Lead and inquiry follow-up for agent or manager review
Inquiries from the website, portals and calls are collected into one list, with a first-reply draft from the business's own wording.
Admin and operations help for agents, landlords and small property managers. SI prepares drafts for the licensed agent or owner; they review and decide. SI does not lease, collect rent, screen or rank applicants.
Worth knowing: Administrative support only: SI does not give legal or lease advice, make leasing, screening or pricing decisions, or act as an agent or broker. SI prepares drafts for the licensed agent or owner and does not lease, collect rent, screen or rank applicants. A licensed professional or the property owner reviews and approves anything client-facing, tenant-facing or contractual. Fair housing laws apply: SI never screens, ranks, steers or targets by protected characteristics, and applicant and tenant information is used only in checked tools with access controls and the minimum necessary. SI answers no questions about terms, price, neighborhoods or who would fit; all leads are treated the same under the same rules. Texting rules vary; get consent and honor opt-outs.
The problem
Inquiries from the website, portals and calls sit for hours, and the first agent or manager to reply usually wins the conversation.
What SI does
SI collects inquiries from the inboxes and forms the business chooses into one list (name, contact, what they asked about, source, time received), drafts a short, friendly first reply from the business's own wording, and builds a follow-up reminder list so no inquiry is dropped. SI prepares drafts for the licensed agent or owner and does not lease, collect rent, screen or rank applicants.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Independent real estate agent
Website and portal inquiries about [Property] are listed with the source and time received. A first-reply draft uses the agent's approved wording and waits for the agent to send it.
- Small brokerage
Calls logged during the day are added to the same list as form submissions, and the assigned agent reviews the draft before anything goes out.
- Small property-management company
Rental inquiries for [Unit] are collected in the order received. The manager sends the same approved first reply to each one.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds applicant or tenant information, the business checks the tool's terms and data practices, sets access controls and limits SI to the minimum necessary. Start with sample or made-up information. Connect the inboxes and forms with permission to read and draft, not to send. Save the reply wording the agent or manager has already approved. Setup is often a few days.
What a human still checks
- The agent, broker or manager approves before anything goes to a client, tenant, applicant or vendor.
- SI never sends, posts, signs or changes records on its own.
- Unusual items go to a "needs manager or attorney review" queue.
- The business decides what personal data SI may see, and testing starts with sample information.
- The agent or manager answers all questions about availability, terms and price, and decides how each lead is handled.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Collect these inquiries [paste or export] into one list with name, contact, what they asked about, source, and time received. Draft a short first reply from this approved wording only: [paste]. Do not answer questions about terms, price, neighborhoods, or who would fit. Treat every inquiry the same way. Do not send anything. Texting rules vary; get consent and honor opt-outs. Pause and show me before sending, posting, signing or changing anything. Use only the sample or made-up information I provide; do not include real tenant or applicant names, IDs or financial details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.