Agents help real estate businesses stay close to buyers and sellers as listings and deals move forward.
Follow buyer or seller referrals with a first email 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.
Follow up with referred buyers and sellers in their introduction threads.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
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.
Follow up with prospective buyers or sellers who have not replied.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.
Find a working client meeting link for the same Agent and appointment type.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
Mark buyer and seller leads contacted after the first email.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Send buyers and sellers approved, personalized texts on time.
Your personalized customer texts reach the sending service when due, and a reply tells you what happened or needs attention.
Keep commercial property listings current as broker prices change.
Keep your commercial property catalog current as broker feeds arrive, with changed prices, new buildings, and uncertain matches ready for your review.
Rank neighborhood pages by search upside and needed fixes.
Your next page improvements arrive in a ranked monthly email. See search changes, suggested fixes, and possible extra clicks.
Add flagged showing appointments to the calendar with review links.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.