CONTACT Automation to send to Anyone:

The agent can create this group of TEMPLATE suggestions:

  • Checking in to say hi

  • About Me - write an email like it’s your bio or resume. How long have you been in Real Estate? What are your specialties? How do you draw from your past experiences and careers to benefit your customers?

  • About my Brokerage - why did you join this brokerage? Great location? Services?, etc

  • Link to local newspaper or station for Restaurant reviews/suggestions (include an image/meme)

  • Link to agent website - 

    • Example: Dear [CONTACT_FIRST_NAME], The real estate market is always changing, so let me be your resource for providing the most up to date information. Please visit my website: www.xxxxxxx.com    where you can search for properties at your leisure and find valuable information on various topics. Thank you, and I look forward to hearing from you soon!  

  • Link to market statistics website or articles 

  • Infographic from NAR or your local board 

  • Infographic or Article from a Real Estate marketing service 

  • Steps to a stress-free closing (find examples online or create your own)

  • Promote affiliate relationships - making you the one-stop shop for your friends, family & customers (Who are the vendors who you have used in the past or if your Broker has a list of affiliated businesses, you can highlight them in this email)

  • Promote a charity that you support 

  • Mission Statement for self and/or broker (Do you have a mission statement? If not, it’s a great time to create one and spread the word!)

  • Home renovation tips - you can find ideas via google search

  • Renting vs Buying - you can find ideas via google search

  • I love referrals - explain why you should be your customer’s referral source

The following templates are already loaded to your TotalBrokerage account:

  • Pet safety / tips

  • Holidays  (TB template)

  • REALTOR Selection - 2 Your Opinion Matters 

  • Relocator

  • Investors 

  • First Time Sellers

  • First Time Home buyers (5 different emails)

  • Buyer Action Plan (4 different emails)

  • Spring Cleaning

  • Spring Info 

  • Summer Pet Safety



HOLIDAY AUTOMATION: Create a "delay until’’ automation for the current year:  


The TEMPLATE suggestions in Black can be created by the agent. The Templates in Blue are already loaded to your TotalBrokerage account:

  • Happy New Year

  • Martin Luther King Jr Day

  • Happy Valentine’s Day

  • Valentine’s Day Treats

  • Happy St. Patrick’s Day

  • Spring Ahead: Clocks forward

  • International Happiness Day

  • Easter and Passover

  • Easter

  • Earth Day

  • Happy Mother's Day

  • Happy Memorial Day

  • Happy Father's Day

  • Independence Day

  • Labor Day

  • Happy Halloween

  • Fall Back: Clocks backward

  • Happy Thanksgiving

  • Christmas

  • Chanukah