Property-aware intake
Keep the listing and stated question together instead of sending an isolated contact form.
Bring the listing reference, visitor request and responsible agent into the same handoff, from first question to a viewing request.
Your team gathers and copies the context.
An agent verifies property details, availability and the final appointment.
People review the work and decide.
Keep the listing and stated question together instead of sending an isolated contact form.
Apply agreed listing or territory rules, with a fallback when the owner is unavailable.
Create the next task with source context and outstanding questions.
Capture the visitor’s stated requirements. Interest is not proof of eligibility, financing or a confirmed appointment. Your team sets the relevant questions and decisions.
A preferred window remains a request until the property and authoritative calendar are checked. Confirmation needs evidence from the system that owns the booking.