Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Prepare warm replies to buyer and seller introductions for review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Write 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.
Send 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.
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.
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.
Send 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.
Send approved purchase agreements to buyers and sellers for signing.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved deal agreements to clients for signature and share links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Draft showing replies with an open time for review.
Your support team gets a reply draft in the customer's conversation, with a workable visit time or a clear question to move the request forward.
Draft replies to client texts before you answer personally.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
Send approved property agreements for signature and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
Draft buyer and seller replies that reflect prior exchanges.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.