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In real estate, site visits are the defining milestone of the sales cycle. Confirmed property bookings typically occur following a physical walkthrough of the project site, model units, and sales gallery.

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The Site Visit Workflow

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Site Visit Assignment & Pre-Visit Briefing

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Automated Project Round-Robin

When pre-sales schedules a visit for a specific project:
  • BrokerOS queries active sales executives mapped to that project (ProjectAssignment).
  • The system assigns the visit using deterministic round-robin rotation based on the previous assignment.
  • The lead’s assignedUserId automatically transfers to the designated field sales executive.
  • An instant push notification alerts the executive with customer details, project name, and scheduled time slot.

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Pre-Visit Briefing

Before greeting the client at the project lounge, the sales executive reviews the lead profile in the mobile app:
  • AI call transcription summaries and next-step recommendations from the pre-sales discovery calls.
  • Specific preferences such as configuration, desired floor level, and orientation.
  • Verified budget range and timeline.

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Conducting the Walkthrough

During the on-site presentation, the sales executive guides the buyer through key presentation stages:
  • Master Plan & Amenities: Reviewing overall community layouts, tower placements, clubhouse facilities, and green spaces.
  • Model Units: Walking through actual floor plans, room dimensions, natural lighting, and interior specifications.
  • Inventory Matrix & Cost Presentation: Using the real-time BrokerOS inventory screen to check unit availability and present transparent pricing breakdowns.

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Logging Site Visit Outcomes

Immediately following the visit, the sales executive logs the structured visit feedback in the mobile app:

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Pipeline Advancement

Completing a site visit triggers automatic activity tracking:
  • Daily Task Completion: Marking a site visit COMPLETED automatically verifies the executive’s daily site visit performance targets.
  • Advancing to Negotiation: If the buyer expresses strong purchase intent, the sales executive advances the lead status to NEGOTIATION and opens a formal negotiation thread in BrokerOS.
  • Rescheduling & Cancellations: If a client misses an appointment, the visit is flagged as NO_SHOW or RESCHEDULED, preserving full historical audit logs on the lead timeline.