AI-Agents for Real Estate Agents in Customer Messaging working with monday.com
Answer questions, book visits, flag urgent requests. 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 toolsKeep 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.
29 toolsContact buyers or sellers when a deal reaches a follow-up stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsSend sellers a first reply and surface questions for the next call.
Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.
35 toolsInvite interested buyers or sellers to discuss their inquiry.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsFollow up with introduced buyers and sellers before they go quiet.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
6 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 toolsShow buyers' and sellers' ad requests before follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 tools
