Following up a viewing

PropertybeSlick

A step-by-step guide to help estate agents follow up viewings.

1Add any feedback received during the viewing to the file record

Importance: Essential

2Diarise a follow-up phone call

Importance: Essential

Schedule a call to the applicant to get further feedback after an agreed timescale.

3Call the applicant to get further feedback and add to the file record

Importance: Essential

3.1Encourage an offer where the feedback is positive

Importance: Essential

3.2Suggest any alternative properties to view where the applicant has decided not to offer

Importance: Optional

4Include the viewing feedback in the weekly summary report to the vendor

Importance: Essential

Use this template on beSlick

Add to your Organisation or start a free trial today to use this template.