Agentforce AI Assistant Qualifies Leads 24/7 for a Commercial Real Estate Brokerage
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Case Study Real Estate Salesforce

Agentforce AI Assistant Qualifies Leads 24/7 for a Commercial Real Estate Brokerage

A commercial real estate brokerage used a Salesforce Agentforce assistant to qualify inbound leads 24/7, booking 3.4x more qualified meetings.

Salesforce Agentforce real estate AI lead qualification commercial real estate 24/7 lead capture real estate Agentforce brokerage implementation

Project details

Client Commercial Real Estate Brokerage
Industry Real Estate
Platform Salesforce
Duration 4 months
3.4x more qualified leads booked
Key result
3.4x
More qualified leads booked
100%
After-hours inquiries now captured
47%
Reduction in broker time on unqualified calls
4 months
Deployment to full rollout

Key takeaways

After-hours inquiries were the single biggest source of lost prospects before deployment
Budget, timeline, and financing readiness are qualified before a broker is ever involved
Qualified meetings are booked directly into broker calendars, not just passed along as a lead
Every interaction updates Salesforce in real time, so brokers start informed rather than starting cold
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The situation

In their own words

"We were losing serious buyers simply because they inquired at the wrong hour. Now someone looking at a listing at midnight gets a real, useful conversation immediately, and a qualified meeting is already on a broker's calendar by morning."

- Managing Director, Commercial Real Estate Brokerage

A serious inquiry about a commercial property does not always arrive at nine in the morning. Someone reviewing our listings at ten at night, ready to move on a decision, would submit an inquiry and then wait until the next business day for anyone to respond. By then, they had often already reached out to two other brokerages.

Our brokers were also spending real time on inquiries that went nowhere: no real budget, no real timeline, sometimes not even the right property type. There was no consistent way to separate a serious buyer from someone browsing before a broker had already spent thirty minutes on the phone with them.

The challenge

What was going wrong

Inbound inquiries about commercial properties, office, industrial, and retail listings, arrived around the clock, but the brokerage's response process only operated during business hours. After-hours inquiries went unanswered until the next business day, by which point many prospects had already engaged a competing brokerage. Brokers spent significant time on inquiries that lacked real budget, timeline, or financing readiness, with no consistent process to establish those details before a broker got involved.

Common in Real Estate: Commercial real estate brokerages losing after-hours inquiries to competitors need an AI assistant that qualifies and books leads around the clock, not just a contact form that waits for business hours.

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The solution

What Celumai built

We deployed a Salesforce Agentforce AI assistant directly on the brokerage's website and property listing pages to engage every inbound inquiry the moment it arrives, at any hour. The assistant qualifies each inquiry by budget range, timeline, property type, and financing readiness through natural conversation, then books qualified prospects directly into the relevant broker's calendar. Every interaction updates Salesforce in real time, so the assigned broker walks into the first conversation already knowing exactly what the prospect needs.

"
"The qualification questions the assistant asks are the same ones our best brokers ask on a first call. The difference is it asks them instantly, for every single inquiry, at any hour, without ever getting tired of asking."
VP
VP of Brokerage Operations
Commercial Real Estate Brokerage
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The results

What actually changed

Qualified leads booked for brokers increased 3.4x once after-hours inquiries stopped going unanswered. Every inbound inquiry is now captured and engaged regardless of when it arrives, closing a gap that had been losing prospects to competitors for years. Broker time spent on unqualified calls fell 47%, since the assistant filters out inquiries lacking real budget or timeline before a broker is ever involved.

3.4x
More qualified leads booked
100%
After-hours inquiries now captured
47%
Reduction in broker time on unqualified calls
4 months
Deployment to full rollout

Is this familiar?

Salesforce challenges in Real Estate - what we see most often

Commercial real estate inquiries do not follow business hours, but most brokerage response processes still do. The gap between when a serious prospect reaches out and when a broker actually responds is often where the deal is lost, especially in competitive markets where a prospect is inquiring with more than one brokerage at once.

Celumai builds Salesforce Agentforce deployments for commercial real estate brokerages that need to capture and qualify every inbound inquiry the moment it arrives, at any hour, rather than losing after-hours prospects to competitors who happened to respond first. The qualification questions the assistant asks mirror what an experienced broker would ask on a first call: budget, timeline, property type, and financing readiness.

If your brokerage is losing prospects to slow after-hours response times, or if brokers are spending meaningful time on inquiries that were never going to close, an AI assistant handling first-touch qualification is usually the highest-leverage fix.

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