Real Estate Lead Follow-up
Automated nurture sequences for real estate leads
The problem
Your business depends on timely follow-up, but when you're juggling showings, closings, and prospecting, the follow-up sequence is the first thing that slips. For businesses dealing with transaction coordination, this pain is especially acute.
Agents spend more time on paperwork and data entry than with clients
Automated systems handle the logistics so agents focus on relationships
The solution
We build a custom real estate lead follow-up system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Audit your current lead management and transaction processes
- Configure automated workflows for your specific market and style
- Integrate with your real estate platforms and communication tools
- Go live with agent training and performance tracking
Expected results
Entire workflow automated from start to finish
Manual handoffs between team members eliminated
Measurable improvement in throughput and accuracy
How we'd approach this
This is typically a Connect Your Systems engagement (2-6 weeks).
Multi-step process automation that handles entire workflows end-to-end. From trigger to completion, no human hand-holding required.
Best for: Teams ready to automate an entire process, not just a single task.
What's included
- Complete workflow automation with multiple triggers and actions
- Integration with your existing tools (CRM, email, project management)
- Process documentation
- Team training session
- 60 days of support
FAQ
2-6 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
60 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
You might also need
Listing Management Automation
Sync and publish and update listings across platforms automatically
Learn more →Transaction Coordination Tools
Streamline closings with automated task tracking and communication
Learn more →Follow-up Sequence Automation
Never let a lead go cold with automated multi-touch follow-up
Learn more →Related solutions
See how Workflow Automation works for specific industries.
Ready to automate real estate lead follow-up?
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