If you’ve ever worked with real estate clients (or are one), you know one thing:

The phones never stop ringing.
People call at all hours asking about listings, appointments, availability, pricing, or… just to talk to a human.

Now imagine trying to sort all of that manually. Yikes.

That’s where Voice AI in HighLevel comes in—not as a gimmick, but as a legit strategy to save your sanity and your deals.

Let me break down how I use it (and how you can steal this for your own workflows).

Real Talk: AI Isn’t Complicated—You’re Overthinking It

Here’s the #1 mistake I see people make with Voice AI:

They try to make it sound like Iron Man’s JARVIS… instead of making it actually useful.

Spoiler: Clients don’t care if your AI sounds fancy. They care if it works. If it gets them to the right person. If it respects their time.

So if you’re using AI for lead handling in real estate, especially inbound calls, you need to keep it simple, smart, and structured.

 What a Real Estate AI Workflow Should Look Like

Let’s say someone calls your agency.

Old way:
They hit a generic voicemail, leave a message (if you’re lucky), and wait for a callback—while another agent snags the deal.

Smarter AI way:
They get asked,
👉 “Are you buying or selling?”
👉 “Do you want to speak with an agent today?”
👉 “Is this about a property you saw online?”

Boom. Clear answers = clear routing = higher conversion.

It’s not about automation. It’s about giving people what they need faster.

Real Estate AI That Actually Works

Here’s how I build workflows that don’t break:

✅ 1. Ask Binary Questions

No open-ended “Tell me what you’re calling about.”
That’s a guaranteed way to confuse your bot.

Instead:
“Are you a buyer or seller?”
“Would you like to talk to someone now?”

The more direct you are, the better AI performs.

2. Use Call Transfer + Tagging

Once the AI figures out intent, use call transfer and tagging to route that lead straight to the right agent or pipeline.

👉 Bonus points if you automate follow-ups after the call with a prebuilt SMS or email sequence.

3. Monetize Missed Calls

If you’re not using missed call AI (MCAI), you’re leaking money.

You can:

• Auto-respond with helpful links
  
• Collect info for a callback
  
• Even sell that lead if it doesn’t fit your team

Yes, AI can help you build referral revenue streams. You just need to set it up right.

Final Thought: It’s Not About Being Fancy—It’s About Being Fast

Real estate is a speed game. If your leads don’t get help fast, they bounce.

So don’t waste your time building workflows that try to impress your clients with complexity.

Keep it simple. Keep it clear. Keep it moving.

Cool Free Thing

Before you can help businesses with your service, you need to build trust. And the fastest way to earn that trust? ⭐️ Testimonials.

In the spirit of giving, I want to share my team’s Testimonial Workflow—the exact process we use to gather, edit, and organize testimonials without chasing people around.

👉 Download the free walkthrough here

Want More Proven Workflows?

This blog is just the tip of the iceberg.
If you want more plug-and-play tools, systems, and shortcuts for HighLevel that actually make you money…

👉 Head over to hlprotools.com and grab the good stuff.

You’ll wonder how you ever ran your business without it.