Make sure an agent can pick up each enquiry

Record where the enquiry came from, the property or type of request, the permitted contact channel and the agent responsible under your own assignment rules. This gives the agent a useful starting point for a first reply.

If the record may be a duplicate or contact permission is unclear, leave the question for the agent to resolve. A draft response can acknowledge the actual request without promising a price or negotiating terms.

Build the listing from checked information

Use the profile and document checklist that apply to your brokerage and local listing service. Compare them with the seller's supplied facts, supporting records and permission to use the photos. Conflicting details need a clear question before the description is approved.

After showings, gather the dated feedback and its source into a short seller update. Separate what visitors actually said from the agent's interpretation, especially when feedback is mixed or the seller asks about pricing strategy.

Keep offers and transaction documents comparable

When offers arrive, use the same broker-approved fields for each version so the seller can see the terms side by side. A missing addendum or unclear condition should be marked for the agent rather than silently filled in.

For the transaction checklist, connect each required document or signature with its responsible person and the version received. Dates and requirements depend on the agreement and local process, so have the responsible professional confirm them.

Work you can get help with

Illustrative scenario using sample information.

Prepare a first response to an enquiry

Organise the enquiry and assignment details and prepare a response based on the approved wording for that kind of request.

What you provide
Enquiry source and time, permitted contact details, property or request type, assignment rules, contact permission and approved template.
The useful result
An enquiry summary, suggested responsible agent and draft first response.
When the task is complete
The agent confirms assignment, sends the approved response through the agreed channel and records its status.
What still needs checking
An unclear duplicate, missing contact permission or negotiation question goes to the agent before contact.

Assemble the listing information

Compare the seller's supplied facts and documents with the approved local listing profile, and prepare a draft for agent and seller review.

What you provide
Listing reference, applicable listing-service profile, verified facts and sources, required documents, photos and permission to use them.
The useful result
A listing pack with a draft description, missing fields and conflicts to resolve.
When the task is complete
The listing pack is ready when the agent verifies the required information, resolves conflicts and obtains the seller's approval.
What still needs checking
The agent verifies material facts, required disclosures and permissions; the draft is not published automatically.

Summarise feedback after showings

Bring the original dated feedback together by listing so the agent can prepare a concise update for the seller.

What you provide
Listing reference, dated feedback and sources, agreed update format and the agent responsible for review.
The useful result
A draft seller update showing the feedback received and any conflicting comments.
When the task is complete
The agent checks the summary, handles open questions and gives the update to the seller.
What still needs checking
A complaint, sensitive detail or question about pricing strategy needs the agent's judgment.

Compare offers on the same fields

Arrange the submitted offer versions side by side using the comparison fields approved by the brokerage.

What you provide
Property reference, offer versions and addenda, broker-approved comparison fields and any human-confirmed cost assumptions.
The useful result
An offer comparison that identifies missing documents and unclear or differing terms.
When the task is complete
The comparison step is complete when the agent resolves material gaps and the seller gives an instruction on the next step.
What still needs checking
The agent addresses legal or financial questions, and the seller decides which offer to consider.

Track missing transaction documents

Compare the transaction's received documents and signatures with the checklist approved for that type of deal and location.

What you provide
Transaction reference, approved local checklist, signed contract version and confirmed effective date, document statuses and responsible people.
The useful result
A document checklist with missing signatures, unclear versions and owners of the next action.
When the task is complete
A checklist item closes when the responsible professional confirms the correct document or signature and approves the next stage.
What still needs checking
A disputed date, signature or legal requirement goes to the agent, broker or lawyer as appropriate.

Questions you may have

Can it publish a listing for me?

The example prepares a pack and draft for the agent and seller. The agent verifies the details and handles publication through the brokerage's listing process.

How can I compare offers with different conditions?

Use the same broker-approved fields for each offer and keep the original documents available. Ask the responsible professional to resolve a missing addendum or an unclear condition.

Can it tell the seller which offer to accept?

It can organise the terms you provide for comparison. The agent discusses the implications with the seller, and the seller makes the decision.

Does the demo use my listings and contacts?

The demo uses sample company data. Ask about access and the availability of your intended workflow before planning to use your own records.

Sources and further reading

Related reading

Explore the sample company in the demo. Access may need to be arranged.

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