Automation builder

Build and manage your brokerage’s automations in one place. Start from a template or a blank workflow, choose what starts it, and connect the messages, conditions and actions that should follow. • Trigger workflows from new leads, pipeline changes, tags, assignment, custom fields, recorded dates, inactivity or manual enrolment. • Build multi-step email and SMS sequences with delays, sending hours, if/else branches, reply waits and exit conditions. • Route leads to the right broker using their niche, location, deal type, score or custom fields. Add or remove tags, update stages, create follow-up tasks and notify your team. • Set up practical workflows such as new-enquiry follow-up, nurture sequences, review-request links after settlement, annual check-ins, recorded-date reminders and re-engagement after a period without contact. • Preview and save drafts, activate workflows, pause or resume them, and track runs, replies, delivery results and failures. Contact limits, unsubscribe and STOP handling apply to messaging. Built-in lead replies, team alerts and Meta outcome automations sit alongside your custom workflows on the same Automations page. Connect your account’s email/SMS providers and activate the workflows you want to run.

BrokerCloser team