Phone agent – data entry

Use this form while on the phone. Ask the customer each question below and fill in the answers. Choose Sales, Lettings or Other, then submit.

Purpose of call:

Customer details

"Can I take your full name?"

"What's the best mobile number to reach you?"

"And your email address?"

Property details

"What's the property postcode and house number?"

Address line 2 (if any)

Town / City

County

Postcode

"Is it detached, semi, terrace or flat?"

"How many bedrooms and bathrooms?"

"Does it have a garden?"

"Any parking?"

Approximate size in sqm? (Optional)

Condition? (Optional)

Valuation call

Enter their mobile above, then click Load times.

Does the caller need to speak to someone urgently today?

Final details

"Is this mobile number on WhatsApp?"

Anything else captured in the call? (e.g. multiple properties, specific concerns)