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Pre-sales telecalling teams are the frontline engine of real estate brokerages. Their primary objective is to contact fresh leads quickly, qualify buyer requirements, and book verified site visits for field sales executives.

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The Telecalling Workflow

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Real Estate Qualification Framework (BANT)

Pre-sales agents use the standardized real estate BANT framework to assess buyer readiness during the initial call:

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Call Dispositions

After each call, agents log the outcome directly on the lead profile or schedule the next step before moving forward:

Site Visit Scheduled

Lead agreed to visit the project. The agent selects a visit date, time slot, and assigns a field sales executive.

Callback Requested

Customer is busy or driving. The agent creates a scheduled follow-up with the requested callback date and time.

RNR / Busy

Ring no answer or line busy. The call record logs the attempt, allowing the agent to retry the lead later in their queue.

Not Interested / Lost

Unqualified, out of budget, or duplicate lead. The agent marks the lead status as LOST with explanatory notes.

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Speed to Lead & Response Time

BrokerOS tracks elapsed time between lead ingestion and the first outbound call:
  • Target Response Time: Under 5 minutes for newly submitted web or ad leads.
  • Conversion Advantage: Calling fresh leads within minutes yields significantly higher contact rates than delayed outreach.
  • Manager Queue Visibility: Unassigned or pending leads remain visible in the manager queue so pre-sales managers can rebalance assignments across active agents.