Chase unsigned agreements, compare invoices, flag purchase changes. 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.
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.
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.
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.
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.
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.
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.
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.
Find the right buyer consultation link for a client message.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Confirm buyer and seller appointments with calendar invitations.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.