Academy·Foundational·7 lessons · 1h 35m

Course

AI follow-up for realtors

Respond to every lead in under 60 seconds, on-brand, without hiring an assistant.

A practical course on using AI as a follow-up partner — not a gimmick. You'll learn how to triage inbound leads, write prompts that sound like you, set safe guardrails, and measure whether any of it is actually working. Built around BrokerFold's AI tools, but the principles transfer to any stack.

Free. No email wall. Course content updates as the product ships.

Who this is for

  • Solo agents handling > 30 inbound leads per month
  • Team leads who want every teammate responding in < 60 seconds
  • Brokerages evaluating whether AI follow-up belongs in their tech stack

What you'll walk away with

  • A prompt that captures your voice and can be maintained without rewriting
  • A routing model matched to the five lead categories you actually see
  • A written guardrails policy that every AI tool in your stack inherits
  • A weekly dashboard showing response time and first-reply conversion

Lessons

The full syllabus.

  1. 01

    What AI follow-up actually is (and isn't)

    The difference between a chatbot and an AI assistant. Why 60 seconds matters more than you think. Common failure modes — robotic tone, over-eager booking, the uncanny-valley moment when a lead realizes.

    12 min
  2. 02

    Lead triage — the five-category model

    Not every lead wants the same response. We walk through the five categories we see in Canadian markets (price-shopper, serious buyer, referral, listing enquiry, off-topic) and how to route each one correctly.

    15 min
  3. 03

    Writing prompts that sound like you

    The voice sample technique — how to capture your tone in 300 words of writing so the AI reliably imitates it. Common voice-drift patterns and how to catch them before a lead does.

    18 min
  4. 04

    Guardrails — what AI should never say

    Hard limits on price commitments, showing times, property condition, and legal advice. How to configure 'stop and escalate' triggers so the AI hands off to you the moment it shouldn't be answering.

    14 min
  5. 05

    Measuring what matters

    Response time, first-reply conversion, showing-booking rate, unsubscribe rate. How to set up a feedback loop so you can tell the AI what worked and what didn't — without rebuilding the prompt from scratch.

    12 min
  6. 06

    Handing off to a human gracefully

    The moment the AI should stop. How to transfer context so you don't arrive at a conversation cold. Scripts for re-engaging a lead the AI wasn't able to close.

    11 min
  7. 07

    Thirty-day implementation plan

    Week-by-week plan for rolling AI follow-up into your practice — from observation-only mode on day one to full auto-response with oversight by day thirty.

    13 min

Lessons land in written form first, then as short (5–7 min) video walk-throughs as they ship. Subscribe to the blog to know when new lessons go live.

Ready to put it into practice?

BrokerFold ships the tools this course teaches — AI follow-up, lead routing, guardrails, and the dashboards to measure it. 14 days free.