Prepare for the person.Then plan the showing.
A buyer relationship moves between preferences, properties and appointments. Keep those details connected so each conversation and showing has a useful starting point.
Explore the practical guideBuild a showing day around the buyer.
A buyer changes their search after the first tour. The useful next step is to update what matters to them, review the properties you have selected and arrange the next appointment with that context in view.
Before the first conversation
Context to keep
Their intake answers, budget range and stated preferences.
Next step
Open the client record and note what still needs clarification.
Before choosing appointments
Context to keep
The buyer and the properties you have selected for them.
Next step
Prepare the itinerary and check available tour times.
When plans change
Context to keep
The tour status and any available cancellation or waitlist information.
Next step
Return to the booking context rather than treating a cancelled time as occupied.
After the showing
Context to keep
Feedback and the next agreed action.
Next step
Create a follow-up linked to the relevant client or tour.
The workspace behind the workflow.
Turning an inquiry into a prepared showing day.
Carry preferences into the conversation.
Keep the buyer’s contact details and history in view as the search develops.
Explore client records
Keep the appointment with the relationship.
Use available booking and tour context when planning the next showing.
Explore calendar
Set up one buyer workflow first.
Let preparation support your judgment.
An agent can help organize the available context into a brief. You choose the properties and the advice you give the client. External calendars and location services need their own setup.
- Adjust the buyer intake form to capture the information your first call needs.
- Keep one client record current and configure tour availability before sharing a booking path.
- Use the calendar and follow-up list together for the next showing.
Choose another perspective.
Transaction coordinators
Connect milestones, documents, signatures and outstanding work.
Explore transaction coordinators