AI-Agents for Real Estate Agents in Client Services

Agents help Real Estate Agents stay in touch with clients between moves.

Manage Client Appointments

Keep buyer and seller appointments current as plans change.

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools
Organize Work Emails

Summarize buyer and seller emails and label them for review.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools
Send Birthday Emails

Send past clients birthday emails to keep in touch between moves.

Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.

Works with20 tools
Send Out-of-Office Replies

Tell buyers and sellers who covers an absence and flag urgent offers.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools
Send Out-of-Office Replies

Reply to buyer and seller emails and hand off urgent deal requests.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools
Flag Meeting Clashes

Flag buyer consultations that overlap scheduled property tours.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools
Add Emailed Appointments

Add 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.

Works with5 tools
Draft Meeting Confirmation Replies

Check showing confirmations and draft replies about schedule conflicts.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools
Prepare Flagged Email Tasks

Give flagged buyer and seller emails a next-day follow-up task.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools
Send Appointment Confirmations

Check 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.

Works with5 tools
Add Video Meeting Links

Add joining links to buyer and seller calls and update guests.

Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.

Works with5 tools
Request Agreement Signatures

Send 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.

Works with10 tools
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