
Understand what home means.
Gather preferences so your agents can focus on the properties and conversations that fit.
- Capture location and budget
- Understand the moving timeline
- Arrange a suitable viewing
Salesforce
Hubspot
slack
Shopify
Google Workspace
Microsoft Teams
zapierUnderstand buyer needs, arrange property visits, and keep every enquiry moving toward a useful conversation.


Gather preferences so your agents can focus on the properties and conversations that fit.

Confirm the time, location, and any access details before the appointment.

Share approved listing information and bring an agent in for negotiations or detailed advice.
Assess listing feeds, CRM records, and calendar APIs for your property workflow.
Choose the information, actions, and handoff rules your agent can use.
Review common requests and difficult exceptions with your team.
Agree on the fields your team needs, such as location, budget, property type, and preferred viewing time. Route based on your approved assignment rules rather than inferring a caller’s suitability.
Use current records from your connected listing and calendar systems. If availability cannot be verified, collect a preference and ask the responsible agent to confirm.
Keep negotiations, contractual commitments, and specialist advice with your authorized team. The agent can share approved listing information and arrange the right follow-up.
Measure complete enquiries, confirmed viewings, attendance, and time to agent follow-up. Include outdated listings, conflicting calendars, and requests outside your service area in testing.
Bring your workflow. Let’s make the next conversation better.
Talk about your workflow