Capture the requirement
What the client is actually asking for is captured in their words, on whichever channel they used.
Consultancies & brokerages
Advisory work starts
with a qualifying call.
Brokerages and consultancies lose time on enquiries that were never going to convert, and lose deals on the ones that would have if someone had called back.
Consultancies & brokerages · what changesIllustrative
Enquiries qualifiedBefore the diary
Consultant timeOn real briefs
Dormant re-engagementScheduled
Advice & feesConsultant only
Illustrative figures. Nothing here is a measured outcome or a performance claim.
Who this is for
Where the capacity actually goes.
Brokerages, property consultancies and advisory firms where consultant time is the scarce resource.
Consultant time goes to unqualified calls.
The most expensive person in the business spends the first ten minutes finding out the enquiry was not a fit.
Enquiries arrive across too many channels.
Website, referral, WhatsApp and phone, with no shared view of who has already been spoken to.
Dormant enquiries stay dormant.
A client who was not ready six months ago is rarely contacted when they are.
The journey, step by step
One request.
Four moves.
An illustrative consultancies & brokerages journey. Your configuration decides the real sequence, the rules and the point a person takes over.
Qualify against your criteria
Your qualification questions are asked before a consultant is involved.
Book the consultation
Only qualified enquiries reach a consultant diary, with the brief already attached.
Re-engage when the time comes
Enquiries that were not ready are scheduled for a future contact rather than filed and forgotten.
The specialists this draws on
Four roles, working in sequence.
All eight specialists are included in every plan. These are the ones Stella typically activates first for consultancies & brokerages.
Where your people take over
Advice, valuation, negotiation and fee discussions stay with your consultants. Qualification captures facts; it does not give an opinion.
Common questions
Questions consultancies & brokerages ask.
Who decides what counts as qualified?
You do. The criteria are defined during scoping and can be changed. Anything that does not clearly meet them is passed to a person rather than rejected.
Will it give clients advice?
No. Advisory content, valuations and fees are outside the configured scope.
More in real estate
Your next chapter
Build this around your consultancies & brokerage.
Start with the enquiries you are missing today and map the workflow around them.