Prepare your real estate appointments and follow up on your files.
With Clauzy, the advisor makes a request by phone or email and receives documents to review. We adapt the AI assistant’s tasks to the network’s methods and tools.
Prepare a seller appointment.
The advisor needs to gather the available information, clarify the seller’s expectations and prepare the points to discuss.
We work on the meeting structure and the price discussion. Automation can prepare a file from the available information.
A file summary, questions to ask and points to check before the appointment.
Prepare the report after a viewing.
The advisor needs to report the buyer’s reactions and organise the next steps.
After the viewing, they describe the points discussed and the questions still open. Automation can prepare the report and next actions.
A draft report and a list of information to confirm.
They review the document and handle discussions with the seller and buyer. The debrief takes place after the viewing, without recording the client’s conversation.
Practise the situations advisors encounter.
In workshops, advisors can prepare a seller discovery meeting, respond to a price objection or follow up after a viewing. We support managers with team briefings and sharing practices across the network.
Is there a task or situation your network wants to improve?
We will review the advisors’ work and the expected result with you.