New Referral

When you get a referral from an agent, CPA, or any other referral partner you know that person needs to be contacted ASAP! This is how you would add them to the campaign:

1: Find & Select Contact:

2: Enter Referral Source Information

3: Find Automation Dropdown & Add

4: Select "New Referral" & Begin Automation

Key Benefits:

• Quick Contact: Prompt outreach increases your chances of success.

• Time-Saving: Less follow-up frees up your time.

• Real-Time Updates: Workflow stops and notifies you when a prospect replies.

• Reduced Manual Tracking: Focus more on high-value tasks.

FAQ

When does this begin?

Check out the tutorial here to understand more.

What communication goes out? 

There is a combination of 4 text messages & 2 emails that go out to the buyer & the agent. These include simple & effective follow up or updates to the agent. 

How do I stop the messages? 

When a prospect replies to the text, the workflow automatically stops.

What do these messages say?

The first message is a soft intro mentioning the referral source & the messages for follow up ask if they've put home buying on hold or if they needed a consultation.