Saved Search New-Listing Alert Digest
A done-for-you real estate automation built for the Client Concierge, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
Once a buyer saves a search on the website, specifying price range, bedroom count, and preferred area, this automation quietly watches the live MLS feed on their behalf.
The instant a new listing matches every saved criterion, the buyer receives an automatic email with photos, price, and a direct link to view it; no agent has to remember to re-run the search or manually forward anything.
Buyers who click into three or more alerts in the same week are flagged in the CRM as actively house hunting, prompting a personal check-in call instead of another automated touch.
What used to require an agent setting a recurring reminder to search listings by hand now runs continuously in the background, keeping dozens of buyers engaged at once without adding a minute to anyone's day.
- MLS/IDX feed (e.g., Spark API)
- Zapier or Make.com
- Mailchimp (email alerts)
- CRM (e.g., Follow Up Boss)
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
The manual approach means a client concierge handles each case reactively, after someone has already noticed something went wrong. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
Often built alongside this one
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