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Case study · Probate and repossessed

Who answers what: property auction viewings made accountable

Probate property auction specialist, Tacoma, Washington. When it comes to property auction viewings, every request carries a visible owner and an obvious handover route.

Case file 07

Client · Tacoma, Washington

Probate property auction specialist

Handed over
Team
9 staff, one locally managed operation
Timeline
20 working days
Parts built
4
Quote from
Office manager
Staff review and handover included
Before the work

Whereitstarted,andwhatgotintheway

A The starting point

The property auction viewings inbox was communal property. Messages were read by many and owned by none, and status existed only in memory.

B The problem

With property auction viewings, duplicated replies and orphaned messages happened in the same week. Stepping in for an absent colleague meant archaeology through long email chains.

What we built

Submissions now capture property reference, viewing preference and buyer question and land with an assigned owner and a visible status. A named backup holds anything whose owner is away.

Parts used4 items

  1. 1Assignment rules
  2. 2Follow-up status
  3. 3Backup owner
  4. 4Internal request summary

Handedover20workingdaysaftercontentapproval

The time counts from the day the firm approved its content, and it includes the staff review and the handover, so nothing was left for the firm to finish.

  1. Content approved

    Work began once the firm approved the page content and wording.

    day 0
  2. The build

    Assignment rules, Follow-up status, Backup owner, Internal request summary.

    4 parts
  3. Staff review

    Staff at the firm reviewed the work before anything was handed over.

    before handover
  4. Handover

    20 working days after content approval, including staff review and handover.

    20 working days

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What changed

The result, in the firm's terms

When it comes to property auction viewings, every request carries a visible owner and an obvious handover route.

We never lost property auction viewings inquiries; we just never knew who was answering them. That is the piece that has been fixed.
Nigel Deighton, Office manager
Probate property auction specialist, Tacoma, Washington

Questions about this case study

How long did this project take?

20 working days after content approval, including staff review and handover. The clock started once the firm had approved the content, so the time waiting on wording is not counted.

What exactly was built for the probate property auction specialist?

Submissions now capture property reference, viewing preference and buyer question and land with an assigned owner and a visible status. A named backup holds anything whose owner is away. The parts used were: assignment rules, follow-up status, backup owner, internal request summary.

Why is the client not named?

Case studies on GetHomeAuctionSites identify a client by business type and region only. The quote is from Nigel Deighton, Office manager, used with permission. No business name, logo or web address is published.

Could the same work be done for my firm?

Yes, if it fits the way your firm runs its sales. Bidder registration and deposit request form is on every plan. Plans start at $127 a month, and the $697 build fee is invoiced only after your site is live.

Want your inquiries to arrive like this?

A live walkthrough shows the pages, the forms and the handover built for your kind of sale. Plans from $127 a month, and the $697 build fee is invoiced only after launch.