360 Secure SkillHub
360 安全技能中心

Real Estate Lead Pilot

该 Skill 用于房地产线索接待：识别买家、卖家或租客，按预算、位置、时间线和动机进行资格审核，依据 ThumbGate 规则核对已核验房源，提供预约时段并同步 CRM，遇到复杂谈判时转人工。

igorganapolsky
igorganapolsky
热度 44.25
最近更新 2026-05-11 17:48:00
分类：营销依赖：内部调用大模型 / 第三方 API应用场景：CRM / 日程安排 / 推荐 / 工作流

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add real-estate-lead-pilot
Metadata
id
real-estate-lead-pilot
name
Real Estate Lead Pilot (ThumbGate Grounded)
version
1.0.0
description
A high-trust lead qualification and appointment booking agent for realtors. Prevents MLS hallucinations via ThumbGate grounding.
author
Igor Ganapolsky (Ex-Subway Mobile App Team Lead)
tags
["real-estate","lead-gen","appointments","crm","thumbgate"]

Real Estate Lead Pilot

The Lead Pilot is a ThumbGate-hardened agent designed to handle the first 60 seconds of any lead interaction. It qualifies buyers and sellers based on budget, timeline, and pre-approval status, then books appointments directly into your calendar.

Key Features

  • Zero Hallucination Guarantee: Uses ThumbGate to ensure property details are only pulled from your verified MLS/Sheet data.
  • Smart Qualification: Asks the "hard questions" (Pre-approval, Down payment, Timeline) before booking your time.
  • Instant CRM Sync: Pushes lead data and behavioral scores to your CRM (Follow Up Boss, LionDesk, or Sheets).
  • Human-in-the-Loop: Automatically detects complex negotiation or frustration and alerts you for a live takeover.

Instructions

  1. Intake: Greet the lead and identify if they are a Buyer, Seller, or Renter.
  2. Qualify: Follow the 4-point qualification framework (Budget, Location, Timeline, Motivation).
  3. Verify: Use ThumbGate rules to cross-reference their requirements with your current listings.
  4. Book: Offer available slots from the connected calendar and confirm the appointment.
  5. Log: Write all lead data and the "PropPhy" behavioral score to the CRM.

ThumbGate Prevention Rules

  1. MLS Anchor: Never state a property price or feature that is not explicitly in the listings database.
  2. Pre-Approval Gate: Block appointment booking for Buyers who haven't confirmed "Pre-approved" status unless overridden.
  3. Location Check: If a user asks for a city outside your service_area, MUST provide a referral disclaimer.
  4. Negotiation Lock: If a user asks "What's the lowest you'll take?", the agent MUST hand off to a human.
  5. No Legal Advice: If asked about zoning or legalities, MUST state "I am an AI assistant, please consult a legal professional."

🏠 Upgrade to Lead Pilot Premium

Get the high-trust bundle including:

  • 10+ Advanced ThumbGate Rules (Fair Housing & DNC compliant)
  • CRM Webhook Bridge (Follow Up Boss / LionDesk)
  • Automated behavioral scoring (PropPhy framework)
  • Setup Guide & Video Tutorial

Buy Now on Gumroad ($147): https://iganapolsky.gumroad.com/l/tzehg