Capture the search
Budget, bedrooms, areas and timeline are collected in the conversation.
From property enquiries to qualified searches.
Give every buyer or renter a clear next step, from their first message to suitable property recommendations.
See the workflow in 30 seconds.
Illustrative workflow using sample enquiries. Connected accounts, configured sources and appropriate permissions are required.
Match live inventory
Saved searches are matched against your properties, within the client’s criteria.
Agents approve the send
Review mode lets an agent approve recommendations before they reach the client.
01
Understand the search
Collect the customer’s budget, preferred locations and property requirements in the conversation.
02
Confirm and match
Let the customer confirm their needs, then match against your configured property inventory.
03
Keep an agent involved
Review recommendations and assign follow-up to an agent. Retain the search context when colleagues take over.
04
What this workflow needs
Matching depends on your inventory and configured review mode. A recommendation does not reserve a property or schedule a viewing.
For property agents
From enquiry to qualified search.
Buyer and renter enquiries become saved searches with an owner, so agents spend time on qualified clients instead of repeating questions.
Create your account Illustrative photo. Interface details use sample data.Product screens are from the SM Gateway application with sample data. Cards and photos are illustrative.