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AI RECEPTIONIST · COMMERCIAL REAL ESTATE

The AI receptionist for commercial real estate that captures the requirement & books the tour.

Tenant and lease inquiries, tour requests, LOI and deal-status calls. Your AI receptionist for commercial real estate answers mid-tour, qualifies the requirement, and books the showing — captured inside your CRM or deal platform.

  • Goal-driven AI agents — every lead qualified & booked
  • Security & trust built in — every caller verified, every action logged
  • 270+ platforms, 70+ languages — Follow Up Boss, kvCORE & more

One demo line · every real estate workflow

(520) 464-4492

Try:I want to see 12 Oak Street this weekend.

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWQualify a Buyer Lead

Qualify the buyer, understand the need, match available inventory, and deliver a sales-ready lead and complete briefing to the assigned agent.

1 / 6
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Hi! Welcome to Cedar & Vine Realty. I’m Ethan, the team’s virtual assistant. I can help answer questions, recommend homes, and connect you with one of our agents. How can I help you today?

WORKFLOW STEPS
1
Buyer intent identified

In progress

2
Budget uncertainty reduced into a usable range

Queued

3
Property criteria made flexible where appropriate

Queued

4
Tour scheduled

Queued

5
Assigned agent briefed

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inBUYER QUALIFICATION AGENT · LIVE AVATAR

Qualify a Buyer Lead

Qualify the buyer, understand the need, match available inventory, and deliver a sales-ready lead and complete briefing to the assigned agent.

Buyer intent identifiedBuilds rapport while gathering qualification dataBudget uncertainty reducedUnderstands motivation, timeline, budget, financing, and decision-makersProperty criteria madeConverts vague answers into practical ranges and preferences
Works inFollow Up BossGoogle CalendarGmailTwilioCalendly+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your deal platform, listings & CRM. 270+ integrations.

BuildoutVTSDealpathClientLookAscendixREAptoRealNexCoStarLoopNetCREXiReonomyMRI SoftwareRethink CRMBrevitasSalesforce logoSalesforceHubSpot logoHubSpotDocusignCalendly logoCalendlyQuickBooks logoQuickBooksGoogle Business Profile

The availability loop

Play back your voicemail. It’s the same five calls, listing after listing.

Not one of them is complicated — each just needs a broker to pick up, ask the right questions, and capture the requirement. And they land while you’re out on a tour, at an inspection, or across a closing table.

  1. 01
    Is the 12,000 SF on Third still available?

    An availability call off your CoStar or LoopNet listing — either a real tenant rep or an analyst pulling comps. One conversation tells you which; voicemail tells you nothing.

    availability
  2. 02
    My client needs 8–10k of flex, west submarket.

    A tenant rep with a live requirement. Capture the use, size, submarket, and timeline now, or it gets worked against the next broker's listing by three o'clock.

    requirement
  3. 03
    Can you send the OM on the retail strip?

    A marketing-package request from a principal — or a competitor's analyst. Who's asking decides whether it's a lead or a leak.

    OM request
  4. 04
    We're 1031-ing into multifamily — what do you have?

    An acquisition inquiry on an exchange clock. Asset class, price range, and timing captured on the first call, or a seven-figure buyer moves on.

    investor
  5. 05
    Can I tour the warehouse Thursday?

    A tour request that only converts if it lands on the right broker's calendar while the interest is warm — not after a Monday callback.

    tour

The rep with a live requirement is the whole business — and the one you’ll never hear leave a voicemail. A system should capture that requirement the minute it calls.

What is an AI receptionist for commercial real estate?

It captures the space requirement on the first call — it doesn’t just take a message.

An AI receptionist for commercial real estate answers every availability call, tenant-rep inquiry, OM request, and tour request the moment it arrives, then runs the brokerage’s intake: use and asset class, size range in square feet, target submarket, timeline, budget or rate expectation, financing or 1031 status, and whether the caller is a principal, a tenant rep, or an analyst. It answers listing and offering-memorandum questions from your own inventory, books the tour on the assigned broker’s calendar, and writes the requirement into Buildout, VTS, Dealpath, or your CRM. It answers 24/7 in 70+ languages, never quotes a price, rate, or cap rate, and routes anything that needs judgment to a licensed broker with the file attached. Your CRM stays the book of record; Lumi is the intake desk that never steps away.

The difference reps feel

An answering service takes a message. Lumi captures the requirement.

A voicemail or answering service

  • Takes a name and a number, learns nothing about the need
  • Can't tell a principal from a broker fishing for comps
  • Reads your availability wrong, or not at all
  • Books no tour and opens no file — just a message
  • Rolls to voicemail while you're mid-tour or at an LOI

Lumi

  • Captures the requirement: use, size, submarket, timeline, budget
  • Qualifies the caller before a broker's hour is ever spent
  • Answers availability and OM questions from your own listings
  • Books the tour on the assigned broker's calendar
  • Writes the requirement into Buildout, VTS, or your CRM, 24/7

A message slip on Monday is a requirement someone else captured Thursday. A captured requirement is one you can actually work — on reachability, before price ever comes up.

The availability call is just the front door

One agent for your whole front of house — reception to pipeline and beyond.

Answering first is where Lumi starts. It keeps going — reps, investors, follow-up, and the CRM you already run.

From site-visit call to midnight email

Voice, email, web chat, SMS — the rep who calls from a site visit and emails floor-plan questions at dinner stays one requirement, not three disconnected messages.

Requirements, not phone messages

Use, asset class, size range in SF, submarket, timeline, budget, decision authority — your intake completed conversationally on the first touch, every time.

Your listings, answered accurately

Availability, specs, dimensions, and offering-memorandum details answered from your own inventory — precisely, in your brokerage's voice, never improvised.

Reads the caller before you spend an hour

Principal, tenant rep, or an analyst pulling comps off your listing — placed at the door, so the real requirements reach a broker and the fishing calls don't.

Follow-up that works the long cycle

CRE cycles run in months, not minutes. Lumi nurtures stalled requirements, keeps prospects warm, and pings past clients when a lease is coming up for renewal.

Live deals reach a broker fast

The LOI-ready principal, the repeat client, the 1031 buyer on a clock — escalated to the right broker immediately, with the whole requirement and matched listings attached.

24/7, in the caller's language

70+ languages, around the clock — the out-of-state investor and the after-hours tenant rep both get a real conversation, not a voicemail box.

Rides on top of your CRE stack

Buildout, VTS, Dealpath, ClientLook, CoStar — requirements land where your pipeline already lives. 270+ tools in all.

The requirement, captured

A tenant rep won’t leave a voicemail. Lumi leaves you a brief.

The rep with an active requirement calls once and hangs up if it rings out — a name and number is worthless without the ask behind it. Lumi holds the call and captures the whole requirement, so what lands on your desk is a working brief, not a callback.

Requirement — captured on the callReady to route
Size
8,000–10,000 SFRentable range, plus any hard floor or ceiling
Use / zoning
Light industrial · flexThe use class and any zoning the space has to carry
Submarket
North submarket · off I-90The corridor, the radius, the exits that matter
Timeline
Occupancy by Q1When they need keys — and how firm that date is
Budget / terms
$18–22/SF NNN · 5-yrRate range, structure, term, and TI expectations
Contact
Tenant rep · direct lineWho's repping, and the number that actually reaches them
Routed to the broker repping the space, with the full requirement attached — before the rep’s next call.

No rip-and-replace

Keep the stack you already run — Lumi works on top of it.

Your deal platform, your listings, your CRM — Lumi works inside them, not instead of them. Lumi works on top of the deal and CRM platforms CRE teams actually run — Buildout, VTS, Dealpath, and more. Requirements, notes, and follow-ups post straight into the systems your pipeline already trusts — 270+ tools in all.

BuildoutVTSDealpathClientLookAscendixREAptoRealNexCoStarSalesforce logoSalesforceHubSpot logoHubSpot

Switched on from day one

The five plays every brokerage runs — prewired.

Live against your listings, your intake questions, and your CRM from the first call. Tighten the qualification, adjust the routing, or stack plays of your own on top.

INAvailability & Listing DeskVoice · CRM
INRequirement Intake & QualificationVoice · CRM
INOM & Marketing-Package RequestsEmail · CRM
INTour SchedulingCalendar · SMS
OUTRequirement Nurture & Client ReactivationSMS · Email
+ Build a play for your next assignment

Your pipeline, your math

What are missed requirements costing you?

Three sliders. No email gate. This is the commission leaking out of requirements that hit voicemail instead of a real conversation.

Commission leaking out of missed calls

$7,200/month

$86,400 a year — roughly 4.3 deals going to whoever captured the requirement first, at a conservative 3% of missed inquiries that would have closed.

And that’s your number, not ours — slide it to your own call volume, miss rate, and per-deal commission.

Built for a business that runs on your license

Hard boundaries for a business built on your license and your relationships.

An agent that answers your phone and touches your pipeline needs walls, not vibes. These four are set before the first call.

It never quotes price, rate, or cap rate

Asking terms, lease rates, and pricing come from your team. Lumi shares only what you've published or scripted and books the broker conversation instead of improvising one. It never estimates a cap rate or negotiates — that's a licensed broker's job.

It captures; a licensed broker closes

Lumi is reception and intake, not representation. It qualifies the requirement and routes it; it never advises on value, strategy, or a deal's merits. Anything that needs a broker's judgment goes to a broker with the file attached.

Your CRM is the book of record

Lumi writes into Buildout, VTS, Dealpath, or your CRM — it doesn't become a shadow system. Requirements, notes, and follow-ups land where your pipeline already lives, so nothing is stranded in a separate tool.

Every conversation is auditable

Each call, email, and chat is logged and reviewable — who called, what they needed, what was captured and routed where. When a client or a partner asks how a requirement was handled, the trail is there.

Case file · 12-broker commercial brokerage

One shop. One quarter. The requirements stopped dying in voicemail.

~30 inquiries/month · tenant rep + investment sales · before: mid-tour calls to voicemail, requirements placed elsewhere

Secondsto first answer on availability & requirement calls

day, night, and mid-tour — when the reps actually call

100%of inquiries captured as structured requirements

use, size, submarket, timeline — no more guessing from a voicemail

−60%analyst & comp-fishing calls reaching brokers

placed at the door, before a broker's hour is spent

+7qualified requirements added to pipeline per month

same marketing, same listings — just nothing missed

We're a small shop — twelve brokers, and every one of us is out in the field all day. We used to lose requirements to voicemail without ever knowing what we'd missed. Now every availability call and every rep with a need gets a real conversation, the requirement is captured — use, size, submarket, timeline — and it's in our CRM with a tour booked before I'm back at the desk. It never quotes a rate, which is exactly right; my brokers own the deal. It's like a front desk that's on every phone at once, without adding a salary.
Ronald T. · Managing Principal, commercial brokerage (tenant rep + investment sales)

Illustrative composite from typical first-quarter results — names and figures are illustrative until our first public commercial real estate case study lands.

Objections, welcome

What brokers ask before they put Lumi on the phones.

Which commercial real estate systems does LumiTalk work with?

It works on top of the deal and CRM stack CRE teams actually run — Buildout, VTS, Dealpath, ClientLook, AscendixRE, Apto, and RealNex among them, alongside listing sources like CoStar, LoopNet, and CREXi and CRMs like Salesforce and HubSpot. It creates the requirement record, attaches the intake, and sets the follow-up. Your CRM or deal platform stays the system of record; Lumi is the worker keeping it current. Running something else? Ask — the list keeps growing.

Can it actually qualify a requirement, or just take a message?

It runs your intake in a natural conversation: use and asset class, size range in square feet, target submarket, timeline, budget or rate expectation, financing or 1031 status, and whether it's speaking to a principal, a tenant rep, or an analyst. Vague answers get narrowed into usable ranges, and the requirement that reaches your broker is qualified and ready to work. What it never does is quote a price, rate, or cap rate — pricing and terms stay with your licensed team.

Does it quote lease rates, cap rates, or prices?

Only what you tell it to. Most brokerages have Lumi share published asking terms or say the broker will discuss pricing, then book that conversation. It will never invent a rate, estimate a cap rate, or negotiate — those are a licensed broker's job. The boundaries are yours to set, and everything it says is logged and auditable.

Can it tell a real principal from someone fishing for comps?

Yes — that screening is built into the intake. It establishes who's calling and what they actually need early, so analysts pulling comps and data-scrapers off your listings are handled politely and never land in a broker's queue as a hot requirement. Your team sees the inquiries that are real.

Is it right for a small brokerage with low call volume?

Especially. Commercial real estate is the opposite of a call center — low volume, very high stakes, where a single missed requirement can be the quarter. Lumi is flat monthly pricing, not per-minute metering, so covering every call around the clock costs the same whether it's a quiet week or a leasing surge. You're insuring the handful of calls that matter most.

Does it handle both tenant-rep and investment-sales inquiries?

Yes. For leasing it captures the space requirement — use, size, submarket, timeline, budget. For investment sales it captures acquisition criteria — asset class, price range, target return, 1031 exchange timing, and financing posture — then routes each to the right broker with the intake attached. One receptionist covers the whole desk.

What about after-hours and out-of-market callers?

Lumi answers 24/7 in 70+ languages. The out-of-state investor calling about an offering, the tenant rep working late on a relocation, the international buyer — all get a real, professional conversation instead of a voicemail box, with the requirement captured and waiting for your team in the morning.

How fast can we go live, and what does it cost?

Days, not months. You give us your active listings, your intake questions, and your routing rules; Lumi starts answering with the plays most brokerages run — availability desk, requirement intake, OM requests, tour scheduling, and follow-up. Pricing is a flat monthly rate sized to your call volume and the channels you switch on, not per-minute metering. Book a demo, tell us your setup, and we'll put a number in front of you.

Guides & case studies

Read before you switch it on.

Explore the commercial real estate resource center

Give her the requirement you'd have missed on a Thursday.

Describe a space need. Ask what’s available. Push for a rate and watch her hold the line.

Call the demo line like a tenant rep with a live need — describe the space, ask what's available, push for a rate. Watch her capture the requirement and hold the line on pricing. Then bring your listings and your CRM to a walkthrough and see what catching every requirement is worth.

(520) 464-4492
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