Case study · Rent-to-own housing · US

An AI leasing assistant that qualifies renters while the office sleeps.

A US affordable-housing operator was losing prospects to slow follow-up — enquiries came in at all hours, and by the time someone replied, the renter had moved on. We built a conversational assistant that greets every prospect instantly, walks them through qualification, gates on credit, books the tour, and collects documents — without a human on shift.

Live conversation layer, shipped in days — from $300

Affordable Homes · Leasing
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Sophie
AI Leasing Assistant · Online
Powered by Esipick
Step 5 of 8 · Qualification
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You're all set for a tour! Just to confirm you qualify — what's your estimated credit score? We look for 600 or above.
You
Around 680
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Perfect — you qualify! 🎉 I'll send your Calendly link to lock in the time. Last step: please upload a government ID and a credit screenshot so we can verify and release your door code.
You
Great, will do
I'll upload nowSend the link again
Type a message…
24/7
Every enquiry answered the moment it arrives — nights, weekends, holidays
8
Guided steps from “hello” to booked tour with documents collected
<60s
Response time on the conversation layer — no queue, no callback
600+
Credit gate applied automatically — only qualified renters reach booking
The problem

Leasing runs on speed. A person can't be on shift at 11pm.

Affordable-housing demand is high and prospects shop fast. The team was fielding the same questions over and over — the program, the credit minimum, tour times — and every hour of delay quietly lost a renter. The bottleneck was never the property. It was the first response.

Instant, every time

Sophie greets each prospect the second they land, introduces the program, and moves the conversation forward — no missed enquiries, no cold leads sitting in an inbox overnight.

Only qualified renters get through

The 600-credit minimum is enforced in the flow itself. Prospects who qualify are booked; those who don't are declined kindly and pointed to next steps — the team only ever sees real, ready renters.

The whole intake, handled

Tour date, credit, income, booking link, ID and credit-verification upload, door-code instructions — the assistant collects it all in one warm conversation instead of five back-and-forth emails.

How it works

One guided conversation, eight steps, nothing dropped.

Sophie follows the exact leasing flow the team would — one or two questions at a time, always moving forward, warm but efficient.

1

Greeting

Welcomes the prospect, introduces the rent-to-own program, and states the 600 credit minimum up front.

2

Tour scheduling

Asks for a preferred tour date and time, conversationally.

3

Credit check

Asks for the estimated credit score and explains the 600 threshold.

4

Income

Captures annual and monthly income to complete the picture.

5

Qualification gate

600+ qualifies and proceeds to booking. Under 600 is declined kindly, with encouragement to reapply.

6

Documents

Sends the secure upload link for a government ID and credit verification.

7

Booking confirmed

Confirms the tour; door code and showing instructions follow once documents are verified.

8

Close & follow-up

Thanks the renter, shares contact details, and sets up the post-tour follow-up.

Under the hood

The hard part is the conversation. We built that first.

The live build is the conversation layer — the part that has to feel human, stay on-script, and never stall. From there, the integrations that turn a chat into a booked, verified tour are straightforward to wire in.

ClaudeThe AI brain — warm, on-brand, and locked to the 8-step leasing flow.
CRMA lead is created on first message and updated at every step.
CalendlyThe tour is booked automatically the moment a prospect qualifies.
TwilioSMS confirmations, reminders, and the door code on verification.
EmailLeasing emails sent from the team's own mailbox, automatically.
n8nOrchestrates the whole pipeline — one owned workflow, no monthly SaaS tax.

Conversation layer live now · integrations wired in Phase 2

Your customers ask the same questions every day. Let an assistant answer them.

Leasing, bookings, intake, support — if it's a repeatable conversation, we can build the assistant that runs it. Live in days, from $300.

Book a call