Reach every buyer and seller in seconds — and never lose a lead to slow follow-up. These are the 7 workflows that arrive already wired together when you pick Real Estate at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment a buyer or seller lead comes in: add them to the pipeline, text instantly, and let the AI call and work them to a booked consultation — the first agent to respond usually wins.
See the walk-through →Fires when an appointment is booked.
Confirms a booked consultation by email + text, then sends a business-hours reminder to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed consultation fast, then graduates to nurture if the lead doesn't re-book.
See the walk-through →Fires when a deal goes quiet.
Re-engages a buyer or seller who went quiet mid-deal, then hands warm ones back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost buyer or seller lead after 30 days; hands re-engaged ones back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure market education for buyers and sellers who aren't ready yet — real estate timelines run long, so this survives replies and exits the moment they book.
See the walk-through →Fires when a contact opens an email.
Flags a hot buyer or seller who's re-opening emails so an agent (or the AI) can reach out.
See the walk-through →You don't import this. Pick Real Estate at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Pick Real Estate at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
Start FreeRead the docs