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Have an AI voice agent call your oldest, coldest leads to book an appointment, and transfer to a person when it can't answer

who Margaret Nuckols, director of operations at The Yeatman Group, a Virginia-based real estate team brokered by Long & Foster, in HousingWire

What it does

New leads go to the team's online sales consultants, then into CRM stages, Smart Lists and drip campaigns. Separately, an AI agent calls older, "very cold" leads to re-engage them. Its goal is to book an appointment and hand the lead to one of the team's agents or its online sales team; any time it can't answer a question, it transfers the call to a person. The team doesn't use AI calling on fresh leads.

Tool cost

Mod AI: no price in our data (the team is also exploring other AI calling providers)

Setup

Medium · or we set it up for $197

Tools

Mod AI

Slow lead repliesReal Estate

The problem

Real estate sales cycles can run up to a year, and older leads who weren't ready to buy or sell can fall through the cracks of the CRM.

What happened

Self-reported: she says the cold leads have mostly been responsive, but some have a bit of "AI fatigue" and don't want to talk to an AI caller. No call, appointment or closing figures are given. The team has most recently used Mod AI and is exploring other providers. The same article covers CINC's AI calling product, which isn't what this team describes using.

Quoted in the source: Margaret Nuckols, director of operations, The Yeatman Group. Source: HousingWire: AI voice agents target real estate's next conversion opportunity (Brooklee Han) (2026-10-16) · Added 2026-10-21.

How to set it up yourself

  1. What The Yeatman Group does: an AI voice agent calls only old, very cold leads, tries to book an appointment, and transfers the call to a person whenever it can't answer; fresh leads still go to people first.
  2. Pull the cold segment from your CRM: leads with no reply in, say, 6+ months who never said stop. Check your state's and the federal rules for automated or AI-voice calls (consent, do-not-call lists, calling hours) with your broker before anyone is dialed.
  3. Ask two or three AI calling vendors to demo with your own script (the prompt below): one goal (book a call or showing), a short list of facts it may share, and a rule to transfer to a named agent the moment it is unsure or the caller asks for a person.
  4. Start with a small batch, listen to every recording in the first week, remove anyone who sounds annoyed or asks not to be called, and have an agent follow up personally on every booked appointment the same day.

Copy-paste prompt

You are calling on behalf of {TEAM NAME}, a real estate team in {AREA}. You are an AI assistant and say so at the start. The person filled out a form with us about {MONTHS} months ago. Goal: find out whether they still plan to buy or sell, their timeline and area, and offer a 15-minute call or showing with {AGENT NAME}. Facts you may share: {FACTS}. If they ask anything you aren't sure of, or ask for a person, say {AGENT NAME} will call them and transfer the call. If they say they're not interested or ask not to be called, thank them and end the call.
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