Instant Home Valuation Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Get a free, instant estimate of your home's value!
2. What's your property address? The visitor types a reply.
3. Where should I send your valuation report? Email: The visitor types an email address.
4. Phone (optional): The visitor types a reply.
5. The visitor is saved as a lead, tagged:
   • home_valuation
   • seller_lead
6. Thanks! We're pulling comparable sales for your area. [Agent Name] will send a detailed valuation report to [visitor's email] shortly. For a precise valuation, an agent can provide a detailed Comparative Market Analysis (CMA) at no cost.
7. What would you like to do next?
   • Request Detailed CMA
   • I'm Interested in Selling
   • Just Curious
8. Great! [Agent Name] will prepare a detailed CMA and reach out within 24 hours.
9. Wonderful! [Agent Name] will contact you to discuss selling strategy and timing.
10. Thanks for using our valuation tool! -- [Agent Name], [Brokerage Name]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: home_valuation, seller_lead. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for real estate.

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