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ExampleExample scenario. Not a real customer. Figures are modelled from the sources listed.

Case studyResidential real estate

Example: covering lead calls for a six-agent real estate team

A modelled scenario: how a fictional six-agent real estate team would handle sign calls, portal leads and showing requests while agents are out.

AssistCall research teamPublished Reviewed by Faruque Amin, VP of Sales and Marketing9 min read

On this page
  1. Scenario profile
  2. The situation in this example
  3. How the calls would be handled
  4. What the numbers would look like
  5. The first 30 days in this example
  6. Lessons from the scenario
  7. Frequently asked questions
  8. References

Scenario profile

Business
Example: Cedar Row Home Team (six agents)
Industry
Residential real estate
Size
Team lead, five agents and a part-time transaction coordinator
Setting
Suburban resale market, 20 to 25 active listings, mostly single-family homes
Call volume
About 70 inbound calls a week from signs, portals, buyers, sellers and other agents

Key takeaways

  • In this example, about three calls in ten ring out because the agent who owns the number is at a showing, an inspection or driving.
  • In the modelled setup, calls an agent misses forward after about four rings, callers get the team's qualification questions, and hot leads are warm-transferred to the on-duty agent.
  • Showing requests stay requests: an agent confirms each one and handles the written buyer agreement before any tour[1].
  • With this example's assumptions, about $8,500 a month of commission would be at risk from unanswered calls. Every figure is modelled, not measured.

The situation in this example

Cedar Row Home Team is a fictional residential team used to show how the call flow and the numbers would work. The team lead takes most of the listings, five agents split buyer work and their own listings, and a part-time transaction coordinator keeps files moving to closing. Teams like this are common: about one REALTOR in five works on a team, and teams average four members[2]. This one is a little bigger than average. In this example it closes around 60 sides a year in a market where prices sit near the national median existing-home price, which was $417,500 in September 2026[3].

The phones are where it leaks. Every yard sign carries a rider number that rings the listing agent's mobile. Portal leads arrive as calls and emails to whoever is on rotation that day. Buyers ring about showings, homeowners ring to ask what their house is worth, and buyer's agents ring to book access. The agent who owns each number is often in a showing, at an inspection or behind the wheel. Weekends are the worst stretch, because that is when most buyers are off work: on an average weekend day only 30% of employed people work, against 81% on a weekday[4]. It is also when the team runs most of its showings and open houses.

Example: the team's weekly call mix, invented for this scenario
Call typeCalls a week (Example)Who should own it
Sign and listing calls22Listing agent
Portal and website leads by phone16On-duty buyer agent
Showing requests from buyers and agents10Listing agent or on-duty agent
Homeowners asking what their house is worth4Team lead
Clients, vendors, lenders and other agents18Named agent or coordinator

In this example roughly three calls in ten ring through to voicemail, and most of the messages are a first name and a mobile number. In real estate that gap is expensive, because people tend to hire the first agent they actually talk to. In Zillow's 2025 consumer research, 47% of buyers hired the first agent they spoke with, and 59% of sellers did the same[5]. The callback doesn't close the gap either. An agent returning the call an hour later shows up as an unknown number, and eight in ten Americans say they don't generally answer their cellphone when an unknown number calls[6].

How the calls would be handled

In the modelled setup an SI Employee picks up any call an agent hasn't answered within about four rings. Each agent turns on no-answer forwarding on their mobile, and the office line forwards every call once the office closes for the evening. The rider, portal and office numbers stay exactly as printed. Before the first live call the team lead approves four things in writing.

  • A listing sheet for each active listing: status, price, beds and baths, taxes, HOA dues, open house times and showing instructions for buyer's agents. Anything not on the sheet is marked not confirmed and passed to the listing agent as a question to call back about.
  • The qualification questions: timeline to move, pre-approved or paying cash, a home to sell first, already working with an agent, and the best time for a callback.
  • Routing rules: listing calls to the listing agent, general buyer calls to the on-duty agent, valuation calls to the team lead, and existing clients to their own agent.
  • Boundaries: no financing advice, no opinions on neighborhoods or schools, no lockbox or gate codes, no comments on offers, and the same listing facts for every caller.

The team also defines a hot lead, so the call doesn't depend on anyone's judgement in the moment: a buyer who is pre-approved or paying cash and wants to tour within seven days, or a homeowner planning to list within 90 days. A hot lead gets a warm transfer to the on-duty agent, who hears the context before the caller is put through. If nobody picks up, the SI Employee takes a detailed message, flags it urgent and tells the caller when to expect the callback. Leads one to six months out get a same-day callback; everyone else is logged with notes and goes into the team's follow-up plan.

Example: a sign call while the listing agent is in a showing
  • Caller
  • SI Employee
  • Your team
  • System
  1. 01Caller

    Buyer calls the sign rider

    Saturday, 11:40 am. The listing agent is in a showing, so the call forwards.

  2. 02SI Employee

    Answers from listing sheet

    Asks which home, then gives status, price, beds, HOA dues and the open house time.

  3. 03SI Employee

    Asks the team's questions

    Timeline, pre-approval or cash, a home to sell, and whether they already have an agent.

  4. 04SI Employee

    Hot lead: warm transfer

    Pre-approved and wants to tour this week, so it rings the on-duty agent with the context.

  5. 05Your team

    Agent books the showing

    The agent confirms a time and covers the written buyer agreement before the tour.

  6. 06System

    Lead lands in the CRM

    Recording, transcript and summary go to the team CRM through a signed webhook.

Example: fictional team, listing and rules. A real setup follows the rules the team lead approves.

Showing requests stay requests. Since August 17, 2024, buyers working with a REALTOR are asked to sign a written agreement before touring a home with them, in person or virtually[1]. So when an unrepresented buyer asks to see a house on Saturday, the call collects the address, two or three preferred times and whether they already have an agent, and the on-duty agent confirms the time and handles the agreement. When a buyer's agent calls to book access, the same details go to the listing agent, and lockbox codes are never read out on the phone.

Seller calls get booked, not just logged. A homeowner asking what the house is worth is asked for the address, the timeline and whether they are also buying, then offered a listing consultation slot in the team lead's AssistCall calendar. Nobody gets a value, a range or a CMA over the phone. The pricing conversation stays with the team lead, who walks into the consultation already knowing the timeline.

Example opening on a forwarded sign call: “Thanks for calling Cedar Row Home Team. I'm the team's virtual assistant, and the agents are with clients right now. Which home are you calling about? I can give you the details, set up a showing request or have the listing agent call you back.”

Every call leaves a recording, a transcript and a short summary, every caller becomes a contact with history and notes, and a signed webhook passes the lead to the team's CRM. The summary is the real handoff: the agent calls back knowing the timeline and financing status without asking the buyer to repeat any of it. Plenty of agents still run leads out of their texts and inbox. NAR's 2026 technology report puts CRM use at 46% of REALTORS, well behind showing scheduling tools at 68%[7]. A team without a CRM can still export the contact list to CSV.

Before and after: how lead calls would be handled in this example
CallBefore (agent mobiles and voicemail)After (modelled setup)
Sign call during a showingRings out; voicemail with a first nameAnswered from the listing sheet; buyer qualified
Portal lead calling at 9 pmCallback next morning, if someone remembersQuestions asked; detailed message waiting for the on-duty agent
Showing requestText thread between agentsAddress, times and agent status sent to the right agent to confirm
Homeowner asking for a valuationMessage to call backListing consultation booked in the team lead's calendar
Pre-approved buyer ready to tourSame queue as every other leadWarm transfer to the on-duty agent, or an urgent message

What the numbers would look like

The worked example below estimates the commission at risk from unanswered calls each month. The value per closed side starts from the national median existing-home price[3] and applies 2.5% per side, close to the 2.52% average buyer's agent commission Redfin reported for homes under $500,000 in the third quarter of 2025[8]. Commissions are negotiable and vary deal by deal, and the team keeps only its split of the gross, so a real team should plug in its own average. The call volume, the unanswered share, the share of new prospects and the call-to-closing rate are all invented for this example.

ExampleModelled commission at risk from unanswered lead calls
Example: worked figures
InputExample
Inbound calls a week70
Calls that ring out (%)30%
New buyers and sellers (%)60%
Calls that become a closed side (%)1.5%
Gross commission per closed side$10,400
Unanswered calls a month91
From new customers55
Bookings that would have followed0.8
Monthly value at risk$8,511

How it is worked out: Calls a week × 4.33 weeks × unanswered share × new-customer share × booking rate × average value.

Assumptions

  • Median existing-home price of $417,500 in September 2026, times 2.5% per side, rounded down to $10,400.[3]
  • 2.5% per side sits close to Redfin's 2.52% average buyer's agent commission on homes under $500,000 in Q3 2025; listing-side fees vary by agreement.[8]
  • Seventy calls a week and 30% unanswered come from this example's call mix. About 42 of the 52 listing, portal, showing and valuation calls are new buyers and sellers (60% of all calls); the rest are buyer's agents booking access and repeat callers.
  • A 1.5% call-to-closing rate is an assumption for this example; a real team would use its own CRM history.

Example only: modelled, not measured.

In this example about $8,500 a month of commission would be at risk, a little under one closed side a month and about ten a year. Not all of it is lost today: some callers leave a voicemail and do pick up the callback. If answering within four rings won back a quarter of those sides, the team would add two or three closings a year without spending more on leads. The 1.5% rate also squares with the rest of the example. The team answers about 1,500 new-prospect calls a year, which at 1.5% is about 23 sides, a bit under 40% of its 60; referrals and past clients make up the rest. The close rate moves the result most, so it is the input worth arguing about at the team meeting.

The first 30 days in this example

Example: a modelled first month for the team
  1. Day 1

    Team lead approves listing sheets, qualification questions, hot-lead rules, routing and the greeting.

  2. Day 3

    Test calls: a live listing, a withdrawn listing, a showing request, a valuation and a boundary question.

  3. Day 5

    Agents switch on no-answer forwarding; the office line forwards everything after closing.

  4. Day 14

    Agents review 20 recordings together and tighten the questions and the on-duty rota.

  5. Day 30

    Team lead compares time to first agent contact and booked consultations with the month before.

Example timeline; a real rollout follows the team's own schedule.

The measure that matters in this example is time from first ring to a real conversation with the right agent. The team lead would watch three things in the CRM each week: the share of new leads with a named owner within 15 minutes, showing requests confirmed the same day, and listing consultations booked from valuation calls. A count of answered calls looks fine on a dashboard but says little about whether a buyer ended up touring with the team.

Some things would not change. Agents still answer their own phones when they can; the setup only takes the calls they miss. The team lead can listen to any live call, whisper guidance or take it over. And a caller who says they are already under contract with the team is offered a transfer to their agent or an urgent message, never a qualification question.

Lessons from the scenario

  • Write down what makes a lead hot before the first call, or every lead gets the same slow callback.
  • Keep showings as requests until an agent has confirmed the time and the buyer agreement.
  • Route by listing and by rota, so every new lead has a named owner within minutes.
  • Judge the setup on time to a real agent conversation, not on calls answered.

The arithmetic is simple; the inputs are what a team should debate. A team with a stronger close rate or pricier listings would see a bigger number, and a team that already answers most calls live would see a smaller one. For setups built around listing sheets, showing requests and team routing, see the real estate version on avaforrealestate.com.

Frequently asked questions

Is Cedar Row Home Team a real customer?

No. It is a fictional team used to show the method, and every figure is modelled from the sources listed or invented for the example.

Would showings be confirmed without an agent?

No. In this example every showing is a request that an agent confirms, partly because buyers working with an agent are asked to sign a written buyer agreement before touring[1]. Lockbox and gate codes are never given out on the phone.

What happens if a caller asks about financing or neighborhoods?

Both are outside the approved boundaries. Every caller gets the same listing facts, nobody gets an opinion on an area or a school, and anyone asking about loans is offered a callback from an agent. The question is noted in the call summary.

Can agents still take the calls themselves?

Yes. In the modelled setup calls ring the agent first and only forward after about four rings, and the team lead can listen to a live call or take it over.

How would leads reach the team's CRM?

Through a signed webhook to the CRM's own intake, or through Zapier, Make or n8n in the team's account. There is no one-click connector or two-way sync, so the fields are mapped and tested before the first live call.

References

  1. National Association of REALTORS® (2024). Consumer Guide to Written Buyer Agreements (opens in a new tab) ↑

  2. National Association of REALTORS® (2026). Experienced REALTORS® Anchor the Industry as Housing Affordability Remains Top Hurdle, New NAR Report Finds (opens in a new tab) ↑

  3. National Association of REALTORS® (2026). Existing-Home Sales Increased 1.5% in September, According to NAR Report (opens in a new tab) ↑

  4. U.S. Bureau of Labor Statistics (2025). American Time Use Survey - 2025 Results (opens in a new tab) ↑

  5. Zillow Group (2025). Zillow report: Online research now shapes how most agent relationships begin (opens in a new tab) ↑

  6. Pew Research Center (2020). Most Americans don't answer cellphone calls from unknown numbers (opens in a new tab) ↑

  7. National Association of REALTORS® (2026). REALTORS® Adopt Technology to Save Time and Improve the Client Experience, NAR Report Finds (opens in a new tab) ↑

  8. Redfin (2025). The Average Buyer's Agent Commission has Risen Slightly Since New NAR Rules Went Into Effect (opens in a new tab) ↑

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