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AI Call Grading & Coaching Scoring
AI Call Grading & Coaching Scoring

Curious about the AI Call Coaching and Grading system? This article details how every call is evaluated!

Alexis Williams avatar
Written by Alexis Williams
Updated over 2 months ago

How does it work?

Whether you're calling into one of the AI Coaching numbers, or the system is grading a call from FUB, the scoring works the same.

Grading Questions

Questions regardless of lead type:

  • Motivation: Example 'What made you want to start looking at homes/list your home?'

  • Identify if the lead is a Seller, Buyer, or Both: Example 'Do you currently own a property you also need to sell before you buy?

  • Asked for Appointment: Example 'How about we meet at my office tomorrow to review your options?'

  • Appointment Scheduled: The specific date and time agreed upon to meet.

  • Timeframe: Example 'Do you have a date you plan to move by?'

  • Location: Example 'What part of town do you see yourself living?'

  • Rapport Building: "That's interesting to hear you're relocating for work, what's the new job?"

  • Home Specifications: This can include budget or desired price, bed/bathroom count, square footage, etc.

Questions if Lead is Identified as a Seller:

  • Property Owner Identification: Example 'Do you own the house?'

  • Relocation Reason: Example 'Are you moving out of state or staying local?'

  • Seller Options: Example 'Has anyone walked you through all the options for Selling your home, such as cash offers?'

  • Offer to Meet Seller: Example 'How about we set a time to meet at your house so we can see the property's condition and run through a CMA?'

Questions if Lead is Identified as a Buyer:

  • Prequalified: Example 'Are you already pre-qualified for a loan?'

  • Buyer Agreement: Example 'Have you signed a Buyers Agreement with an Agent yet?'

Questions Asked vs. Fill Rate

  • Questions Asked: The percentage of relevant questions asked by the agent to nurture a lead.

  • Fill Rate: The percentage of questions that the consumer answers regardless of being asked directly or not.

Score Calculation

Each call is graded differently based on the lead type.

  • The Appointment Ask is always worth 50% of the grade.

  • The Appointment Set Date is worth 10% of the grade.

  • All other questions are always worth "half a point" of the remaining points.

If it is a Buyer Lead or Buyer AI Coach number, we assess 11 questions. Appointment Ask and Set Date are 2/11 questions, but worth 60%. All other questions above related to buyer are worth the remaining 40% equally.

If it is a Seller Lead or Seller AI Coach number, we assess 13 questions. Appointment Ask and Set Date are 2/13 questions, but worth 60%. All other questions above related to seller are worth the remaining 40% equally.

If it is a Both a Seller and Buyer Lead or a Seller-Buyer AI Coach number, we assess 15 questions. Appointment Ask and Set Date are 2/15 questions, but worth 60%. All other questions above are worth the remaining 40% equally.

If we aren't able to identify the lead type, we treat the call the same as the Buyer type for grading purposes.

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