Ideas for real estate agents

Ideas for real estate agents

• New lead watch

  When a new buyer or seller inquiry lands in my Gmail, add them to Follow Up Boss and text me a reply with my Calendly link to approve.

  Brea reads each new email as it arrives, logs new leads in Follow Up Boss, and drafts the reply so you can send it in one tap.

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• Showing follow-up

  Every evening at 6, draft a thank-you to the buyers from today's showings on my calendar, asking what they thought and offering two times for a second look.

  Brea reads today's showings from your calendar and drafts each follow-up for you to approve.

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  • Calendar

• Signed contract filing

  When the 14 Maple Ave contract is signed in Docusign, save it to that deal's Google Drive folder and note it in Follow Up Boss.

  Brea checks the envelope until it is completed, files the signed copy, and updates the contact.

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• Morning deal brief

  Every weekday at 7:30, text me today's showings, the leads I haven't called back, and any deal deadlines this week.

  Brea reads your calendar, inbox, and Follow Up Boss and sends one short brief.

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• Listing post

  Here are the photos of 22 Oak Lane. Make a four-photo collage, write a caption with the price and Sunday's open house, and post it to Instagram once I approve.

  Brea puts the collage together, writes the caption, and posts only after you say yes.

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  • Makes and edits images

• Open house follow-up

  Here's the sign-in sheet from Sunday's open house. Add everyone to Follow Up Boss and draft a thank-you email to each with the disclosure packet link.

  Brea reads the sheet, adds each visitor as a lead, and drafts every thank-you for you to approve.

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  • Email

• Recent sales nearby

  Find homes sold in the last six months within half a mile of 14 Maple Ave with 3 bedrooms, and put the address, price, and sold date in a Google Sheet.

  Brea searches public listings and sold records and builds the sheet for your pricing talk.

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  • Searches the web
  • Uses websites for you

• Closing date reminders

  Add the inspection, appraisal, and closing dates for 14 Maple Ave to my calendar and remind me two days before each.

  Brea puts every deadline on your calendar and texts you ahead of each one.

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  • Calendar
  • Reminders on a schedule

• Weekly seller update

  Every Friday, email the Garcias a short update on their listing: this week's showings from my calendar and the feedback I got.

  Brea counts the showings, gathers the feedback you sent it, and drafts the update for you to approve.

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  • Calendar

• Home anniversary notes

  Every morning, check my Follow Up Boss past clients for a home purchase anniversary today and draft a short congratulations email for me to approve.

  Brea checks your past clients every day and drafts a note when an anniversary comes up.

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  • Email

• Cold lead check-ins

  Every Monday, find Follow Up Boss leads I haven't contacted in 30 days and draft a personal check-in for each.

  Brea finds the leads going quiet and drafts a note that picks up where you left off, for you to approve.

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  • Email

• Hot reply alert

  When a lead emails back asking for a showing or ready to make an offer, text me right away.

  Brea reads each new reply as it arrives and only interrupts you for the ones that can't wait.

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  • Keeps watch
  • Email

• Showing scheduling

  The Kims want to see 22 Oak Lane this weekend. Find two times I'm free, email them the options, and book the one they pick.

  Brea checks your calendar, sends the options, and puts the showing on your calendar once they reply.

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  • Calendar

• Showing confirmations

  Every evening at 6, email the buyers from tomorrow's showings on my calendar a confirmation with the address and time.

  Brea sends every confirmation on time, so fewer buyers forget or run late.

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  • Calendar

• Lead notes in your CRM

  Every evening, summarize today's emails with each lead and add a note to their Follow Up Boss record.

  Brea keeps every lead's history current without you copying anything over.

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  • Email

• Referral asks

  Draft a short note asking for referrals to each client who closed with me in the last year.

  Brea finds your recent closings and drafts a personal ask for each, ready for you to approve.

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  • Email

• New listings for a buyer

  Every morning, search Zillow for new listings in Austin under $600k with three bedrooms and a yard, and draft an email to the Kims with the best three.

  Brea searches the site like you would and drafts the email for you to approve.

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  • Uses websites for you
  • Email

• Zillow lead replies

  A few times a day, check my Zillow Premier Agent inbox for new leads and draft a reply offering two showing times from my calendar.

  Brea signs in to Zillow with your saved login, reads the new leads, and drafts each reply for you to approve.

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  • Uses websites for you
  • Calendar