Industries
Real estate: sort enquiries, plan viewings
Listing enquiries, appointment requests, tenant questions: an agent prepares, your team decides.
Typical tasks
Where automation applies here
Prospects
Pre-qualify enquiries, ask follow-up questions.
Viewings
Suggest and coordinate appointments.
Tenant communication
Answer standard questions, record damage reports.
Clear boundaries
What agents do here – and what not
Handles itself
- Take enquiries
- Suggest appointments
Submits for approval
- Commitments to prospects
- Lease agreements
Never does
- Assess or reject tenants
- Conclude contracts
FAQ
Answers to the most common questions
How is prospect data protected?
Frugally, with deletion periods and access rights.
Can the agent write listings?
Drafts are possible; you approve.
Management software?
Connection depends on interfaces.
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