Mastering Client Needs: A Real Estate Agent's Guide to Remembering Specific Instructions with Lore
In the fast-paced world of real estate, remembering every specific instruction from clients, inspectors, or escrow officers can be a monumental challenge. From unique showing preferences to critical closing details, missing a single piece of information can impact a deal or client satisfaction. Lore provides an intuitive solution to ensure no instruction is ever overlooked.
Professional Workflow
Instant Capture: Voice Notes for On-the-Go Instructions
Whether you're wrapping up an Open House or discussing property details with a client on a drive, specific instructions can come at any moment. Simply use Lore's Voice Notes feature to record these details hands-free. Lore transcribes your voice to text, creating a Memory that is automatically AI-Linked to the relevant contact's profile. For example, tell Lore, "Seller Sarah prefers all showings after 3 PM, and requires a 2-hour notice."
Quick Log: Documenting Key Instructions and Conversations
For more structured instructions or details gathered during a phone call, Lore's Quick Log offers a rapid way to document facts. Use it to jot down notes like, "Prospect John is very particular about smart home features only" or "Escrow officer needs physical copies of the amended contract by Friday." These become part of your AI-Linked Memories, always accessible within the contact's profile.
Pre-Interaction Recall: AI Briefing for Preparedness
Before your next Listing Presentation or client meeting, simply ask Lore, "Brief me before my call with the Henderson family." Lore will instantly surface all relevant AI-Linked Memories, including specific instructions, preferences, and past conversations, ensuring you're fully informed and can address their needs without missing a beat. You'll never forget that the buyer requested a specific type of closing gift.
On-Demand Answers: AI Chat Interface for Specific Queries
Struggling to remember a specific detail about a property or a client's request? Ask Lore directly using the AI Chat Interface. For instance, "Lore, what were the specific accessibility requirements for the Johnson property listing?" or "Did client Emily mention any preferred moving dates?" Lore provides immediate, natural-language answers based on your stored Memories.
Enhance Recall: Photo Memories for Visual Instructions
Some instructions are best conveyed visually. If a client expresses a preference for a particular architectural style, a specific type of landscaping, or even a detail they want replicated from a competitor's Open House, attach a Photo Memory to their profile or a specific conversation. Lore links these images to your Memories, providing a rich, visual context for future interactions.
Why this matters
By seamlessly integrating specific instructions into your client profiles via AI-Linked Memories, Lore transforms how real estate agents manage crucial information. This not only enhances your recall and professionalism but also strengthens client relationships by demonstrating meticulous attention to detail, ultimately leading to smoother transactions and more successful deals.