BrokerDrive sends automatic follow-up messages: answer new leads fast, stay in touch over time, flag quiet leads, send saved-search alerts, remind people about documents and signatures, and check in after closing. Every message stops the moment someone replies, and every send checks the rules first.
What it does
What sets messages off
- A new lead, answered fast
- A lead that's gone quiet
- A saved search finds a match
- Document and e-sign reminders
- Birthdays and home anniversaries
- A check-in after closing
Smart plans
Step-by-step message plans that stop the second a lead replies, so they never talk over a real conversation.
Brokerage plans and agent plans
Run plans for the whole brokerage and let agents run their own, without the two getting in each other's way.
Follows the rules every time
Before any message goes out, it checks that the person agreed to hear from you and isn't on a do-not-call list. The rules come first, not last.
Who sees what
Broker view
Brokerage-wide follow-up and reminders that keep files moving, with the rules enforced across the platform.
Agent view
Personal smart plans that stop on reply, so follow-up feels human, not robotic.
Why it matters
Most leads are lost to silence, not to a competitor. Follow-up that checks the rules keeps the conversation alive without risking a complaint.
Frequently asked questions
- Does a plan stop when the lead replies?
- Yes. Smart plans stop the moment a lead replies, so you don't keep messaging over a live conversation.
- How does BrokerDrive handle do-not-call and consent?
- Before every automatic message, it checks that the person agreed to hear from you and isn't on a do-not-call list.