Call and chat summaries
A sales agent turns a long call into a short record with the buyer's goals, objections, promises made and the next step.
Lead
Sample Buyer K., Birmingham, interested in Sample Tower B.
K Sample Buyer K., Birmingham
Shortlist sent Identity pre-check passed
| Interest | T2-1405, Sample Tower B, Madinah |
| Budget | Up to SAR 1,600,000 |
| Language | English, Urdu |
| Owner | Sample Agent F., Riyadh |
Activity
- Call recording, 25 minutes27 Jan 2027, 18:05 Riyadh time
- WhatsApp chat, 14 messages22 Jan 2027
- Shortlist of three homes sent15 Jan 2027
25:12, recorded with the buyer's consent
Summary of the call
Buyer goals
A family home for yearly visits to Madinah, within walking distance of the Haram, with two bedrooms and a lift.
Objections
Worried about a late handover and about paying from a UK bank account. Finds the service charge unclear.
Promises made
The agent will send the escrow details, the service charge estimate and the contract clause on late handover.
Next step
Send the three documents by 29 Jan 2027 and book a video viewing for the weekend.
The agent checks the summary before it is saved to the lead.
Buying signals
- Asked about handover date twiceAt 06:40 and 19:15 in the recording
- Mentioned selling UK property in springAt 12:30 in the recording
Highlights point to parts of the recording. They are not a score and the agent decides what to do.
What the agent saves
Reading the summary takes about a minute instead of replaying the call, and the next agent who opens the lead sees the same record.