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Real estate enquiry automation and viewing preparation

Route property enquiries against current listings and an accountable agent. Collect viewing preferences without promising availability that the listing owner has not confirmed.

Who this suits

Property agencies coordinating listing enquiries across agents.

When a simpler option is a better fit

Do not automate viewing confirmation if listing availability is only known informally and nobody maintains the source.

A scoped starting project

  1. Capture property reference and buyer or tenant preferences

  2. Check listing status and assign the responsible agent

  3. Prepare viewing details for agent confirmation

Illustrative operating rules

Property enquiry, listing availability, lead assignment, and viewing preparation

Illustrative design example. Adapt these rules with the responsible team before implementation.

Real estate enquiry automation and viewing preparation: decisions and ownership
Record or decisionIllustrative ruleAccountable owner
Listing enquiryRead current asking terms and availability from the listing registerListing manager
Agent assignmentRetain the listing owner or agreed duty rotaSales coordinator
Viewing preparationCollect preferred time and requirements, then request confirmationAssigned agent

Operational prerequisites

  • Current listing IDs and status owner
  • Agent roster and service boundaries
  • Approved information and viewing calendar

Limits and exceptions

Withdrawn properties must stop promotion. Keep private seller and tenant information out of public answers. A viewing request is an enquiry until the agent confirms the property and appointment.

Starting scope and cost considerations

Start with enquiry capture and agent handoff for one listing source. Additional portals, calendars and CRM integrations can be scoped after the register is reliable.

Acceptance and measurement

Measure unowned enquiries, unavailable-listing answers and confirmed viewings from the agent's record. Automation is not evidence of a property sale.

Questions before starting

What should the first project include?

Current listing IDs and status owner; Agent roster and service boundaries; Approved information and viewing calendar.

Discuss the scope and availability

Tell CraftDuka about the task, your current systems and the people who will use it. Our team is based in Nairobi and serves Kenya and East Africa. We will assess the fit and availability before agreeing a project.

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