 9-agent residential brokerage

One team. One quarter. The leads stopped going cold.

~90 leads/month · Zillow + Realtor.com + sign calls · before: next-day callbacks, tours lost to faster agents

42%of leads answered within 5 minutes

day or night — up from a next-business-day callback

3.1xmore tours booked, same lead volume

speed-to-lead, not more ad spend

−9 hrsof agent phone time per week

no more qualifying tire-kickers or chasing callbacks

100%of leads logged in the CRM, same day

every profile and next step — no midnight data entry

I used to lose Sunday-night Zillow leads to whoever called back first — and it was never me, I was at a showing. Now every lead gets qualified and booked the minute it lands, and I walk into Saturday tours already knowing the buyer's budget and what they're torn about. My CRM has never been this clean, and I haven't typed a note at midnight in months.
Marcus D. · Team Lead, 9-agent residential brokerage

Illustrative composite from typical first-quarter results — names and figures are illustrative until our first public real estate case study lands.

Objections, welcome

What agents and team leads ask before they hand over the phones.

Which real estate CRMs does LumiTalk integrate with?

LumiTalk works inside the CRMs residential teams actually run — Follow Up Boss, Lofty, CINC, Real Geeks, and BoldTrail among them. It creates and updates contacts, attaches qualification notes, sets follow-up tasks, and assigns leads according to your routing rules. Your CRM stays the system of record; Lumi is the worker keeping it current. Using something else? Ask — the list expands regularly.

Can it really qualify a lead, or just collect a form?

It holds an actual conversation. When a buyer says 'around $850K but rates confuse everything,' Lumi narrows that into a workable range. When a couple is torn between two neighborhoods, it records a ranked preference instead of stalling. It captures motivation, timeline, financing status, and decision-makers, then pushes toward a concrete next step — a tour or an agent call — rather than letting the exchange trail off.

Does it give real estate or financing advice?

No. Lumi qualifies, schedules, and organizes; your licensed agents advise, negotiate, and represent. When a buyer asks about loan programs, offer strategy, or market predictions, Lumi captures the question and routes it to the agent with context, so the human conversation starts informed. The autonomy boundaries are yours to set: what Lumi completes alone, what it confirms first, and what always goes to a person.

What about calls on evenings and weekends?

Those are exactly the calls it exists for. Lumi covers voice, chat, SMS, and even an on-site avatar around the clock, so the Sunday-night inquiry gets qualified and booked Sunday night. Agents wake up to scheduled tours with briefings attached, not a list of numbers to dial back. Speed-to-lead stops depending on whether someone happened to be near a phone.

How much does LumiTalk cost for an agent or team?

It's flat monthly pricing, sized to the workflows and channels you enable — not a per-lead or per-minute meter that punishes a good month. Solo agents and multi-agent teams are scoped differently, so the honest answer depends on your setup. Book a demo, tell us your lead sources and CRM, and we'll put a specific number in front of you.

How long does it take to set up?

Most teams are live in days, not months. LumiTalk connects to your CRM and lead sources, learns your listings and qualifying questions from your MLS feed and website, and starts with the five plays most real estate teams run — speed-to-lead, buyer qualification, tour scheduling, seller capture, and database reactivation. You tune the questions and routing rules, we point your call and web channels at Lumi, and it goes to work. No rip-and-replace: your CRM stays exactly where it is.

Does it handle missed calls and text-back?

Yes — instant missed-call text-back is one of the first things it does. When a sign call or listing line goes unanswered, Lumi texts the caller back in seconds, opens a real conversation, qualifies them, and books the tour, rather than leaving them to dial the next agent. Every one of those recovered calls is logged in your CRM with the full context, so nothing slips because a phone rang at the wrong moment.

Does it replace my CRM or my ISA?

It replaces the after-hours voicemail and the answering service, not your CRM or your agents. Lumi is the worker that answers, qualifies, books, and writes into Follow Up Boss, BoldTrail, or Lofty — your CRM stays the system of record and your licensed agents still advise, negotiate, and close. If you run a human ISA, Lumi handles the volume and the nights and weekends, and hands the warm, qualified conversations straight to your team.

Can it answer in other languages and on WhatsApp?

Every caller gets answered in their own language — 70+ of them — across voice, web chat, SMS, WhatsApp, email, and an on-site avatar. A Spanish-speaking buyer who inquires at 10 PM gets qualified in Spanish and booked that night, no language line and no callback. The whole conversation, in whatever language it happened, is summarized in English in your CRM so any agent can pick it up.

Guides & case studies

Read before you switch it on.

Explore the real estate resource center

Give her the leads you keep losing after 6 PM.

Ask about a listing. Stay vague about your budget. Try to book a Saturday tour.

Treat the demo like a real inquiry — ask about a listing, keep your budget vague, push for a weekend tour. Then bring your own lead sources to a walkthrough and count how many are hitting voicemail tonight.

(520) 464-4492
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