CRM and follow-up emails for real estate agents
Real estate runs on follow-up. Most deals come from people you met months ago, so the agent who stays in touch politely is the one who gets the call.
Who you're usually writing to
Past clients, open-house visitors, people who asked about a listing, and local businesses that refer clients: mortgage brokers, lawyers, movers and stagers.
Sound familiar?
- Open-house sign-ups never hear from you again.
- Referral partners forget you between deals.
- Every deal's status is in your head or your texts.
An outreach routine that works for real estate agents
Follow up every inquiry the same day
People who asked about a listing gave you implied consent to reply. A short, useful answer the same day matters more than a long one tomorrow.
Build a referral circle
Introduce yourself to mortgage brokers, real estate lawyers and movers near you with one short email each. Ask what kind of clients they'd like sent their way.
Use stages that match your work
Lead, showing booked, offer, conditional, closed. Moving a card is faster than updating a spreadsheet.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Clients who need a good mover
Hi {{first_name | there}},
I'm a real estate agent in the area and I'm often asked for a mover I trust. I'd like to recommend {{company | your company}} to clients who are closing soon.
Would you be open to a quick coffee so I know how you work? And if your customers ever ask about buying or selling, I'm happy to help them too.Follow-up, a few days later
Hi {{first_name | there}}, following up on my note about client referrals. Happy to meet whenever suits you.
Tips
- Consent from an inquiry lasts 6 months in Canada; ask people to opt in to updates during that time.
- Keep your personal and business mailboxes separate.
- A short, personal note after closing leads to more referrals than any newsletter.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email