Real estate ops: preserve off-market relationships

Operations assistant misses off-market follow-ups at settlement, risking future listings. A tailored follow-up draft lands with the relationship owner so BD can respond and secure future listings.

Overview

Missed post-settlement outreach lets off-market sources slip away and costs future listings and commissions for real estate teams. This workflow generates a personalized follow-up draft for the relationship owner whenever a property is settled, eliminating missed outreach and keeping your pipeline warm. Teams see faster handoffs and clearer ownership of follow-ups.

Notable Features

Create tailored follow-up drafts
Populate draft with property details
Notify relationship owner for action