Viewing tours
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When your client asks to view, open their reply from Tours and click Review and build tour. This is where you plan the viewings. At the top, AI Buyer Intelligence sums up how keen they are, what they seem to prefer, and a recommended next move.
Questions about this
How do I plan a viewing tour?
Open your client's reply from Tours and click Review and build tour. AI Buyer Intelligence sums up how keen they are, and each property shows their confidence and favourites. Tick the homes, click Build optimal tour, choose the date, start time, viewing length and travel buffer, then click Create optimal tour; The NLS orders the homes to cut the driving and checks your calendar.
How do I mark a viewing on my tour as confirmed by the listing agent?
Click Edit on the viewing, set the status to Confirmed and how they confirmed. Add the meeting point, parking and access notes, choose how much of the address your client sees, and click Save Confirmation.
Can I hide the exact address from my client?
Yes. In Manage Access, choose how much of each address they see: the town only, a meeting point, or the exact address with directions. You can also set an expiry or revoke the link.
What do I use on the day of the tour?
Open the On the day tab, or Tour Day on your phone. It shows your next viewing, with Navigate and the access details. After each viewing, click Mark Viewing Complete and note how it went; your client can add their own feedback on the tour page too.
