Industries
An AI team for real estate agencies: calls leads, answers buyers and books viewings
Lumate, from lumate.io, is an AI team for real estate agencies. It phones new leads and asks what they want, books viewings in the calendar, sends brochures on WhatsApp, answers buyers who call back, and keeps every buyer, seller, tenant and landlord on one board, so your brokers spend their time at viewings.
The film
Real estate does not have a short film of its own, so this is the full demo, recorded live in an invented London agency, Harbourline Properties. It runs four and a half minutes and covers a new lead, a call, a brochure, a call to a colleague and a buyer who calls back.
What happens in the film
- 01
Saves the new lead 0:13
A lead comes in from the website. The manager, Michael, tells Lumate in his own words, and Lumate adds her to the customers with the flat she asked about.
- 02
Calls her on the office line 0:35
After a person has recorded why, one click starts the call. Lumate says it is an AI assistant and that the call is recorded, asks what she wants, bedrooms and budget, and books a viewing on Friday at 3, writing everything onto her card.
- 03
Sends the brochure on WhatsApp 2:16
Attach the brochure, ask Lumate, and it goes out on WhatsApp from the company's number.
- 04
Calls a colleague for an update 2:35
Michael asks for an update. Lumate calls the broker, James, listens to how the day's three viewings went, and writes Michael the report, including a 1.2 million offer on a penthouse.
- 05
Answers the buyer when she calls back 3:34
Emma calls to move Friday's viewing. Lumate knows who she is, sees her viewing, finds Saturday at ten free, moves it and cancels Friday.
What Lumate does here
One board for buyers, sellers, tenants and landlords
The department's cards are customers, and each card's needs hold the purpose (sale or rent), areas, beds, size, budget and the property. Appointments are viewings, visits to a seller's property, call-backs and meetings.
In the docs: Real estate, Customers and appointments
Calls leads the way a broker would
Lumate calls a customer from their card, from a call list or at your request. In the film it asks what the lead wants, notes bedrooms and budget, and books the viewing. A UAE company also follows the UAE's calling rules, such as the Do Not Call Registry check and calling hours.
In the docs: Calls and voice, Phone systems, Real estate
Listings and price ranges on calls
When a customer asks what things cost, the agent looks first at the listings your team saved, then at Property Finder, live, in the office browser. It gives a rounded range of asking prices, never a valuation. The docs describe this for Dubai.
In the docs: Calls and voice, Office browser
Viewings are booked and moved on the call
When Lumate books your times, a customer who calls to move a viewing hears free times, and Lumate books the one they choose and cancels the old one. Otherwise it takes a message with the time they would like.
In the docs: Calls and voice, Customers and appointments
Reaches outside brokers on WhatsApp
Lumate writes to the brokers of a customer's chosen listings on WhatsApp, asks whether the home is available and when it can be viewed, and gives everything to your own broker.
In the docs: Real estate, WhatsApp
Calls your team, and you can step in
Lumate calls a colleague for an update and writes you the report. A person can listen to a live call on the office line or through WhatsApp Web, hand it over to a colleague, or take it over.
In the docs: Calls and voice
Transcript
Read the transcript of the film
This is Lumate: an AI team for your company's calls, WhatsApp and customers. What you'll see is the real app, recorded live, with a made-up company. A new lead comes in from the website. Michael just tells Lumate, in his own words, and Lumate adds her to the customers, with the flat she asked about. Before anyone is called, a person records why. Then one click, and Lumate calls her on the office line.
Emma: Hello
Lumate: Hi Emma, good afternoon! This is Lumate from Harbourline Properties. Just so you know, I'm an AI assistant, and this call is recorded for quality purposes.
Emma: Hi. Yes, that's me. I filled in your form yesterday
Lumate: Ah, that's great to hear. I'll keep it quick then. What are you ideally looking for right now? Something to live in or more of an investment at this stage?
Emma: To live in. It's for me and my partner
Lumate: Oh, lovely. And how many bedrooms are you thinking about?
Emma: I'm looking for a two-bedroom flat near the river. Ideally with a balcony. My budget is around six hundred and fifty thousand
Lumate: Oh wow, that's a great starting point. Let me have a quick look. That gives me a useful guide. And when are you hoping to move?
Emma: Sometime in the spring
Lumate: Okay. We can definitely plan around that.
Emma: Could I come and see the Riverside Towers flat on Friday at three
Lumate: Hm, right, yes. Let me just check that diary. Absolutely. Will it be the two of you coming to the viewing?
Emma: With my partner, yes
Lumate: Great! Let me check what's possible for that time. That slot is free right now. Friday at 3 works, would you like me to book it?
Emma: Yes, please, that's perfect
Lumate: Lovely. I can pencil that in. One moment while I lock it in. You're all set. You're booked for Friday, the 6th of November at 3 p.m.
Lumate asked the right questions, booked the viewing in the calendar, and wrote everything onto her card. Next, Emma gets the brochure. Attach it, ask Lumate, and it goes out on WhatsApp, from the company's number. Lumate calls your team, too. Ask for an update. It calls James, listens, and writes you the report.
Lumate: Hi James, this is Lumate, Michael Grant's AI assistant, and this call is recorded.
James: James speaking
Lumate: Michael asked me to check in. How did today's viewings go?
James: Hi, good day actually! Three viewings. The couple at Riverside Towers loved it and want a second viewing on Saturday. Nobody was keen on the Camden flat. And the buyers for the Battersea penthouse made an offer. One point two million
Lumate: Good to hear. So three viewings. Riverside Towers wants a second look, Camden didn't spark interest, and there's a one point two offer on the penthouse.
James: That's everything. Tell Michael I'll send the offer paperwork tonight
Lumate: Perfect. I'll let him know. Thanks, James. Talk soon!
And when a customer calls back, Lumate answers. It knows who Emma is, sees her viewing, and moves it in a moment.
Emma: Hello
Lumate: Hello, Emma. You're through to Lumate, Michael Grant's AI assistant. This call is recorded. How can I help today?
Emma: Hi. Yes, it's about Friday's viewing. Something's come up. Could we move it to Saturday at ten instead
Lumate: Okay, one moment. I'm checking the diary. Saturday the 7th at ten's available. Would you like me to move your viewing to that time?
Emma: Yes, please
Lumate: Okay. I'll take care of that. That's done. Your viewing is now booked for Saturday the 7th at 10, and we've cancelled Friday.
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Questions about Lumate for this business
Can an AI call a lead and find out what they need?
In the demo it does. Lumate calls a website lead on the office line, says it is an AI assistant and that the call is recorded, and asks whether she wants a home to live in or an investment, how many bedrooms, her budget and when she hopes to move. It writes all of it onto her card.
Does it book the viewing itself?
In the demo, yes: Emma asks for Riverside Towers on Friday at three, Lumate checks the diary, and books it in the calendar once she says yes. When she later calls to move it, Lumate finds Saturday at ten free, moves it and cancels Friday.
Does it match listings to a customer's needs?
Agents find listings on the portals through the office browser, save them and match them to customers. On a call Lumate answers a question about prices from your saved listings first, and from a live search after that.
What happens when a customer writes on WhatsApp?
The message appears on the customer's card and in Messages, and the card's agent writes one draft for a person to send. With Lumate replies on its own switched on, it answers people who wrote first and says it is an AI assistant.
Can an agent take over a call?
Yes. Call center, Live lists the calls happening now. A person can read one as it is spoken, listen to both sides, hand it over, or take it over now. Their extension rings, and Lumate leaves the call.
Which listing portals does it read?
Through the office browser, agents read the portals you allow. On calls Lumate searches Property Finder live; the docs describe that for the UAE. This page does not claim any other portal.
Does it work with our phone system?
Yes. Lumate registers as an extension on your company's PBX, for example 3CX or Asterisk. Calls can also go through WhatsApp Web from your office browser.