The Realtor Partner Check-In Caller is an outbound voice automation built on Retell AI, n8n, and GoHighLevel. It calls real estate agent partners on a configured cadence (typically 30 or 60 days since last contact) to keep the relationship warm. The bot, as Alex, references the last contact, asks how the partner's business is going, and asks naturally whether they have anyone needing finance help. Captured referrals are logged as a Note on the realtor's record AND fired to the broker via SMS in real time. Booking requests, complaints, and broker callback requests are all routed appropriately. A structured Call Summary is saved as a Note on the contact record after every call. Designed to keep partner relationships warm without burning broker time on routine check-ins.
What's Included
Pre-built Retell outbound voice agent using the Alex Australian-male persona
n8n workflow for realtor check-in triggering, referral logging, and call outcome handling
GoHighLevel setup requirements for partner-specific tags, custom fields, and Consultation Calendar
Voice-to-GHL booking sync for realtor-broker meetings
Outcome routing for referral captured, booked, callback requested, negative feedback, voicemail, and escalated calls
SMS confirmation support for booked appointments
Internal alert workflow support for referrals, callbacks, and negative feedback
Call Summary and live referral context logged as Notes on each contact record
Triggered when the broker manually applies the realtor_partner_checkin tag to a realtor contact (already tagged realtor_partner from onboarding). The tag fires the GHL workflow that sends the realtor into n8n, which triggers the Retell outbound call with last contact date and referral history as context.
1
Realtor Due for Check-In
The broker manually applies the realtor_partner_checkin tag to queue the realtor for a call.
2
Outbound Call Triggered
GoHighLevel sends the realtor's details, agency, last referral context, and last contact date into n8n. n8n triggers the Retell outbound call.
3
Friendly Check-In Begins
Retell calls the realtor as Alex, references the last contact, and asks how their business is going.
4
Referral Capture
If the realtor has anyone needing finance, the bot captures prospect name, phone, scenario, and urgency. Logged as a Note and fires the broker SMS alert.
5
Booking or Callback
If the realtor wants to discuss something with the broker, the bot offers to book a meeting or arrange a callback.
6
Feedback Handling
If the realtor raises a complaint or issue, the bot captures it, applies has_negative_feedback, and logs it as a Note for the broker.
7
Wrap-Up
The bot closes the call with a context-aware sign-off depending on whether a referral, feedback, or competitor situation was captured.
8
Outcome Synced to GHL
n8n receives the call_analyzed webhook, applies tags, updates custom fields, saves the Call Summary as a Note, and triggers follow-up workflows.
A$500 one-time
Realtor Partner Check-In Caller — AI Agency Institute