The decision to make first
A property may move from active to another status while callers continue asking to view it from an older advertisement or saved link. Use the team-approved current status and define what request path remains appropriate for each status instead of assuming all visible listings are showable.
What the handoff should contain
Keep listing identifier, status, effective update, responsible agent and the allowed next action for a caller asking about that property.
Suggested wording to approve
Example wording: “I can tell you the status in the team’s approved information and pass a question to the listing agent. A showing still requires confirmation.”
Test the difficult case
Test an active listing that changes status during the pilot and a caller using an advertisement published before the change. Do not promise access or availability simply because the property page is still online or a calendar appears to contain an open time.
Worked example
Fictional example: A property moves out of the active-showing workflow shortly after a prospect saves its page. The prospect calls with the old link. The assistant should state the approved current status and offer the appropriate agent-review route, not treat the still-accessible page or an open calendar slot as proof that a showing can be confirmed.
Review it in operation
Review inquiries that reached the wrong showing workflow and correct the status-to-action rule rather than deleting useful historical context.
Check before you launch
- Use the team-approved current status and define what request path remains appropriate for each status instead of assuming all visible listings are showable.
- Keep listing identifier, status, effective update, responsible agent and the allowed next action for a caller asking about that property.
- Test an active listing that changes status during the pilot and a caller using an advertisement published before the change.
- Review inquiries that reached the wrong showing workflow and correct the status-to-action rule rather than deleting useful historical context.
Real estate team call-capacity calculator ↗
Try Ava with your business’s public information ↗