AI Follow Up Reminder for Realtors
We built an AI-powered follow-up assistant that helps realtors convert more prospects by never missing key conversations. Realtors simply record a quick voice note, and the system extracts details, creates a CRM lead, and schedules smart, personalized follow-ups automatically. With timely reminders and AI-generated messages, realtors stay top-of-mind and close far more deals with zero extra effort.
The Problem
Realtors meet a lot of prospects throughout the day. For example, they meet someone at the supermarket and they turn out to be a prospect. The prospect tells that she/he is interested in buying a house in the next 6 months. They also share some personal information like, their son will graduate in the next 2 months.
After this conversation happens, usually the realtor saves the prospect’s name and phone number in their mobile. By the next week, they’ve forgotten about the conversation and so they don’t follow-up. This way realtors end up closing very few deals. If they follow-up regularly, they could close a lot more.
The Solution
This AI tool helps realtors follow-up on time and efficiently. As soon as they’ve had a conversation, they will open the app and leave a voice message. The AI will interpret the message and create a new lead in the CRM based on the information given.
Then the AI will also create a follow-up date and a follow-up message. The app will give a reminder on the day of follow-up with the follow-up message. So, in the above example, the app will create a reminder after 2 months, congratulating the prospect on their son’s graduation.
Technology Used
How It Works
User Flow (Image attached at the end of the document)
Step 1: The realtor has a conversation with a prospect.
Step 2: The realtor signs in and opens the app (login screen and dashboard image below).
Step 3: The realtor clicks on the “Add Prospect" button and the following screen opens.
Step 4: The realtor selects if they want to dictate the conversation notes or manually type it in. If they select Voice Dictation, it opens the following screen where they are supposed to record a voice message about the conversation.
Step 5: As soon as they click process recording, the n8n webhook triggers and runs the following workflow:
Saves the audio file for processing.
Extracts audio using ffmpeg
Whisper AI generates transcription
Reads and parses the transcription.
AI puts the raw transcription into relevant fields.
The webhook responds back and fills the fields.
Step 6: The realtor then verifies and saves the prospect's information.
Step 7: As soon as the realtor saves the prospect’s information, another n8n webhook is triggered.
This webhook creates a follow-up message and a follow-up date. It creates and sends the follow-up message on the follow-up date as a reminder.
User Flow
