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AI Real Estate Assistant Setup

Section 1: The Basics

First Name

Last Name

Best Email Address

Your Direct Cell Phone Number

Section 2: Phone Carrier Compliance

To ensure your AI's phone numbers aren't flagged as spam by Verizon/AT&T, we must legally register them to your business. To get an A2P 10DLC campaign approved (which keeps numbers from being marked as 'Scam Likely'), telecom carriers require the full physical business address for Twilio verification.

Full Physical Business Address (required for A2P 10DLC approval)

Legal Business Name or LLC

Business Street Address

Business City

Business State

Do you operate in a two-party consent state? (e.g., CA, FL, IL, PA) If yes, we will adjust your AI's greeting to: "Hi, this is Alex calling on a recorded line on behalf of [Agent]..." for legal compliance.

Business Zip Code

What is your timezone?

Employer Identification Number

If you don't have an EIN, it's free to get and won't change anything about your taxes—it's mainly to protect your SSN. Click here to get one for free from the IRS.

What is the primary website URL where your leads are registering? *

Do you operate in a two-party consent state?

Yes

What 3-digit Area Code do you want your AI's phone numbers to have?

We will purchase dedicated local numbers for both your Buyer and Seller AI.

Section 3: Lead Routing & CRM

What is your primary Lead Source or CRM?

What type of leads will the AI be calling?

Buyers Only

Sellers Only

Both Buyers and Sellers

Section 4: Customizing Your AI

What Calendar link should Alex use to book your appointments?

To help Alex book appointments effectively, what are your usual weekly availability? For example, does Thursday or Friday work? Morning or afternoon? If they say morning, suggest 10am; if afternoon, suggest 2pm. How should she ask about this?