A familiar moment

The homeowner comparing how to bring a property to market

Your local agent is at a viewing when an owner calls about selling a three-bedroom home and wants to understand the next conversation. Ziverly can record who is calling and their stated role, property, occupancy and broad condition, reason and preferred timescale for sale, present marketing or agent involvement, photographs, floor plans, energy documents or title information available in general terms, communication preference and requested contact. It does not value the property, advise on price or method of sale, describe a fee as agreed, accept an instruction, arrange a valuation or viewing, negotiate or accept an offer, complete identity or anti-money-laundering checks, or give legal, mortgage, tax or financial advice. Suspected fraud, coercion or immediate property danger needs the appropriate route.

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.

Several audiences share one number

Sellers, buyers, viewers and conveyancing contacts need to be distinguished before the right person responds.

Interest is not an instruction

Fees, marketing scope, identity checks and agency terms require a verified process.

Property work happens away from the desk

Calls can be organised while the team is conducting viewings, appraisals or photography.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The journey is identified early

Review caller role, property, sale stage, current marketing and desired timing before returning contact.

No transaction step is taken

Your approved wording keeps valuation, viewings, offers, checks, advice and instructions with authorised staff.

Your document question can persist

Add an approved energy-document, occupancy or marketing-status question for that known caller's next contact.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about online and hybrid estate-agency enquiries, your receptionist should sound like a respectful extension of your business, with honest expectations and no invented promises.

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 caller role, property, occupancy, sale or purchase stage, current marketing, available documents, timing 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 the approved occupancy, energy-document or marketing-status question so Ziverly can use it if that 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 the current viewing and client information are secure, verify your PIN to hear which seller, buyer or listing enquiries remain open.

Use your own numbers

What might unanswered calls represent for your business?

If an average sales instruction is worth around £1,200 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.

The same estate-agency redress, consumer and anti-money-laundering rules apply; fee and service limitations must be clear.

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 value a home?

No. It gathers the property and seller's aims; valuation and marketing advice remain with the agent.

Will it arrange a viewing or accept an offer?

No. Viewings, negotiations and offers require your authorised process.

Can it accept an instruction or complete identity checks?

No. Terms, fees, identity, anti-money-laundering checks and instructions remain with verified staff and clients.

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.