Solo residential agent
You are at a showing when a sign call comes in. The opportunity is captured, placed on your queue, and chasing follows the real state instead of a blind calendar that pesters a client already under a promise to purchase.
Brokerage and teams
The opportunity lands while you are at a showing, it is assigned to an agent who accepts it, and the next step has a date — without two people calling the same person back.
7 days, 20 answered calls, no card
The task it takes over
Brokerage runs on one phone line carrying opposite needs. A seller who wants to talk about a listing, a buyer who saw a sign, a co-operating agent with an offer to present today, a notary calling about a signing date. The seller is worth a mandate; the co-operating agent with an offer has a window of hours.
This add-on takes an opportunity once it is qualified and places it with an agent: by contact ownership, by territory, or by the rotation you wrote down. Then it demands one gesture — acceptance. An opportunity nobody accepts inside the time limit you set is reassigned, and the team sees it happen.
After that it follows the real path: showing booked, documents requested, mandate steps, transaction deadlines. Chasing adapts to the state of the file and stops when it is won, lost or postponed. What stays out of reach stays out: no opinion of value, no negotiation, no word on a seller’s motivation or on other offers received.
Step by step
- Qualify
Seller, buyer or co-operating agent
Two question sets, two destinations. Address and timeline for a seller; area, property type and pre-approval for a buyer; property and purpose for a co-operating agent, who jumps the queue when an offer is on the table.
- Assign
A named owner, not an anonymous queue
Contact ownership comes first — a client already followed returns to the same agent. Otherwise territory, otherwise rotation. A duplicate is caught before a second record is opened on one person.
- Require acceptance
Accepted, or reassigned
The agent receives the opportunity with its context and accepts it. Without acceptance inside the time limit you set, it moves to the next person by rule. A team lead sees who took what, and at what time.
- Follow
The steps, and the end of chasing
Showings, requested documents, mandate steps, dates that matter: inspection, financing, signing. Chasing tracks the real state of the file and stops once it closes. The outcome — won, lost, postponed — is written down with its owner.
An add-on, not a base capability
The Real estate base identifies the caller, opens a request and passes it to you. It does not spread work across several agents and does not follow a mandate through time. This add-on carries distribution, acceptance and follow-through, for a solo agent as much as a team.
It covers opportunities belonging to the agent and the team. Taking in general outside sources — an advertising form, a buyer platform — belongs to the lead capture and sales follow-up module; taken together, the two share the collection rather than counting it twice.
What this changes for your business
Agent team
Rotation or a dedicated agent per area: the rule is written, acceptance is required, and reassignment once the time limit passes kills the opportunity everyone assumed somebody else had taken.
Agency and brokerage office
Office enquiry, an agent’s own client, brand new opportunity: the three are told apart. Territory, team and contact ownership are respected, and an agent leaving does not lose the file.
Commercial brokerage
Company, authorized contact, intended use and square footage are captured before a viewing is booked. Cycles run long: a negotiation or diligence step carries its next deadline, and chasing follows it.
What it receives
- The qualified call, with the caller’s role and the property concerned
- Your assignment rule: contact ownership, territory, rotation
- The acceptance time limit beyond which an opportunity is reassigned
- Dates that matter on file: inspection, financing, signing
What it produces
- An opportunity assigned to a named agent, duplicate set aside
- An acceptance on record, or a reassignment by rule
- Showings booked and documents requested with their checklist
- Tracking by owner, and a written outcome: won, lost or postponed
You write the assignment rule and the acceptance time limit. Your receptionist gives no opinion of value, negotiates nothing, reveals no seller motivation and no competing offer, and confirms no availability when your listing record is silent.
What is metered, and what comes from elsewhere
The allowance counts opportunities tracked at the same time: live files, rather than call volume.
- Brokerage opportunities tracked at the same time, across the whole team
- A document page allowance for records attached to an opportunity
- Booked showings land in the agent’s calendar, with no second counter
- Calls stay metered on the base, separately from this add-on
Third-party costs stay separate: listing platform dues, advertising bought from an outside source, or electronic signature from an outside provider are billed by that provider.
With brokerage software
The status shown is technical qualification, as the software register establishes it. With nothing connected, the opportunity lives in Zenvox.
- No connected softwareZenvox native modeAssignment, acceptance, steps and outcome stay in Zenvox, readable from the app by the agent and by the team lead.Work without connected software
- Follow Up BossTo qualifyAccount key access is documented; system registration, scope of rights and event coverage still have to be proven.Follow Up Boss
- HubSpotTo qualifyInstalled per customer with limited rights. App authorization and the exact setup at each agency still have to be proven.HubSpot
Questions about this add-on
An opportunity nobody accepts — where does it sit?
It is reassigned. Without acceptance inside the time limit you set, it moves to the next person by your rule, and the team lead sees who took what, and at what time.
Does it give an opinion of value?
No. Your receptionist gives no opinion of value, negotiates nothing, reveals no seller motivation and no competing offer, and confirms no availability when your listing record is silent.
Can two records be opened on the same person?
A duplicate is caught before a second record is created. Contact ownership comes first — a client already followed returns to the same agent — then territory, then rotation.
A co-operating agent with an offer to present — do they wait their turn?
No. They jump the queue: that call carries a window of hours, and qualification asks them for the property and the purpose rather than the questions meant for a seller or a buyer.
Do I also need the lead capture module for advertising forms?
Yes for general outside sources — an advertising form, a buyer platform — which belong to the lead capture and sales follow-up module. Taken together, the two share the collection rather than counting it twice.
Where to next
Go back to your situation, or see how the add-on sits beside your base.
Brokerage and teams