It is important to be nice and courteous to the callers, be patient and calmly ask the caller what the call is about, They maybe calling to ask about a specific property, home loan or just simply be looking for a team member.
You can start the conversation by asking a flow of simple questions using the questionnaire below, of if they have a specific direct/direct inquire, use any of the options on top right of this page.
Greet the caller
Thank you for calling CRESTICO, How may I direct you call?
Can I have Extension No. or Talk to ....
Caller wants to be transferred or talk to an Associate-Licensee
In this scenario, you must collect the caller's information and then forward the message to the right Associate-Licensees.
Locate Associate-Licensees and complete the "Contact Me" form, advise caller message has been sent.
--> If caller is looking for someone specific click here to locate https://search.crestico.com/idx/roster
--> If caller has no preference collect information
Real Estate Related Questions
Ask the caller which Associate-Licensee they want to connect with, visit the directory page, search for the Associate-Licensee and use the "Email Me" link to input the caller's information and submit to the Associate-Licensee.
Caller wants to connect with a Specific Real Estate Agent.
- - - Visit https://search.crestico.com/idx/roster
-- Search Agents field, type the agent's name
-- Click on the "Contact NAME" and collect and complete the information and press "Send Message"
Caller has NO Specific Real Estate Agent.
--> use the https://search.crestico.com/idx/contact.php?officeID=23
Mortgage Related Questions
In this scenario, Ask the call if they want they have a specific individual they are looking for. If they have a specific individual,
--> Locate the Mortgage Advisors on, https://frontdesk.crestico.com/mortgage
Careers / Job Opportunities / Joining CRESTICO
Caller is interested in joining CRESTICO's Team as a Real Estate or Mortgage Professional.
--> Click Here Collect callers information
General Inquire (Legal, Accounting, Tech Support)
Caller is contact to inquire about something withing management.
--> Click Here Collect callers information