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CallSniper / Real estate ISAs

Show the ISA leader which leads reached a real appointment ask.

Inside sales agents move from new internet leads to nurture calls while motivation, timing, financing, and agent status change by conversation. CallSniper reviews recorded calls against the team's qualifying and appointment steps, giving the ISA leader exact coaching moments by lead stage.

“Hi Dana, this is Marcus.
You asked about the home on Oak Street.
When were you hoping to move?”

The first touch opens on the lead's own request, checked across submitted ISA calls.

Submitted lead calls reviewed.
Appointment asks made visible.

A team lead can listen to a few calls a week. CallSniper reviews submitted calls against the team's approved qualification and appointment criteria, then places the relevant transcript passage beside each finding.

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Follow a lead call from the first touch to the appointment.

Each row is a moment the scorecard checks and the conversation it opens with the team.

The momentThe detail to reviewThe team conversation
First touch

Did the ISA reference the lead's inquiry and the property or area they asked about?

Compare the opening against the lead source and the first touch script.

Qualifying

Were location, price range, motivation, agent status, financing, and timeline covered?

Use the transcript to see which questions were asked and which were skipped.

Appointment ask

Was a specific day and time proposed for the agent meeting or the listing appointment?

Track how often the ask happens and how often the lead accepts.

Disposition

Did the ISA state the next step clearly enough for the call to support the chosen disposition?

Compare the transcript with disposition metadata only when that data is included in the pilot.

An ISA lead call scorecard, 100 points.

Points are illustrative. Fit them to your lead sources and the qualifying framework your ISAs train on.

CriterionObservable behaviorPoints
Opening on the inquiryNames the lead, the source, and the property or area they asked about10
Motivation and timelineAsks why the lead is moving and when20
Agent and financing statusConfirms whether the lead is working with an agent and where financing stands15
Objection handlingUses the trained response when the lead says they are just looking15
Appointment setProposes a specific day and time and confirms it20
Next step and contactConfirms the callback number and the follow up plan10
CRM dispositionLogs a status that matches the conversation10
Total100

Illustrative review flags

  • A call continued after the lead asked for no further contact
  • A call where the ISA never identifies themselves or the brokerage
  • A qualifying question that touches familial status, disability, national origin, or another protected class

Bring these to a pilot.

  • A month of recorded ISA calls from one team
  • The qualifying framework and first touch script your ISAs use
  • The appointment set and show numbers from your CRM for that month
  • The do not call and consent rules your brokerage follows

The pilot scores your own calls, then puts the result beside the set and show numbers you already track.

See what call review costs today

Make it fit
your operation.

Confirm the workflow with the people who will use it.

Can it tell a first touch call from a nurture call?

Yes. Processing rules can assign the first touch scorecard to new lead calls and a nurture scorecard to follow up calls, so each call is judged against the steps that apply. The rule can key off the CRM stage or the call metadata you upload.

How does it handle several teams or lead sources?

Include the team and lead source in the upload data so recordings can be reviewed against the appropriate workflow and filtered for managers.

What about TCPA and do not call?

Your compliance team can add approved identification and do not contact rules to the scorecard. A flagged result gives the reviewer a call and transcript passage to inspect.

Where do the recordings come from?

Bulk upload from your dialer or phone platform is the day one path. The connection to your dialer or CRM phone system gets scoped during the pilot.

Start with one ISA team's lead calls.

Bring a month of recordings and the script your ISAs train on. See how many calls reached the appointment ask and which ones stalled before it.

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