The receptionist who's in the branch every Saturday
The valuation call comes in while every negotiator is out on a viewing. An AI receptionist on your Line number takes the address and the timeframe, books the valuer, finds the listing a buyer's asking about and books the viewing, qualifies the applicant, and rings the Rightmove lead back within minutes. Start with Molly, the pre-built receptionist, or build your own agent for sales, lettings, and management.
- Incoming call while the negotiators are out on viewingsSat 11:20
Fairfield Estates, how can I help?
Molly, AI receptionistI've seen the two-bed on Alder Road on Rightmove. Can I view it this weekend?
Yes. Tom is showing it tomorrow and has 11:30 or 2:15. Before I book, can I ask about your position? Are you a first-time buyer, or do you have a property to sell?
Molly, AI receptionistFirst-time buyers, mortgage in principle sorted. 11:30 works.
Booked. I'll text you the confirmation and the full address, and Tom will call if anything changes.
Molly, AI receptionistBrilliant, thank you.
Viewing booked · 14 Alder Road · Tom · Sun 11:30
Applicant: first-time buyer, mortgage in principle. Registered against the listing in your CRM, confirmation texted, vendor told.
Everything an agency receptionist does, done by the agent
A good front desk in an agency gets the property, the position, and the slot before a negotiator picks up. Each job below is a thing the agent does on the call, or straight after it.
| What a receptionist does | How the agent does it |
|---|---|
| Answers the phone in the agency's name, Saturdays included | Picks up on the first ring, all week or only when the branch can't, with your greeting. |
| Captures the valuation lead and books the valuer | Takes the address, property type, bedrooms, timeframe, and whether they're on with anyone else, then books a visit into the valuer's Google or Microsoft diary. |
| Books viewings against a listing | Finds the property from the road name or reference, checks the negotiator's diary, books the slot, and tells the vendor. |
| Qualifies buyers | Asks your questions: position, chain, mortgage in principle, and timescale. Records the answers on the applicant. |
| Qualifies lettings applicants | Asks position, budget, move-in date, and the questions you set for referencing. Registers the applicant with their requirements. |
| Triages tenant repairs | Identifies the managed property, grades the fault by your rules, sends urgent ones to the on-call contractor, and logs the rest for property management. |
| Calls portal leads back within minutes | When a Rightmove or Zoopla lead lands, rings the applicant, confirms the property, and books the viewing. |
| Takes offers and chain updates for the negotiator | Records the figure and the position, and flags it to the negotiator on the file. It doesn't negotiate. |
| Registers everything in the CRM | Creates the applicant, vendor, or landlord, attaches the property and the appointment, and updates the record when the viewing is done. |
Workflows an agency builds in an afternoon
Each one is a trigger, a few conditions, and actions in the workflow builder. No code. Change a step and it's live.
- 1The agent calls the applicant within minutes of the lead arriving
- 2Confirms the property and asks your qualifying questions
- 3Books the viewing into the negotiator's diary
- 4If no answer, texts with the negotiator's name and a booking link, and tries again in an hour
- 5Registers the applicant against the listing
Portal leads get a call while they're still on the listing, not on Monday morning.
- 1The agent takes the address, property type, bedrooms, and timeframe
- 2Asks whether they're on the market with anyone else
- 3Books the valuation into the valuer's diary, with a one-tap approval if you want it
- 4Texts the confirmation and emails the valuer's profile
- 5Creates the lead in the CRM and notifies the sales manager
Every valuation enquiry becomes a diary appointment, not a note on the desk.
- 1The agent identifies the property and the tenant from the CRM
- 2Asks what's wrong and grades it by your rules: no heating, no water, a leak, a lock
- 3If urgent, calls the on-call contractor and texts the tenant the ETA
- 4If routine, logs the repair in your property management system and texts the tenant a reference
- 5The property manager sees the whole thing in the inbox in the morning
A contractor at 11pm for the burst pipe. A logged job, not a lost one, for the dripping tap.
Built in the workflow builder: a trigger, conditions, and actions. The agent is one of the actions.
Tools and integrations the agent works with
A receptionist is only useful if they can get into the diary and the CRM. Connect the tools and the agent uses them on the call.
A Saturday with the agent on the phones
What actually happens when the phone is covered all day.
A tenant has no hot water. The agent grades it urgent, calls the on-call plumber, and texts the tenant the ETA.
A Rightmove lead on a three-bed lands. The agent calls the applicant back, qualifies them, and books a viewing for Monday at 5.
A homeowner in the next postcode wants a valuation. Booked with Sarah for Tuesday at 5:30, sales manager notified.
Every negotiator is out. Five calls in twenty minutes, all answered. Three viewings booked, two applicants registered.
A lettings applicant on a budget and a move-in date next month. Registered, and offered viewings on the two flats that match.
Branch closed. The agent texts the day's applicants for viewing feedback and updates the vendors' files.
- An offer, a chain update, or a negotiation. The agent records the details and flags them to the negotiator on the file. It doesn't negotiate or quote a figure.
- A complaint from a vendor, a landlord, or a tenant. The agent takes the details and flags it to the branch manager.
- Anything you mark ask-first: a valuation outside your patch, a viewing without the vendor's consent, or an urgent repair over your spend limit. It gives no legal or financial advice, and keeps tenancy and financial detail out of automatic texts.
Questions estate and letting agents ask
Straight answers on setup, limits, and cost.
Related
Line for estate and letting agents
The whole phone system for your trade: numbers, routing, texts, and the inbox.
AI receptionist
What the receptionist does on every call, and what it costs.
Workflow builder
Triggers, conditions, and actions for calls and messages.
Integrations
Zapier, Make, n8n, and the REST API.
Last reviewed .
Put a receptionist on your number today
Pick a UK number or bring yours, switch the receptionist on, and tell it about the business. Included with Pro and Business, an add-on on Starter. No setup fee.