← All templates
Real Estate

Real Estate Buyer/Seller

For listing agents and buyer's agents. Captures every signal needed to qualify, route to listings, and progress the relationship without re-asking the same questions.

61
Insights per recording
11
Categories extracted

The insight schema

Every recording produces values for every key below, with verbatim evidence quotes and timestamps.

Role

6 keys
  • · buyer_or_seller
  • · first_time_buyer
  • · investor
  • · relocation
  • · downsizing
  • · upsizing

Budget

6 keys
  • · budget_min
  • · budget_max
  • · cash_or_financed
  • · preapproved
  • · lender_named
  • · down_payment_signal

Timeline

4 keys
  • · urgency_level
  • · ideal_move_date
  • · lease_end_date
  • · current_home_status

Must-Haves

8 keys
  • · beds_min
  • · baths_min
  • · sqft_min
  • · property_type
  • · yard_required
  • · garage_required
  • · school_district
  • · commute_constraints

Nice-to-Haves

6 keys
  • · pool
  • · home_office
  • · open_floorplan
  • · new_construction
  • · historic
  • · walkability

Deal Breakers

5 keys
  • · hoa_concerns
  • · flood_zone
  • · busy_road
  • · stairs
  • · work_required

Locations

3 keys
  • · neighborhoods_of_interest
  • · areas_to_avoid
  • · distance_from_work

Motivation

4 keys
  • · life_event_trigger
  • · emotional_drivers
  • · decision_makers
  • · other_agents_engaged

Seller-Specific

5 keys
  • · asking_price_signal
  • · reason_for_selling
  • · repairs_done
  • · disclosures_volunteered
  • · stager_used

Follow-up

4 keys
  • · showings_to_book
  • · listings_to_send
  • · callback_time
  • · preferred_contact_method

Additional Observations

10 keys
  • · key_decision_made
  • · unexpected_revelation
  • · question_left_unanswered
  • · commitment_pending
  • · ambiguity_to_clarify
  • · action_item_owner
  • · action_item_due
  • · best_moment_quote
  • · worst_moment_quote
  • · overall_recommendation