Home Seller Purchase Agreement Series

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After a seller has entered into a purchase agreement, the home must be available for inspection and some repairs are typically done. Use this automation to notify your sellers when the inspection is scheduled, and provide a list of recommended service providers.

Entry Event

Evaluate Contact Data

Automation Goal

Congratulate your seller on a signed purchase agreement

How it works:

  1. Sellers enter the automation when the Inspection Date exists.
  2. The first email is sent to notify the seller when the inspection is scheduled.
  3. The seller waits in a pause step for 1 day.
  4. The second email is sent to provide a recommended list of service providers the seller should consider using, if needed based on the inspection results.
  5. The seller waits in a Stop step.

Prerequisites:

  • A date-based custom field that identifies the Inspection Date
  • 2 Automated API email designs

Get Started:

  1. Use this template to build the automation in your account.
  2. Design an Automated API email for each Send Email step.
  3. Update the Pause step if you want to use a different time frame between each email that is sent.

Similar Templates:

Pro Tips:

  1. Add as many Send Email and Pause steps as you want.  There is no limit on the number of emails in a series.
  2. Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your sellers.
  3. Collect your sellers in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
  4. Still need assistance? Contact our team for help.

Ready to get started?

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