Real estate agents
Viewings, property questions and lead pre-qualification – so no inquiry falls through the cracks.
What Anni handles here
- Answers property questions based on your listings.
- Qualifies prospects according to fixed rules.
- Organizes viewings, including reminders.
Typical calls
- Schedule a viewingSlot + contact
- Property questionsSize, location, service charges
- Request documentsApplicant self-disclosure, financing
- Seller inquiryProperty, timing, expectations
SetupHow to prepare for launch4
- FAQ per propertyTop 10 questions
- Qualification questionsBudget, timeline, criteria
- Viewing processSlot rules + reminder
- Document listsecure upload link
WorkflowsWhat Anni actually does4
Lightweight lead qualificationBudget/timeline/size/location → tags: hot/warm/cold.
Viewing slotsSlots, group viewings, cancellations – plus reminders.
Send a document listWhat is needed for an application/offer.
Structured summaryAfter every call, the request is summarized in a compact form.
IntegrationsData sources and systems3
CRM / real estate softwareInquiries, tags, notes
CalendarViewing slots
Document workflowLinks, upload, checklist
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↓Time to first contact
↓No-shows at viewings
↑Quality of pre-qualification
↓Phone time per requestthanks to clear questions up front
Privacy & limitsWhat deliberately doesn't happen2
Equal treatmentStandardize questions, no discriminatory filters.
DocumentsSensitive documents via secure upload channels.
PitfallsCommon mistakes and how to avoid them2
- Incomplete listingDefine minimum data per property.
- Too many special casesStandard flow + defined handover points.
Frequently asked questionsShort, honest answers2
Can Anni negotiate prices?No. She records questions in a structured way and passes them on with context.
How detailed can the qualification be?As short as possible, as thorough as necessary.
