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Streamlining Property Viewing Feedback

Andrew
15.04.24 03:02 PM Comment(s)

Streamlining Property Viewing Feedback

Property viewings are an estate agent's mainstay, essential to both the selling and letting processes. These interactions are not just about showcasing a property; they're about understanding the needs and desires of potential buyers or tenants, turning each viewing into a rich source of valuable insights.


However, estate agents will be all too familiar with how challenging gathering this critical information can be, and the way in which this manual and time-consuming task can detract from the core focus of their work.


To address the challenge of estate agent viewing feedback, Rezi’s Interactive Feedback Workflow offers a transformative solution. Understanding the difficulties associated with collecting post-viewing feedback, this smart workflow has been specifically designed to streamline this process. Using the workflow, agents can automate the feedback request and collection process directly within the system, making what was once a cumbersome task both simple and efficient.

Why Property Feedback After Viewings Will Always Be Important

Understanding the pivotal role of property viewing feedback is essential for estate agents striving to optimise their sales process and enhance client satisfaction. Let's delve into a few of the essential reasons why soliciting feedback post-viewings is, and always will be integral to real estate success:

Market positioning and pricing strategy

Collecting feedback from potential buyers can provide invaluable insights into how the property is perceived in the current market. This enables agents to assess if the asking price aligns with buyer expectations and market conditions, potentially leading to adjustments that better match the property's value proposition with buyer demand.

Enhanced customer service

By actively seeking out and addressing feedback, estate agents can significantly improve the client experience. This not only includes the seller's experience by making them feel involved and informed but also enhances the buyer's journey by showing that their opinions are valued and considered. It’s the perfect opportunity for agents to build trust and rapport.

Predicting buyer intent

Viewing feedback serves as a direct line to understanding the intentions of prospective buyers. Whether they express interest in making an offer or request additional viewings, these insights help agents gauge buyer interest levels and prioritise follow-up actions, speeding up the sales process.

Identifying sale enhancers

Comments and feedback can highlight unique selling points or areas for improvement that might not have been initially apparent. These insights allow agents to tailor their marketing strategy, emphasising features that resonate with buyers or addressing concerns that could impede a sale.

Data-driven decisions

Accumulating feedback over time creates a rich data source that supports informed decision-making. Analysing trends and patterns in buyer responses can guide agents in advising sellers on how to present their properties more effectively, refine their marketing strategies, and potentially influence future listings to better meet buyer expectations.

Streamlining communication

The use of these types of automated workflows for requesting and receiving viewing feedback simplifies the process significantly. They automate the collection of insights, making it easier for agents to gather, analyse, and act upon the feedback efficiently.


As we delve into the efficiencies brought about by automating the viewing feedback process, it's clear that the adoption of this sort of technology within real estate can significantly enhance operational efficiency. For a deeper understanding of how such innovations can benefit your agency further, explore our blog on the benefits of estate agent automated workflows, which highlights key advantages including improved time management, enhanced client satisfaction, and increased productivity.


So it’s clear to see that not only will implementing a streamlined system, like our Interactive Feedback Workflow, makes the lettings or sales progression more efficient, it also enhances the overall effectiveness of estate agencies in today's competitive market through its communication aspects and more. But most importantly, how does it work?

Property viewing feedback automatic workflow: How it works

Created to alleviate the manual task of collecting feedback, this smart system leverages Rezi's advanced forms functionality.


This goes beyond the basic feedback from a client you would typically receive from clients when sourcing it manually also - it dives deep to capture a wealth of information directly from clients, enriching the decision-making process with nuanced insights.

It streamlines your process

Created to alleviate the manual task of collecting feedback, this smart system leverages Rezi's advanced forms functionality.


This goes beyond the basic feedback from a client you would typically receive from clients when sourcing it manually also - it dives deep to capture a wealth of information directly from clients, enriching the decision-making process with nuanced insights.

The text message, as shown above, will be sent to the viewer's contact details.


Upon opening the link in the text message, the viewer will see a thoughtfully crafted professional message, incorporating the branding of your estate agency, complete with your logo and the property's address.


Within the form, your client will have the opportunity to rate all things related to the property. Think location, condition, and of course, the price.

Smart, responsive, and customisable

One of the most compelling aspects of this workflow is its intelligence. It springs into action only when needed, avoiding redundancy if feedback has already been gathered. Should there be a delay in obtaining feedback, the system automatically sends a text message to the viewer, inviting them to share their thoughts through the bespoke form.


The form isn't static; it's dynamic, adapting to the viewer's responses. Let’s say a viewer expresses interest in the property—the form cleverly unveils additional questions, probing whether they'd like to make an offer, and if so, how much. It's this level of customisation and responsiveness that sets Rezi's workflow apart, ensuring that you're not just collecting feedback, but engaging in a meaningful dialogue with potential clients, at no extra time cost.

From feedback to action

We’ve explored how the Interactive Feedback Workflow enriches the experience for clients, now you’ll need to understand the equally streamlined process for agents. The journey from receiving feedback to taking actionable steps is designed with efficiency and clarity at its core.


When feedback is submitted by a viewer, the system promptly acknowledges their contribution with a customisable thank you message. This gesture not only wraps up the feedback process on a positive note for the client but also triggers an immediate response within the Rezi estate agent software platform for agents. Immediately, a notification will pop up in the bottom right corner of your Rezi CRM system dashboard, indicating that feedback has been received for a property, and providing a button you can click to view the details.


Upon clicking this button, agents will be taken directly to the specific page of the property in Rezi. The workflow's intelligence extends to ensuring that no piece of feedback slips through the cracks. A specially designed widget on the dashboard collects and displays recent feedback. This feature is particularly useful for agents who might miss the initial notification, offering them a second chance to catch up on crucial insights shared by potential buyers or tenants.

Taking action on this feedback is a seamless continuation of the process. Once the vendor has been informed about the viewing feedback, either during direct communication or through a scheduled report, the feedback item can be cleared from the dashboard. This can be done directly within the 'viewings' section of the property listing on Rezi.


Alternatively, for a more streamlined reporting process, agents can remove the feedback from the dashboard by marking it as 'vendor has been notified' in the 'requires reporting' section. This not only helps in keeping the dashboard organised but also ensures that all feedback is accounted for and acted upon in a timely manner.

This integrated approach, from receiving feedback to informing vendors, exemplifies how Rezi's Interactive Feedback Workflow not only simplifies the feedback collection process but also empowers agents to take informed actions. It's a testament to how the system bridges the gap between feedback and tangible outcomes, making the entire cycle—from viewer input to vendor communication—fluid, efficient, and impactful.

Closing the loop

With feedback in hand, the system allows for a full-circle communication process. Agents can easily relay insights back to the client, whether through text/SMS or email, ensuring transparency and fostering trust. This feedback loop is not just about gathering information; it's about building relationships, enhancing the property viewing experience for both buyers and tenants alike.

What Benefits Will It Bring To Estate Agents?

Implementing Rezi’s Interactive Feedback Workflow goes beyond process optimisation - it signifies a strategic advancement in how estate agents interact with both the market and their clientele.

Saves agents time

There’s no mistaking that the life of an estate agent is fast-paced. Balancing viewings, client meetings and administrative tasks leaves little room for inefficiency. For agents, time has become increasingly precious, so much so that we recently compiled a blog post dedicated to time management tips for estate agents.

 

Given the scarcity and value of time in the real estate landscape, estate agents are constantly on the lookout for ways to optimise their daily tasks and workflows. This emphasis on time-saving makes leveraging automated workflows like the Interactive Feedback Workflow all the more appealing.


The automated nature of the feedback workflow significantly reduces the manual effort traditionally involved in soliciting feedback from clients. This not only frees up valuable time for estate agents but also streamlines the entire viewing process, allowing agents to focus on more strategic tasks that can enhance their productivity and effectiveness in the field.

Ensures consistent feedback from clients

By standardising the feedback collection process, Rezi ensures that agents receive consistent, comprehensive insights from every viewing. This uniformity in feedback quality provides a reliable data foundation for making informed decisions, enhancing property listings, and tailoring client communications.

Improve client relationships

The automated workflow demonstrates to clients that their opinions are valued and considered. This active engagement fosters stronger relationships, building trust and rapport. Enhanced client relations ultimately lead to higher satisfaction rates, contributing to a positive reputation in the competitive real estate market.

Wins agents more instructions

With improved efficiency, consistent feedback, and strengthened client relationships, estate agents are better positioned to win more instructions. The insights garnered through the feedback process equip agents with the knowledge to fine-tune their approach, appeal to client needs, and secure more listings, driving their success and growth in the industry.

Conclusion

Agents know all too well that efficiency and client engagement are paramount. By automating the feedback collection process with cloud based software, it not only saves time but also ensures consistency in client feedback, enriches client relationships, and positions agents for greater success. This innovative workflow represents a significant leap forward, empowering agents to navigate the complexities of the real estate market with confidence and strategic insight.

 

For a more detailed walkthrough of the workflow or our estate agency software in action, be sure to talk to our team by visiting our booking calendar below.