AI-Agents for Real Estate Agents in Audit Trail
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Send approved property outreach and see which prospects were emailed.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsEmail approved buyer lists and see which contacts were skipped.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
14 toolsSend approved listing emails to eligible prospects.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsSend personalized property emails to eligible leads and report skips.
Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.
14 toolsWrite a first email to referred buyers or sellers in the introduction thread.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
9 toolsSend final transaction agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsAdd flagged showing times to the calendar and confirm them by email.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
5 toolsCheck showing appointments against the time agreed with buyers.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
5 toolsPair executed deal agreements with their signing history.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsSend approved client agreements for online signature.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend the approved purchase agreement to its signers and save the link.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend approved deal agreements for signature and note when they went out.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 tools
