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Check showing confirmations and draft replies about schedule conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
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.
Check showing appointments against the time agreed with buyers.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
Send clients personal birthday wishes between home searches.
Your contacts get birthday wishes with a personal touch, and you get a clear record of what went out or needs attention.
Send a tailored first reply and flag buyer questions to answer.
Your buyer leads get a personal first reply about the home they asked about, while your sales Agent sees questions that need a closer look.
Follow up with buyers or sellers after an introductory call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Follow up with buyers or sellers when their email thread needs a next step.
Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.
Combine transaction documents in order and message the PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Add joining links to buyer and seller calls and update guests.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
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 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.