AI intake for real estate teams

Find out who's serious before you pick up the phone.

Threshold chats with each new lead the moment they reach out. It asks what they're looking for and whether they're ready to move, then sends you a short scored summary so you know who to call first.

Request a demo See how it works

WORKS ON YOUR WEBSITE AND LISTING PAGES · YOUR CRM STAYS AS IT IS

Trusted by teams at* Harbor & Vine MERIDIAN GROUP Oakline Properties BELLWETHER Coastal Standard Realty
The problem

You don't know which leads are real until you've already called them.

A lot of inbound leads aren't ready. Some haven't talked to a lender yet, and plenty are just browsing photos. Right now, your team finds that out one phone call at a time.

Without Threshold

What intake looks like now

  • You call a form fill back, and three questions in they tell you they're "just curious"
  • You find out at 8pm, on the phone, that they haven't spoken to a lender yet
  • A serious buyer waits hours because you were busy with someone who wasn't
  • Notes end up scattered across texts and inboxes, and the CRM is always behind
With Threshold

What it looks like with Threshold

  • Threshold replies within seconds and asks the intake questions for you
  • By the time you see the lead, you already know their budget and whether they're pre-approved
  • Each lead comes scored hot, warm, or cold, so you call the right person first
  • You get one short summary per lead, sent straight to your pipeline
6–9 hrs
of qualification calls a typical agent makes each week before booking a single showing
< 60 sec
from first inbound message to Threshold's first qualifying question, any hour of the day
24/7
Threshold answers at 11pm on a Saturday, which is when plenty of leads actually reach out

Illustrative figures, based on typical mid-size residential brokerage workflows.

How it works

From "hi, is this still available?" to a scored handoff.

→ STEP 01

A lead reaches out

A lead messages you from your website or a listing page. Threshold picks the conversation up right away, even at midnight on a Saturday.

? STEP 02

Threshold asks the intake questions

It asks one question at a time, the way a good assistant would. Buyers, renters, and sellers each get the questions that fit their situation.

✓ STEP 03

Your agent gets a summary

You get a short brief with a hot, warm, or cold score and a suggested next step. When you make the first call, you already know what they need.

Product

Built like a great assistant, not a chatbot.

Threshold follows the same intake process your best coordinator uses, and it doesn't skip steps on a busy weekend.

qualify()

Branching question logic

Buyers get asked about pre-approval and must-haves. Renters get asked about move-in dates and pets. Sellers get asked about their property and whether they've already signed with an agent. It reads like a conversation, not a form.

score()

Structured lead scoring

Each conversation ends with a summary you can act on: what kind of lead this is, how serious they seem, and what to do next. You don't have to dig through chat transcripts.

channels()

Chat today, phone next Roadmap

It runs on web chat and shareable intake links today. Phone intake for missed and after-hours calls is on the roadmap. It isn't built yet.

sync()

Plays nicely with your CRM Beta

Summaries go into the pipeline you already use. Follow Up Boss, kvCORE, and HubSpot integrations are in private beta right now.

Customer stories

Teams stop dreading the lead inbox.

"We used to burn our newest agent's entire week on inbound triage. Now the triage is done before we even open the CRM."
MK
Marisol K.
Team Lead, Harbor & Vine
"The hot/warm/cold score changed how we assign leads. Hot leads get a call inside ten minutes now. That alone paid for it."
DR
Devon R.
Broker-Owner, Oakline Properties
"Leads actually finish the conversation. It feels like texting a helpful person, not filling out a mortgage application."
AT
Aiyana T.
Ops Manager, Meridian Group

* Logos and testimonials are fictional placeholders shown for demonstration purposes.

Straight answers

Questions brokers actually ask us.

Will leads even talk to an AI?
Most do, because it answers in seconds and asks easy questions. Leads care more about a fast reply than who's typing. Anyone who wants a human can say so, and the conversation gets flagged for an immediate callback.
What happens if it doesn't know the answer to something?
It says so and moves on. It won't guess at pricing, give legal or lending advice, or make up listings. Anything it can't handle goes in the notes for your agent to cover on the first call.
Does this replace my agents or my ISA?
No. It does the first five minutes of intake, the part nobody enjoys. Your people still make every call, run every showing, and close every deal. They just start with better information.
What does it not do?
It doesn't call leads on the phone yet, it doesn't negotiate, it doesn't send contracts, and it doesn't follow up over weeks on its own. It qualifies new inbound leads and hands them off. That's the job, and it stays in its lane.
How long does setup take?
A snippet on your website, about ten minutes with whoever manages your site. Shareable intake links work with no setup at all. You can send one in a text message today.
Request a demo

See Threshold qualify a live lead in under 3 minutes.

Tell us a little about your team and we'll set up a walkthrough with a working intake agent tuned to your market.

  • ✓ Live demo with a real conversation, not slides
  • ✓ Pricing scoped to your team size and lead volume
  • ✓ No commitment. You can try it on your own leads first

Request a demo

Please fill in every field (with a valid email) so we can reach you.

A member of our team will reach out within one business day to schedule your walkthrough.