AI lead intake for real estate teams

Answer every lead in seconds. Call the ones who are ready.

Threshold talks to each new lead the moment they come in, asks the questions your agents would ask, and scores them before they ever reach your CRM.

Works with the CRM you already use. No setup fee.

Live intake · Website chat · 11:42 PM
Lead summary HOT

Built for teams like these

Harbor & VineMeridian GroupOakline Properties BellwetherCoastal Standard
The problem

Most leads go cold before anyone picks up the phone

Inbound leads arrive at night and on weekends. By the time an agent gets to them, the serious ones have already talked to someone else.

5 min

The window where response time still matters. Research on inbound sales consistently shows contact rates fall sharply after the first few minutes.

24/7

When leads actually arrive. Evenings and weekends are when buyers browse listings and fill out forms.

1 brief

What your agent gets instead of a raw form fill: budget, timeline, financing, and a recommended next step.

How it works

Three steps, no change to how your team works

Threshold sits in front of your existing process. Your agents keep using the CRM they have.

1

A lead comes in

From your website, a listing page, or a shared intake link. Threshold replies within seconds, any hour of the day.

2

It asks the right questions

Budget, timeline, financing, must-haves. It adapts to buyers, renters, and sellers, and skips anything the lead already answered.

3

Your agent gets a brief

A short summary with a hot, warm, or cold score and a recommended next step, pushed straight into your CRM.

The handoff

Your agents stop reading transcripts

Nobody has time to scroll a chat log before a call. Threshold writes the brief a good assistant would write, so the first thing your agent sees is what actually matters.

Scored, not just captured. Hot, warm, or cold, with one line explaining why.
Financing surfaced early. Pre-approval status is asked up front, not on the call.
A recommended next step. Book a showing, send listings, or let it sit.
No advice given. It never quotes values or discusses contracts. That stays with your licensed agents.
Follow Up BosskvCORESalesforce HubSpotSierra InteractiveWebhooks
Lead #4,182 · routed to J. Alvarez
Lead summaryHOT
TypeBuyer
BudgetUp to $740,000
TimelineASAP, lease ends in 60 days
FinancingPre-approved last week
Must-haves3 bed minimum, Maple Grove or Linden Hills
Why hotPre-approved, firm deadline, specific on area
Next stepBook showing tour this week
What you get

Everything the intake step actually needs

Round-the-clock replies

Nights, weekends, and holidays. The lead never waits for office hours.

Buyer, renter, seller tracks

Different questions for each. It figures out which one applies in the first reply.

Hot / warm / cold scoring

A consistent rule set, so your team triages the same way every time.

Routing rules

Send by area, price band, or agent availability. Hot leads can page someone immediately.

Full transcript kept

The brief is the summary. The complete conversation is always one click away.

Compliance guardrails

It will not give legal, financial, or valuation advice, and says so plainly when asked.

Customers

What brokers say

"The scoring changed how we assign leads. Anything marked hot gets a call inside ten minutes now. That alone paid for it."

DR
Devon R.Broker-Owner, Oakline Properties

"Leads actually finish the conversation. It reads like texting a helpful person, not filling out another form."

MC
Maya C.Team Lead, Harbor & Vine
Pricing

Priced per team, not per lead

You should not pay more because you had a good month. Every plan includes unlimited conversations.

Solo

Individual agent

For one agent handling their own pipeline.

$79/mo
  • Unlimited conversations
  • Website chat and intake links
  • Email delivery of briefs
Book a demo
Most common

Team

For teams of two to twenty agents.

$249/mo
  • Everything in Solo
  • CRM sync and webhooks
  • Routing rules by area and price
  • Hot lead alerts
Book a demo
Brokerage

Multi-office

For brokerages running several offices.

Custom
  • Everything in Team
  • Per-office reporting
  • Custom question sets
  • Onboarding support
Talk to sales
FAQ

Common questions

Does it pretend to be a person?

No. It introduces itself as an assistant for your brokerage. Leads are told a licensed agent will follow up, and it never claims to be one.

What does it refuse to do?

It will not give legal, financial, or tax advice, will not estimate what a home is worth, and will not discuss contract terms. When asked, it says a licensed agent will cover that and moves on.

How long does setup take?

A snippet on your website takes about ten minutes with whoever manages your site. Shareable intake links work with no setup at all, so you can send one in a text today.

Does it replace my CRM?

No. It runs in front of your CRM and writes into it. Your team keeps working where they already work.

What happens if it cannot answer something?

It records what it has, tells the lead a person will follow up, and flags the conversation so an agent sees the open question.

Can we change the questions?

Yes. The buyer, renter, and seller tracks are editable, and brokerage plans can add custom question sets per office.

See it qualify a live lead

Twenty minutes, a working intake agent set up for your market, and a straight answer on whether it fits your team. No slides.

Book a demo

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Someone will reach out within one business day to set up your walkthrough.

We use your details to schedule the demo. Nothing else.