Off-Market Lead Capture to CRM Sync
Streamline lead imports from landing pages into REI-Stack with automated tagging and team routing.
Selected workflows
Use the Select buttons on each card or the dropdown in the request form to choose multiple workflows at once.
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Investor Automations
Deal flow, nurture, and capital raising workflows built for acquisition pros.
Driving for Dollars Route Upload
Upload driving lists, auto-clean addresses, and trigger skip tracing and follow-up sequences.
Cash Buyer Onboarding Portal
Qualify new buyers, capture criteria, and send curated property lists based on investor preferences.
Motivated Seller SMS Drip
Send compliance-ready SMS sequences with owner responses routed to your acquisitions rep.
Seller Voicemail Drop Follow-Up
Deploy ringless voicemails and automate callbacks to the correct acquisition pipeline stage.
Equity Analyzer Submission Flow
Collect property details, run equity checks, and deliver instant condition-based offer ranges.
Lead Temperature Scoring Engine
Score inbound leads using activity, response time, and property metrics to prioritize outreach.
Acquisition Pipeline Stage Alerts
Notify team members when deals stagnate to keep follow-ups timely and coordinated.
Proof of Funds Request Fulfillment
Automate responses to proof of funds requests with templated documents and notifications.
Investors Webinar Registration Sequence
Capture webinar signups, send reminders, and push attendees into targeted nurture campaigns.
Seller Appointment Scheduler
Allow sellers to book on-site appointments, confirm via SMS, and sync with your calendar.
Offer Presented Follow-Up Series
Trigger multi-channel touchpoints after presenting offers to increase acceptance rates.
Private Lender Nurture Sequence
Educate and update private lenders with automated deal showcases and testimonial drip emails.
Dispositions Buyer Blast
Push new deals to segmented buyer lists with instant property pages and RSVP tracking.
Lead Source ROI Dashboard Sync
Aggregate campaign data, calculate ROI, and send weekly snapshots to acquisition managers.
Skip Trace Queue Automation
Automatically queue fresh records for skip tracing and append contact data into REI-Stack.
Seller DocuSign Packet Builder
Generate and dispatch acquisition contracts with mail merge fields populated from CRM data.
Cold Call Follow-Up Reminder
Create follow-up tasks when cold call outcomes require additional touches or offers.
Property Research Checklist Automation
Assign due diligence tasks when a property is moved into analysis stages and set due dates.
Referral Partner Intake
Onboard referral agents, capture agreements, and deliver co-marketing collateral automatically.
Offer Counter Strategy Builder
Trigger templated counteroffer scripts with dynamic pricing guidance based on deal math.
Lost Deal Revival Campaign
Re-engage rejected offers every quarter with updated offers and market insights.
Wholesale Contract Assignment Tracker
Track assignment signatures, deposits, and closing timelines with automated reminders.
Investor FAQ Chatbot Handoff
Deploy website chatbot that escalates hot questions directly to acquisitions via SMS.
Virtual Assistant Task Router
Automatically assign VA follow-ups, skip trace tasks, and list building work with checklists.
Acquisition KPI Weekly Digest
Email weekly metrics covering offers, appointments, and contract conversions to leadership.
Seller Social Proof Delivery
Send testimonials and case studies automatically before appointments to increase show rates.
Joint Venture Partner Sync
Share deal updates and timelines with JV partners via automated email summaries.
Rehab Budget Approval Flow
Collect contractor bids, route approvals, and notify bookkeeping when budgets are finalized.
Seller Nurture Postcards Trigger
Order direct mail follow-ups based on lead temperature and campaign segment.
SMS Opt-Out Compliance Monitor
Auto-update consent flags and remove opted-out contacts from active campaigns.
Lead Intake Voice IVR
Interactive voice response routes inbound calls to the right acquisitions team member.
Proof of Funds Expiration Reminder
Notify capital partners before documents expire and collect updated letters seamlessly.
Transactional Funding Request Flow
Collect deal details and auto-send packaged funding requests to partner lenders.
Investor List Segmentation Engine
Tag buyers by asset class, market, and exit strategy for precise dispositions blasts.
Offer Follow-Up Task Sequencer
Create sequential tasks and reminders post-offer until deal closes or declines.
Creative Finance Calculator Intake
Gather seller finance details and calculate offers before auto-sending follow-up recaps.
Disposition Closing Checklist
Automate title updates, earnest money verification, and closing reminders for buyers.
Capital Partner Update Digest
Send weekly project updates and draw schedules to equity partners with status snapshots.
Lead Source Heat Map Report
Visualize top performing marketing channels with automated monthly email reports.
Realtor Automations
Convert leads, nurture clients, and close listings faster with curated workflows.
Open House RSVP Capture
Collect RSVPs, send reminders, and notify listing agents when VIP buyers register.
Seller Listing Prep Checklist
Guide homeowners through staging steps with timed reminders and progress tracking.
Buyer Qualification Survey
Pre-qualify buyer leads, capture financing status, and route to lender partners automatically.
Neighborhood Farming Email Drip
Deliver hyper-local market updates and success stories to warm listing prospects.
Home Value Landing Page Follow-Up
Trigger CMA offers and appointment scheduling after homeowners request property valuations.
Expired Listing Revival
Revive expired listings with multi-channel outreach and social proof assets.
Post-Closing Referral Engine
Deliver closing gifts, request reviews, and ask for referrals at curated intervals.
Buyer Showing Feedback Loop
Collect showing feedback automatically and send reports to sellers with actionable insights.
Inside Sales Agent Appointment Setter
Route new leads to ISAs, enforce call scripts, and confirm appointments in the CRM.
Listing Launch Social Pack
Generate ready-to-post social captions, graphics, and reels scripts for new listings.
Home Buyer Workshop Funnel
Capture registrations, send educational drip content, and offer lender consultations.
Agent Recruiting Pipeline
Track candidate interviews, send culture decks, and automate onboarding steps.
Lead Response Speed Alert
Alert agents when response SLAs are missed and escalate hot leads to team leaders.
Transaction Coordination Checklist
Automate deadlines, document requests, and vendor notifications throughout closing.
Circle Prospecting Dialer Queue
Push just-listed or sold call lists into the dialer with ready-made scripts and follow-ups.
Investor Buyer Alerts
Notify investor clients instantly when multifamily or fix-and-flip opportunities hit MLS.
Luxury Client Concierge
Personalize communications and coordinate white-glove services for high-net-worth buyers.
First-Time Buyer Education Drip
Deliver a step-by-step guide to purchasing with videos, FAQs, and milestone reminders.
Listing Feedback Dashboard
Centralize feedback from showings and open houses with sentiment scoring.
Review Request Automation
Trigger review requests on Google, Zillow, and Facebook after closing celebrations.
Past Client Anniversary Touchpoints
Send annual home anniversary check-ins with value-add offers and referral prompts.
Mortgage Partner Co-Marketing
Share co-branded campaigns and track partner leads with transparent attribution.
Listing Price Adjustment Alerts
Notify sellers when market conditions prompt price strategy conversations.
Lead Nurture Podcast Funnel
Promote podcast episodes and nurture listeners into consultations automatically.
Buyer Agency Agreement Tracker
Track agreement expirations and send renewal reminders ahead of contract end dates.
Listing Video Launch Sequence
Distribute property videos to email, SMS, and socials with engagement analytics.
ISA Script Library Distribution
Deliver updated calling scripts and objection handlers to the team instantly.
Client Intake Questionnaire
Gather lifestyle preferences and feature must-haves before home search consultations.
Contract Deadline Countdown
Alert agents, clients, and transaction coordinators to critical contract milestones.
Social Media Comment Responders
Automate replies to listing inquiries on Facebook and Instagram with appointment links.
Listing Presentation Builder
Generate customized listing presentations with comps, marketing plans, and testimonials.
Home Seller Webinar Flow
Capture webinar leads, deliver replays, and convert registrants into listing consultations.
FSBO Conversion Funnel
Educate FSBO owners on agent value with targeted drips and call follow-ups.
Buyer Inspection Repair Tracker
Track inspection negotiations and assign tasks to contractors or vendors automatically.
Lead Reactivation SMS Blitz
Re-engage dormant leads with personalized SMS campaigns and booking links.
Luxury Listing VIP Event Flow
Coordinate private preview events with RSVP tracking and concierge messaging.
Team Accountability Dashboard
Surface agent performance metrics with automatic weekly scorecards.
Lead Source Attribution Auditor
Compare portal and ad platform leads with CRM conversions to refine budgets.
Offer Response Script Launcher
Send templated responses for multiple offers, counter offers, and escalation clauses.
Relocation Client Concierge
Automate relocation packets, temporary housing options, and service provider intros.
Wholesaler Automations
High-volume outreach, assignment, and buyer list workflows tuned for wholesalers.
Bulk List Skip Trace Engine
Upload large lists, trigger skip tracing, and monitor results with delivery notifications.
SMS Compliance Sequencer
Rotate messaging templates, manage quiet hours, and honor opt-out requests automatically.
Cold Call Power Dialer Integration
Push targeted lists into the dialer, tag outcomes, and create follow-up actions instantly.
Assignment Contract E-Sign Flow
Send assignment agreements via e-sign and notify buyers when documents are executed.
Hedge Fund Buyer Segmentation
Identify institutional buyers, capture buy boxes, and deliver curated inventory updates.
Seller Lead Warm-Up Campaign
Deploy voicemail drops and emails before live calls to boost connect rates.
Title Company Closing Tracker
Share deal timelines with title partners and remind parties of required documents.
Buyers List Growth Funnel
Capture buyers through property landing pages and auto-tag by investment criteria.
Dispo Blast Performance Report
Track email/SMS engagement on deal blasts and flag buyers who clicked but didn’t respond.
Property Inspection Scheduler
Allow buyers to book inspection windows and notify sellers of confirmed walkthroughs.
JV Deal Submission Form
Collect co-wholesale opportunities, evaluate margins, and assign to dispo managers.
Dead Lead Recycling Campaign
Re-engage cold sellers with new offers, testimonials, and updated market insights.
Buyer Deposit Reminder
Trigger automated reminders for earnest money deposits with payment instructions.
Acquisition Squad Leaderboard
Display daily KPIs for calls, appointments, and contracts to fuel competition.
Direct Mail Follow-Up Dialer
Queue inbound responses from mail campaigns to get rapid callbacks and SMS follow-ups.
Offer Review SMS Link
Send sellers a mobile-friendly summary of offers with next steps and signature links.
Seller Qualification Scorecard
Automate scoring on motivation, equity, and timeline to focus on high-probability deals.
Daily Hot Leads Digest
Deliver a morning digest of new hot leads with key details and recommended next steps.
High Equity List Automation
Monitor county data, auto-import high-equity leads, and trigger nurture sequences.
Lead Voicemail Rescue
Send a customized SMS immediately after leaving a voicemail to encourage responses.
Data Hygiene & DNC Filter
Clean lists against DNC, litigators, and vacancy data before campaigns launch.
Seller Follow-Up Task Matrix
Trigger sequential follow-up calls, texts, and ringless drops based on seller engagement.
Assignment Marketing Landing Page
Instantly publish property pages with calculators, photos, and offer submission forms.
Buyer Interest Survey
Collect detailed buy box updates from buyers quarterly and auto-adjust segmentation.
Warm Transfer Call Flow
Connect sellers to closers with context-rich notes and live call status updates.
Campaign Cost vs Profit Report
Match marketing costs to assignment profits and email ROI dashboards weekly.
Lead Temperature Slack Alerts
Send instant Slack alerts when sellers engage, ensuring your team responds quickly.
SMS Keyword Trigger
Allow prospects to text keywords to join specific nurture sequences and capture motivation.
Disposition Offer Tracker
Log incoming offers, compare terms, and notify sellers of the strongest offer automatically.
Virtual Wholesale Funnel
Convert virtual leads with video walkthrough requests and digital offer acceptance flows.
Lead Source Split Testing
Rotate messaging and track conversions by list type, script, and channel.
Cold Lead Recycling Bot
Deploy chatbot sequences to re-engage cold leads and gather updated timing.
Contract Deadline Reminder
Remind all parties of contingency deadlines and coordinate necessary extensions.
Buyer Financing Verification
Collect proof of funds and financing docs before scheduling property inspections.
Lead Cost Per Contract Monitor
Track acquisition cost per contract and alert when targets are exceeded.
SMS Drip with Multilingual Support
Send bilingual outreach sequences and assign translators when responses require.
Robo-Dialer No Answer Workflow
Send follow-up texts and emails when dialer calls go unanswered to boost callbacks.
Seller Intent Survey
Ask sellers qualifying questions post-contact to refine motivation and timeline.
Dispo Investor RSVP Tracker
Track buyer RSVPs for property tours and send reminders with driving directions.
Assignment Closing Checklist
Coordinate closing tasks, wire instructions, and title updates for smooth handoffs.
Property Management Automations
Tenant communications, maintenance coordination, and owner reporting flows.
New Tenant Onboarding Sequence
Deliver lease documents, welcome packets, and payment setup guides automatically.
Maintenance Ticket Routing
Prioritize maintenance tickets, notify vendors, and update tenants with status changes.
Rent Reminder Multi-Touch
Send multi-channel rent reminders with payment links and late fee notifications.
Owner Statement Delivery
Email monthly statements and attach performance dashboards for property owners.
Lease Renewal Decision Tree
Survey tenants, evaluate owner preferences, and trigger renewal or turnover workflows.
Vacancy Marketing Launch
Publish listings across portals, schedule social posts, and notify leasing agents instantly.
Move-Out Inspection Scheduler
Coordinate move-out dates, inspection checklists, and deposit timelines automatically.
Vendor Compliance Tracker
Collect insurance certificates, W-9s, and track expirations with reminder emails.
Tenant Screening Pipeline
Track applicants through background checks, credit screenings, and approval communications.
Utility Transfer Assistant
Send tenants automated utility setup instructions based on property and move-in date.
Owner Lead Intake Funnel
Capture property owners, offer rent analysis, and schedule consultations with your team.
Lease Violation Alert System
Document violations, notify tenants, and escalate to owners when needed.
Maintenance SLA Tracking
Monitor vendor response times and trigger escalations if service levels are missed.
Resident Satisfaction Survey
Collect tenant feedback post-maintenance and send aggregated reports to owners.
Eviction Process Manager
Track notices, court dates, and documentation to ensure compliance with regulations.
Lease Expiration Forecast
Forecast upcoming expirations and trigger renewal or marketing workflows early.
Pet Policy Approval Flow
Review pet applications, collect deposits, and update tenant records automatically.
Turnover Task Generator
Launch turnover checklists, assign cleaners, and confirm supply orders after move-outs.
Owner Draw Disbursement Alerts
Notify owners when distributions are processed and share ledger summaries.
Tenant Insurance Compliance
Track renter’s insurance policies, request renewals, and pause portal access if expired.
Maintenance Vendor Feedback Loop
Survey tenants after work orders and share ratings with vendor partners automatically.
Owner Onboarding Welcome Kit
Send new owners management agreements, reporting schedules, and portal credentials.
Delinquency Escalation Path
Move delinquent tenants through reminder, notice, and legal escalation steps with logs.
Seasonal Maintenance Campaign
Schedule HVAC, gutter, and pest control reminders based on property type and climate.
Owner Portal Engagement Booster
Encourage owners to log in, view statements, and approve estimates via automated nudges.
Capital Expenditure Approval
Collect bid comparisons, capture owner approvals, and notify accounting instantly.
Prospect Tour Scheduler
Offer available showing times, confirm via SMS, and sync tours to leasing calendars.
Tenant Communication Hub
Centralize resident messages, auto-tag by topic, and route to responsible team members.
Security Deposit Compliance
Track deposit amounts, interest requirements, and send move-out itemizations automatically.
Community Announcement Broadcast
Send building-wide updates via SMS, email, and resident app push notifications.
Resident Event RSVP
Promote resident events, capture RSVPs, and trigger reminders with check-in QR codes.
Key & Access Management
Log key releases, notify staff of overdue returns, and automate digital access expirations.
Lease Addendum Builder
Generate addenda for amenities, parking, or pets with e-sign delivery and tracking.
Owner Performance Dashboard Digest
Email occupancy, delinquency, and maintenance KPIs monthly to owners.
Tenant Welcome Drip in Multiple Languages
Send onboarding instructions and FAQs in the tenant’s preferred language.
Maintenance Budget Guardrails
Alert managers when work order estimates exceed thresholds and require approvals.
Portfolio Expansion Lead Scoring
Score prospective owners based on portfolio size, property type, and urgency.
Unit Turn Bid Comparison
Collect multiple vendor bids for turns and present side-by-side comparisons to owners.
Resident Payment Plan Manager
Document payment plans, schedule reminders, and update balances automatically.
Lease Audit Checklist
Audit leases for compliance items and assign corrections to leasing or legal teams.
Landlord Automations
Simplify self-managed portfolios with communication, compliance, and retention workflows.
Rent Collection Reminder Ladder
Layer email, SMS, and voice reminders to ensure tenants pay on time every month.
Late Fee Assessment Workflow
Apply late fees automatically, notify tenants, and update accounting records.
Tenant Onboarding Packet Delivery
Send lease copies, welcome videos, and maintenance contact info after signatures.
Self-Showing Lockbox Scheduler
Coordinate self-guided tours with identity verification and temporary access codes.
Lease Renewal Countdown
Start renewal conversations 90 days out with reminders for both landlord and tenant.
Vacancy Listing Syndication
Publish vacant units to listing portals and social media with automated updates.
Tenant Screening Checklist
Track application steps, background checks, and approval decisions seamlessly.
Maintenance Request Intake Portal
Capture maintenance requests, triage urgency, and dispatch preferred vendors.
Vendor Assignment Auto-Router
Match maintenance issues with trusted vendors based on trade, availability, and rating.
Move-In Inspection Checklist
Guide tenants through move-in documentation with photo uploads and digital signatures.
Move-Out Damage Tracker
Record damages, attach photos, and calculate deposit deductions in one flow.
Security Deposit Ledger Sync
Reconcile deposit balances, interest accrual, and refund timelines automatically.
Owner Finance Payment Tracker
Monitor installment payments, send receipts, and remind buyers of upcoming due dates.
Rent Increase Compliance Wizard
Create compliant increase notices based on jurisdictional requirements and timelines.
Eviction Timeline Manager
Track notices, court filings, and communication logs when evictions become necessary.
Rent-to-Own Prospect Nurture
Nurture rent-to-own candidates with credit education, savings tips, and check-ins.
Tenant Satisfaction Survey Ping
Check in quarterly with tenants to gauge satisfaction and prevent turnover.
Smart Home Device Setup Guide
Provide instructions for smart locks, thermostats, and sensors during move-in.
Utilities Transfer Checklist
Ensure tenants transfer utilities into their name with reminders and status tracking.
Lease Amendment Signer
Generate amendments for storage, roommates, or pet changes with e-sign delivery.
Pet Approval Request Flow
Collect pet details, insurance docs, and additional deposits quickly and compliantly.
Parking Permit Manager
Issue, renew, and track parking permits with automated reminders for tenants.
HOA Communication Relay
Forward HOA notices to tenants and log acknowledgements for compliance.
Tenant Emergency Broadcast
Send urgent alerts via SMS and email for weather events or property issues.
Maintenance Follow-Up Survey
Confirm issue resolution and gather service ratings after repairs are completed.
Capital Improvement Planner
Plan major renovations with budget approvals, timelines, and vendor coordination.
Bookkeeping Export Reminder
Remind yourself to export ledgers and receipts to accounting software monthly.
Tax Document Distribution
Deliver 1099s and annual rent statements to tenants and contractors automatically.
Tenant Birthday Greetings
Send personalized birthday messages and optional renewal incentives.
Referral Request Sequence
Ask satisfied tenants for referrals with shareable landing pages and incentives.
Rent Guarantee Insurance Offer
Educate tenants on rent guarantee or rental insurance options with enrollment links.
Lease Expiration Radar
Visualize upcoming lease expirations and prompt marketing tasks for each unit.
Rent Collection KPI Dashboard
Monitor collection rates, delinquencies, and payment trends with auto-updated data.
Maintenance Budget Report
Summarize monthly repair costs and compare to budget with automated insights.
Short-Term Rental Guest Review Flow
Request reviews from guests and share positive feedback on marketing channels.
Furnished Unit Inventory Tracker
Document furnishings, capture move-in photos, and track replacements.
Lease Buyout Negotiation Assistant
Coordinate buyout offers, track approvals, and manage payment schedules.
Roommate Replacement Process
Handle roommate swaps with application checks, addendums, and move-in tasks.
Tenant Delinquency Escalation
Escalate delinquent accounts through reminder stages before legal action.
Portfolio Performance Snapshot
Email monthly cash flow, occupancy, and expense summaries to stakeholders.
Request Your Workflow Build-Out
Complete the form below to send your automation request to the REI-Stack success team. We will review your selections and begin implementation within 48 hours.
Need immediate help? Email [email protected] or call 912-483-1318.