TransformIA

v0.6-C07 · Shareable Capsule template

Real Estate / Property lead qualification

Qualify property interest before a viewing request becomes scattered follow-up.

A public Capsule template path for agencies that need to capture buyer or seller intent, property questions and viewing requests safely.

Prepares qualified opportunity cards with budget, area, preference and viewing context while avoiding legal, financial or mortgage advice.

Template CTA context

Use the local/BYOK launcher or start a Cloud trial intent for the real estate template path.

Local/BYOK launcher path stays public and outside this web repo.
Cloud trial starts through the D01 public start flow, not a persistent activation wizard.

Vertical pain points

  • Buyer and seller intent arrives across forms, calls and messaging threads.
  • Property questions need clear summaries before a negotiator responds.
  • Viewing requests often lack budget, preferred area or availability context.
  • Regulated advice boundaries must stay visible for public-facing teams.

What this Capsule prepares

  • Buyer or seller intent summaries with public-safe qualification fields.
  • Property-question cards grouped by listing, area and follow-up need.
  • Viewing request previews with preferred schedule and contact readiness.
  • Opportunity cards that explicitly avoid legal, financial or mortgage recommendations.

Conceptual first Work Units

Public-safe examples, not runtime manifests

These examples describe reviewable work previews for sales and readiness conversations. Runtime remains the source of truth.

wu_real_estate_lead_qualification

Property lead qualification

Capture budget, area, timing and buyer or seller preference.

Prepares a reviewable lead card for the agency team without scoring or regulated advice claims.

Policy: Permitido

wu_real_estate_viewing_request

Viewing request preparation

Summarise viewing interest and missing details for staff follow-up.

Keeps external confirmations and new-contact messages under human approval.

Policy: Requiere aprobación

Autonomous posture

  • FAQ grouping
  • intake summarisation
  • lead-intent classification

Approval-gated posture

  • outbound follow-up
  • new-contact WhatsApp
  • email replies
  • viewing confirmations

Blocked posture

  • legal advice
  • financial advice
  • mortgage advice
  • destructive or sensitive actions

Conceptual connectors

  • Conceptual website form
  • Conceptual email inbox
  • Conceptual messaging inbox

Dashboard and value visibility teaser

Medium public lead-qualification risk; the page frames only intake and review support and blocks regulated advice.

Qualified opportunity cards prepared
Viewing requests awaiting review
Property questions by listing or area
Missing qualification fields

v0.6-C08 · Public growth loop

Share this Capsule template

Share this public Capsule template and preserve lightweight referral context in the public link. The referral code is a public-safe contract only, not a rewards engine.

Share URL

/capsules/real-estate

No referral code detected. The generic public template link will be shared.

Public template boundary

This page describes a public template path. Live execution, connectors and external actions remain governed, approval-gated where required, and outside this public page.