Automations can be used to standardize your workflows, save you on clicks, and ensure that you can stay focused on what you do best- closing deals.
This automation will help you stay in contact with leads that you are not able to connect with by phone. The goal is to begin communication via email or get a new number to call.
Open House Follow Up
Tag your open house attendees to keep the momentum going while the interest is high!
Hot leads to lender
When you have a prospect who's ready to buy but doesn't have financing yet, Automations makes it easy to assign the lead to a preferred lender so they can be transaction-ready in no time.
Start Post Closing Follow Up
Don't miss an opportunity to make your recently closed deal a customer for life. Triggering off of the close deal date, this automation will make sure you are checking in at the right times in the first year after closing.
When a Deal Stage is changed
When a deal is moved to a new stage send a notification, add a Lender and start an Action Plan to assign tasks to your transaction coordinator.