The Smart Agent’s Guide to Real Estate Marketing Automation

Educate your audience about automation across different platforms (ActivePipe, MoxiPresent, etc.) — highlight what’s possible, why it matters, and how you help set it up and maintain it.

Smart Agents Don’t Work Harder — They Work Smarter
In a business where relationships and timing are everything, marketing automation is your secret weapon. It allows you to stay visible, nurture leads, and follow up—without manually hitting “send” every time.

But most agents underutilize automation tools because they’re unsure how to set them up or what to automate in the first place. The good news? You don’t need to be tech-savvy to make it work—you just need the right systems in place.

What Can Real Estate Automation Actually Do?
Platforms like ActivePipe, MoxiPresent, and Cloze offer robust automation features that help agents:

• Send personalized welcome emails to new leads
• Launch listing announcements the moment a property goes live
• Nurture cold leads with long-term drip campaigns
• Schedule seasonal or holiday greetings in advance
• Trigger follow-ups based on behavior (e.g., someone clicked a link or opened a listing email)
• Deliver tailored content based on tags or interests

Imagine this: your leads are getting timely, relevant communication automatically—while you’re out showing homes or negotiating deals.

Why Automation Matters More Than Ever
Your audience expects immediate, relevant communication. Delays can mean missed opportunities or forgotten follow-ups.
Automation doesn’t replace your voice—it amplifies it.

When done right, it gives your clients the sense that you’re always one step ahead. And when it’s fully optimized, it actually strengthens the human side of your brand by keeping you consistently in touch.

How We Help Agents Automate
Setting up automation takes some initial strategy and technical know-how—that’s where we come in.

We help agents:

• Plan the right email journeys based on client behavior and intent
• Set up smart campaigns in platforms like ActivePipe or Cloze
• Customize MoxiPresent assets that auto-update with live MLS data
• Schedule automated reminders, listing alerts, and re-engagement flows
• Configure delivery settings based on time zones, segments, or user activity
• Audit and optimize existing automations for better results

We do the backend setup so you can focus on building relationships—not building workflows.

When Automation Works, You Win More Often
With the right systems in place:

• Leads are engaged consistently without manual effort
• New listings are promoted instantly
• You stay top-of-mind with past clients (and win more referrals)
• Your follow-ups become timely, targeted, and effective
• You save hours every week—without sacrificing quality

Key Takeaway
Automation isn’t impersonal — it’s powerful.
Done right, it allows you to scale your communication, deliver a better client experience, and win more business—without burning out.