Real estate
Every listing brings calls. The agent finds out which of them are buyers.
The agent answers calls from listings, asks what the person is looking for, checks whether the property fits and sends the broker a lead with budget, area and deadline. The viewing is confirmed by the broker.
Qualification, in the order in which a good broker does it
The Notice
The agent asks which listing the person is calling about and reads the property details from the knowledge base.
Need
Purchase or rental, for living or investment, how many rooms, which area.
Capability
The budget and payment method: cash, approved loan, loan in progress.
Term
When they want to move in or buy. Someone looking in a year gets a different priority.
Handover
The lead enters the CRM with the answers, and the broker calls to arrange the viewing.
Three common situations, for illustration
- The property has been sold
- The agent says this directly and asks whether the person wants to find out about similar properties. If so, a search lead is created.
- Another real estate agent is calling
- The agent recognises the collaboration based on the questions and sends the contact to the broker, without qualifying them as a buyer.
- Question about documents
- The legal status of the property is not discussed with the agent. The question is noted for the broker.
- Rental request from the owner
- An owner who wants to hand it over for management is given a different route, to the person who takes over new properties.
Frequently asked questions
How does the agent know the details of each property?
From the knowledge base: the list of properties with the price, area and conditions. The list must be kept up to date; a sold property left in the list is the most common mistake.
Can the agent schedule the viewing on their own?
They can note the client’s preferred time slot. Confirmation remains with the broker, because it depends on the owner and the keys.
Can we call back the leads from the site?
Yes, as an outbound call: the agent calls the person who left the form and asks the same qualifying questions.
What CRM do you use?
Leads can go into amoCRM, Bitrix24, Zoho or a Google Sheets table. For another CRM, we use webhooks.
Does the agent negotiate the price?
No. It states the price from the listing and notes any proposal for the broker.
Send us three active adverts
During the demo, call the agent as a buyer and see the lead that reaches the CRM.