AI-Agents for Real Estate Agents working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Send Mail Merge Batches

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.

Works with15 tools
Send Mail Merge Emails

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.

Works with14 tools
Send Scheduled Mail Merges

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.

Works with12 tools
Send Campaign Mail Merges

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.

Works with14 tools
Manage Client Appointments

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.

Works with29 tools
Send Sales Follow-Ups

Contact buyers or sellers when a deal reaches a follow-up stage.

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools
Rank Real Estate Leads

Show which open house guests and inquirers need a call first.

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Send Seller Lead Emails

Send sellers a first reply and surface questions for the next call.

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools
Send Sales Follow-Up Emails

Invite interested buyers or sellers to discuss their inquiry.

Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.

Works with12 tools
Send First Outreach Email

Write a first email to referred buyers or sellers in the introduction thread.

Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.

Works with9 tools
Send Referral Follow-Ups

Follow up with introduced buyers and sellers before they go quiet.

Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.

Works with6 tools
File Signing Evidence

Pair executed deal agreements with their signing history.

Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.

Works with8 tools
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