Tools to Manage Your Transactions
Customizable Auto Plans
Create automated follow-up and task lists to ensure accuracy during every transaction. Build text messages and emails to clients or agents based on Custom Roles and Dates.
Clients can be invited to have 24-hour access to their listings to see everything happening during the transaction and will know exactly what services they receive for the fees you charge.
Automatic Client Email Updates
Real-time customer updates with transaction-level detail are emailed to clients daily. You choose what the client sees in their transaction portal. Emails can deliver weekly or once per week.
Track every time a vendor has helped you with any property and make it easily searchable by adding them to the collaborator feature in Brivity. You can also automate messages about upcoming appointments at your listings!
Make custom roles in Brivity that can trigger tasks, emails, and text messages to send to or from that role to other roles. Imagine sending automated reminder text to your seller with the contact info for the photographer for their upcoming appointment. The information for the phtotograper on their transaciton will send to the seller because of their roles in the transaction.
Custom Dates and Times
Trigger tasks, text messages, and emails to trigger before or after custom dates and times for your unique transaction needs. As important events arise and pass, automate tasks and messages to save you time.