Built for Residential real estate agents and teams
Residential real estate agents and teams
Book Buyer Consultation appointments, capture Property Interest and Budget Range on intake, and follow up on a 180-day recall cadence - configured for residential real estate agents and teams, not adapted from someone else’s.
What this pack does on day one
- Buyer Consultation booking, confirmed and reminded automatically
- Recall outreach 180 days after the last visit
- A deal untouched for 45 days is flagged as stale
- Property Interest captured on every new contact
Fields your team sees on every contact
- Property Interest
- Budget Range
Booking types
- Buyer Consultation
Follow-up cadence, as configured
Recall outreach goes out 180 days after the last visit. A deal untouched for 45 days is flagged as stale.
Pipeline language
- Qualified Lead
- Showing Scheduled
- Under Contract
- Lost to Another Agent
Messaging posture
Email first, SMS after registration: outreach starts by email and adds text messaging once your brand and campaign are approved. Nothing is sent by text before then.
Standard 10DLC brand + campaign before any SMS send
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Property Interest” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Property Interest and Budget Range.
What is a “Buyer Consultation”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Qualified Lead, Showing Scheduled, Under Contract and Lost to Another Agent.
Which stage names will my team see?
The stages read Qualified Lead, Showing Scheduled, Under Contract and Lost to Another Agent - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for Residential real estate agents and teams
Thirty minutes, on your calendar, with this pack loaded.
Book a demo for Residential real estate agents and teams See pricing