Real Estate AI Virtual Assistant Onboarding Questionnaire

Getting Started Is Simple

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

1. We gather your information We'll ask you a few questions about your business, listings, services, and how you like to work. This is what we use to train Miranda to sound like your assistant — not a generic bot.

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.

4. We launch in 3–5 business days Once we have everything we need from you, your Virtual Office Assistant is live and working within one business week.

One thing to note on SMS: Text messaging requires carrier-mandated A2P 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 *

Company Name *

Brokerage name

Phone *

Email *

Address *

Suite, etc.

City

State

Postal code

Website *

CRM & Calendar

What CRM are you using? *

What calendar do you use for appointments? *

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

Lead Qualification Criteria

What's your minimum buyer budget? *

Do you work buyers, sellers, or both? *

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

What's the first thing you want to know about every new lead? *

Services & Availability

What are your preferred showing/consultation hours? *

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

Voice & Personality

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

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

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

Automation Preferences

Do you want automated appointment reminders sent to leads? *

Yes

Do you want Miranda to request Google reviews after a closing or positive interaction?

Yes

Do you have an existing lead nurture sequence, or do you need Miranda to handle follow-up from scratch? *

Yes - I have one

No - I need Miranda to build one

Access & Integrations

Are you ready to provide CRM login or API access during onboarding? *

Yes

Not yet

Do you have an existing phone number Miranda should forward from, or do you need a new number? *

I have a phone #

I need a new number

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.