Link signed agreements, close signature steps. 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.
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.
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.
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.
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 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.