Answer
How can agents automate viewing reminders?
You can automate the reminder around a viewing. The published task is to book the visit, send a reminder, check the keys and access, and help the buyer get ready. Viewing dates stay on the lead. A person still confirms the plan.
The viewing task
Book the visit. Send a reminder. Check the keys and access. Help the buyer get ready.
Keep viewing dates, tasks, notes, and offer preparation linked to the lead.
Test the booking before it is live
The booking guide says to send a test with a made-up name, check that the slot is free, and confirm the booking is saved in the calendar.
The tool should ask for help if a message is unclear. It should stop when a person joins the chat.
What the reminder does not decide
Your team must still check buyer fit, property availability, and the accuracy of offer details.
No. We build tools to help you work. We do not promise a sale, a set number of buyers, income, or a fee from a deal.
Questions
Can viewings be booked with nobody watching?
Test the path with made-up names first. A message that says booked is not enough. The slot has to be in the calendar, and unclear chats go to a person.
What does the reminder include?
Book the visit. Send a reminder. Check the keys and access. Help the buyer get ready.
Does this connect to a portal calendar?
No portal calendar connection is published here. The task is to book the visit, send a reminder, and check keys and access.
Related reading
Portal leads · Follow-up safety · Move deals forward · Real estate automation
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