automate marketing around predicted events and other trigger events happening to your contacts
24/7 Contact Monitoring
Stay Connected
88% of homeowners switch agents for their next transaction! Staying connected with your contacts and reconnect at crucial moments will keep them loyal.
What is Automation?
Trigger Actions Based on Key Events
An Automation is an action that gets triggered when an event happens to your contact. This event could be something with their property, life, or prediction score.
What is Automation?
Trigger Actions Based on Key Events
An Automation is an action that gets triggered when an event happens to your contact. This event could be something with their property, life, or prediction score.
Choose Your Triggers
1. Pick Specific Key Events
Tailor Your Approach with Precision. Trigger off events that happen to your contact or their properties. The best trigger events are opportunities to re-connect with your contact in a moment when their needs and your services overlap.
Decide the Action
2. Decide What Happens Next
When an automation is triggered what actions do you want to happen? You can send the contact to your connected CRM to start a campaign and/or get an email notification.
Decide the Action
2. Decide What Happens Next
When an automation is triggered what actions do you want to happen? You can send the contact to your connected CRM to start a campaign and/or get an email notification.
Use Templates
Start With Pre-built Templates
We created templates to help you get started using automations. They are triggered by some of the most popular and valuable events that you need to be first to know about!
New Likely Seller Prediction
Always know when there are changes to your Likely Seller prediction scores and push an update to Follow Up Boss to trigger an Action Plan for Sellers
Expired Properties
When your contacts properties expire, you can send an email to your printer to send them a postcard or start a campaign
Expired Property
Get an email as soon as one of your contacts properties expires so you can give them a call.
Likely Seller Lists
Stop wasting money marketing to your contacts that have listed with another Realtor. Send an email or push an update to Follow Up Boss to stop all marketing to them.
Distressed Property
When a properties distressed prediction changes get a notification so you can be the first to take action.
Likely Seller Prediction
Push an update via Zapier when one of your contacts becomes a Likely Seller
Expired Property
Send an update to Follow Up Boss when one of your contacts properties expires to trigger an Action Plan
Becomes Non-Owner
Know when one of your contacts properties becomes a Non-Owner Occupied property, so you can start your Good Time To Sell Investment Properties campaign
Keep Exploring
Enrich Contacts
Get missing info on your contacts like their property address and current contact info + much more