Make the buyer arrive with budget and context before the first call.
The prospect delivers budget range, preferred areas, financing status and basic documents from a private link. The agent enters with a better read on the case.
What arrives before the call
Your team decides with documents, context and priority in the same view.
04
key items per case
03
workflow steps
04
covered scenarios
Typical first case
Prospect asking about properties without clarifying budget or financing status.
Guided checklist
What this flow requests before the case gets escalated.
Budget range
Preferred areas or projects
Financing status
Estimated buying timeline
Operating flow
How the case moves from private link to decision.
Qualify buyers with budget, preferred areas, financing and timing before spending commercial time.
The prospect receives a link and completes budget, preferred areas and context.
The team reviews whether the case is ready for a call or visit.
The agent enters with a better filter and fewer repeated questions.
Expected impact
What the operation gains when intake stops living across scattered channels.
Better-qualified calls
Visits with stronger real intent
Less time lost in basic discovery
Common cases
Queries this flow helps organize more clearly.
Prospect asking about properties without clarifying budget or financing status.
Buyer interested in several areas without defining a real buying window yet.
Commercial team currently repeating the same pre-visit questions in chat.
Premium prospect wanting quick attention without filling a cold generic form.
Frequently asked questions
Quick answers before requesting access.
Is it easy for the prospect to use?
Yes. They don't need to download anything, just follow their private link.
Can I request mandatory documents?
Yes. The bot validates the presence of key files before marking the case as ready.
Does it work for any property type?
Yes. You can configure workflows for residential, commercial, luxury or rentals.
Other Real estate routes
More solutions inside the same sector.
Each space answers a clear intent and shows what should arrive before using sales time or visit slots.
Request private access
I want to evaluate this flow for my operation.
Tell us what kind of cases you receive today and how they are filtered before the team loses time.
Request sent
Your place in the private review
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Our team will review your operation and write back with the next step.