Sales · 5 capabilities
Site Visits & Follow-ups
No buyer lost in the gap between the enquiry and the visit.
The site visit is where a property sale is actually won, and the follow-up after it is where most are quietly lost. Scheduling both against the buyer — rather than an agent's personal calendar — is what makes the pipeline survive a busy weekend.
- 01
Visit Scheduling
Booked against the buyer and the unit they came to see, visible to the agent and the sales head at the same time.
- 02
Assignment
A named agent owns each visit, including the ones booked by someone else on their behalf.
- 03
Reschedules
When a visit moves, the new slot replaces the old one everywhere it appeared — no stale copy left on a day list.
- 04
Visit Feedback
What the buyer reacted to, and what they objected to, captured while it is still fresh.
- 05
Next Follow-up
Every visit closes by setting the next action and its owner, so the buyer never falls into a quiet week by accident.
What a visit actually involves
- 01
Book
Against the buyer and the unit, with a named agent.
- 02
Confirm
Reminder to the buyer, so the slot is not wasted.
- 03
Capture
Reaction and objection recorded while still fresh.
- 04
Commit
The next action set before the visit is closed.