Illustrative idea · PROPERTY SALES
Organize buyer enquiries by property
Help agents see which listings prospective buyers ask about and what details they have shared.
Give agents a clearer view of every new property enquiry.
Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.
Bring each enquiry into a consistent review process. Separate personal and business contacts based on their email domain, highlight missing details, and use an intent rating as a prompt for agent attention—not as a decision about the person.
Actual availability depends on published steps, supported connections, permissions, and provider approval.
New property enquiryA website contact request with the details provided by a prospective buyer
“Organize this property enquiry, note whether the contact details are complete, and give the agent a first-pass rating of the stated buying interest.”
Work through the request.
Clear tasks, with review where it matters.
- Collect the enquiry details
- Flag incomplete contact information
- Organize the contact type
A lead record in the appropriate personal or business tracker, an intent rating for the agent to consider, and an alert for new complete enquiries. Incomplete submissions are retained for follow-up.
What this workflow could do
Checks new property enquiries for an email address, organizes complete leads into personal or business records based on the email domain, and provides an intent rating for agent follow-up. Incomplete requests are recorded separately.
Review points proposed in this idea
An intent rating is an imperfect prioritization aid, not proof of a person’s intentions or eligibility. Agents should review the enquiry and its context before deciding how to respond.
How the idea could work
Select an illustrative task to explore its proposed role. No workflow runs here.
-
Gather the name, email, phone number, property interest, and message provided by the prospective buyer.
-
If an email address is missing, retain the submission in an incomplete-enquiry record so the team can decide how to follow up.
-
Use the email domain to place a complete enquiry in the personal or business lead tracker.
-
Summarize the stated buying interest on a one-to-ten scale so an agent can use it as one prioritization signal.
-
Use the email address to update an existing lead record rather than creating an unnecessary duplicate.
-
Send a concise notification with the lead type and rating so an agent can review the original enquiry.
Step 1 of 6
Collect the enquiry details
Gather the name, email, phone number, property interest, and message provided by the prospective buyer.
Proposed setup considerations
These are planning notes for the concept, not instructions for a currently available template.
- 01
Prepare the enquiry form
Choose the contact and property details the team needs, including name, email, phone, and enquiry message.
- 02
Set up lead records
Choose where personal leads, business leads, and incomplete enquiries should be kept.
- 03
Define how to use the interest rating
Agree that the rating is a prioritization aid, and decide how agents should handle uncertain or low-detail submissions.
- 04
Choose agent notifications
Set the team members who receive new lead alerts and test both complete and incomplete enquiries.
Read the prelaunch status
Published templates and verified customer availability remain pending.
A little help with the whole task
A little less busywork.
A little less busywork.
A little more room for you.
Explore the sample experience while launch details are being finalized.
View pricing status Explore the simulation