Automations for real estate
Payment reminders for real estate
A polite reminder sequence for unpaid invoices, with a payment link in every message. For real estate agencies, it matters most while you're out on showings and negotiating offers. The usual trouble: portal enquiries sit for hours before anyone replies.
What this fixes for real estate agencies
Portal enquiries sit for hours before anyone replies. It costs time every week, which is why real estate agencies ask for the payment reminder flow.
What it looks like in practice
Imagine a three-agent residential brokerage. An invoice passes its due date in your accounting software. The buyer gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for real estate
Here is how the payment reminder flow runs day to day for real estate agencies.
- An invoice is due or overdue in your accounting software.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
You keep working in Gmail. The payment reminder flow sits alongside, built with Xero, QuickBooks and Stripe.
Questions from real estate agencies
Does the payment reminder flow work with Gmail?
It depends on your Gmail plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What will my buyers and tenants see?
They'll see a courteous reminder with a one-click way to pay. I write the wording with you so it sounds like your real estate business, and you approve it before launch.
How long does it take to set up for real estate agencies?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real viewings and messages, so nothing goes live until it behaves the way you want.
Want this for your real estate business?
Tell me how your real estate business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built