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BrokerBee logo BrokerBee · Follow-up Automation

Automatic Follow-up Reminders for Real Estate Leads

Most lost deals aren’t lost to a competitor — they’re lost to a missed follow-up. BrokerBee schedules follow-ups automatically based on rules you set: for example one day after an enquiry, two days after a visit, or three days after no response.

A follow-up dashboard shows what’s critical, due today, due tomorrow and overdue, so every agent starts the day knowing exactly who to call.

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BrokerBee follow-ups dashboard with due today and overdue reminders

BrokerBee is in development. This page describes the product we are building; features and timelines may change before launch.

Capabilities

Follow-up Automation in BrokerBee

  • Rules by stage

    Trigger follow-ups after enquiry, visit, negotiation or no response.

  • Delays & attempts

    Set the gap between follow-ups and the maximum number of attempts.

  • Priority & escalation

    Escalate important leads when follow-ups are missed.

  • Follow-up dashboard

    Critical, due today, due tomorrow and overdue at a glance.

  • Notifications

    Alerts when follow-ups are due or overdue.

  • Linked to leads

    Each follow-up updates the lead’s activity history.

How it works

Step by step

  1. 1

    Set rules

    Decide when follow-ups should happen.

  2. 2

    Work the list

    Agents see who to contact today.

  3. 3

    Log the outcome

    Update the lead and its next step.

  4. 4

    Escalate

    Overdue follow-ups get attention.

Benefits

Why it matters

  • Consistent follow-up

    Every lead gets contacted on time.

  • More conversions

    Timely follow-ups keep deals moving.

  • Less mental load

    The system remembers, not the agent.

  • Team visibility

    Owners see overdue work across the team.

FAQ

Frequently Asked Questions

Can I change the follow-up timing?

Yes. Trigger stage, delay, maximum attempts, priority and escalation are all configurable.

Will BrokerBee send WhatsApp reminders?

The first release notifies in-app and by email; WhatsApp and SMS notifications are planned for later.

Can owners see overdue follow-ups?

Yes. The dashboard highlights overdue follow-ups across the team.

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