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Agent Setup

Lead Scoring

How Sift qualifies and scores your leads

Lead Scoring

Sift automatically scores every lead based on their conversation signals. This helps you prioritize follow-up — hot leads get immediate attention, cold leads can wait.

Score Levels

ScoreRangeBadgeMeaning
Hot70–100🔥 RedHigh intent — ready to view or buy
Warm40–69🟡 YellowInterested but missing key signals
Cold0–39🔵 BlueBrowsing, no clear intent

What Signals Are Measured

The agent extracts qualification signals from the conversation:

High-value signals (push toward Hot)

  • Budget mentioned — "My budget is £350,000" or "We can go up to £500k"
  • Timeline stated — "I need to move within 3 months" or "We're looking to complete before Christmas"
  • Specific requirements — exact bedroom count, preferred area (e.g. "Hackney or Walthamstow"), property type
  • Ready to view — "Can I see it this week?" or "When can we schedule a viewing?"
  • Financial readiness — cash buyer with proof of funds, or DIP/AIP held

Medium signals (push toward Warm)

  • General interest — "What do you have in south London?" or "Tell me about your properties"
  • Some specifics — mentions an area but no budget, or budget but no timeline
  • Engaged conversation — multiple messages, asks follow-up questions

Low signals (stay Cold)

  • Vague inquiry — "Just browsing" or "What do you do?"
  • No specifics — doesn't answer qualifying questions
  • Short conversation — 1–2 messages then disengages
  • Off-topic — asks about unrelated things

How Scoring Works

  1. As the conversation progresses, the agent notes each signal
  2. After the conversation, signals are combined into a qualification score
  3. The score determines the Hot/Warm/Cold label
  4. Both the score and extracted details appear on the Leads page
Scoring happens automatically — you don't need to configure thresholds or rules. The AI analyzes the full conversation context, not just keywords.

UK Qualification Signals

Sift extracts four UK-specific signals from every buyer conversation. These signals are displayed on the Leads page and factor into the lead score.

Chain Status

Whether the buyer has a property to sell before completing.

StatusScore impactWhat it means
Chain-free+18 ptsFirst-time buyer, cash with no property to sell, or already sold STC
Single onward chain+8 ptsSelling a property that is already under offer
In chainNeutralHas a property to sell that isn't yet under offer

Chain-free buyers are the most attractive to sellers because they reduce the risk of a chain collapse. Sift asks buyers directly about their selling position and classifies the response automatically.

Mortgage / Financial Status

How far the buyer has progressed with financing.

StatusScore impactWhat it means
Cash buyer (proof of funds)+20 ptsCash purchase with explicit proof-of-funds confirmation
DIP/AIP held+14 ptsDecision in Principle, Agreement in Principle, or Mortgage in Principle obtained
Mortgage application pending+10 ptsApplication submitted, awaiting mortgage offer
Exploring optionsNeutralConsidering mortgage but not yet started
Sift does not score "cash" alone as cash_proven. The agent requires explicit proof-of-funds context before awarding the +20 bonus. A lead who says "I'll pay cash" without confirming funds is classified as unknown until confirmed.

Buyer Scheme Eligibility

Whether the buyer qualifies for a government buyer scheme.

SchemeScore impact
Help to Buy+4 pts
First Homes+4 pts
Shared Ownership+3 pts

Sift asks buyers whether they're eligible for any scheme when the property price and buyer context suggest they might be. Scheme eligibility widens the pool of completable buyers, which is relevant for new-build and affordable housing listings.

Stamp Duty (SDLT) Position

The buyer's Stamp Duty Land Tax status affects their effective purchase cost.

PositionScore impactWhat it means
First-time buyer+3 ptsFTB relief applies — pays 0% on first £425k
Non-resident+2 ptsSubject to non-resident 2% surcharge
Main residenceNeutralStandard SDLT rates
Second home / BTLNeutral3% surcharge applies

These signals are extracted automatically — you do not configure thresholds. They appear as structured fields on each lead's profile in the Leads page.

Viewing Scores

Lead scores appear in multiple places:

  • Leads page — each lead has a colored badge (Hot/Warm/Cold)
  • Chat Logs — the conversation details show the assigned score
  • Analytics — the score distribution chart shows your lead quality mix

Tips for Better Lead Quality

  • Add more properties — the agent can only match what it knows about. More listings = better matching = more engaged leads
  • Write custom instructions — tell the agent to ask specific qualifying questions for your market
  • Ask for chain status early — write custom instructions that prompt the agent to establish chain position in the first few messages. Knowing whether a buyer has a property to sell is the single most useful piece of information for UK sellers.
  • Use targeted greetings — start with a question like "Are you looking to buy or rent?" to get qualification started faster

Next Steps