One of life’s most rewarding moments for customers is signing up on the dotted line and finally holding the keys to their new home, office, or a title deed to some property.
Real estate customer service starts with providing accurate support and guidance to clients during their process of buying, selling, renting, and managing properties.
Whether it involves a sale, a renovation, or a lease, exceptional customer service in real estate ensures that clients’ expectations are met.
By being trusted advisors and demonstrating genuine care, you can foster satisfaction for everyone involved in the process. Ultimately, it results in a win-win situation!
This article covers the significance of customer service in real estate, common challenges faced, the tools available, and best practices that can help you enhance your real estate customer service.
Customers expect seamless support experiences throughout their real estate transactions. To ensure this, support agents must employ modern tools to meet high client expectations. Below are some of the tools to look into.
Customer support tools such as help desk ticketing system are designed to help businesses manage and resolve customer requests quickly and efficiently.
These systems enable customers to book properties and schedule property viewings seamlessly. Once a support request is submitted, it is converted into a ticket with a unique ID.
Support teams can then prioritize the tickets to ensure timely responses to property-related inquiries, including:
Real estate agents can also use task management tools to organize and allow agents to view many activities in a centralized and streamlined manner, ensuring all important tasks are addressed.
Additionally, it consolidates all customer interactions from different channels such as email, live chat, and social media into one omnichannel inbox, ensuring that no communication is missed.
Other features of efficient real estate customer service software include:
A customer relationship management (CRM) tool enables brands to streamline interactions, organize, and securely store customer data such as detailed profiles of buyers, renters, and property owners.
By leveraging these data, real estate support teams have relevant information to deliver personalized communication and conduct more effective follow-ups.
By leveraging these data, real estate support teams have relevant information to deliver personalized communication and conduct more effective follow-ups.
Additionally, real estate agents can track past transactions and use this customer data to deliver tailored property recommendations and communications.
Collaboration is a major part of real estate customer support, empowering real estate agents to efficiently share property details, updates, and schedules.
Integrating your real estate software with popular tools like Slack, Microsoft Teams for customer service, and Google Workspace fosters seamless teamwork. Such third party real estate software help agents and customers to carry out virtual meetings, document sharing, and task coordination.
Additionally, having multiple communication channels such as email, live chat, and calls simplifies client interactions, ensuring a more streamlined real-time, and responsive experience.
Real estate customers require robust security during transactions to protect sensitive personal and financial information, such as identification details, banking data, and contract terms.
Ensuring protected communication channels, encrypted data storage, and compliance with privacy regulations builds trust and safeguards clients from potential fraud or data breaches.
Support teams can leverage payment tools to facilitate transactions like deposits, rent collection, and service fees.
These tools ensure secure and transparent payment processing, while also generating invoices and receipts for future reference and record-keeping.
Now that we’ve looked at some of the tools you can use in customer support for real estate, we need to understand that these software applications are only half of the equation.
Providing outstanding real estate customer service requires a combination of several crucial strategies to exceed customer expectations. Below are a few to consider.
Do you really know what your clients want? Customers have different preferences; some prefer properties near roads or amenities, while others need suburban locations or areas.
Interact deeply with your clients to understand their specific desires, which will enable you to provide good customer service in real estate.
Businesses can therefore tailor their services to unique situations upon knowing their clients’ goals, challenges, and preferences.
Anticipating needs before clients articulate them demonstrates expertise and proactive care. This foresight can save time and position you as a reliable, knowledgeable partner.
Customers value quick and timely responses, whether it is addressing reviews or resolving issues, timely communication demonstrates reliability and attentiveness.
To enhance response times, businesses can use canned responses or auto-responders for instant replies and implement live chat software for real-time interactions.
Additionally, incorporating efficient help desk automation can streamline repetitive tasks such as sending email notifications, and agent assignments based on keywords.
Delays, on the other hand, can frustrate customers and erode trust.
Prioritize support requests by categorizing tickets based on their urgency, such as high, critical, normal, or low priority, to ensure timely and efficient assistance.
Centralizing client information in a unified platform ensures safety and allows quick access to preferences, history, and inquiries.
Implement a robust contact management system to help organize customer details and track interactions effectively.
A consolidated omnichannel inbox further streamlines customer service by handling inquiries from various communication channels in one place.
A centralized database helps provide a consistent and personalized service, improves follow-up tracking, and prevents the frustration of repeatedly asking clients for the same information.
Customers always expect personalize interactions in real time with the support teams.
To offer personalized customer interactions in real time, gents can use customer data to address clients by name and reference their preferences, such as desired property size, location, or services.
Leveraging tools like AI-Copilot to conduct sentiment analysis and contact management systems enables agents to respond empathetically and provide tailored recommendations, enhancing customer satisfaction and trust.
Personalized touches, like acknowledging individual experiences and preferences, demonstrate genuine care and attention to detail, further enhancing the customer experience.
In an age of overwhelming information, customers appreciate real estate experts who educate and inform them all possible details about property updates.
Keep real estate customers updated on the progress of their buying or selling journey, every step of the way. Don’t wait for them to inquire about it for you to share the status.
You can conduct thorough market research and share valuable insights, such as market reports, homebuyer’s guides, and referrals to trusted mortgage lenders.
Ensure all the catalogs or listings, with clear and accurate information, are easily accessible by clients on your website.
Another great real estate customer service tip is to always go beyond the scope of your regular service to create memorable experiences for clients.
A good example is offering gifts, discounts, exclusive deals, or assistance beyond typical expectations, leaving a lasting positive impression.
Prioritizing time for property showings, consultations, or follow-ups demonstrates respect and dedication, helping clients feel valued and confident.
In a competitive market, balancing accessibility with a personal touch can make all the difference in keeping clients engaged.
Real estate agents often face pressure from tight deadlines and high-stakes deals, which leads to an overemphasis on persuading customers to close agreements.
However, being overly persuasive can come across as aggressive, damaging your credibility and causing clients to hesitate or withdraw from the deal.
Instead, focus on guiding clients toward the most suitable property options by prioritizing their preferences and offering actionable suggestions.
Highlighting the pros and cons of specific areas or deals fosters trust and demonstrates a genuine commitment to their best interests. Customer focus will be your roadmap to closing the deal successfully.
Some clients need more time to evaluate properties or discuss renovation plans, and the limited operating hours might not allow for this.
Consider rotating your support agents’ schedules to ensure they are available to address real estate issues during non-business hours.
Moreover, integrating tools such as AI agents and live chat can ensure 24/7 assistance by answering common questions, providing property details, and escalating urgent matters to the appropriate team.
Task management tools can further enhance efficiency by organizing and prioritizing client inquiries, ensuring no request goes overlooked.
Offering around-the 24/7 customer service not only demonstrates your commitment to meeting client needs but also creates a predictable and reliable service experience.
Many businesses often neglect their customers after completing transactions or closing deals, but maintaining contact is essential to building long-term relationships.
Leverage report and analytics tools to help track customer interactions, preferences, and communication history, enabling personalized follow-ups and tailored recommendations.
These tools also help support teams identify trends, such as frequently asked questions or property features, to better service customers.
Proactively reach out to ensure clients are satisfied with their property and address any challenges they may face.
This approach strengthens trust, fosters repeat business, encourages referrals, and builds lasting client relationships.
In the ever-dynamic real estate market, there is a greater need than ever for fast and effective customer service. This combined with clients’ high expectations creates a challenging scenario for support staff in real estate. Below are some of the challenges in real estate customer service:
With this rise in demand, there is a greater need for real estate companies to offer top-notch customer service to get a hold of this market.
Real estate is a rapidly growing industry, whose market is anticipated to have an annual growth rate of by 2029 according to Statista.
Below are other key benefits of providing the best real estate customer service.
From managing high expectations to dealing with high-stakes deals, providing exceptional customer service can be crucial for customers involved in these life-changing decisions.
To improve your good customer service in real estate, consider using the BoldDesk help desk ticketing system.
This software centralizes customer interactions, improves responsiveness, and fosters collaboration among team members, streamlining your customer support efforts.
It also helps build stronger, more meaningful connections with clients while ensuring the security of their data throughout the entire process.
Contact us to discover how BoldDesk can enhance your real estate customer service. Book a live demo or sign up for a free trial today to experience its powerful features.
We hope you find this article interesting. Is there any real estate customer support tip that we have left out? Please share in the comment section below!
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