After an OFI check in
The OFI New Attendee Check-In is an automation workflow that starts when a contact checks into an open home.
What does this automation include?
– Sends instant SMS confirmation
– Adds potential buyer/tenant to contact group
– Creates property alert for potential buyer/tenant
– Sends follow-up email to potential buyer 24 hours after the open home
– Creates task for follow-up email 7 days after the open home
After settlement
The Settlement Complete: Seller automation starts when the listing settles.
What does this automation include?
– Creates task to congratulate seller within 24 hours
– Creates task to send tax invoice to seller within 24 hours
– Sends email to seller 2 days after settlement
– Sends email to seller 1 year and every year after settlement
– Creates task to call seller 1 year and every year after settlement
New listings to buyers
The New Listing Alert: Buyer is an automatic property alert. Every time a new listing gets added, relevant buyers will be notified automatically.
This automation will only send new listings to buyers for whom the listing falls within their budget and location range.
What does this automation include?
– Sends SMS message to relevant buyers immediately upon adding of listing
– Sends email to relevant buyers immediately upon adding of listing