Otter.ai is a voice transcription and meeting assistant that listens to conversations, turns them into accurate text, and delivers summaries you can act on. Driven by the OtterPilot AI engine, it can auto-join Zoom, Google Meet or Microsoft Teams calls, capture slides, identify speakers and collect action items, then email everyone a recap within minutes.

For busy real-estate agents juggling client calls, property tours and team meetings, Otter.ai becomes a virtual note-taker, freeing you to focus on relationships rather than scribbling. Its mobile and desktop apps keep your transcripts searchable, sharable and safely stored in one place.

Key Features

• Real-time transcription with high accuracy and speaker identification.

• OtterPilot auto-joins scheduled Zoom, Google Meet, and Teams meetings to record and take notes.

• Automated slide capture grabs slide or screen and embeds images beside the transcript.

• Instant AI summaries highlight key points, decisions, action items, and deadlines in plain language.

• My Action Items view collates tasks from all meetings so nothing slips through the cracks.

• Searchable, shareable cloud workspace with channels, chat, and CRM integrations for collaboration.

• Mobile app records on-the-go interviews and syncs across devices with end-to-end encryption.

• AI Chat answers questions about transcripts and drafts emails or posts. 

Use Cases (Real-Estate)

• Take crystal-clear notes during buyer consultations without pausing eye contact.

• Capture walkthrough conversations on-site, then auto-generate highlight reels for marketing copy.

• Record vendor meetings to log promised repairs, price changes, and agreed timelines.

• Turn team stand-ups into searchable knowledge, so new agents ramp up faster.

• Email instant summary notes to sellers after open-home debriefs, showcasing professionalism.

• Extract action items from strategy calls with mortgage brokers, stylists, and photographers.

• Sync transcripts with your CRM to trigger follow-up reminders and pipeline updates.

• Produce social snippets by asking AI Chat to craft quotes from the meeting.

• Provide compliance records for regulatory audits.

Suggested Getting-Started Workflow

Pros and Cons for Real-Estate Agents