Lumate

Departments

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Real estate

The department for agencies and brokers: buyers, sellers, tenants and landlords; listings from the portals; viewings. It is Lumate as it has always been: companies made before sectors existed are real estate. A company adds it when it is set up, or later in Settings → Departments (see Departments and countries).

Customers

The board's cards are customers: buyers, sellers, tenants and landlords. A card's Needs hold the purpose (sale or rent), areas, beds, size, budget and the property; the line under a card's name sums them up. Appointments are viewings, visits to a seller's property, call-backs and meetings at the office.

Listings and outside brokers

Only this department has them:

  • Listings: agents find listings on the portals through the office browser, save them and match them to customers; on calls they search Property Finder live to give a price range.
  • Outside brokers: Lumate reaches the brokers of a customer's chosen listings on WhatsApp, asks whether the home is available and when it can be viewed, and gives everything to your broker.

The team

Lumate (coordinator), Coach (sales coach), Librarian (company knowledge) and Researcher (market notes), with the real-estate skills: finding listings, lead qualification, listing write-ups, market updates and viewing follow-ups; and eleven call scenarios, from a new enquiry's call-back to a tenancy renewal.

In the UAE

A company in the United Arab Emirates follows the UAE's calling rules: numbers default to +971; only customers with a recorded basis are called; each number is checked against the Do Not Call Registry (DNCR), recently; calls stay within 9:00–18:00 unless the lawyer signs off wider hours; every call opens with the recording notice, and the agent never denies being an AI. WhatsApp voice calls do not connect in the UAE. See Security and compliance.