Real Estate AI Virtual ISA Onboarding Questionnaire

Step 1: Let's Get To Know More About You

Once you sign up, we handle the heavy lifting. Here's what the process looks like:

1. We gather your information As part of our process-oriented approach, we've compiled key questions to train Miranda to sound like your assistant — not a generic bot. All are marked required, but simply type "N/A" as necessary. The more information we have the better we can train your assistant.

2. We build your Virtual Office Assistant Using your website content, the information you share, and our database of real estate FAQs, we train Miranda to handle your inbound calls, respond to website visitors via chat, follow up with leads by email, and send texts and SMS — so every lead gets a fast, accurate, personalized response.

3. We connect your tools We'll need limited access to your website and domain host to complete the setup. If you have an existing webmaster, no problem — we work with them directly. We can also prepare and ship the changes/code for their implementation. This includes updating your form disclosures, privacy policy and terms of use to complete with A2P and DLC10 requirements for SMS, and adding the code snippet for the chat widget.

4. We launch in 5-7 business days Once we have everything we need from you, we can have it ready for final QA testing within 5 business days and launched shortly after that.

One thing to note on SMS: Text messaging requires carrier-mandated A2P and 10DLC registration — a one-time process that cannot be completed during a free trial. Your 14-day trial includes full access to voice, webchat, and Facebook & Instagram Messenger. SMS is activated automatically when you move to a paid plan and registration is complete, typically within 10–15 business days of brand campaign approval.

General Information

Full Name *

What the AI will say to buyers

Company Name *

Brokerage name

Current Market(s) You Serve *

Do you work buyers, sellers, or both? *

Do you have a team? If so, who should calls route to and in what order? *

Phone *

Your phone - primary line leads call now

Hot Lead Phone # *

What we should transfer hot" leads to

Do you have an after-hours threshold? (e.g. "don't transfer after 9pm") *

Yes

If yes, what time? *

Email *

Address *

Suite, etc.

City

State

Postal code

Website *

Services & Availability

What are your preferred showing/consultation hours? *

Is there anything Miranda should never schedule without your approval first? *

Voice & Personality

How would you describe your brand tone? (Professional, warm and friendly, straight to the point) *

What name should Miranda use when answering? (Miranda, or a custom name) *

Are there any phrases or approaches you specifically want Miranda to avoid? *

What's your elevator pitch? *

how do you describe what makes you different in 1-2 sentences?

Call Handling Rules

What qualifies a lead as "hot" and worth an immediate live transfer? *

What should happen if you don't answer a transferred call — voicemail, back to AI, SMS? *

What are your business hours for live transfer attempts? *

Should calls be handled differently by lead source? (Zillow vs. sign call vs. referral) *

Should the AI ever transfer to anyone other than you? (assistant, team member, TC) *

Call Scenarios to Script

Provide your own scripts or general guidance and we'll take it from there.

Inbound buyer inquiry on a specific listing *

General buyer "I'm looking to buy" call *

Seller looking for a home valuation / listing appointment *

Existing client checking in on their transaction *

Wrong number / spam *

Investor inquiry *

Tenant/rental inquiry (if applicable) *

Referral from another agent *

Past client calling back *

FSBO or expired lead calling you back *

Lead Qualification Criteria - Buyer

What questions do you want asked of every buyer? (timeline, pre-approval status, price range, currently working with an agent, area/neighborhood, property type) *

Is pre-approval a hard gate before booking a showing? *

Yes

What's the minimum price range you'll work with? *

Do you want to capture their current living situation? (renting, own, lease end date) *

Yes

What's your minimum buyer budget? *

What's your preferred next step with a qualified buyer — showing, consultation call, or both? *

Showing

Consultation Call

Both

Any geographic areas or property types you don't serve? *

What qualifies a lead as "hot" and worth an immediate live transfer? *

Lead Qualification - Seller

What questions do you want asked of every seller? (address, timeline to sell, already listed, reason for selling, mortgage status, repairs needed) *

Do you want to capture their price expectation? *

Yes

What's the minimum price point for a listing you'll take? *

What's your preferred next step — listing presentation, CMA call, or walkthrough? *

Listing presentation

CMA call

Walkthrough

Disqualification Rules

What types of inquiries should the AI politely decline or redirect? (rentals, out-of-market, extremely low price points) *

What's the script for gracefully disqualifying someone? *

Appointment Booking

Are you using a CRM? *

What calendar do you use for appointments? *

Do you want Miranda to book directly to your calendar, or notify you to confirm first? *

What appointment types do you offer? (buyer consult, seller consult, showing, strategy call) *

What are your available booking windows by day? *

Buffer time needed between appointments? *

What should happen if you don't answer a transferred call — voicemail, back to AI, SMS? *

Should the AI ever transfer to anyone other than you? (assistant, team member, TC) *

What are your business hours for live transfer attempts? *

Should calls be handled differently by lead source? (Zillow vs. sign call vs. referral)

Should there be a reminder sequence? (24hr, 1hr before?)

Yes

What happens if a lead doesn't show — should Miranda follow up? *

We train Miranda for the following Objections using the NEPQ methodology

"I'm already working with an agent"
"I'm just browsing / not ready yet"
"I don't want to talk to a bot"
"Is this a real person?"
"Call me back later"
"I found the house I wanted on Zillow, just want info"
"What's the commission?"
"Can you just text me?"
"I need to talk to my spouse first"
"Is the seller willing to come down on price?"

Do you have anything to add or any feedback?

Objection Feedback *

Compliance

Do you want the AI to disclose it is an AI at the start of every call? (recommended) *

Include required language

Are you in a two-party consent recording state? (CA, IL, FL, PA, WA, etc.) *

Should the AI mention your license number at any point? *

What is it and when should we use it?

Do you need any fair housing language included? *

Are there topics the AI should always redirect to you rather than answer? (legal, pricing opinions, inspection issues) *

CRM Sales Pipeline

What pipeline stages do you use? *

What stage should a new inbound call lead enter? *

What stage triggers when a lead books an appointment? *

What stage triggers when a lead is transferred live? *

What custom fields do you need captured and mapped? (price range, timeline, address, pre-approval status) *

What tags do you want applied by lead source? *

Should leads be assigned to a specific user/team member automatically? *

If so, who and by what criteria?

Testing & Launch

Who on your team will participate in test calls before go-live? *

What scenarios do you want stress-tested? (multiple calls at once, edge cases, objections) *

What number will Miranda answer — your existing number (forwarded) or a new dedicated number? *

Do you need a soft launch period where you monitor calls before going fully live? *

Yes

Who is the point of contact for ongoing changes to scripts or routing? *

Ongoing Optimization

How often do you want to call reports sent? *

Daily & Monthly

Weekly & Monthly

Monthly

Daily

What metrics matter most to you? (calls answered, appointments booked, conversion rate, response time) *

Calls answered

Appointments booked

Convesion rate

Response time

What's the process for flagging a call where Miranda said something wrong? *

Are there seasonal changes to your scripts? (spring market, slow season) *

Do you expand to other markets or property types we should plan for? *

Webmaster name and email address

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from Mixed Digital LLC.