Playbook

Buyer intake

Capture buyer needs, budget, timing, and location to drive the right matching and showing workflow.

Trigger

Buyer inquiry

Starts from a web lead, referral, or open house interaction.

Action

Qualify and match

Filter serious buyers and match them to listings or next steps.

Approval

Review edge cases

Escalate unusual constraints or sensitive interactions.

Result

Booked showing

Measure success by qualified buyers and scheduled showings.