Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Acknowledge callers and flag urgent voicemails for review.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
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.
Email 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.
Send 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.
Send 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.
Introduce referred buyers or sellers and track the first email on their lead.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Show which open house guests and inquirers need a call first.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
Send 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.
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.
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.
Send a tailored first reply and flag buyer questions to answer.
Your buyer leads get a personal first reply about the home they asked about, while your sales Agent sees questions that need a closer look.