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.
Send 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.
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.
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.