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From property enquiry to the next viewing.
Explore the workPreferences captured.
The right person follows up.
Illustrative workflow · Fictional data
Each example begins with an instruction and ends with something your team can inspect. Select a function to jump to its workflow.
Find the fit and carry the relationship forward.
Review buyer enquiries and prepare follow-ups using their recorded location and budget preferences.
A prioritized enquiry list with contextual drafts.
Understand the request and get it to the right owner.
Prepare answers to listing questions and flag requests missing current property details.
Draft answers and agent follow-ups for unresolved questions.
Coordinate the employee lifecycle with clear approvals.
Prepare the new agent’s induction tasks and required document checklist.
An onboarding plan with branch and HR owners.
Keep people, decisions and delivery connected.
Summarize this buyer’s requirements and assign the next follow-up to the branch team.
Decision recorded · Owner assigned · Original context attached
A lead handover with preferences and conversation history.
Turn requirements into owned, trackable work.
Turn confirmed viewing requirements into agent tasks and document follow-ups.
An owned checklist attached to the customer record.
Make repeatable handoffs part of the process.
Configure an enquiry workflow with region conditions and branch assignment.
A repeatable routing flow with an execution record.
Keep the next message attached to its context.
Draft a post-viewing follow-up using the agent’s recorded notes.
A personal draft reflecting the customer’s actual feedback.
Property availability and details need a current, authorized source. Agents review prices, promises, contracts and messages before making commitments.
Available modules and granted employee capabilities are different. Configure the required tools, workflow actions and approval steps for your organization.
Explore employee controls