Deal Automations

Rechat’s new Deal Automations help brokerages create more consistent transaction workflows by automatically taking action when key deal events occur.

Admins can build automations using a simple structure:

When something happens, do this, for these deals.

Automations can be triggered when a listing is added, an offer is received, a transaction date changes, or a scheduled milestone arrives. Actions can include:

• Sending an email or testimonial request

• Adding a task or tags

• Updating an address or Context

• Calculating one transaction date from another

• Subscribing selected contacts to a Market Report

Each automation can be limited by transaction side, property type, and status. For date-based automations, admins can choose whether the action runs when the date is entered, on the date itself, or a set number of days or weeks before or after it.

Agents can see upcoming automated actions directly in the transaction Timeline, making it easier to understand what is scheduled for each deal and manage queued actions when necessary.

Deal Automations are configured from Accounts → Deal Settings → Automation.

Ready to get started? Visit our Guides for complete instructions on creating, managing, and reviewing Deal Automations:

Explore the Deal Automations Guides →