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Consultancies & brokerages

Advisory work starts
with a qualifying call.

Brokerages and consultancies lose time on enquiries that were never going to convert, and lose deals on the ones that would have if someone had called back.

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4 specialists lead this workflowOne connected journeyScope confirmed in discovery

Less chasing.
More clarity.

One workspace for enquiries, viewings and follow-ups, with every number reconciling across every view. Open a record to see what was actually decided.

Workspace Overview

Thursday

Every lead answered while it is still warm.

Enquiries40Across configured channels
Viewings18Confirmed and in the calendar
Follow-ups12Scheduled and waiting to send
Open handoffs23 resolved · 5 total
Enquiries & viewingsToday, by hour
09:00: 5 enquiries, 2 viewings. 11:00: 9 enquiries, 4 viewings. 13:00: 7 enquiries, 3 viewings. 15:00: 8 enquiries, 4 viewings. 19:00: 11 enquiries, 5 viewings
45%to viewing
Enquiry → viewing18 of 40 enquiries reached a viewing.
A few journeys in motionMost recent first

Where the capacity actually goes.

Brokerages, property consultancies and advisory firms where consultant time is the scarce resource.

Consultant time goes to unqualified calls.

The most expensive person in the business spends the first ten minutes finding out the enquiry was not a fit.

Enquiries arrive across too many channels.

Website, referral, WhatsApp and phone, with no shared view of who has already been spoken to.

Dormant enquiries stay dormant.

A client who was not ready six months ago is rarely contacted when they are.

An advisory meeting room at blue hour with site plans open on a long table under one pendant.
Consultant time is the scarce resource. It should not be spent qualifying on the telephone.

One request.
Four moves.

One consultancies and brokerages journey, end to end. Your configuration decides the sequence, the rules and the point a person takes over.

Capture the requirement

What the client is actually asking for is captured in their words, on whichever channel they used.

Qualify against your criteria

Your qualification questions are asked before a consultant is involved.

Book the consultation

Only qualified enquiries reach a consultant diary, with the brief already attached.

Re-engage when the time comes

Enquiries that were not ready are scheduled for a future contact rather than filed and forgotten.

In focus · Dubai property

A record year. And a lead that still goes cold overnight.

Dubai recorded more than 270,000 real estate transactions in 2025, worth AED 917 billion and up 20 per cent on the year. Volume on that scale arrives as enquiries, and the ones that land after hours are the ones nobody answers.

Transactions270,000+

Recorded in 2025, up 20% on 2024

Total valueAED 917bn

All transaction types in 2025

Investors193,100

Up 24%, including 129,600 new investors

Where your people take over

Advice, valuation, negotiation and fee discussions stay with your consultants. Qualification captures facts; it does not give an opinion.

The human boundary

Questions consultancies and brokerages ask.

Who decides what counts as qualified?

You do. The criteria are defined during scoping and can be changed. Anything that does not clearly meet them is passed to a person rather than rejected.

Will it give clients advice?

No. Advisory content, valuations and fees are outside the configured scope.

See it working for a consultancy or brokerage like yours.

Bring the enquiries you are missing today. We will map the workflow around them with you, before anything is configured.

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