Real Estate Companies
Capture the area, buying or selling intent and timeline rather than leaving an agent with only a missed number.
01 · Caller experience
Use your greeting and business information to understand the request. Ask one question at a time and confirm important details.
For this example: Qualified property inquiry.
02 · Captured context
03 · Business outcome
An agent checks matching properties and coordinates a viewing with Casey.
A record gives staff context; it does not establish that a booking, quote or handoff succeeded.
CALLER · Casey
“I am looking for a two-bedroom home and would like to arrange a viewing.”
RECEPTIONIST
“I can pass that request to the team. Which neighborhood are you considering?”
Qualified property inquiry
An agent checks matching properties and coordinates a viewing with Casey.
Example only. No call placed, booking confirmed or notification sent.
Before the first customer call
Save approved listing information and qualification questions. Staff should verify current property availability and showing arrangements.
Complete activation and test your greeting, intake and fallback. Verify forwarding with your carrier; voice forwarding does not forward texts.
Review setupNo live MLS lookup, guaranteed property availability or automatically confirmed showing.
Lite covers configured business hours. Starter and Growth include 24/7 inbound answering; scheduling requires a supported plan. Lite takes messages and does not transfer; transfers go only to numbers you set. If a person is unavailable, capture a callback request; do not promise an immediate response.
Ask about your requirementsCompare coverage, included minutes, overages and scheduling or transfer eligibility before subscribing.
See plan requirements and pricingSpeed-to-lead decides who gets the showing. Here is how to size what your unanswered evening and weekend calls are costing you.
Try a consent-based demo call, or compare the plan requirements.