Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and log which contacts were emailed.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved buyer outreach and record the result beside each contact.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send property mailings to eligible contacts and record each send.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send approved deal agreements for signature and give Agents a view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Tell buyers and sellers who covers their Agent during an absence.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
Reply to buyer and seller emails and flag near-term deal requests.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Send approved property updates to client groups and report exceptions.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Draft replies to buyer and seller praise and email them for approval.
Get a personal thank-you draft beside the original positive review in your inbox, ready for your approval before you post.
Draft replies to buyer and seller reviews for owner approval.
Your replies to new reviews are ready to check beside the originals, with customer email history used only when you confirm the match.
Turn scanned transaction papers into text for review in the same thread.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.