Implementation playbook

Real estate lead routing playbook

For real estate team leads, brokers, and operations managers. buyer and seller leads decay quickly. Teams need fast qualification and routing without making agents manually chase every inquiry.

Workflow

Start with the smallest workflow that can prove revenue or response-time lift.

Hyper is built for agent work that needs evidence: transcripts, recordings, tool results, assignments, and outcomes.

1. Answer buyer, seller, and showing calls.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

2. Capture intent, property interest, timeline, budget or price signal, and preferred follow-up.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

3. Route to the right agent or coordinator.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

4. Log lead source, transcript, recording, and next step.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

Metrics

Track the numbers that prove it works.

lead response time
showings requested
seller leads captured
routing accuracy
appointments booked