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Templates · Lead Qualification

Real Estate Lead Capture Chatbot Template

Qualify buyers/sellers with timeline, budget, and pre-approval status.

Best for
Realtors, real estate teams
Estimated setup
10 minutes
You fill in
Your Name, Brokerage Name, Areas You Serve, Scheduling Link

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. Hi! 👋 I'm [Your Name] with [Brokerage Name]. Thanks for reaching out!
  2. Are you looking to buy or sell?
    • 🏠 Buying
    • 💰 Selling
    • Both
    • Just exploring
  3. No pressure! I serve [Areas You Serve] and happy to help when you're ready.
  4. When are you looking to buy?
    • ASAP / 30 days
    • 1-3 months
    • 3-6 months
    • Just starting
  5. The visitor is saved as a lead, tagged:
    • hot
  6. The visitor is saved as a lead, tagged:
    • warm
  7. The visitor is saved as a lead, tagged:
    • cold
  8. What's your budget range?
    • Under $300K
    • $300K-$500K
    • $500K-$750K
    • $750K+
    • Not sure
  9. Are you pre-approved for a mortgage?
    • Yes
    • No / Not yet
    • Paying cash
  10. When are you looking to sell?
    • ASAP
    • 1-3 months
    • 3-6 months
    • Just curious about value
  11. The visitor is saved as a lead, tagged:
    • seller
    • hot
  12. The visitor is saved as a lead, tagged:
    • seller
    • warm
  13. The visitor is saved as a lead, tagged:
    • seller
    • cold
  14. What's your name? The visitor types a reply.
  15. Thanks [visitor's client name]! Best number to reach you? The visitor types a phone number.
  16. And your email? The visitor types an email address.
  17. The visitor is saved as a lead, tagged:
    • real_estate_lead
  18. Thanks [visitor's client name]! How would you like to connect?
    • 📅 Schedule a call
    • 📞 Call me
    • 📧 Email me first
  19. Here's my calendar: [Scheduling Link] Looking forward to it!
  20. I'll call you at [visitor's phone] within 24 hours!
  21. Thanks! We'll send more information to [visitor's email].
  22. Excited to help you, [visitor's client name]! 🏡 [Your 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: hot, warm, cold, seller, real_estate_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.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

Use this template → See all templates

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