Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Qualify buyer and seller voicemails for timely follow-up.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
Book buyer and seller appointments and confirm any changes.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
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.
Book listing meetings and send the confirmed calendar time.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
Book buyer and seller meetings on Agents' calendars and confirm the details.
Your callers and staff get the same confirmed time and location after you email the caller's preferred times.
Book buyer and seller consultations with an available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book buyer and seller calls around the real estate agent's availability.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
Turn emailed buyer and seller contact cards into a CSV for review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Send approved brokerage agreements to managers for online signing.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send transaction agreements to the named signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.