Qualify
Capture property interest, area, timing, buyer or seller intent and agreed details.
For enquiry-led brokerages
Property interest is time-sensitive, but agents spend much of the day in viewings, negotiations and client meetings. Missed calls can cool before anyone returns them.
Appropriate inbound use cases
Customer workflow
Capture property interest, area, timing, buyer or seller intent and agreed details.
Offer approved viewing or consultation times and make the request visible to the brokerage.
Answer approved questions about areas served, viewing process, office hours and next steps.
When enabled, route high-intent or time-sensitive callers to an available agent or agreed fallback.
Keep new enquiries moving outside office hours without implying that an agent is available when they are not.
Create or update the right lead or contact record and attach a clear call outcome when connected.
Clear call outcomes are standard. Optional redacted transcripts need separate activation, disclosure and policy approval.
Clear limits
A considered starting point
Tell us how your real estate brokerages team handles calls today, where the process breaks down and what a useful next step looks like.