Engage: Marketing & Reviews
Email campaigns that segment by transaction history. Social posts that draft from listing records. Review requests timed to closing. Referral tracking with attribution. Marketing from the deal database, not a disconnected mailing list.
The review sends Friday. The just-listed post drafts itself.
Campaigns That Know the Transaction
3 featuresSegment by what they bought
A "condo buyers above $300K" segment auto-updates as deals close. A "past sellers who bought 3+ years ago" list surfaces relisting opportunities. A "first-time buyers who closed this quarter" campaign sends neighborhood guides specific to their purchase location.
Full transaction history in the segment
Past clients are in the CRM with property type, purchase price, closing date, and neighborhood. Listing alerts, market updates, and sphere campaigns run from the same database that tracked the original deal.
Just Listed / Just Sold
"Just listed" and "just sold" notifications send automatically when listing status changes — to the sphere and the farming area, across email and social.
Reviews & Social
3 featuresThe review that solicits itself
A deal closes Thursday. Friday morning the review request sends — targeting Google, Zillow, and Realtor.com profiles simultaneously. The agent’s review count compounds with every closed deal and local SEO builds from the review velocity.
The post that drafts itself
A new listing enters the catalog and the social composer pulls the photo, address, and price from the catalog record. The agent selects the listing; the just-listed post is ready. Price reduction or just sold? The post updates from the data.
Review Aggregation
Zillow, Google, Realtor.com, and Yelp reviews in one dashboard. Respond from one inbox. Track rating trends over time.
Referrals & Retargeting
3 featuresThe referral chain tracks itself
A past client sends a friend who becomes a lead. The referral chain tracks from the original client through to the new deal close — three years, four referrals, $45,000 in referred commissions from one relationship.
The anniversary that re-engages
One year after closing, an anniversary email sends automatically with a neighborhood market update and a referral link. Seasonal check-ins, maintenance reminders, and market snapshots keep the relationship compounding.
Past-Client Retargeting
Past sellers who bought more than three years ago appear in a retargeting segment, ready to list again. The ad targets them through Google and Meta without the agent building the audience by hand.
Segment by what they bought. Not what they clicked.
A "condo buyers above $300K" segment auto-updates as deals close. A "past sellers who bought 3+ years ago" list surfaces relisting opportunities. A "first-time buyers who closed this quarter" campaign sends neighborhood guides specific to their purchase location. Past clients are in the CRM with their full transaction history — property type, purchase price, closing date, neighborhood. Listing alert emails, market update reports, and sphere-of-influence campaigns run from the same database that tracked the original deal.
The review sends Friday. The just-listed post drafts itself.
A deal closes on Thursday. Friday morning, the review request sends — targeting Google, Zillow, and Realtor.com profiles simultaneously. The agent’s review count compounds with every closed deal. A new listing enters the catalog and the social media composer pulls the listing photo, address, and price from the catalog record. The agent selects the listing; the just-listed post is ready. Price reduction? The post updates. Just sold? The celebration post drafts from the closing data. One catalog record feeds every marketing surface.
This client generated $45,000 in referrals.
A past client sends a friend who becomes a lead. The referral chain tracks from the original client through to the new deal close. The agent reports: three years, four referrals, $45,000 in referred commissions from one client relationship. One year after closing, an anniversary email sends automatically with a market update for the buyer’s neighborhood and a referral link. The relationship compounds instead of evaporating at the closing table.
A referral email sends to a past client via Campaigns — the referred friend clicks through, submits a form on Sites, and the new lead enters Deals with the referral chain tracked — original client to referral to new deal. The agent reports total referred commission revenue per client over time. The loop from close to re-engagement to new business runs across Campaigns, Sites, and Deals automatically.