Real Estate

One property visit. The details stay with you.

Buyer must-haves, seller expectations, property questions and referrals become useful context for the agent, property team and office, ready for the next appointment.

Book a demo Follow the viewing
A real estate agent shows two clients a bright office space with floor-to-ceiling windows
The viewing conversation, in person.

From the property visit

What they liked.
What still needs an answer.

Keep buyer requirements, property reactions and the next viewing request together.

Conversation contextIllustrative example · draft
“We’re relocating for work. Three bedrooms, a home office, up to $720,000. We liked the kitchen; the street worries us. Saturday viewing? My sister’s looking too.”
Buyers
Dana and Theo Okafor · relocating for work
Requirements
Three bedrooms · home office · up to $720,000
Reaction
Liked the kitchen; raised a question about the busy street
Requests
Second viewing on Saturday; a possible family introduction

One viewing.
Clear work for the whole team.

Buyer preferences go to the agent, property questions to the listing team, and the viewing request to the office.

Team routingIllustrative example

Viewing context

Dana and Theo · buyer viewing

Must-haves
Three bedrooms · home office
Budget
Up to $720,000, stated by the buyers
Property reaction
Kitchen liked; busy-street concern
Next step
Saturday viewing requested, not booked

Select a team

Explore the draft prepared for each team.

Agent draft

Salesforce

Buyer preferences and follow-up

Needs
Three bedrooms, a home office and the stated budget
Preference
Keep the liked kitchen and street concern in the buyer notes
Referral
Sister also looking; potential introduction
Proposed owner
Assigned real estate agent
Status
Draft · awaiting agent review

Buyer context in CRM.
Property questions with the team.

Keep preferences with the buyer record and practical requests with the teams handling them.

SalesforceCRM

Useful notes for the next appointment.

Prepare buyer preferences, the stated budget, property reactions and follow-ups for your team’s Salesforce fields.

Viewing conversationReviewed buyer notes
Property and office teamsTeam handoff

The questions and viewing request stay clear.

Give the property team the street question and the office the Saturday viewing request.

Property question or requestTeam review and coordination

The viewing is the source.
The follow-up starts there.

Draft a buyer recap, property question and viewing request using what was said.

Explore MCP and API
From conversation context to a first draftIllustrative agent example

Recorded conversation context

Dana and Theo · buyer viewing

Three bedrooms · home office · stated $720,000 limit · kitchen liked · street question · Saturday viewing requested.

MCPAPI
  • Claude
  • OpenAI
  • Gemini

Buyer follow-up draft

Draft · for review

I’ve noted three bedrooms, a home office and your $720,000 limit. We’ll check the street question and Saturday availability. Your sister is welcome to connect.

Agent checks property answers and viewing availability.

Proposed next steps

  1. Review the buyer recap and preference notes
  2. Ask the property team to check the street question
  3. Prepare the Saturday viewing request for the office

Real Estate, from conversation to follow-through

See a viewing become useful across your team.

Book a 30-minute demo of viewing capture, property and office handoffs, and buyer follow-up drafts.

Book a demo