Real Estate — Seller Listing Appointment
Inbound seller lead. Captures property details, motivation, and timeline before scheduling a listing appointment.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask if they're already listed or working with another agent — agency rules require we know upfront.
urgent“Are you currently listed with or working with another agent?”
Field: Currently working with another agent
Ask when they need to be out — drives urgency and pricing strategy.
important“What's your timeline — do you need to sell quickly, or are you flexible?”
Field: Timeline to sell
Ask approximate mortgage balance — equity position drives pricing flexibility.
important“Do you have a rough idea of what you still owe on the property?”
Field: Approximate mortgage balance
Ask about major updates — kitchens, baths, roof, HVAC affect CMA.
normal“Have you done any major updates — kitchen, bathrooms, roof, HVAC?”
Field: Major updates or renovations
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.
Quote a listing price before the CMA and in-person walkthrough.
Guarantee a sale within a specific timeframe.
Guarantee the commission rate before the listing agreement.
Disparage another agent or brokerage.
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 callback number
- Schedule listing appointment
- Send seller packet
- Set cma expectation
Then creates a service request with:
- Caller name
- Callback number
- Property address
- Property type (SFH / condo / townhome / multi)
- Bedrooms / bathrooms / approximate sqft
- Estimated value or Zestimate awareness
- Approximate mortgage balance
- Timeline to sell
- Reason for selling
- Major updates or renovations
- Currently working with another agent
- Buying their next home too
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