Inbound: the customer calls

Status certificate requests taken complete

A unit sale waits on the status certificate, and half the requests arrive missing the suite number or the email it goes to. Every request reaches the office complete, with the fee and the timeline explained to the caller.

When it starts

An owner, a buyer's law office or a realtor calls about a status certificate.

What the agent does

Collects the details, explains the fee and payment, sends a complete request.

What your team gets

A request the office can start on right away, and fewer follow-up calls.

How it works

  1. Confirms the suite

    The corporation, the building, the suite and any parking or locker units that go with it.

  2. Takes the requester's details

    Who is ordering it, the firm or brokerage, the file number, and where the certificate should be sent.

  3. Explains the fee

    The fee your corporation charges, how to pay it, and what a rush request costs if you offer one.

  4. Gives the timeline

    When the office usually delivers once payment is in, from your own standard.

  5. Sends a complete request

    To the office in one message, with the payment link texted or emailed to the requester.

  6. Answers the status calls

    "Is it ready yet?" gets the status from the request: received, paid, in progress or sent.

Example call

  1. CustomerHi, I'm calling from Morrison Legal for a status certificate. Suite 602 at 88 Queen's Quay, the buyers are our clients.
  2. AI agentThanks for calling. That's Toronto Standard Condominium Corporation 2219. Does the sale include a parking spot or locker?
  3. CustomerParking P3-112 and locker 41.
  4. AI agentNoted. What's your file number and the email it should go to?
  5. CustomerFile 24-3381, to certs at morrisonlegal dot ca.
  6. AI agentThank you. The fee is 100 dollars, and I'm emailing you the payment link now. Once it's paid, the office usually delivers within five business days.

After the call: The office has a complete request for suite 602 with parking P3-112, locker 41, file 24-3381 and the delivery email. Payment comes through the link that afternoon, and the request shows as paid.

What your team gets

  • Complete status certificate requests with suite, parking and locker
  • Payment links sent on the call
  • Requester's firm, file number and delivery email on every request
  • Status calls answered from the request
  • A list of requests and their due dates for the office
Set up with you: The team sets up a connection to your condo management software and payment system (Condo Control, Yardi Voyager or Stripe), and loads each corporation's fee, rush option and delivery standard.

Questions

Will it explain what's in the certificate?

No. It takes the request and gives the status. The contents come from the office.

Can it take a rush request?

Yes, if your office offers one. It explains the rush fee and marks the request.

What about owners who want a copy?

It takes the request the same way and sends it to the office for the owner's own copy.

Hear it on your phone

Request a demo call and the agent phones you, set up for condo management like yours.

Get a demo call