For busy Residential relocation agents

Call handling for Residential relocation agents, without losing focus on the job.

A relocation enquiry often combines a new home, an unfamiliar area and a household trying to make several decisions at once. Ziverly can gather the move, timescale and support priorities while you are helping another client, without making bookings or giving legal, immigration, financial or school advice.

See what could help Try your own numbers

A familiar moment

The family moving to a new city before the next school term

You are accompanying another client on a neighbourhood visit when a parent calls about a move linked to a new job. Ziverly can capture who is calling and their stated authority, current and intended broad locations, household members at a practical level, target dates, purchase, rental or temporary-accommodation context, property priorities, commute, accessibility, pets, schooling or local-routine interests expressed by the caller, employer, estate agent, letting agent, solicitor or removals-company involvement, existing bookings, caller-stated budget and preferred contact. It does not verify identity, immigration status, employment, finances or authority, search for or recommend a property, school, healthcare provider or supplier, arrange viewings, travel, accommodation or removals, negotiate or make purchases, give legal, immigration, education, financial, mortgage or tenancy advice, accept money, quote, accept the engagement or promise an outcome. Homelessness, coercion, safeguarding, immigration deadlines or immediate danger needs the appropriate official, legal, housing or emergency 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.

The move contains several separate decisions

Home, area, travel, schooling and practical settling-in support need clarity without turning preferences into recommendations.

Different parties hold different authority

An employee, partner, employer and agent may each provide context but cannot be treated as interchangeable decision-makers.

Client support happens away from a desk

A future household can be welcomed while you remain focused on the client and location in front of you.

What a better handover can change

Less interruption now, a clearer thread afterwards.

Move stage and priorities are ready

See where the household is moving from and towards, their timescale and the support they hope to discuss.

Professionals and bookings stay connected

Keep employer, agents, solicitors and removals context visible without taking action on their behalf.

Your approved brief question can persist

Add a priorities, current-bookings or employer-contact question for that known household.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about residential relocation support, 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 and stated authority, current and intended areas, household context, target dates, housing stage, stated priorities, professionals involved, existing bookings, budget 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 priorities, current-bookings or employer-contact question so Ziverly can use your latest preparation note if that household 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 completing the current client visit and protecting their information, verify your PIN to hear which relocation enquiries await a brief, an engagement decision or a response.

Use your own numbers

What might unanswered calls represent for your business?

If an average relocation engagement is worth around £3,000 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.

Estate-agency rules may apply where the service introduces or negotiates property; data, immigration and school advice must stay within competence.

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 a neighbourhood, school or property?

No. It gathers the household's stated priorities without making suitability or professional recommendations.

Will it arrange viewings, travel or removals?

No. Ziverly does not book services, appoint providers, negotiate or spend money.

Can it give immigration, tenancy or mortgage advice?

No. Legal, immigration, financial, housing and education decisions require the appropriate qualified routes.

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.

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