Bizmic
Records and summarizes your daily client conversations into organized notes and action plans
Talk
through the tour. Bizmic writes it.
Action Plan
Confirm Wednesday tours at 3:00 PM; ensure keys/access with listing agents.
A
B
Prepare negotiation talking points for listings around $580k – $620k where sellers hinted flexibility.
A
Client Information
$580k - $620k
John Doe
Client Needs
- 3BR near metro + strong schools;
- Price-sensitive
Contact Information
- (310) 555-1032
- john.doe@email.com
Appointment Schedule
Wed Oct 1, 3:00-3:30 PM
James Smith
Room
River Park 3BR
Prep
- Bring floorplans
- Verify parking fee details
Context
Buyer A is price-sensitive (target $580k - $620k)
Gmail
T
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Daily Client Summary - Property Interests and Action Items (Sep 30, 2025)
Inbox
Your Daily Property Tour Plan & Client Snapshot
Wed Oct 1, 5:40 PM
Hi Trigg,
Here's your AI-generated summary of today's client interactions and next steps.
Top Action Items
Next 24-48h
Confirm Wednesday tours at 3:00 PM; ensure keys/access with listing agents.
A
B
Prepare negotiation talking points for listings around $580k - $620k where sellers hinted flexibility.
A
Verify parking fees + elevator condition for the older 3B2B unit (8th floor).
A
Send floorplans + school info requested by Buyer A and Buyer B (2BR near schools; 3BR near metro).
A
B
Gather updated photos + amenity confirmations (parking, security, pool/gym) and circulate to all active buyers
A
C
+24
Answer financing questions and email a step-by-step mortgage overview to clients touring Wednesday.
👤
Weather prep: chance of rain; remind clients to bring umbrellas and plan for indoor handoffs.
👤
Client Information
$580k - $620k
John Doe
Room requirement
- 3BR near metro + strong schools;
- Price-sensitive
- Aware about parking
- Elevator condition
Contact Information
- (310) 555-1022
- john.doe@email.com
Estimated in $720k
Sing Chang
Room requirement
- 2BR Near Metro, Strong Security
- Wants South-Facing And Underground Parking
Contact Information
- (310) 555-1232
- sing.chang@email.com
$570k
Jane Doe
Room requirement
- Updated interiors, good light
- Bringing family to view
- Dislikes high monthly fees
- Elevator condition
Contact Information
- (310) 555-1432
- john.doe@email.com
$300k-$480k
James Smith
Room requirement
- New developments, quiet, close to elementary
- Worried about noise/safety
Contact Information
- (310) 555-1032
- james.smith@email.com
$480k-$620k
Ashley Ivy
Room requirement
- River-View 3BR
- Ready To Move Quickly if Viewing Goes Well
Contact Information
- (310) 555-1032
- ashley.ivy@email.com
Appointment Schedule
Wed Oct 1, 3:00-3:30 PM
James Smith
Room
River Park 3BR
Prep
- Bring floorplans
- Verify Parking Fee Details
- Confirm Elevator Condition
Context
- Prefers Updated Interiors And Strong Lighting
- Watch Monthly Fees
Wed Oct 8, 3:00 PM
Jane Doe
Room
Riverside 3BR/2BA
Prep
- Bring Financing Overview And Draft Contract Checklist In Case They Want To Proceed Quickly
Sat Oct 4, morning (TBD)
Ashley Ivy
Room
Near-Metro 2BR with escort
Prep
- Confirm agent availability and key pickup
- Review Security/Parking Notes
Built for Realtors
–Automated daily workflow
Capture Showings & Calls
One tap to record buyer calls, property tours, and open houses. Auto‑transcribed and tagged by client and listing so nothing slips through the cracks.
Summaries You Can Send
Clear, client‑ready notes and action plans after every conversation (as shown above). Draft emails are generated for you—recaps, next steps, and requests for docs/photos.
Buyer Profiles That Remember
Budgets, beds/baths, school/metro preferences, parking/elevator flags, likes/dislikes. Everything is organized per buyer so you prep faster for the next showing.
Scheduling & Follow‑Ups
Confirm keys/access with listing agents, set reminders, and add tours to your calendar. Weather prompts and checklists keep the day smooth for you and your clients.
For Real Estate Teams & Brokerages
Bizmic turns every client conversation into organized notes, tasks, and schedules—so your agents stay responsive, com`pliant, and consistent
Save Agent Time
Auto-capture showings and calls, generate client-ready recaps, and surface the exact details agents usually hunt for (parking, elevator, schools, HOA, commute).
Operational ROI
Track the metrics that matter to a brokerage. More tours with same headcount, faster post-tour recaps, higher on-time task completion, and better coverage of active buyers. Drill down by team, office, or agent.
Coaching & Compliance
Improve talk tracks without risking E&O. Uncover best practices from top performers, ensure consistent follow-ups, and stay aligned with fair-housing guidelines. Includes redaction tools, role-based access, and audit trails.
- Extract high-performing talk track patterns
- Standardize follow-ups with compliance-safe language
- Enable redaction + role-based content access
- Track activity with built-in audit trails
Try Bizmic on your next showing
Instant confirmation. Follow-up from our team member within 48 hours.
Enterprise-Grade Security
SOC 2 Type II compliant with end-to-end encryption
Dedicated Support
Our customer success team is available 24/7
Easy Integration
Works with your existing CRM and sales tools