Rental Property Showing Request
Inbound call to schedule a showing for a rental property.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask which property they are interested in viewing.
important“Which property are you calling about — do you have the address or listing link?”
Field: Property address or listing they are calling about
Ask if they have any pets, as many rentals have pet policies.
important“Do you have any pets? If so, what type and how many?”
Field: Pets (type and number)
Ask when they are looking to move in.
important“When are you hoping to move in?”
Field: Desired move-in date
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never guarantee a rental will still be available.
Do not pre-approve or promise qualification.
Never discuss other applicants or their details.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm property address
- Confirm callback number
- State next step
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Email address
- Property address or listing they are calling about
- Desired move-in date
- Number of occupants
- Pets (type and number)
- Employment / income source
- Monthly budget range
- Preferred showing time
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