Site visit management
Schedule property appointments, assign hosts, record confirmations and capture buyer feedback. EstateCue connects site visit management to your leads and private buyer requirements.
A buyer is ready to view a unit. Choose the buyer and project, set the appointment time and meeting point, and select an eligible host. After the visit, record attendance, feedback and the next action so the team can continue the conversation.
Illustrative product preview with sample data.
Start from a lead or the Site Visits workspace. Select an available project or property target, add the appointment time and meeting point, and link a buyer requirement when useful.
Choose an eligible agent to host the visit. Once you have confirmed the appointment with the buyer, record that confirmation so your team can see its status.
Review upcoming and unconfirmed visits in the list or on the calendar. Reschedule, cancel or reassign an appointment when plans change; the activity history records the changes.
Review visits that need an outcome. Record completion or a no-show, and capture buyer feedback and the next action after a completed visit.
A booked visit needs more than a name and a date. The host needs the property, meeting point and buyer context; the team needs to know what happened afterwards. Keeping that record with the lead makes handoffs and later conversations easier to review.
Read the guide: Schedule a site visitYes, if the workspace turns on buyer visit emails: buyers with an email address hear when a visit is booked, changed, confirmed or cancelled, with reminders the day before and about two hours before. You can also copy a private link for WhatsApp. On it the buyer confirms, asks for another time or cancels, and the host is notified.
Yes. Site Visits has day, week and month views, and a phone opens an agenda of the week. Each visit shows its time, buyer, project and status, and an agent booked twice at the same time is flagged.
Yes. Visit analytics counts the visits scheduled in a period: how many were completed, missed or cancelled, the buyer’s response at each completed visit, and visits by project and agent. Each percentage says what it is out of, and the visits can be exported. Owners and admins see it by default; it is part of the analytics in paid plans.
Yes. Visit detail includes an activity history, plus buyer and property context. Recorded changes help your team understand how the appointment reached its current state.
Explore EstateCue with your own real estate workflow, from the first enquiry to the next property visit.