Create buyer's realtor prospect in your CRM pipeline
Create buyer's realtor prospect in your CRM pipeline
Your buyer agent records sit outside your CRM after funding, so follow-ups and partner referrals are delayed and manual. The workflow adds and tags realtor prospects for outreach, same day.
Overview
Post-close realtor relationships are a high-value channel, but agent contacts often live outside your outreach system and fall silent. This flow captures and tags buyer's agents into your CRM pipeline so client managers can begin outreach and referral workflows the same day.