Property enquiries and viewing requests.
Explore an AI voice or chat pilot for your brokerage, development or relocation team. Start with the property, the buyer's requirements and a request for the right agent to follow up.
Discuss your property enquiriesNew enquiries while you are with a buyer
A viewing or a signing can keep you away from the phone. The next caller still needs accurate listing information and a clear way to request a visit.
Example: a buyer asks about a listing while you are travelling between Escazú and Santa Ana. A useful enquiry record identifies the property, the questions still open and a preferred time to speak.
A missing listing reference, an unconfirmed viewing or an enquiry sent to the wrong agent creates extra follow-up. Start with the part of that process your team needs to improve.
Listing questions and viewing requests
A buyer enquiry, a development launch and a rental request need different questions. The proposed intake follows your property information and your team’s review process.
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A buyer abroad
The enquiry identifies the listing, preferred viewing format and available dates. The languages included depend on your buyers’ needs and the agreed language checks.
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A development launch
Unit type, budget range and purchase timing help your team prepare a reply. Your routing rules determine which agent receives the enquiry and which requests need personal attention.
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Requests for the same property
Your team needs to see which viewing times are requested and which are confirmed. Automatic booking is included only after the calendar connection and overlap handling are verified.
Information the enquiry should collect
Listing details, intake questions and referral rules form the basis of the script. Prices and availability need current sources; legal questions need the appropriate professional.
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Legal and immigration questions
Refer questions about residency, taxes and title transfers to an appropriate professional. The pilot does not interpret a buyer's legal position.
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Relevant enquiry criteria
Keep questions focused on the property sought, budget and timing. Review screening criteria with your responsible team before using them; do not automate decisions based on personal identity.
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Financial privacy
A budget range can help prepare the enquiry. Bank statements, account numbers and financing documents belong in a separate approved process. Unsolicited sensitive details need specific handling.
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Recording and review
Decide whether recordings are needed, who can access them and how long they are kept. Recording, export and deletion functions must be verified before inclusion.
Property enquiry questions
Can we use our own qualifying questions?
Yes, as the basis for the pilot script. Agree on relevant questions and leave exceptions or rejection decisions with your team.
What if we do not publish a property's price?
Use your approved wording and refer the request to the agent. The assistant should not estimate a price or invent negotiating room.
Can it coordinate with a closing professional?
Administrative coordination can be assessed as a separate task with authorized contacts. Advice, document interpretation and closing decisions stay with the responsible professionals.
Which languages can we include?
Choose the languages your buyers use. Each needs testing for property names, locations and scheduling details; human assistance needs its own language plan.
Does this fit a solo agent?
Review the enquiries that wait while you are showing properties, the information you need and the proposed cost. Start only with a task worth testing.
Can I review the conversations?
We agree on the records your team needs, who may access them and how long they should remain. Recording and export depend on the selected setup and must be verified before use.
Discuss enquiries for one of your properties.
Bring the approved listing information and the questions your agents ask before a viewing.
Discuss your property enquiries