A familiar moment

The homeowner considering a move before choosing an agent

You are showing another property when an owner calls about selling a family home. Ziverly can capture the caller's stated relationship to the property, property type and location, broad reason for moving if volunteered, occupancy, desired timing, whether they have spoken to other owners or agents, improvements or unusual features they mention, access, decision-makers and preferred contact. Buyer and viewing enquiries remain clearly separate. It does not establish title or authority, estimate value, recommend an asking price, arrange a valuation or viewing, qualify finances, advise on mortgages or conveyancing, accept an offer, keys, money or an agency instruction or promise availability.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

Seller, buyer and existing-chain calls need different handling

The property may be the same, but the caller's role and permitted next steps are not.

A valuation enquiry is not a valuation

Condition, evidence, local market context and the owner's objectives require a proper appointment.

Viewings deserve your full presence

The people at the property should not compete with every new instruction or buyer call.

What a better handover can change

Less interruption now, a clearer thread afterwards.

Caller, property and purpose stay connected

Review whether the enquiry concerns selling, buying, viewing or an existing transaction before responding.

Authority remains clearly stated

Keep who called and their relationship to the property visible for your own verification.

Your approved next step can carry forward

Add a valuation discussion, viewing response or document request for that known caller without creating an appointment.

Navi, The Guide
Available in Ziverly

Navi, The Guide

For residential estate agency, start with the interruption you most want to remove, then choose how calls reach Ziverly and how you want to keep the follow-up moving.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the caller's role, property, reason for contact, occupancy, timing, other owners or agents, stated features, access, decision-makers and preferred contact.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an approved valuation discussion, viewing response or document request so Ziverly can use your latest context if that known caller returns.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After PIN and permission checks, hear the seller, buyer and transaction enquiries you are allowed to access and update their status or priority.

Use your own numbers

What might unanswered calls represent for your business?

If an average sales instruction is worth around £4,200 to your business, even one suitable enquiry can be worth understanding properly. Replace that example with your own figures below.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

Residential estate agents must join an approved redress scheme and comply with consumer, anti-money-laundering and material-information duties.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly estimate what a home is worth?

No. It gathers the introductory property context, while valuation requires your own market appraisal and professional judgement.

Will it arrange a valuation or viewing?

No. Appointments exist only when your agency confirms them through its authorised process.

Can it accept an offer or instruction to sell?

No. Offers, terms, authority and agency instructions remain with your authorised team.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.