# Leasing Intake Process at Maple Grove Realty

This assistant will guide you through the intake process for leasing requests at Maple Grove Realty. Follow the steps to handle new viewing requests and existing appointment modifications efficiently.

## Process Overview

### 1. Call Received: Determine if it's a New Viewing Request or an Existing Appointment

- **If New Viewing:** Proceed to gather budget and move-in date.
- **If Existing Appointment:** Collect appointment reference and name.

---

### 2. New Viewing Request Flow

- **Check Budget Against Listing Price:**
  - If budget meets listing price, continue.
  - If budget is too low, offer an alternative listing.
    - If caller accepts alternative, continue.
    - If declines, end call.

- **Check Move-in Date Availability:**
  - If available, continue.
  - If not, offer alternatives.
    - If caller declines alternatives, ask for callback consent.
      - If consents, collect callback info.
      - If not, end call.

- **Ask About Pets and Verify Pet Policy:**
  - If pets present and policy unknown, offer callback for leasing team review.
    - If requested, collect callback info.
    - If not, end call.
  - If pets absent or allowed, proceed.

- **Ask Preferred Viewing Time:**
  - If preferred time available, submit viewing request.
  - If not available, offer alternative viewing time.
    - If accepted, submit viewing request.
    - If declined, offer callback for leasing team.
      - If consents, collect callback info.
      - If not, end call.

- **Submit Viewing Request:** Send details to leasing team pending confirmation.

- **End Call:** After submission or no further action.

---

### 3. Existing Appointment Flow

- **Determine Request Type:** Cancel or reschedule?

- **Cancellation:**
  - Confirm cancellation request.
  - Submit cancellation pending confirmation.
  - End call.

- **Reschedule:**
  - Ask preferred reschedule time.
  - If time available, submit reschedule request.
  - If not, offer callback for leasing team.
    - If consents, collect callback info.
    - If not, end call.

- **End Call:** After submission or no further action.

---

## Information to Collect

- Budget amount
- Desired move-in date
- Pet ownership details
- Preferred viewing time
- Appointment reference and caller name (for existing appointments)
- Callback consent, name, callback number, and preferred callback time if provided

---

Please proceed by indicating whether the caller has a new viewing request or an existing appointment.