Applicant enquiries arrive through multiple channels and require manual data entry, availability checking, and eligibility review before viewing slots can be offered. This fragmented process creates delays, data inconsistencies, and frequent double-booking errors.
Automation captures enquiry details directly, checks property availability in real time, and routes qualified applicants to viewing confirmation within minutes. the team focuses only on exceptions and relationship building.
The full workflow, from trigger to completion.
Applicant submits enquiry via email or web form. Automation is triggered immediately.
The automation parses enquiry content and extracts applicant name, email, phone, property interest, and move-in date. Data is validated and standardised.
Automation queries for the requested property and identifies available viewing slots within the next 7 days.
The automation reviews applicant details against stored agency criteria and flags any missing information or red flags for manual review.
Applicant record is created or updated with all extracted details, eligibility status, and property interest.
Personalised email is sent with available viewing slots, property details, and a link to confirm preferred time.
Message is sent to the viewing team with applicant summary and next steps, ensuring visibility across the agency.
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