Manages showing appointments, listing consultations, buyer consultations, open houses, and client meetings. Handles scheduling, reminders, confirmations, and cancellations.
Use this skill to schedule, confirm, manage, and follow up on all real estate appointments: showings, consultations, open houses, closings, and check-in calls.
Duration: 45-60 minutes Location: Office or video call
Pre-Appointment (48 hours before):
"Hi [Name], just confirming our buyer consultation on [Day] at [Time]. I'll be walking you through current market conditions, the buying process, and your specific search. Looking forward to it — let me know if anything comes up."
Preparation Checklist:
Post-Appointment Follow-Up (same day):
"Great meeting with you today, [Name]. [1 personal detail from meeting — e.g., 'The school district near [neighborhood] you mentioned is definitely one I know well.']. I'm sending you a recap of the top listings we discussed. Next step is [specific action]. Talk soon."
Duration: 30-45 minutes per home (plan 15 min buffer between) Confirmation: 24 hours before, then 2 hours before
48-Hour Confirmation:
"Confirming your showing at [Address] on [Day] at [Time]. I'll meet you out front. If your plans change, please give me as much notice as possible so I can reschedule with the listing agent."
Post-Showing Follow-Up (within 2 hours):
"Thanks for touring [Address] with me! On a scale of 1-10, how did it feel? [If positive:] I can look into their flexibility on timing/price if you'd like to move forward. [If negative:] Totally understand — what specifically didn't work so I can refine our search?"
Duration: 60-90 minutes Location: At the property
Preparation:
Agenda:
Post-Consultation Follow-Up (within 24 hours):
Send written summary of meeting, CMA, and proposed list price with reasoning.
Planning (7 days before):
Day-Of Checklist:
Post-Open House (within 2 hours of closing):
{baseDir}