01 · CONTROLLED HANDOFF
Turning a portal call-back into a record
01
A call to the number on the portal listing is captured through the connected phone system, and the agent turns it into a new buyer record after the conversation.
02
Budget, district, room count and mortgage status go into custom fields; the record moves to the Listing Match stage.
03
Matching listings are filtered as a segment, and the shortlist for that buyer is shared over WhatsApp.
04
When the buyer picks a flat, a viewing appointment opens on the agent’s calendar and a confirmation draft is prepared for the seller.
05
Feedback after the visit is noted on the same record; the file moves to Offer and Negotiation or returns for a second round of suggestions.