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Property walkthrough written from your meeting

After a day of viewings, which house did they love? Acta records the client's must-haves and budget, their reaction to each property, objections, the shortlist and the next viewing.

Try this template free What's in the report

What the Property walkthrough contains

Buyer or tenant viewing: needs, budget, reactions to each property and next viewing.

  1. 1

    Captures the client's must-haves, nice-to-haves and budget.

  2. 2

    Records likes, dislikes and interest for each property.

  3. 3

    Lists objections, the shortlist and the next viewing.

When to use it

  • Buyer and tenant viewings
  • First client consultations
  • Follow-up calls after showings

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Property walkthrough template?

After a day of viewings, which house did they love? Acta records the client's must-haves and budget, their reaction to each property, objections, the shortlist and the next viewing.

Can I record a viewing in person?

Yes. Use the Acta mobile app to record during the walkthrough.

Does it compare properties?

It records likes, dislikes and interest for each property and builds the shortlist.

Can AI write the Property walkthrough from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Property walkthrough afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Property walkthrough?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Property walkthrough, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

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