ambacti
Explore workflows

PROPERTY LEAD INTAKE · Workflow idea

Give agents a clearer view of every new property enquiry.

Bring each enquiry into a consistent review process. Separate personal and business contacts based on their email domain, highlight missing details, and use an intent rating as a prompt for agent attention—not as a decision about the person.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
New property enquiry
Produces
A lead record in the appropriate personal or business tracker, an intent rating for the agent to consider, and an alert for new complete enquiries. Incomplete submissions are retained for follow-up.
Category
Customer support

01 / The starting point

A clear request.
A useful direction.

A website contact request with the details provided by a prospective buyer

“Organize this property enquiry, note whether the contact details are complete, and give the agent a first-pass rating of the stated buying interest.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Checks new property enquiries for an email address, organizes complete leads into personal or business records based on the email domain, and provides an intent rating for agent follow-up. Incomplete requests are recorded separately.

  1. Collect the enquiry details

    Gather the name, email, phone number, property interest, and message provided by the prospective buyer.

  2. Flag incomplete contact information

    If an email address is missing, retain the submission in an incomplete-enquiry record so the team can decide how to follow up.

  3. Organize the contact type

    Use the email domain to place a complete enquiry in the personal or business lead tracker.

  4. Provide a first-pass interest rating

    Summarize the stated buying interest on a one-to-ten scale so an agent can use it as one prioritization signal.

  5. Keep lead records current

    Use the email address to update an existing lead record rather than creating an unnecessary duplicate.

  6. Alert the agent team

    Send a concise notification with the lead type and rating so an agent can review the original enquiry.

03 / The result

Something useful.
Something to build on.

A lead record in the appropriate personal or business tracker, an intent rating for the agent to consider, and an alert for new complete enquiries. Incomplete submissions are retained for follow-up.

AmbactiWorkflow folio · 6 steps

Prioritize incoming property enquiries

Customer support · Example outcome

The handoff

A lead record in the appropriate personal or business tracker, an intent rating for the agent to consider, and an alert for new complete enquiries. Incomplete submissions are retained for follow-up.

Keep in mind

An intent rating is an imperfect prioritization aid, not proof of a person’s intentions or eligibility. Agents should review the enquiry and its context before deciding how to respond.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Prepare the enquiry form

Choose the contact and property details the team needs, including name, email, phone, and enquiry message.

Set up lead records

Choose where personal leads, business leads, and incomplete enquiries should be kept.

Define how to use the interest rating

Agree that the rating is a prioritization aid, and decide how agents should handle uncertain or low-detail submissions.

Choose agent notifications

Set the team members who receive new lead alerts and test both complete and incomplete enquiries.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗