Workflows
Follow-Up That Keeps Running When You Are Busy
Build workflows with triggers, actions, conditions and waits, or start with eight ready-made real estate automations and adjust them to your business.
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Illustration with sample data.
What is Automations in RealtyCoworker?
Automations in RealtyCoworker is the workflow builder that runs follow-up for real estate agents and brokers. A trigger, such as a new form submission or missed call, starts a series of actions like texts, emails, tasks and pipeline moves, with if/else branches, waits and goals. It includes eight ready-made real estate workflows.
- Triggers
- Actions
- If/else branches
- Waits and goals
- Templates and recipes
- AI workflow builder
- AI actions
- Ready-made: Buyer inquiry
- Ready-made: Seller inquiry
- Ready-made: Open house follow-up
- Ready-made: Missed call
- Ready-made: Appointment reminders
- Ready-made: Closing review request
- Ready-made: Long-term nurture
- Ready-made: Anniversary and referral
What’s inside
Everything in Automations.
Triggers
Start a workflow from events such as a form submission, new tag, appointment booked, pipeline change, incoming message, or a comment on your Facebook, Instagram or TikTok post.
On the job: A new portal inquiry form submission starts your buyer follow-up.
Explore Auto-RepliesActions
Send texts and emails, create tasks, assign owners, update fields, add tags and move pipeline stages.
On the job: Assign a seller lead to the listing agent and create a call task for today.
If/else branches
Split the path based on contact details, tags or replies.
On the job: Send buyers with a lender preapproval tag down a faster showing path.
Waits and goals
Pause until a time or event, and stop the sequence once the goal is reached.
On the job: Stop the nurture texts as soon as the lead books a consult.
Templates and recipes
Start from prebuilt workflow templates instead of a blank canvas.
On the job: Copy a reminder recipe and change the wording for your showings.
AI workflow builder
Describe the automation you want and AI drafts the workflow for you to review.
On the job: Type 'remind sellers the day before photos' and get a draft workflow.
AI actions
Add AI steps that write replies, summarize or sort messages inside a workflow.
On the job: Summarize a long inquiry before it lands with the assigned agent.
Explore AI AgentsReady-made: Buyer inquiry
Replies to new buyer leads, asks qualifying questions and offers a consult time.
On the job: A buyer asks about homes in Jackson and gets a reply plus a booking link within minutes.
Ready-made: Seller inquiry
Responds to seller and valuation leads and pushes toward a listing appointment.
On the job: A homeowner requests a value estimate and is invited to book a listing consult.
Ready-made: Open house follow-up
Thanks sign-in guests and follows up over the next days.
On the job: Every guest who signed in at Sunday's Lavallette open house gets a thank-you the same evening.
Ready-made: Missed call
Texts callers back when you cannot pick up.
On the job: You miss a call during a showing and the caller gets a text asking how you can help.
Explore Phone SystemReady-made: Appointment reminders
Sends confirmations and reminders before booked appointments.
On the job: Sellers get a reminder the day before your listing presentation.
Ready-made: Closing review request
Asks happy clients for a review after closing.
On the job: A week after closing, buyers get a friendly link to leave a review.
Explore ReputationReady-made: Long-term nurture
Keeps in touch with leads who are not ready yet.
On the job: A buyer planning to move next spring gets a helpful check-in each month.
Ready-made: Anniversary and referral
Celebrates home anniversaries and invites referrals.
On the job: Past clients get a happy home anniversary note with a gentle referral ask.
How agents use it
Automations, on a real workday.
- 1
Speed to lead
New buyer and seller inquiries get an instant, permission-based reply and a booking link, while the assigned agent gets a task to call.
- 2
Open house to appointment
Sign-in guests get a thank-you, a follow-up two days later and an invite to book a buyer consult if they reply.
- 3
Past client referrals
Closing review requests and home anniversary messages keep your sphere engaged for years after the sale.
How it compares
RealtyCoworker vs the tools you might be paying for.
- Roundup · 7 min readBest CRM for Real Estate Agents in 2026How the big general CRMs compare with RealtyCoworker for what agents actually do: answering, following up and booking.Read the comparison
- Roundup · 7 min readBest Real Estate CRM Platforms for Agents in 2026We compared RealtyCoworker with Follow Up Boss, Lofty, BoldTrail, Wise Agent and LionDesk on pricing, AI, phone tools and real estate workflows to help you pick the right CRM.Read the comparison
- Roundup · 7 min readBest Scheduling Software for Real Estate Agents in 2026Five popular booking tools compared with RealtyCoworker, with honest pricing as of October 2026 and a simple way to choose based on how your real estate business runs.Read the comparison
- Roundup · 7 min readBest E-Signature Software for Real Estate Agents in 2026Six ways to get documents signed, from pure signing apps to transaction management to an all-in-one CRM. Here is how they compare for real estate agents and brokers, and how to choose.Read the comparison
- Roundup · 6 min readBest Text Marketing Apps for Real Estate Agents in 2026Five popular texting platforms compared with RealtyCoworker for real estate agents and brokers, with October 2026 pricing, honest strengths and who each one suits.Read the comparison
- Roundup · 6 min readBest Form Builders for Real Estate Agents in 2026Six form tools, one question: which one turns a stranger's form fill into a booked appointment? Our 2026 roundup for real estate agents and brokers.Read the comparison
FAQ
Automations questions, answered.
Can I edit the ready-made real estate automations?
Yes. All eight workflows are starting points. You can change the wording, timing, branches and who gets assigned, or turn any of them off. You can also duplicate one to make versions for different lead sources, teams or towns, and review the steps before you publish changes.
Can automations text leads automatically?
Yes, when texting is set up and the contact has given permission. Business texting requires carrier registration, and contacts can reply STOP to opt out at any time. Your workflows can check for permission before sending, and email or tasks can be used for contacts who have not opted in to texts.
Do I need to know how to build workflows?
No. You can start from the ready-made automations or templates, or describe what you want and let the AI workflow builder draft it for you to review. Once you are comfortable, you can add your own triggers, branches and waits on the visual builder at your own pace.
Can automations keep fair housing in mind?
You write the messages and questions, so keep qualifying steps focused on timing, budget and property needs, and avoid anything about protected classes. RealtyCoworker does not decide who receives service. Review your scripts with your broker and treat every lead the same way based on their stated needs.