Effective Communication in Real Estate Transactions Workflow

Receive Request from Client

Type: Create Task

In this business workflow step, the company waits for client requests. This can be done through various channels such as phone calls, emails, or in-person meetings. Once a request is made, it is assigned to an employee responsible for handling client inquiries. The employee then contacts the client to clarify their needs and confirm the details of the request. The purpose of this step is to ensure that all necessary information is obtained from the client before proceeding with their request. This helps prevent misunderstandings or miscommunication later on in the process. By receiving clear requests, the company can provide accurate quotes and timelines for completing the work, setting proper expectations and reducing potential delays. The employee then forwards the request details to the relevant department for further processing.