Real Estate Lead Follow-Up
A buyer enquires on three properties from three agencies at once. Whoever calls back first usually gets the viewing — and that is rarely the agent who is already out with another client.
This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.
How this normally runs
- Enquiry arrivesFrom a portal, the agency website or a phone call.
- Agent contactsSame-day callback within an agreed window.
- QualifiesFinancing position, timeline, budget and requirements captured.
- BooksViewing or valuation placed in the right diary.
- Follows upPost-viewing feedback and next steps recorded.
Who does what
Agent responsibilities
- Return every enquiry the same day
- Capture buyer or seller qualifying details accurately
- Book viewings and valuations into the correct diary
- Never give a valuation or investment opinion — that stays with licensed staff
- Record post-viewing feedback for the vendor
Client responsibilities
- Keep agent diaries genuinely available
- Supply property details agents can reference confidently
- Confirm fair-housing and equivalent anti-discrimination requirements for the script
- Provide licensed staff for anything requiring a real-estate licence
Suggested starting crew
2 agents handling enquiry follow-up and diary coordination across buyer and seller enquiries.
Illustrative daily volume
15–40 enquiries/day depending on listing volume and portal activity.
Tools
CRM, Portal integrations, Scheduling calendar
Possible KPIs
Speed to callback, Viewing booking rate, Show rate, Database reactivation rate
Valuation opinions and contractual questions route to licensed staff; agents never answer them directly.
$5.99/hr per agent, appointment setting
Minimum 2 agents. Telecom billed separately for any campaign involving calling.
Related services
Appointment Setting
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From $2.99/hrSee if this fits your business
Every real engagement is scoped from your actual volume, not a workflow template.