Real Estate
Leads, listings, transactions, and property management, streamlined.
From the moment a lead fills in a form to the day a tenant renews their lease, habits automate every communication, document, and follow-up.
Real Estate Lead Management
Automate lead capture, AI scoring, agent assignment, follow-up sequences, CRM sync, and cold lead re-engagement.
Lead Capture
WebhookReceive inbound leads from web forms and portal integrations and route to the correct agent.
Lead Scoring
WebhookScore each lead automatically using AI based on behaviour, budget signals, and intent data.
Agent Assignment
WebhookAssign leads to the best-matched agent based on territory, specialisation, and current workload.
Follow-Up Sequence
ScheduledSend a personalised 14-day follow-up email sequence to new leads automatically.
CRM Sync
WebhookPush lead status updates and interaction events to the CRM on every touchpoint.
Cold Lead Re-engagement
ScheduledRe-engage leads that have been inactive for 30+ days with fresh market content and AI personalisation.
Real Estate Marketing
Automate campaign launches, social media posting, open house promotion, newsletter distribution, listing performance alerts, and competitor analysis.
Campaign Automation
ScheduledLaunch targeted email campaigns automatically when new listings are published or events are created.
Social Media Posting
ScheduledSchedule and post AI-crafted listing highlights across connected social media channels.
Open House Promotion
ScheduledSend automated reminders to registered attendees and track RSVPs for open house events.
Newsletter Distribution
ScheduledCompile local market updates with AI and distribute the newsletter to your subscriber list.
Listing Performance Alert
ScheduledAlert the marketing team when a listing is underperforming on views or enquiry metrics.
Competitor Analysis
ScheduledMonitor competitor listings weekly and produce an AI-generated market intelligence summary.
Real Estate Property Listings
Automate listing creation alerts, MLS syndication, price change notifications, expiry reminders, performance reports, and photo review requests.
Listing Creation Alert
WebhookNotify the listings team when a new property is ready to go live and assign preparation tasks.
MLS Syndication
WebhookPush listing data to MLS and all connected portal platforms automatically on publication.
Price Change Notification
WebhookAlert interested buyers automatically when a listing price is reduced.
Listing Expiry Reminder
ScheduledRemind the responsible agent 7 days before a listing agreement is due to expire.
Performance Report
ScheduledCompile weekly listing performance metrics — views, enquiries, and showings — and distribute to agents.
Photo Review Request
WebhookAutomatically request professional photography when a new listing is created in the system.
Real Estate Property Management
Automate tenant onboarding, maintenance request routing, rent collection alerts, lease renewals, property inspections, and vendor management.
Tenant Onboarding
WebhookSend a structured welcome pack to new tenants, collect documents, and set up building access.
Maintenance Request Routing
WebhookReceive tenant maintenance requests and assign them to the appropriate vendor automatically.
Rent Collection Alert
ScheduledNotify tenants 3 days before rent is due and flag overdue payments to the property manager.
Lease Renewal
ScheduledSend lease renewal offers to tenants 90 days before expiry and track response status.
Inspection Scheduling
ScheduledBook periodic property inspections automatically and send advance notice to tenants.
Vendor Management
WebhookTrack vendor work orders from assignment to completion and release payment on sign-off.
Real Estate Transaction Management
Automate offer tracking, document collection, inspection scheduling, closing coordination, commission calculation, and compliance review.
Offer Tracking
WebhookNotify all transaction parties instantly when a new offer is received or an existing offer is updated.
Document Collection
WebhookRequest outstanding transaction documents from all parties and track receipt status.
Inspection Scheduling
WebhookCoordinate property inspection booking between buyer, seller, and inspector automatically.
Closing Coordination
ScheduledSend closing checklists and deadline reminders to all parties as closing day approaches.
Commission Calculation
WebhookCalculate and route commission splits automatically when a deal reaches closing.
Compliance Review
WebhookTrigger a structured compliance checklist automatically when a transaction enters the contract stage.
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Automate your Real Estate workflows
These habits are examples of what's possible. Reach out and we'll tailor each one to your specific tools, processes, and team.