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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 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.