Real estate · Sample scenario
Property shortlist for a client
Active listings are filtered by the confirmed need, checked for freshness, compared with reasons for fit, and sent to the client after agent approval.
Problem
Picking the properties that really fit a client from a large portfolio, and explaining why each one fits, takes a lot of time.
How it works today
The agent sets up several filters in the listing database, picks results by hand and sends links to the client. Sometimes an already sold or outdated listing ends up on the list.
What this scenario changes
Active listings are filtered by the confirmed need in the CRM, each listing’s freshness is checked, and AI writes the reasons for fit and a short comparison. The agent approves the shortlist, and the client receives it through the channel they consented to.
The process step by step
- Need confirmed: Client card updated in the CRM
- Active listings filtered: Area, rooms, budget, status
- Freshness check: Last update and owner confirmation
- Are the listings current?: All confirmed recently
- Reasons for fit: Comparison and differences written
- Agent approval: The list is checked before sending
- Sent to the client: Through the consented channel
- Agent notified: Shortlist logged in the CRM
Exception path
- Agent checks with the owner: Confirms the listing is still for sale
- Shortlist on hold: Prepared again after the check
The role of AI
Compares the selected listings with the client’s priorities and writes a plain-language reason for fit and the differences for each one.
Human approval and exceptions
The agent approves every list that goes to a client. If a listing’s freshness is not confirmed, it is checked with the owner before sending.
Frequently asked questions
Is the shortlist sent to the client automatically?
No. The list is sent after agent approval and only through the channel the client consented to.
Can AI add extra selling points about a property?
Reasons for fit are based only on fields in the listing database; features not in the database are not written.
How is listing freshness determined?
By the last updated date and owner confirmation; the agency sets the threshold, and listings past it are checked before sending.