Keep the property interest and the next visit together.
A property question can become a viewing request. Help your advisors keep the customer’s interests, questions, and preferred visit time connected to the same conversation.
From the first question to the next reply.
A new address starts with a hello.
Morgan asks about a two-bedroom apartment, then a weekend site visit. An advisor checks the details and an available slot.
Two-bedroom apartment · Weekend site visit · Slot to confirm
Tell us your preferred day and time. The advisor will confirm an available slot.
Keep property questions and site-visit follow-ups with one advisor.
A workflow your team can follow.
Keep the property interest
Retain the home type and questions that matter to the customer in their conversation context.
Assign an advisor
Give the conversation an owner who can check current property details and coordinate the follow-up.
Coordinate a site visit
Ask for a preferred day and time, then have the advisor confirm an available viewing slot.
Questions from real estate teams.
Keep your advisors close to the customer’s next step.
Talk through property inquiries, advisor handoffs, and the way you coordinate site visits.