Virtual property tours and remote consultations

The decision to make first

A remote prospect may ask for a video tour, but the listing team may not offer that format for every property or appointment. Capture the requested format and have the agent confirm availability, platform and scope before sending a meeting promise.

What the handoff should contain

Include property, preferred time, timezone, requested video or phone format and the contact route for the confirmed meeting details.

Suggested wording to approve

Example wording: “I can ask the team about a virtual tour or remote conversation. The agent will confirm the format and any link once the arrangement is approved.”

Test the difficult case

Test an overseas caller, a property without virtual-tour support and a confirmed meeting link that changes before the appointment. Do not invent a video link, promise a live tour of inaccessible areas or imply that a remote view replaces independent assessment.

Worked example

Fictional example: A remote prospect requests a live video tour of a property that has no approved virtual-tour workflow. The assistant records the desired format and timezone for agent review. It should not invent a meeting link or promise access to every room; the agent confirms whether the format is available and what it can actually show.

Review it in operation

Review format mismatches and ensure remote prospects receive the correct timezone and joining information through the approved confirmation process.

Check before you launch

• Capture the requested format and have the agent confirm availability, platform and scope before sending a meeting promise.
• Include property, preferred time, timezone, requested video or phone format and the contact route for the confirmed meeting details.
• Test an overseas caller, a property without virtual-tour support and a confirmed meeting link that changes before the appointment.
• Review format mismatches and ensure remote prospects receive the correct timezone and joining information through the approved confirmation process.

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