Real estate automation recipes

Reply within minutes to portal or website inquiries and log them in your CRM.

Turn open house sign-in sheet entries into CRM contacts with a same-day thank-you.

Send past clients a personal note on their home purchase anniversary to stay top of mind for referrals.

After each showing, ask the buyer's agent for feedback and compile it for your seller.

When a deal goes under contract, create the deadline checklist (inspection, appraisal, closing) automatically.

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