Settings to use
Open Settings, Agent tab. Set Industry to Real estate and Personality to Friendly: warm and easy going, still brief. Most of your leads text while browsing listings, and a light tone keeps them talking.
With Industry set to Real estate, the setter already knows the basics of your world:
- It knows what matters here: buying, selling or renting, the area, the timeline, and whether they already have an agent. It asks about one, then offers times.
- It never gives a valuation and never promises a price.
- It never gives legal, tax or financing advice.
Qualification questions
Paste these into Qualification questions, one per line. The setter asks one of these per conversation, the one it needs to book, then offers two times. A money question always comes last.
- Are you working with an agent already?
- Are you looking to buy, sell, or rent?
- Which area are you focused on?
- What's your timeline to move?
- Have you talked to a lender yet?
Objection playbook
Paste these into Objection playbook and replace anything in square brackets. On a real objection the setter first asks one short question to find the actual reason, once per conversation. The next turn it answers from your entry in one sentence and offers two times again.
- What's my home worth: An honest number needs a look at the home and what's sold nearby lately. That's what the call is for.
- Just browsing: Early is when a short call helps most. You leave knowing what your budget buys in [area].
- Already have an agent: Then stay with them. If that changes, this number still works.
- Is the listing still available: The agent confirms that on the call, along with anything similar nearby.
- Commission: [How you want commission handled by text, or: That's a call conversation].
A sample thread
What a booked thread looks like with these settings. Each setter line goes out as its own text. At the end the lead adds their spouse, and the setter puts her on the invite.
- Lead: hi is the 3 bed on maple st still available?
- Setter: The agent will confirm that on the call
- Setter: Are you working with an agent already?
- Lead: no agent, just started looking
- Setter: Early is the best time for a call. Tue 5pm or Sat 11am?
- Lead: what do you think it'll go for
- Setter: Can't give you a number by text, it depends on condition and what's sold nearby lately
- Setter: The call is where you get a real read. Tue 5pm or Sat 11am?
- Lead: sat
- Setter: Sat 11am, locked in
- Setter: Who do I put it under?
- Lead: Chris
- Setter: Thanks Chris. What's a good email to shoot the invite to?
- Lead: chris@example.com, can you add my wife too? sam@example.com
- Setter: I'll send the invite to you both. See you Sat
What to leave out
Three things to keep out of your questions and playbook.
- Valuations and price opinions. The setter will not give one, so a playbook entry that tries only confuses it.
- Income, savings, debt or credit score. The setter never asks these. Pre-approval status is fine to ask about.
- Financing detail. A financing or eligibility question your playbook does not settle gets handed to your team.
Questions people ask
- Can one setter handle buyers and sellers?
- Yes. With Industry set to Real estate the setter knows a lead may be buying, selling or renting. Keep questions that make sense for both, and one playbook covers both.
- What happens when a lead asks what their home is worth?
- The setter never gives a valuation. It says what the number depends on and offers two times for the call where they get a real one.