Essential email & SMS automations for every real estate office

One of the biggest differences we see in offices that have implemented technology well and offices that are just using as a database, is their automatic communication. 

Here are some of my favourite email & SMS automations that every real estate business should have running.

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

Aro’s CRM has an easy-to-use and intuitive, custom-built email editor that allows you to easily send emails, newsletters and SMS messages, fully automated. You’ll get notified when your recipients click or open newsletters, so you know when to follow up and seize every opportunity.

See how easy it is for yourself today – simply book in a free demo with me via the calendar below. 

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