Property management · Worked example
Rental viewing booker for a property manager
Answers questions about vacant rentals and books prospective tenants into viewings.
The problem
Every vacant rental brings dozens of enquiries asking about pets, parking and viewing times. Answering each one by hand takes hours.
How it works
- Answers questions about each listing from the property management system
- Checks pets, parking, availability date and rent against the listing record
- Books enquirers into scheduled viewing times
- Sends a text reminder on the day with the address and viewing time
- Passes the list of attendees to the property manager
What it connects to
- VisitorIs the 2 bedroom on Ponsonby Road pet friendly? I have a small dog.
- AgentThe owner will consider a small dog, subject to the application. There's also one off-street carpark included.
- VisitorGreat. When can I see it?
- AgentThere are viewings Saturday at 11am and Tuesday at 5.30pm. Which suits you?
- VisitorSaturday.
- AgentYou're booked in. I'll text you the details and a reminder on Saturday morning.
Illustrative conversation. Names, numbers and details are made up.
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Fixed-rate expiry reminders for a mortgage broker
Contacts existing clients before their fixed rate ends and books a review, so the broker keeps the relationship.
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