summary flashcards

Why must agency records be complete and accurate?

To ensure reliability, legal compliance, and quality service.

How should records be stored?

So they are clearly named and easily retrievable.

Where are agency records often stored?

In an electronic CRM system (Customer Relationship Management).

What must be considered when handling sensitive data?

It must be handled in line with legislation (e.g. Data Protection laws).

What’s the first step when engaging with customers?

Finding out their specific needs.

Why do we need relevant and accurate information from customers?

So we can give them relevant and accurate advice.

What is the purpose of using a pro forma?

It serves as a prompt to gather all necessary client information.

What commitment do we want from potential landlords or sellers?

To agree to a market appraisal.

What commitment do we want from potential tenants or buyers?

To agree to a viewing.

Do letting or estate agents typically advertise more?

Estate agents tend to advertise more than letting agents.

What are the main advertising tools used by agencies?

Office window, ‘To let’/‘For sale’ boards, and websites/web portals.

Why is texting becoming a popular tool in agencies?

It’s used to promote new instructions quickly.

How is social media useful for property agencies?

For promoting the agency and connecting with the local community.

What must all property ads include (except boards)?

EPC rating, and EPC graph if there is space.

Where do most property searches start today?

online

What should an agency website be like?

accurate and easy to navigate

What should the first web pages show?

Key information quickly to capture interest.

What two types of info should the website show?

Info about agency services and available properties.