Industry

Process work for real estate agencies

In property, the first agent to reply usually gets the viewing. Most agencies lose enquiries not to competitors but to their own slow handover.

Where it goes wrong

  • Enquiries arrive from portals, the website, WhatsApp and phone, and are copied into the CRM by hand, if at all.
  • Nobody owns an enquiry that arrives out of hours.
  • Viewing slots are agreed by long message threads.
  • Feedback after a viewing is never recorded, so the next suggestion is generic.

Where to start

Measure time from enquiry to first human reply, by source and by hour of day. The gap between portal enquiries in office hours and WhatsApp messages on Sunday evening usually surprises people. The real estate map shows one route from enquiry to signed offer, including the feedback loop back to viewing slots.

Related reading: why speed to lead decides who wins the sale and the agency enquiry follow-up case study. For the underlying service, see process automation.

Related reading and services

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