Commercial Real Estate Screening
Call screening for commercial real estate teams
Screen commercial real estate calls by property, transaction stage, and requested action so brokers can focus on well-documented opportunities and active deals.
Identify the property and role
Ask whether the caller is a tenant, buyer, owner, broker, vendor, or existing client. Capture the property or market in question and whether the call concerns availability, a tour, a lease, or an active transaction.
Record the next decision
A useful note states what the caller wants the broker to decide or provide. Include target timing, approximate space or use when relevant, and any scheduled meeting that needs attention.
Keep screening neutral
Do not make representations about availability, terms, valuation, or legal obligations. Confirm that the broker will review the details and route the call to the appropriate deal owner.
A practical close
Before ending the call, read back the key details, the requested next step, and the callback method. Keep the record factual and route exceptions to the business owner who can make the decision.
Frequently asked questions
What should the first call accomplish?
It should identify the caller's purpose, capture only the details needed for routing, and leave one clear next step with an accountable owner.
Should the intake call give expert advice?
No. Intake should organize information and explain the next step. Advice, eligibility, diagnosis, terms, or exceptions belong with the qualified business team.