Real estate
Offer received
From the moment an offer comes in to the moment the seller answers.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsAI Notetaker
TrustScore 4.4 out of 511 reviews on Trustpilot
The steps
Write the offer amount and conditions into the deal.
Tell the seller the offer, in writing, with my recommendation.
Set a reminder in 24 hours to chase the seller if there is no answer.
When the seller answers, move the deal to the matching stage and tell the buyer the same day.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "Offer received" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
More Real estate playbooks
New enquiry, first hour
Run this the moment a property enquiry lands, from a portal, a form or WhatsApp.
Viewing booked
Everything that has to happen once a viewing time is agreed.
After the viewing
The follow-up most agents skip, which is where the second viewing comes from.
Seller weekly update
The call that stops a seller going quiet on you. Run it once a week per listing.
New listing goes live
Run this the day a property is listed, so the first week is not wasted.
Cold buyer revival
Monthly sweep of buyers who went quiet. Most of them never bought anywhere.