Residential estate agency
AI Sales Desk
We pay commission-earning agents to do administrative work.
A mid-sized agency taking enquiries from its own site, three portals, WhatsApp and the phone. Volume peaks on weekday evenings and Sunday afternoons — exactly when the office is closed. Agents spend their mornings establishing budget and timeline on enquiries that are already two days cold.
The product
AI Sales Desk
The queue, the approval screen, the exception list. Every number is readable and every handover is visible.
Built by Koderead to show the operating system. Figures are a worked example.
Watch one record
Where the handover actually happens.
A screenshot shows a state. This follows a single record through the system, including the point where it stops and waits for a person.
Enquiry arrives21:42
Portal, out of hours. Nobody is in the office.
Conversation opens21:42
Budget, area, property type and timeline established.
Position checked21:44
Chain and financing status asked directly, not assumed.
Scored and written to CRM21:44
Against your thresholds, entered once, no re-keying.
Viewing proposed21:45
Agent, vendor and property availability resolved together.
Agent opens a warm lead08:30
Full context attached. First substantive contact already happened.
State
- Source
- Portal
- Received
- 21:42, Sunday
- Message
- “Is this still available?”
- Known to us
- No
Offers, negotiation and any contractual position go to a named agent
Deeper into the build
The screens where a person is still in the loop.
A queue is easy to show. What matters is what happens at the record, at the approval, and at the exception — because that is where the design either holds or does not.
- Captured
- 21:42, portal
- Budget
- £610,000
- Area
- Didsbury
- Property
- 4-bed, garden essential
- Timeline
- 1–3 months
- Chain
- Chain-free
- Financing
- Mortgage in principle held
System recommendation
Assign to a senior agent. Chain-free with financing confirmed and a defined area — this profile converts well against comparable stock currently listed.
- Above area threshold
- Financing confirmed
- Two viewings available this week
Offers, negotiation and any contractual position go to a named agent. The system proposes; it never commits.
Collected conversationally within ninety seconds of arrival, then written to the CRM once — no agent re-keying.
- Median first response
- 1m 12s
- Viewings booked
- 412
- Agent hours recovered
- 186
was 7h 40m
from 1,200 enquiries
qualification and re-keying
- Enquiries answered within 5 minutes88%
- Answered within 5 minutes — before6%
- Long-horizon buyers in active nurture540
Measured against a baseline recorded before the build. Long-horizon buyers were previously the first cohort to be dropped.
The change
Where the work moved.
Amber marks a step the system performs. Solid ink marks one a person still performs. The counts above each column say the same thing in numbers.
Today
5 human steps- Performed by Customer
Enquiry at 21:40
Portal, out of hours
- Performed by A person
Read next morning
In a shared inbox
- Performed by A person
Agent calls to qualify
Budget, area, timeline
- Performed by A person
Details typed into CRM
Re-keyed from notes
- Performed by A person
Viewing arranged by phone
Three calendars
- Performed by A person
Follow-up if remembered
After
1 human step- Performed by Customer
Enquiry at 21:40
Same channel
- Performed by Automated
Qualified conversationally
Within 90 seconds
- Performed by Automated
Scored and written to CRM
No re-keying
- Performed by Automated
Viewing slot proposed
Live availability
- Performed by A person
Agent opens a warm lead
Full context attached
- Performed by System
Long-horizon buyers nurtured
- Automated
- A person
- System
- Customer
Scope of authority
What this system is not allowed to do.
On a real engagement this is a document your operations lead signs before anyone writes code.
- Offers, negotiation and any contractual position go to a named agent
- Property particulars are quoted from the listing record, never paraphrased
- Anti-money-laundering identity checks stay a documented human process
- A caller can reach a person at any point, and that route is never hidden
Built from
The solutions behind this build.
Your version of this
This took a mapped workflow before it took any code.
If this looks like your residential estate agency, the place to start is the same place we started here.