5 Powerful Automations

1. Instant Onboarding

Tired of having to cross off the same checklist of intro emails and answering common questions and explaining the home buying or selling process over and over again with each new client? That's what we built Client Templates for.

Upload your own custom intro video that your clients will see when they first visit their portal, add resources with links or FAQs, and create a default set of tasks for different types of clients. Templates can be as broad (all buyers or sellers) or as specific (cash buyers or off-market sellers for example) as you'd like.

2. Effortless Update Emails

Use Advanced Automations to send pre-selected emails to your clients as your deals progress. For example, send an

3. Nurture Your Sphere With Sequences

Set it and forget it. Sequences are automated workflows for your database contacts that give you follow-up reminders and/or send selected email templates on a pre-determined schedule.

4. Automatic Showing Feedback

Your buyers will be asked to share their thoughts after each showing automatically. You'll see their feedback instantly, sortable by rating or date.

5. Database Insights in Seconds

Sequent will contextually change your sphere's lead statuses all by itself, so you can spend more time with your clients. View your database maturity on the Pipeline page of your CRM, with powerful insights that top agents use to convert more leads. Not sure who you haven't spoken with in a while? Just use the conversation tracker to find out.