CogniAgent Use Cases
AI Use Cases in Real Estate
Always-on automation that turns opportunities into closed deals
Lead Form to CRM Sync
Property Inquiry Auto-Response
Showing Appointment Scheduler
New Listing Alerts to Prospects
Open House Registration Tracker
Agent Task Assignments
Price Reduction Notifications
Expired Listing Follow-Up
Client Milestone Reminders
Property Data Enrichment
Turn slow, repetitive work into instant, automated actions
CogniAgent AI Use Cases for Real Estate
Lead Form to CRM Sync
Automatically capture every new inquiry from your website and sync it directly into your real estate CRM – complete with contact details, property interest, and metadata.
• Auto-capture website leads
• Map inquiries to CRM pipelines
• Tag by property interest
• Notify assigned agent instantly
+4
Property Inquiry Auto-Response
Send instant, personalized property details the moment a lead requests information, boosting engagement and reducing manual follow-up.
• Automated email reply
• Includes photos, pricing & availability
• Pulls data directly from MLS/CRM
• Customizable templates
Showing Appointment Scheduler
Let prospects book showings online and automatically sync appointments to agent calendars with confirmations sent to all parties.
• Real-time calendar availability
• Auto-confirmation emails/SMS
• CRM event creation
• Reschedule & cancellation automation
New Listing Alerts to Prospects
Notify interested buyers the moment a matching property hits the market, keeping your leads warm and your agents top-of-mind.
• Automated MLS/CRM matching
• Email/SMS alerts
• Lead segmentation rules
• Engagement tracking
Open House Registration Tracker
Capture open house sign-ins (tablets, Google Forms, QR codes) and sync attendees directly into follow-up sequences.
• Auto-sync sign-in sheets
• Create post–open-house drip campaigns
• Tag attendees by listing
• Agent notification & reporting
+1
Agent Task Assignments
Distribute new leads to agents automatically using rules like property type, territory, or round robin.
• Smart lead routing
• Slack/Email agent notify
• Priority rules & overrides
• CRM task creation
Price Reduction Notifications
Instantly notify saved-search leads or previously engaged prospects when a property they viewed drops in price.
• Auto-detect price changes
• Personalized alerts
• CRM activity logging
• Follow-up task creation
+2
Expired Listing Follow-Up
Trigger automated outreach sequences when competitor listings expire to help agents win new inventory.
• Detect expired listings
• Auto-add homeowners to outreach workflows
• Multi-touch email/SMS sequences
• CRM tagging & tracking
Client Milestone Reminders
Strengthen client relationships with automated messages at key dates like closing anniversaries, birthdays, and lease renewals.
• Scheduled reminders
• Referral request workflows
• Anniversary & renewal triggers
• CRM sync
Property Data Enrichment
Instantly enhance your listings or CRM records by pulling property details from public datasets automatically.
• Auto-fetch tax records
• School district & rating data
• Neighborhood statistics
• Add to listing sheets or CRM profiles
