Managing Property Viewings Template

More real-estate templates

In the competitive real estate industry, managing property viewings is crucial for closing deals. This template helps office managers schedule and manage property viewings using Priority Matrix, ensuring no appointments are missed and multiple viewings are handled smoothly.

From scheduling and preparing properties to following up with potential buyers and coordinating with real estate agents, this template covers all the essential tasks to streamline the property viewing process.

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Managing Property Viewings for Priority Matrix

Managing Property Viewings in Priority Matrix

Efficiently schedule and manage property viewings to ensure no appointments are missed.

You can start using Managing Property Viewings or other Real-Estate Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Urgent and Important

  • Manage viewing cancellations
    ☐ Handle any last-minute viewing cancellations ☐ Reschedule cancelled viewings
  • Prepare properties for viewings
    ☐ Ensure properties are clean and presentable ☐ Arrange for any necessary repairs or maintenance
  • Schedule upcoming property viewings
    ☐ Identify available dates for property viewings ☐ Coordinate with potential buyers for scheduling ☐ Confirm appointments

Important, Not Urgent

  • Coordinate with real estate agents
    ☐ Inform agents about upcoming viewings ☐ Share property details and key selling points
  • Follow up with potential buyers post-viewings
    ☐ Send thank you emails/notes ☐ Address any further queries ☐ Schedule additional viewings if required
  • Prepare viewing documents
    ☐ Prepare property details sheets ☐ Print viewing schedules for the day
  • Review feedback from viewings
    ☐ Collect feedback from potential buyers and agents ☐ Analyze feedback to improve future viewings

Urgent, Not Important

  • Conduct virtual viewings
    ☐ Arrange for virtual viewings if required ☐ Ensure proper technical setup for virtual viewings
  • Send reminders to potential buyers
    ☐ Send reminders a day before the scheduled viewing
  • Update property viewing calendar
    ☐ Mark completed viewings ☐ Reschedule any cancelled or postponed viewings