A familiar moment

The family relocating with only a few weekends to search

You are viewing another property when a family calls about moving to a new area before the school year. Ziverly can capture who is enquiring, the household and decision-makers at a non-sensitive level, preferred areas, property type, bedrooms, outdoor space, access, travel or lifestyle priorities, purchase stage, whether a home is being sold, caller-stated budget or funding position without advising on it, mortgage broker, lender, estate agent, solicitor, surveyor or relocation professional involvement, properties already considered, broad timescale and preferred contact. It does not verify identity, funds, authority, chain, title or property information, value or recommend a home, give mortgage, investment, tax, legal, school or immigration advice, assess affordability or eligibility, search portals, contact agents, arrange viewings, negotiate, make or accept offers, accept an instruction, request banking secrets, quote or promise availability. Suspected fraud, coercion or immediate safeguarding risk needs the appropriate police, legal or safeguarding 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.

A brief is more than bedrooms and budget

Location, daily routines, timescale and trade-offs help explain what a buyer is actually seeking.

Several professionals may already be involved

Broker, solicitor, selling agent and surveyor context matters without allowing roles or authority to be assumed.

Viewings should keep your full attention

A future client can be welcomed without interrupting the property and people in front of you.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The buyer's priorities are ready

Review the household, preferred areas, property wishes and timescale before deciding whether to talk further.

The purchase journey remains connected

Keep sale, funding and professional context visible without interpreting or verifying it.

Your approved brief question can persist

Add a priority, area or secure-document-process question for that known buyer before they return.

Hope, The Encourager
Available in Ziverly

Hope, The Encourager

For someone looking for residential buying-agent services, a warm acknowledgement can reassure them that their enquiry has been heard, even when you cannot answer immediately.

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 buyer, household, decision-makers, preferred areas, property priorities, purchase and sale stage, caller-stated funding context, professionals, timescale 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 priority, area or secure-document-process question so Ziverly can use your latest note without collecting financial secrets or acting for the buyer.

  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 only the buying-agent enquiries and statuses you are permitted to access.

Use your own numbers

What might unanswered calls represent for your business?

If an average buying-agent engagement is worth around £7,000 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.

Property buying agents undertaking estate-agency work fall within redress and anti-money-laundering obligations; conflicts and referral fees should be disclosed.

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 recommend or value a property?

No. It gathers the buyer's brief; evaluation, valuation and recommendations remain with you and relevant professionals.

Will it arrange viewings or make an offer?

No. Agency authority, searches, contact with third parties, negotiations and offers stay within your controlled service.

Can it give mortgage, legal or investment advice?

No. Advice, eligibility, funds, fees, identity checks and instruction require appropriately authorised people and secure processes.

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.