AI Lead Scoring for Real Estate

How ACE Intelligence Scores Your Contacts

ACE Intelligence analyzes every contact in your Follow Up Boss database and populates 17 custom fields automatically. The aceEngagementScore assigns a number from 0 to 100 based on interaction frequency, recency, and depth. The aceEngagementTier segments contacts into six levels — Elite, High, Medium-High, Medium, Low-Medium, and Low — giving you instant visual prioritization in your CRM. The aceBehaviorProfile classifies each contact as Active Seeker, Passive Browser, Research Phase, or Decision Ready based on actual activity patterns, not assumptions.

The 17 Custom Fields Explained

Beyond engagement scoring, ACE Intelligence populates aceUrgencyIndicator (Immediate, Short Term, Long Term, or No Timeline), aceMarketSegment (Luxury, Mid-Range, Entry Level, or Investment), aceQualificationStatus, and aceOpportunityScore — a percentage likelihood of transaction. The acePredictedTimeline estimates when a contact is likely to transact. aceNextBestAction provides a specific recommended step like 'schedule showing' or 'send market update.' aceKeyInsights offers a narrative summary of the contact's situation, and aceRecommendations lists prioritized action items. All 17 fields update automatically as new activity data flows in.

Scoring vs. Manual Prioritization

Most agents prioritize leads by gut feel or simple recency — whoever came in most recently gets attention first. This approach misses high-value contacts who have been quietly researching for weeks and are now Decision Ready. ACE Intelligence scores based on actual behavioral signals across your entire database simultaneously. A contact who opened 5 emails, viewed 12 listings, and responded to a text last week will score higher than a brand-new lead who just submitted a form — even though the new lead feels more urgent. The scoring runs at $0.025 per contact per month, meaning a database of 2,000 contacts costs $50/month to keep continuously analyzed.

Using Scores in Daily Workflows

The real power of ACE Intelligence is in workflow integration. Each morning, ask the AI: 'show me all contacts with aceEngagementTier of Elite or High that I have not contacted in the last 5 days.' This instantly surfaces your highest-priority follow-ups. For listing presentations, pull a contact's aceKeyInsights and aceRecommendations to prepare talking points. For team leads, sort the entire database by aceOpportunityScore to identify which contacts across all agents are closest to transacting. The scores work with Follow Up Boss smart lists — you can create a smart list filtered by ACE Intelligence custom fields for automated prioritization.

Accuracy and Continuous Learning

ACE Intelligence scores update as new data enters your CRM — a contact who was Low engagement last month can move to High after a burst of activity this week. The system does not rely on a single snapshot; it continuously recalculates based on the most recent activity window. Scores are most accurate for contacts with 30+ days of activity history. Brand-new leads start with preliminary scores based on source quality and initial engagement signals, then refine as the contact interacts with your communications over time.

Frequently Asked Questions