Enterprise DNA

Sales and new business · Live demo

Valuation request line

Answers business owners who want to know what their building is worth, explains a broker opinion of value, and books a valuation meeting with the right advisor.

VoiceWeb chat BookingLead captureSummaries
Live demo

Talk to Zoe at Quillhaven Commercial Real Estate

Quillhaven Commercial Real Estate is made up. Zoe is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

An owner asking what their building is worth is often planning a sale, a refinance or a sale-leaseback. If the call rings out while the advisors are on site, the owner calls the next brokerage on the list.

How it works

  1. Answers the phone and website chat any time
  2. Explains what a free broker opinion of value covers and how it differs from a formal appraisal
  3. Asks about the property type, size, occupancy, leases in place and the reason for the valuation
  4. Books the meeting with the advisor who covers that area
  5. Sends the advisor a summary so they bring the right recent sales and leases

What it connects to

  • CRM
  • Calendar
  • Phone
  • Website
Sample conversation
  1. CallerHi, we own our building in El Segundo and we're thinking about a sale-leaseback. Can someone tell us what it's worth?
  2. AgentYes. Our valuation team prepares a free broker opinion of value based on recent sales and leases nearby. It isn't a formal appraisal, which a lender would order from a certified appraiser. What kind of building is it?
  3. CallerA two-story office and R&D building, about 22,000 square feet. We use all of it.
  4. AgentThanks. Jonah Whitaker leads our South Bay valuations. He can walk the building on Wednesday at 10am or Friday at 2pm, or start with a video call on Tuesday at 4pm. Which suits?
  5. CallerWednesday at 10.
  6. AgentBooked with Jonah for Wednesday at 10am. I'll send him a note about the sale-leaseback and that you occupy the full 22,000 square feet, so he brings recent investment sales of similar buildings.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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