Marketing

Set Your Brand Colours and Logo

Choose the colours and logo that paint everything a client receives from you.

Choose Your Brand Fonts

Pick the heading and body faces for documents, and the separate face your mail is written in.

Preview Your Brand Before You Save

Check a colour or a face against real client surfaces before you commit to it.

Team Brand Against the Brokerage Default

Let one team paint its own colours while everything it has not set follows the brokerage.

Set Your Email Signature Per Inbox

Give each connected inbox its own sign-off, or let it follow your default.

Add Your Headshot and Contact Details

Set the photo, title, phone and booking link that appear on your reports and sheets.

Create an Equity Report

Build a report on a client's property and check it before it reaches them.

Schedule Recurring Equity Reports

Have a report reach a client on a cadence, and pause it when you need to.

Customize What a Report Contains

Choose the sections every report carries and write the words around them.

Co-Brand a Report With a Realtor

Put a realtor partner's name, photo and booking link on the reports you send.

Choose When a Report Is Held Back

Stop a recurring report when the value has not moved or a renewal is close.

Set Up Report Change Alerts

Write what a client hears back when they change a figure on their own report.

When a Client Edits Their Own Report

Accept or decline the corrections clients make to their own numbers.

Approve the Reports Waiting on You

Work the clients an automation has put up for a report and decide who gets one.

See Who Opened Your Reports

Read the engagement figures, the history of every send and one client's record.

Run a Campaign

Send one message to a group of clients, and choose when it goes.

Build a Segment

Save the slice of your book that a campaign sends to.

Set Your Sender Identity

Add the legal name and mailing address every commercial message has to carry.

Repeat a Campaign on a Schedule

Set a campaign to go out again on a cadence, and stop it when you are done.

Read a Campaign's Results

Follow a send as it goes out and see what it produced.

When a Campaign Pauses Itself

Understand the guard that stops a send with too many unsubscribes or bad addresses.

Add Follow-ups to a Campaign

Send up to three follow-up messages after a campaign, only to the people who haven't replied.

Build a Lead Capture Form

Publish a form that files an enquiry straight into your leads.

Decide Where a Lead's Answers Land

Map each answer onto your book, and tag what comes in.

Set the Thank-You and the Auto-Reply

Decide what a client sees after submitting and what lands in their inbox.

Route and Be Told About a New Lead

Assign every submission to someone and choose how you hear about it.

Follow Up Automatically on a New Lead

Start an automation from a form without leaving the editor.

Ask for Marketing Consent on a Form

Add the subscribe box that grows a list you are allowed to email.

Keep Spam Out of a Lead Form

Turn on the checks that keep bots and duplicates out of your leads.

Embed a Lead Form on Your Site

Put your form on your own website as a link, a frame or a popup.

Read a Form's Submissions

See everyone a form has captured and open one without leaving the editor.

Build a Feature Sheet

Pull a live listing and produce a branded one-page sheet for it.

Set What Appears on a Feature Sheet

Choose the phone number, licence numbers and website printed on your sheets.

Co-Brand a Feature Sheet With a Realtor

Print a partner realtor's name, brokerage and photo in the rail of a feature sheet, or leave it off.

Build a Custom Feature Sheet

Create a feature sheet for a listing with no MLS number, from your own photos and facts.