Automations
We set up and maintain the workflows. Your team chooses what runs automatically and what waits for review.
See exactly what each workflow does, when it starts, and what your team sees. To learn how they work together across leads, deals, and reporting, see brokerage reporting and accountability.
AI prioritizes new leads from connected sources, routes them to the right person, and can send the approved first email in under 60 seconds. Your team is alerted when a lead sits too long.
AI reads incoming emails, classifies by urgency and topic, and drafts replies for your review. Sends from your connected inbox (Gmail or Outlook) so the conversation stays yours.
Automatic stage transitions, stale deal alerts, and a weekly pipeline digest with AI commentary on what needs action now.
Configurable reminders at 14, 7, 3, and 1 day before recorded deadlines. Escalation alerts can surface overdue work so the transaction owner can handle exceptions.
AI identifies likely sellers from public records, expired listings, and lease expirations. Generates personalized outreach ready to send.
AI generates listing descriptions, social posts, and email campaigns from your transaction data. On brand and ready to publish.
In 30 minutes, we will show you how each one would work for a brokerage your size.
Book a strategy call