Nurturing an investor and tenant database by hand means pulling due contacts, rereading deal history, and drafting individual emails one at a time. The manual review and personalization steps slow the batch down and non-responders often fall through the cracks.
The automated version pulls the due list, segments contacts, drafts personalized updates with matching listings, and logs every send. It also flags non-responders and schedules follow-up calls automatically, so nurture cadence stays consistent.
The full workflow, from trigger to completion.
Every Monday the automation pulls the list of contacts due for outreach directly.
The automation groups contacts by investment criteria, deal history, and recency of last touch.
The automation writes a tailored update for each contact using their deal notes and preferences.
Matching listing PDFs and market reports are pulled and attached automatically.
High-confidence, low-risk emails are sent automatically without manual review.
Emails flagged as sensitive or high-value are routed to the broker for a quick check before sending.
Every send, whether automatic or broker-reviewed, is logged back to the contact record.
The automation checks for replies after five days, creates follow-up tasks, and notifies the broker.
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