Flows streamline communication, nurture leads, offer personalization, and provide valuable insights. These automated workflows are essential for staying competitive in today's real estate market.


With Flows, members have the opportunity to include an unlimited number of steps. These steps offered in Flows include automated marketing emails, automated simple emails and automated touch reminders. Those steps can be set by a number of hours, days, weeks, months or years before or after an event.

The first step in a flow will usually be triggered by the contact being enrolled to the flow, and can be marked so the step takes place as soon as the contact is enrolled or after a set amount of time. Subsequent steps will usually be a set amount of time after the previous step.

For example, you may want a buyer to immediately receive an email thanking them for connecting with you. Two days after that email, you may want them to receive an automated marketing email with some of your client testimonials. And perhaps a week after that email you’ll receive a reminder to text them asking to meet up for coffee and discuss their needs.

Be creative with your Flows, and think about the many ways in which you may want to automate your communications with buyers, sellers, past clients and more.


Flows are a powerful tool for real estate agents to engage with potential clients over time. Here are some best practices for you to consider when building your Flows:

  1. Tag Your Audience: Divide your contact list into different Tags based on criteria such as location, buying or selling stage, or interests. This allows you to send targeted, relevant content.

  2. Personalize Content: Tailor your emails to the specific needs and interests of each Tag, or segment. Personalization increases engagement and builds trust. You can use Placeholders in your emails to include recipient first names, last names, marketing names and more.

  3. Provide Value: Offer valuable content in your emails, such as client testimonials, home buying or selling tips, or local resources. Position yourself as a knowledgeable market expert.

  4. Consistent Schedule: Maintain a consistent email sending schedule. Whether it's weekly, bi-weekly, or monthly, consistency helps recipients anticipate your emails.

  5. Use Compelling Subject Lines: Craft compelling subject lines that grab recipients' attention and encourage them to open your emails.

  6. Clear Call-to-Action (CTA): Include a clear and actionable CTA in each email, guiding recipients on the next steps, whether it's scheduling a consultation or viewing a property.

  7. Track Insights: Track the performance of your Flow using Insights. Adjust your strategy based on open rates, click-through rates, and conversion rates.

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