Property Tax Assessment Change Alert
A done-for-you real estate automation built for the Farming & Prospecting Specialist, connecting Mailchimp and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
When public records show an updated tax assessment on a home, the automation automatically notifies the owner, often a past client, with the new figure and what it means for their equity, keeping the agent's name in front of them as a genuinely useful resource instead of another unread marketing email.
The farming and prospecting specialist gets a report of which homeowners engaged with the notification, a strong signal of who's thinking about their home's value and worth a personal check-in call.
- Public records API (e.g., county assessor data feed)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- CRM (e.g., Follow Up Boss or LionDesk)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a farming & prospecting specialist manually pieces together information from different places, then has to relay it to everyone who needs it. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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