Otter.ai

Otter.ai is an AI meeting assistant that records, transcribes and summarizes calls for real estate agents and teams, starting at $16.99 per user a month. Every listing consultation, buyer intake call and lender check-in ends with a written summary and action items, so nothing a client said gets lost between the call and the CRM. OtterPilot joins your Zoom, Google Meet or Teams meeting on its own and takes the notes, and the mobile app records in-person conversations at a walkthrough or inspection. Drop the summary into your CRM and the follow-up writes itself. The free tier covers short recordings if you want to test it first. What to know: Otter.ai is a general business tool, so pushing notes into your transaction system takes a connector. Start on the free plan and move to paid once your calendar fills with client calls.

✅ OtterPilot joins and records meetings automatically
✅ AI summaries with action items after each call
✅ Live transcription on Zoom, Meet and Teams
✅ Mobile app records in-person conversations
✅ API access for custom workflows

🏠 Record a listing consultation and send the seller a recap the same day.
🏠 Capture buyer must-haves on an intake call and paste them into the CRM.
🏠 Transcribe weekly team meetings so absent agents still get action items.

👍 Free tier plus a free trial to test transcription quality
👍 Automatic summaries replace manual note-writing
👍 Works on web and mobile with API access

👎 No native real estate CRM sync without a connector
👎 Per-user pricing adds up across a team

🎯 Who it's for: Agents · Teams · Property Managers

Agents and teams who want searchable notes from every client call

💰 Otter.ai pricing starts at $16.99 per user a month on a monthly plan. A free tier covers limited minutes and a free trial is offered on paid plans. The gotcha is per-seat billing: a five-person team pays five times the list price, and the free tier runs out fast on hour-long calls.

Get Otter.ai if you run a lot of client calls and lose details between the conversation and the CRM. It is not for agents who work mostly by text and would rarely open a transcript. Try the free plan on your next listing consult and see how much you were missing.

How much does Otter.ai cost?
Otter.ai starts at $16.99 per user a month on a monthly plan. A free tier covers a limited number of transcription minutes, and paid plans are billed per seat, so team cost scales with headcount.

Is Otter.ai worth it for real estate agents?
Yes, for agents who hold a lot of client calls and lose details afterward. Otter.ai for real estate captures listing consultations and buyer intake calls, then writes a summary with action items you can paste into your CRM.

Does Otter.ai have a free trial?
Yes. Otter.ai offers a free tier with limited minutes plus a free trial on paid plans, so you can test transcription accuracy on a real client call before paying $16.99 per user a month.

Can Otter.ai record in-person meetings and showings?
Yes. The Otter.ai mobile app records in-person conversations on your phone, so you can capture a walkthrough, inspection or listing appointment and get the same AI summary and action items you get from a Zoom call.

💸 Prices move fast. AI moves faster. Every price here was checked by a human, but vendors change plans more often than the Fed changes rates, so confirm on their site before you swipe the card.