Real Estate Automations

When a buyer attends a showing, the agent receives an automatic post-showing survey to capture the buyer's reaction, and the buyer gets a follow-up text within an hour with similar active listings based on their stated criteria. Buyers who go 10 days without an active showing are flagged for a check-in call prompt, and buyers who have toured more than five homes are automatically moved into a "decision stage" nurture sequence with market urgency messaging, keeping the pipeline moving without the agent manually tracking where every buyer stands across a dozen open conversations.

Tools Required

Ninety days before each lease expiration, tenants automatically receive a personalized renewal offer with the new rate and a deadline to respond. Tenants who don't respond by the 60-day mark get a follow-up text from the property manager. Those who decline trigger the marketing workflow automatically, photos ordered, listing drafted, and the unit posted to Zillow and Apartments.com, all before the current tenant has even moved out. The property manager never scrambles to fill a vacancy that was announced two weeks before move-out.

Tools Required

Once a transaction closes, this automation pulls the final settlement statement, calculates commission splits per the agreement on file, generates a commission disbursement authorization for the broker, and sends it for e-signature, all within an hour of the recorded close date. The complete transaction file is automatically organized in a named cloud folder, a post-close survey is sent to buyer and seller, and a review request goes out 48 hours later. What used to be a half-day of post-close admin is done before the TC finishes their coffee.

Tools Required

Once a lease is signed, this automation sends the new resident a move-in checklist, utility setup instructions, parking and key pickup details, and the building's contact sheet, all personalized with their unit number and move-in date. On move-in day, the leasing agent receives a reminder to complete the unit walk-through, and the resident is automatically added to the property's communication list. Thirty days after move-in, a check-in message goes out asking if everything is going smoothly, catching dissatisfaction early before it becomes a lease termination conversation.

Tools Required

As new properties are flagged from driving-for-dollars lists, direct mail responses, or wholesaler emails, this automation logs each deal into a shared pipeline, sends the address to an API for instant estimated value and rent data, and populates a pre-built underwriting template, so the investor can go from "I just heard about this property" to a decision-ready analysis in minutes instead of hours.

Tools Required