A specific broker's client
The caller asks for their broker by name. She checks the attachment, hands over directly, and records a message while a broker is out showing — without taking the file on herself.
Real estate brokerages
Your brokerage’s main number receives office questions, clients asking for their agent and new enquiries. The reason for the call and intended recipient are identified at reception. Your office can direct each caller while keeping individual agents’ client records separate.
$45 CAD / month · 50 Standard calls · 1 local number
For the requests you receive
Fresh opportunity, no owner
Sign call, form, referral. Territory, team and the brokerage rule decide the recipient, and acknowledgement is tracked the way it is for a team.
Broker departure or transfer
Calls aimed at somebody who has left keep arriving. She follows the written instruction: take details, inform without commenting, and route to management or a designated broker, transferring no contact on her own initiative.
Other requests you can delegate
Administrative request to the office
Documents, file follow-up, billing, a question about a brokerage listing. She takes the purpose and routes to the authorised service, opening no broker file for somebody without a right to it.
The right recipient at the brokerage’s front desk
The request goes to management flagged with a showing booked for the next day and the time of the call. File access stays frozen until an authorised decision, and the routing audit shows who was reached, when, and under which instruction.
Read the full conversation
Monday, 9:10 a.m. The general line of a two-office brokerage. A broker left the previous week, and management has written the transfer instruction.
ReceptionistGood morning. Let me take your name and a callback number. How can I direct your call?
CallerI want to speak with my broker, he is handling the sale of my condo in Boucherville.
ReceptionistI am checking the file. Can you confirm the address of the listed property?
CallerYes, and I have a showing booked tomorrow. Is he still with your office?
ReceptionistYour file is now followed by brokerage management, and they will call you back this morning about next steps and tomorrow's showing. I do not comment on a broker's situation, and I will not move your file to somebody else on my own initiative.
What she does for your brokerage
The moves she makes on the three things one line receives — an office request, a broker’s client, a fresh opportunity —, then what stays with management. Every line is a call your brokerage gets.
Three kinds of calls, one switchboard
She takes the name and callback number, then asks the question that settles it: an office request, a specific broker’s client, or a fresh opportunity?
Everything else — territory, team, contact ownership — follows from that answer, not from the order calls arrive in.
For an administrative request — documents, billing, file follow-up —, she captures the purpose and routes to the authorised service.
She opens no broker file for somebody without a right to it; an office employee’s access is not assumed just because they work in the same office.
When the caller asks for their broker by name, she checks the file’s attachment before handing over directly.
She records a message while the broker is out showing, without taking the file on herself.
For a fresh opportunity — a sign call, a form, a referral —, territory, team and the brokerage rule decide the recipient.
Acknowledgement is tracked the way it is for a team, not left to a broker’s goodwill.
When a broker has left the brokerage
For a call aimed at a broker who has left, she follows the written instruction: take details, inform without commenting, and route to management or a designated broker.
She transfers no contact on her own initiative; management freezes, revokes and decides, the front desk applies and logs.
She notes any showing or deadline already scheduled, and the time of the call, in the message sent to management.
The file stays frozen for access purposes until the authorised decision, with a trail of who was reached and when.
She neither confirms nor denies a broker’s situation to the caller: she says a follow-up is under way and forwards it.
Confirming a departure would improvise an answer only management is authorised to give.
The acknowledgement that gets tracked, and the file partner who calls
She tracks the acknowledgement on a fresh opportunity and triggers escalation to management at the delay you set.
A missing acknowledgement is not silent: management is alerted along your rule, not somebody’s memory.
For a mortgage broker or a lender calling about a financing condition, she captures the stage and the date at stake, without confirming the file’s status.
They are treated as a file partner, the same as a notary or an inspector.
She confirms to the caller that the request has been taken up once the broker or the authorised service has answered.
The status announced is the one that exists: forwarded, taken up or pending, not an invented answer.
Between calls, as your brokerage spans several offices
Options added separately, when they are useful to you.
- Add-on
She carries each office’s local information, separates permissions by entity, and consolidates volume distribution in one dashboard.
Multi-sites and entities option: each office keeps its own rules, management keeps the overview. Multi-site and entities
- Add-on
She assigns a fresh opportunity to a named broker, tracks their acceptance, coordinates showings and documents, and ties the outcome to that owner.
Brokerage and teams option: transaction follow-up stays tied to one person, even inside a multi-team brokerage. Brokerage and teams
- Add-on
She links authorised sources to sales outcomes and deduplicates across teams so one transaction is not counted twice.
Lead capture and sales follow-up option: comparing performance by source happens at the brokerage level, not one broker’s alone. Lead capture and sales follow-up
When people write in, and if you already run Follow Up Boss or HubSpot
- Channel
She sorts emails addressed to the office and requests aimed at a specific broker, without pooling their client files.
Optional AI email inbox: draft by default, sending under your policy, and each broker keeps their own permissions.
- Software
With Follow Up Boss, an authorised account key is documented; a brokerage’s rights model — teams, permissions, assignments — still has to be proven.
Published team pricing alone does not establish that coverage; until then she applies her own register of rights. Follow Up Boss
- Software
With HubSpot, delegated-authorisation installation is documented for each client; the app’s real authorisation still has to be proven.
Until an account confirms access, she works from her own register of files and rights. HubSpot
What she does not do for your brokerage
- She does not pool a contact between brokers: the recorded owner is kept.
- She does not transfer a file when a broker leaves: management decides and the instruction applies.
- She does not confirm somebody is a client nor a transaction’s status without verified identity.
- She gives no opinion of value, does not negotiate and puts no figure on a broker’s pay.
- She quotes no mortgage rate and does not imply financing is approved.
- She does not confirm a property is still available when its listing is not configured: she captures and arranges a callback.
- She gives no legal opinion on a purchase offer, conditions or latent defects: administrative reminders only.
What you can ask her yourself
She answers from the calls, files and rights you are allowed to access. A question about an option only applies once you have switched it on.
The questionWhich calls are for administration rather than an agent?
She retrieves the recorded purpose and recipient. Agents’ contacts remain subject to their access permissions.
Which files are visible to a given broker, once their rights apply?
She reads permissions by role: management sees everything, a broker sees what is theirs.
Which fresh opportunities are still waiting on an acknowledgement?
She tracks the delay set before escalation to management. She does not chase a broker on her own initiative.
Which files have stayed frozen since a broker’s departure?
Add-onWith Brokerage and teams: transaction follow-up by owner, including a reassigned file. Without the option, the base follows the written instruction with no such view.
What happens to the request
The brokerage structure becomes a routing rule
Offices, teams, brokers and territories, administrative services and their rights, the contact ownership rule, the escalation procedure to management and the one that applies to a departure.
She qualifies the kind of request before the recipient
Name, callback number, and the question that settles it: is this an office request, a broker's client, or a fresh opportunity? Everything else — territory, team, contact ownership — follows from that answer.
Acknowledgement is tracked, and the audit stays readable
Pickup is tracked and escalation to management fires on the time limit you set. Reporting aggregates at brokerage level with access by role: management sees the whole, a broker sees what belongs to them.
What the Real estate base covers
A bilingual receptionist who identifies the person, the file and the nature of a request, creates a request with an owner and a status, and passes priority situations along the brokerage procedure. No setup fee, and you keep your numbers.
- Calls answered in French and in English, following the caller
- Office request, broker's client and fresh opportunity told apart
- A request created with a named owner and a visible status
- Priority situations handed over immediately along the brokerage rule
- A written summary after every call, readable in the app, and the option to ask her what happened
She does not pool a contact between brokers: recorded ownership is preserved.
Decisions that stay with you
- She transfers no file when a broker leaves: management decides and the written instruction applies.
- She does not confirm that somebody is a client, or the status of a transaction, without verified identity.
- She gives no opinion of value, does not negotiate and puts no figure on a broker's remuneration.
- She quotes no mortgage rate and does not suggest that financing has been approved.
- She introduces herself as the brokerage's receptionist, not as any one broker, and does not solicit a client already represented by a broker at another brokerage.
Ask your receptionist, too
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
Which calls are for administration rather than an agent?
She retrieves the recorded purpose and recipient. Agents’ contacts remain subject to their access permissions.
What else you can hand to her
Beyond the base plan. Each one is added on purpose, separately from the base. None is switched on unless you choose it.
When your customers prefer to write
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Your email inbox
Sort office emails and requests for agents without pooling their client files.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Keeping your current software?
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
Open interface documented with a key from an authorised account; published team pricing does not prove that a brokerage rights model — teams, permissions, assignments — is covered. Scopes and outcome coverage remain to be proven.
Per-customer delegated installation, read and write under documented scopes; actual app authorisation and an account's configuration have yet to be tested.
A brokerage is not one big team: it is several autonomous teams
Inside a brokerage, brokers are attached to a banner rather than salaried, and each keeps a direct number as professional identity. A central reception exists — front desk, general line — yet it does not answer in a broker's name for that broker's own clients. Some banners hand their brokers a white-label CRM, kvCORE for example: a follow-up tool, not a phone answered. The result is a structure where one line receives three different things: an administrative request, a specific broker's client, and an opportunity nobody owns yet.
Your receptionist separates those three cases before routing. She respects territory, team and recorded contact ownership, because a brokerage cannot pool contacts between brokers automatically without creating a representation conflict. She then routes to the broker or to the authorised administrative service, and she tracks the acknowledgement.
The most delicate moment in a brokerage is not a call: it is a departure. When a broker leaves, numbers, access and contacts have to be reassigned by an authorised decision rather than by default. Management freezes, revokes and decides; the front desk applies and logs.
In the same section
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Real estateBrokerage and real estate teams
Real estate brokerages — your questions
Can she hand a broker's file to administration?
Only inside the rights you wrote. An administrative request is routed to the authorised service; a broker's file stays with that broker, and an office employee's access is not presumed merely because they sit in the same office.
What happens when a broker leaves?
Access is revoked and contact transfers are frozen until an authorised decision. The receptionist follows the written instruction: take details, inform without commenting, route to management or a designated broker. Time to revocation is an indicator you can track.
How are two offices kept separate on one service?
The Multi-site and entities option carries local information per office, permissions per entity and a consolidated dashboard. Each office keeps its rules, and management keeps the overall view.
Can one follow-up tool be imposed on every broker?
That is a brokerage decision rather than a technical constraint on our side. The receptionist works with a mandated central tool as readily as with separate tools per team, provided consents and connectors are established for each.
What about partner calls — notary, inspector, mortgage broker?
They are handled as file partners: she records the file concerned, the purpose and the deadline, then routes to a broker or a service. She confirms neither transaction status nor that somebody is a client without verified identity.
Your rules, before the first call
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberReal estate brokerages