Check forms for missing details, return them for correction. 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.
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.
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.