Canadian Workflow Suite

A Realvolve suite that will take your new leads all the way through closing—helping you automate your real estate business for endless cycles of success.

Included in this package is:

LEAD GENERATION Workflows- Lead generation works with swift and persistent follow-up. Lead generation KILLS if the follow up is specifically tailored to that inquiry.

The Lead generation workflows are tailored to maximize the different lead generation avenues with specific emails, texts, and scheduled calls. Everything is timed and automated to maximize your time, allow you to delegate to an assistant, buyer’s agent or inside sales person and stand out as an agent that delivers true value to a prospective buyer or seller.

Also included: 2 handy all-purpose workflows that generate calls 1x a week or 2x a month. Sometimes simpler is better and you just need the reminder to follow up.

LISTING Workflows- Listings are the engine that drive our business. They require the bulk of our time, money and human resources.

The Listing Suite is designed to make the listing process efficient and automatic, with complete, just-in-time tasks that can be assigned to your appropriate staff member. Many actions are automated with pre-written emails and texts—ensuring that all of your vendors and participants are informed and prepared.

The result is less deal drama, happier calmer clients, more referrals, and more time for you.

Also included is a seller lead follow-up plan for the listing appointment that ends in a “no decision.” Stay in front of that potential seller with pre-written emails, scheduled calls and scheduled updates on the market activity.

Canadian Seller and Buyer Under Contract:

Running a great closing process is like being a general on a huge battlefield. A multitude of different players must be deployed, managed and supervised for a successful outcome. This workflow ensures that everyone is informed and prepared; you can easily hold people accountable to actions and deadlines; and your client will know, at all times, what to expect in a normal situation. Automating all of the “normal” situations leaves you free to deal with the inevitable surprises with more care and attention.

This will help cover your transactions from your first conditionally accepted contract all the way through firm contract to the closing date!  We also included “Offer Decline” in case those conditions don’t get removed and your buyer decides to walk away from this transaction and you need to go back to the drawing board!  

In the Conditionally Accepted Workflow, we have different groups for each condition you may have in a contract. You will be able to uncheck any conditions that do not apply to this transaction:  Buyer Sale of Home, Condo Status, Homeowner’s Insurance, Septic Inspection, Well Inspection, Home Inspection Condition, “other” for those unknown conditions, Referral (to acknowledge and thank your referring person), and Solicitor Condition.

Once we have all of those conditions removed, we start the Accepted Firm workflow to make sure we keep all parties (especially our Sellers/ Buyers) in the loop while we wait for our closing and possession date to approach.  After closing, we have a few quick check-in reminders.

REFERRAL GENERATOR- Almost all agents earn the bulk of their clients through repeat and referral business. But most people only need a realtor once, maybe twice, in a generation. How do you stay relevant and top of mind without being “that guy” constantly whining for referrals?

We have spent years trying to crack that code. There is nothing in this industry that gave us any clue how to do this in a meaningful and authentic way.

Until now.

Canadian Past Client Package:

Follow up for Past clients to include phone calls, text messages, and emails.  A repeating database update reminder, special dates recognition (bday, anniv, home purchase, holidays) as well as a once a quarter call/email/text check in reminder.  This is NOT intended to be your “newsletter” or drip campaign. It’s about building relationships. ALL HOLIDAY, SEASONAL and MONTHLY EMAILS ARE SET TO SEND AUTOMATICALLY SO YOU WILL NEED TO EDIT THE TEMPLATES BEFORE STARTING THIS WORKFLOW!

Holidays include:  December “holidays”, Boxing Day, Summer Solstice, Canadian Thanksgiving, Remembrance Day, New Year, Winter Equinox, Happy Spring, Labour Day, Fall Equinox, St. Patrick’s Day, Canada Day, Halloween, Family Day, May long weekend/family day