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Automations

Let the follow-up run itself

Triggers from the county records and your inbox, actions in the app: trace, text, move, remind.

Start from a recipe

Pick a recipe made for wholesaling, or build your own: a trigger, the conditions, then the actions.

Automations
  • Fresh probate → trace the heirs, queue a first text
  • Interested reply → move to Interested, add a call task
  • Auction countdown → alert me 14 days before the sale
  • Gone quiet → follow-up task after 7 days

Automations

Start from a wholesaler’s recipe or build your own.

What can start one

  • New leads

    A fresh filing that matches what you look for.

  • A reply

    An owner answers, and the reply is labelled.

  • A date

    An auction coming up in so many days.

  • Silence

    No reply for so many days.

What it can do

  • Skip trace

    The owner, or the owner and heirs.

  • Queue a text

    Once your texting is approved.

  • Move the deal

    To the stage that fits.

  • Remind you

    A task, or an alert in the app.

Your next deal is already on record.

2,544 new leads this week. Every live county, updated twice a day.