Collect Property Visit Feedback
A site visit tells you a customer showed up. Feedback tells you what they actually thought — how the visit was hosted, and how they felt about each property they walked through. Brixi collects that feedback from the customer after the visit and brings it back onto the visit, so the next conversation starts from real signal instead of a guess.
Entry pointWorkspace → Property Visits → [visit] — feedback appears
on the visit once the customer submits it
To set up a visit, see Schedule a Site Visit; to manage visits in a list, see Track and Manage Property Visits.
How Feedback Is Collected
The feedback form is customer-facing. The customer opens a secure link for their visit and verifies it with a one-time password (OTP) before they can submit — so the response is tied to the right person and the right visit. They don't need a Brixi login.
The form is pre-filled with the host's name, the customer's name, the visit date, and the properties that were part of the visit, so the customer only has to react to what they saw.
What the Customer Rates
About the host (site executive)
- A star rating for how the visit was hosted.
- Whether the host arrived on time.
- A free-text message for anything else they want to add.
About each property they saw
For every property on the visit, the customer gives:
- A star rating for the property.
- Their interest level — one of:
- Interested
- Liked but want to see more
- Not sure
- Rejected
- Yes/no checks on how well the property was presented:
- Queries answered
- Details explained
- Location guidance provided
- Met requirement
- A free-text message about that property.
Where Feedback Shows Up
Once submitted, feedback flows straight back onto the visit:
- Host feedback (rating, on-time, message) appears on the visit's summary.
- Property feedback appears on each property card for that visit, so you can see at a glance which properties the customer liked, which they rejected, and which ones they want to see more of.
That interest level is the signal that drives the next step — push hard on an "Interested" property, line up more options when they "want to see more", and stop spending time on the ones they rejected.
Tips
- Send the link promptly. Feedback is most honest and most useful while the visit is fresh.
- Use interest levels to prioritize. They tell you where the deal is warm before you ever pick up the phone.
- Read the host rating as coaching. A pattern of low host ratings or late arrivals is worth a conversation with the field team.
Troubleshooting
- If a customer can't open or verify the feedback link, confirm their phone number or email on the contact is correct so the OTP reaches them, then resend the link.
- If submitted feedback isn't showing on the visit, check that you're viewing the same visit the feedback was submitted for; if it still doesn't appear, contact support.