New Prospect Nurture Series (by Category)

Use this opportunity to find out what engages your prospect. You can introduce your company and its products / services, provide valuable content, and collect additional information from your prospect.

Request Referral

Referrals are a great way to build up your business and you should never be afraid to ask for them. Lean into your relationships with existing customers. Use this automation to thank customers for their business and ask for referrals.

Request Review

Consumers will research and read reviews before deciding to make a purchase. It’s important to have an adequate number of recent reviews to provide consumers with the confidence they need to make a decision. Build up your reviews and keep them current by using this automation to thank customers for their business and proactively ask for a review.

New Prospect Nurture Series

Use this opportunity to find out what engages your prospect. You can introduce your company and its products / services, provide valuable content, and collect additional information from your prospect.

Owner Voting Reminder

It can be difficult to get owners to send in their proxy when voting on changes. Use this automation to remind owners to vote, and provide an easy way to capture proxy votes online.

Owner Annual Meeting Notice

It’s important to provide owners with adequate notice of annual meetings. Use this automation to provide the initial notification and reminders, and track who has received and opened your emails.

Home Buyer Congratulations

It’s a good practice to stay in contact with your buyers after a new home purchase has been completed. Use this automation to congratulate them on their new home, thank them for their business, send important information, and ask for referrals.

Home Buyer Prepare for Closing

Once a closing date is set, it’s important to keep your buyers informed so they have all the information needed to finalize the deal. Use this automation to notify your buyers of the closing date, remind them to do a final inspection, and provide a list of what they need to bring to closing.

Home Buyer Purchase Agreement Series

Buying a home can be stressful for buyers, and there is typically a flurry of activity after entering into a purchase agreement. Use this automation to remind your buyers what they need to do after the agreement is signed.

Home Seller Congratulations

Continue to build your real estate business by staying in contact with your sellers after their home has been sold. Use this automation to congratulate them on selling their home, thank them for their business, and ask for referrals.

Home Seller Prepare for Closing

Once a closing date is set, it’s important to keep your sellers informed so they have all the information needed to finalize the deal. Use this automation to notify your sellers of the closing date, remind them to move out before the final inspection, and provide a list of what they need to bring to closing.

Home Seller Purchase Agreement Series

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.

Renter Move Out Series

A good landlord/tenant relationship should not end when a tenant gives notice of intent to vacate. Use this automation to wish your tenants well in their new home, provide a move out checklist, and communicate the process and timeline for returning their security deposit.

Lease Renewal Series

Get ahead of lease renewals by providing proactive communications to your tenants. Use this automation to remind tenants that their lease is coming to an end, and let them know what steps to take if they choose to stay or move.

New Renter Onboarding Series

Having a good landlord/tenant relationship requires frequent communication. Use this automation to welcome your new tenants and provide additional information.

New Lease Congratulations Series

It’s a good practice to update your renters on next steps after signing a lease. Use this automation to congratulate them on their new home and provide guidance on things to do before moving in.