Property Desk Power Hour: Turn Calls into Clients

 ⚠️ Important: This class is a mandatory prerequisite for any agent who wishes to sign up for a Property Desk slot.  

Learn how to use Property Desk to capture, qualify, and convert incoming calls—fast. We’ll cover the mindset, tools, and scripts that turn vague inquiries (“the house by the church… near Walmart”) into live appointments.

💡 You’ll Learn How To:

• Show Up Ready: Professional presence, cheerful phone opens, and first-impression scripts

• Find the Right Listing—Fast: Build a custom Matrix search, use status & property-type filters, subdivision/agent fields, map & polygon tools, and caller-ID call logs

• Capture & Convert: Ask the right questions, set expectations, explain agency, and invite showings (with a small “mini set” of comps to add value)

• Follow Through Like a Pro: Create Client Gateway/auto-emails, send lease apps quickly, and set drip + call follow-ups

• Safety & Systems: “Red file” protocol, Life360 idea, and best practices for shadowing & sign-ups (25th at noon)

✅ Takeaways:

• Plug-and-play custom search template checklist

• Quick script set: greeting, discovery, agency, lender/pre-approval, and follow-up

• Safety & scheduling cheat sheet for Property Desk

Tip: Dress as if you’ll meet a new client today—because you might.