Brokers · Sales Qualification and Follow-up

AI for an estate agency's enquiry follow-up: no enquiry lost between the portals, the inbox and the CRM

For brokers who receive enquiries through portals, email, phone and their network, and whose follow-up depends on the workload of the moment.

Discuss your follow-up

What happens today

Enquiries arrive through several channels and are not all recorded.
Qualification is done from memory, with variable criteria.
Buyer / property matching relies on the broker's memory.
Follow-ups get lost when activity picks up.

The workflow

01 · Inputs
- Property portals
- Emails and forms
- Transcribed calls
- Existing CRM
02 · Processing
- Recording and enrichment
- Qualification against your criteria
- Matching with properties or mandates
- Follow-up proposed and assigned
03 · Human checks
- Messages validated before sending
- Restricted contacts blocked
- Low scores sent for review
04 · Outputs & actions
- Complete enquiry in the CRM
- List of matches
- Follow-up drafts
- Up-to-date pipeline

What changes

Today

With the system

Unrecorded enquiries.

Every enquiry is captured and qualified.

Matching from memory.

Matching proposed, broker decides.

Irregular follow-ups.

Follow-ups planned and traced.

Example

An enquiry received via a portal is recorded, enriched, scored and matched with three compatible properties; the broker receives a draft reply to approve.

Illustrative example of how the process can work.

Sales Qualification and Follow-up

Inbound and dormant enquiries → qualified, prioritised, assigned

What drives the economics of the project

No savings are guaranteed. The variables below are the ones we measure in Discover.

Number of enquiries per month and per channel

Current first-response time

Share of enquiries left without follow-up

Quality of the existing CRM

Any estimate shows its assumptions: current conversion rate, average value of a mandate, sales time freed up.

Implementation

01
Discover
Mapping of channels, qualification criteria, state of the CRM.
02
Data & access
Access to CRM, portals, email.
03
Build
Capture, enrichment, scoring, matching, follow-ups.
04
UAT
Brokers test on real enquiries.
05
Go-live & RUN
Rollout, monitoring, adjustment of the criteria.

Security and privacy

Prospect data is processed according to your policy and the applicable regulation. Opt-outs and restrictions are hard stops in the workflow. Architecture documented before production.

Frequently asked questions

Does the system send messages on its own?

Not by default. It proposes; the broker validates.

Does it work with our CRM?

If a viable API or connector exists. Confirmed after assessment.

Can it handle several languages?

Yes, FR/NL/EN depending on the providers selected; tested on your real enquiries.

How long?

Estimate after Discover, depending on access and testing.

Let's discuss your follow-up

Describe your channels and your CRM. We'll tell you where enquiries get lost and what can be automated.