Real Estate Lead Qualification: Structured Output Template

Overview

This is a production-ready structured-output schema for qualifying real estate leads on a call — contact details, property search criteria, timeline, current situation, and an AI-assessed lead score. Attach it to an assistant the same way described in Structured Outputs (Post-Call Data Extraction). It's the full schema behind the one-line mention on Prebuilt Templates & Example Use Cases.

{
  "name": "Real Estate Lead",
  "type": "ai",
  "description": "Qualify real estate leads and extract property preferences",
  "schema": {
    "type": "object",
    "properties": {
      "contact": {
        "type": "object",
        "properties": {
          "firstName": { "type": "string" },
          "lastName": { "type": "string" },
          "email": { "type": "string", "format": "email" },
          "phone": { "type": "string" },
          "preferredContactMethod": {
            "type": "string",
            "enum": ["phone", "email", "text", "any"]
          },
          "bestTimeToContact": {
            "type": "string",
            "enum": ["morning", "afternoon", "evening", "weekends", "any"]
          }
        },
        "required": ["firstName", "phone"]
      },
      "propertySearch": {
        "type": "object",
        "properties": {
          "type": {
            "type": "string",
            "enum": ["buy", "rent", "sell", "invest"]
          },
          "propertyType": {
            "type": "array",
            "items": {
              "type": "string",
              "enum": ["single-family", "condo", "townhouse", "multi-family", "commercial", "land"]
            }
          },
          "locations": {
            "type": "array",
            "items": {
              "type": "object",
              "properties": {
                "area": { "type": "string", "description": "Neighborhood, city, or region" },
                "schools": { "type": "boolean", "description": "Important to be near good schools" },
                "commute": { "type": "string", "description": "Commute requirements mentioned" }
              }
            }
          },
          "budget": {
            "type": "object",
            "properties": {
              "min": { "type": "number", "minimum": 0 },
              "max": { "type": "number" },
              "preApproved": { "type": "boolean", "description": "Whether they have mortgage pre-approval" }
            }
          },
          "features": {
            "type": "object",
            "properties": {
              "bedrooms": { "type": "integer", "minimum": 0 },
              "bathrooms": { "type": "number", "minimum": 0 },
              "squareFeet": { "type": "integer", "minimum": 0 },
              "garage": { "type": "boolean" },
              "pool": { "type": "boolean" },
              "yard": { "type": "boolean" },
              "mustHaves": {
                "type": "array",
                "items": { "type": "string" },
                "description": "List of must-have features"
              },
              "dealBreakers": {
                "type": "array",
                "items": { "type": "string" },
                "description": "List of deal-breakers"
              }
            }
          }
        },
        "required": ["type", "propertyType", "budget"]
      },
      "timeline": {
        "type": "object",
        "properties": {
          "urgency": {
            "type": "string",
            "enum": ["immediate", "1-3months", "3-6months", "6-12months", "browsing"]
          },
          "moveInDate": { "type": "string", "format": "date", "description": "Target move-in date if mentioned" },
          "reason": { "type": "string", "description": "Reason for moving/buying" }
        }
      },
      "currentSituation": {
        "type": "object",
        "properties": {
          "currentlyOwns": { "type": "boolean", "description": "Whether they currently own property" },
          "needToSell": { "type": "boolean", "description": "Need to sell before buying" },
          "firstTimeBuyer": { "type": "boolean" }
        }
      },
      "leadScore": {
        "type": "object",
        "properties": {
          "motivation": {
            "type": "string",
            "enum": ["high", "medium", "low"],
            "description": "Buyer/seller motivation level"
          },
          "qualified": { "type": "boolean", "description": "Whether lead seems qualified" },
          "followUpPriority": {
            "type": "string",
            "enum": ["hot", "warm", "cold"],
            "description": "Follow-up priority"
          }
        }
      }
    },
    "required": ["contact", "propertySearch", "timeline"]
  }
}

• The leadScore section lets the AI auto-assess motivation and assign a hot/warm/cold follow-up priority directly from the conversation, without a separate scoring step.
• mustHaves and dealBreakers are free-form string arrays, so the schema doesn't need to anticipate every feature a buyer might mention.
• propertySearch.budget.preApproved is a simple boolean that lets you quickly filter for mortgage-ready buyers when triaging leads.