Appointment setting services for real estate agents & teams

AssistBPO's appointment setting services for real estate agents and teams put a trained ISA on the phone with your internet leads, your sphere and your past clients so that buyer consults and listing appointments land on your calendar without you dialing.

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This page Real estate agents & teams Appointment setting services

How does appointment setting work for real estate?

Every call and text goes out with lawful consent and do-not-call scrubbing: the ISA works only leads that gave consent on your website or portal form, or contacts in your database with an existing relationship, and never scraped lists. New leads are called within minutes of arriving, then followed on a cadence in Follow Up Boss or kvCORE until they book, opt out or go cold. Qualifying questions cover timeline, area, price range, pre-approval status and whether they have an agent. Booked appointments are confirmed the day before and handed to you with notes. Expired and withdrawn listings are approached only where your state rules and the do-not-call registry allow. The ISA is an employee of the group with a backup, works the lead shift you choose, and reports conversations, appointments and show rates in the end-of-day report.

What tasks does appointment setting cover for real estate agents and teams?

  • Call new website and portal leads within minutes, with lawful consent
  • Scrub every list against the National Do Not Call Registry and your internal list
  • Qualify on timeline, area, price range, pre-approval and agent status
  • Run follow-up cadences in Follow Up Boss or kvCORE until booked or opted out
  • Book buyer consults and listing appointments on the agent's calendar
  • Confirm appointments the day before and send notes to the agent
  • Work sphere and past clients for referrals and home-value reviews
  • Report conversations, appointments set and shows each day

The KPI that matters here

Appointments set per 100 conversations and the share of set appointments that actually show. Both are tracked per lead source so you can cut what does not work.

What rules does appointment setting follow for real estate?

  1. TCPA for lead follow-up. Internet leads are called and texted only with the consent their form captured, inside the 8am to 9pm local window, after do-not-call scrubbing, under the Telephone Consumer Protection Act enforced by the FCC. State mini-TCPAs in Florida, Oklahoma and Washington are applied by area code.
  2. Fair Housing in marketing. Listing descriptions, social posts and ad copy avoid protected-class language under the Fair Housing Act enforced by HUD. Your assistant works from a checked word list and flags anything borderline to you before it goes live.
  3. Unlicensed activity limits. Assistants do not negotiate terms, quote commission, advise on price or show property. Those stay with the licensed agent under your state real estate commission's rules. We handle the admin around them.
  4. RESPA and referral fees. No referral fee arrangements and no vendor kickbacks. Vendor recommendations go out as a list, and any affiliated business disclosure you require travels with the file, following RESPA rules enforced by the CFPB.

Real estate software we work in

Also in use

  • SkySlope
  • ShowingTime
  • MLS

See all 80 tools we work in

More for real estate agents and teams

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Frequently asked questions

How do you stay inside TCPA when calling leads?

We call and text only numbers with documented consent: your website form with consent language, portal leads whose terms include contact consent, or contacts in your database with an existing business relationship. Every list is scrubbed against the National Do Not Call Registry and your internal list before a shift starts. Calls stay inside 8am to 9pm local time, texts include opt-out wording, and consent records live in the CRM.

Will the ISA call expireds and FSBOs?

Only where it is lawful and you approve it. Expired and for-sale-by-owner numbers are checked against the do-not-call registry and state rules first, and many expireds are registered, which removes them. The ISA never misrepresents who they are, states the brokerage name, and stops at the first request not to call. Some teams prefer to keep this to licensed agents; we follow your policy.

What does the handoff to the agent look like?

A calendar invite with the lead's name, phone, email, source, timeline, area, price range, pre-approval status and any notes from the conversation, plus the CRM link. The ISA confirms with the lead the day before and again the morning of, and marks the appointment as confirmed, rescheduled or no-show. No-shows go back into a re-engagement cadence rather than being dropped.

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