Log replies, send outreach emails, book lead meetings. 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 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 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 PDFs to the named buyers and sellers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Call buyers or sellers back and report their decision or open question.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.