Exa for realtors
Answer every inquiry first. Nurture every buyer until they're ready.
Real estate leads arrive at all hours and take months to mature. Exa answers them instantly, keeps long-term nurture on autopilot and gives you one clear view of every buyer, seller and deal under contract.
- After-hours AI receptionist
- Buyers and sellers in separate pipelines
- Nurture that runs itself
- Your whole history in one timeline
The problem
Sound familiar?
What gets in the way for realtors — and what Exa is built to fix.
Inquiries arrive while you're at a showing
A buyer who doesn't hear back quickly will often call the next agent on the list.
Long nurture cycles fall through the cracks
Leads who say "maybe next spring" need consistent, personal follow-up that is impossible to track in your head.
Your contacts live everywhere
Phone contacts, portal emails, texts and spreadsheets make it hard to know who said what and when.
A day with Exa
What a better day looks like for realtors
7:42 AM
After-hours call, handled
Last night's caller was answered by the AI receptionist, which captured their criteria and booked a showing. The transcript and summary are on the lead.
9:30 AM
Website inquiry, instant reply
A buyer asks about a listing. An instant text goes out to leads with SMS consent and a call task is due in 15 minutes.
12:15 PM
Showings without the back-and-forth
Appointments respect your availability, block double-booking and sync both ways with Google Calendar.
3:00 PM
Buyers and sellers, kept separate
Move an offer to Under contract and your transaction coordinator is notified automatically.
6:10 PM
Nurture that runs itself
Leads quiet for 14 days get a check-in task and a nurture tag, so long-term buyers never slip through the cracks.
How Exa helps
Workflows built for realtors
After-hours AI receptionist
A Vapi voice agent answers calls, captures buyer criteria, qualifies budget and timeline, and books showings into your available slots — with the transcript and summary saved on the lead.
Buyers and sellers in separate pipelines
Run one pipeline for buyers and another for listings, each with its own stages and probabilities.
Nurture that runs itself
Inactivity triggers remind you to check in with quiet leads, and templates with merge tags keep messages personal.
Your whole history in one timeline
Calls, texts, WhatsApp, emails, notes and appointments sit on one timeline per contact, so you walk into every conversation prepared.
Example pipeline
A pipeline that speaks your language
Start from stages realtors actually use. Rename, reorder or add stages any time.
- Stage 1New inquiry
- Stage 2Showing booked
- Stage 3Offer submitted
- Stage 4Under contract
- Stage 5ClosedWon
- Stage 6LostLost
Example automations
Set it up once. Let it run.
Each example uses Exa's built-in triggers and actions. Turn them on as-is or tweak them — or ask the AI assistant to build them for you.
Instant inquiry reply
When
New lead is created
Then
- Send a text to leads with SMS consent
- Create a call task due in 15 minutes
Quiet lead check-in
When
Lead has no activity for 14 days
Then
- Create a follow-up task for the owner
- Add the "nurture" tag
Under-contract handoff
When
Deal moves stage (to "Under contract")
Then
- Notify your transaction coordinator
- Create a task to schedule inspection
Text messages are only sent to people with SMS consent and wait for your quiet hours to end.
Ask the AI
Questions realtors ask every day
Ask in plain English. The assistant answers from your data and asks before it changes anything.
- “Who needs follow-up this week?”
- “Which lead sources convert best?”
- “Book a showing with Dana Whitfield on Saturday at 11”
- “Show my pipeline by stage”
Custom fields
Track what matters to you
Add custom fields to leads, contacts, companies and deals — text, numbers, currency, dates, yes/no, dropdowns and more. Teams like yours often track:
- Budget
- Pre-approved
- Preferred neighborhoods
- Bedrooms
- Move-in timeline
Learn more
Guides and data for realtors
Real estate lead statistics for agents
Verified real estate lead statistics from NAR and government data: how buyers find agents, how many they interview, first contact and what they expect.
7 min readRead AI & automationGuideAI receptionist: answer every call, qualify and book
How AI voice receptionists work, what they handle well, scripts and qualification questions, disclosure and recording consent, and handoff to people.
7 min readRead Sales playbooksSeptember 29, 2026Lead nurturing for leads that aren't ready yet
How to nurture leads who aren't ready to buy: segment by timeline, set cadences by channel, send useful content, spot re-engagement and know when to stop.
5 min readRead FeaturesGuideAppointment scheduling for sales teams
How to set up booking flows, availability slots, calendar sync and reminders so sales appointments get booked fast, never overlap and actually happen.
7 min readReadFAQ
Exa for realtors: common questions
Short answers for realtors weighing up Exa.
Still have questions?
Start a free trial and see Exa with your own leads and pipeline, or email our team.
Can Exa answer calls when I'm at a showing?
Yes. The AI receptionist can answer inbound calls, capture buyer criteria, qualify budget and timeline and book showings into your available slots, with the transcript and summary saved to the lead.
Can I keep buyers and sellers in separate pipelines?
Yes. Create as many pipelines as you need, each with its own stages and probabilities.
Does Exa work with my Google Calendar?
Yes. Exa syncs both ways with Google Calendar and also offers a private calendar feed for Apple Calendar and Outlook.
How does Exa handle texting consent?
Consent is stored per channel with its source and evidence, STOP replies are honored automatically and texts wait for quiet hours to end.
More industries
Exa works across industries
Built for realtors. Ready today.
Set up your workspace in minutes, import your leads from a CSV and let Exa handle the follow-up.