10 time-saving real estate automation tools for agents

Real estate agents need to handle multiple, complicated tasks, often all at once. They have to manage diverse real estate marketing tactics, such as social media and lead generation. They also take care of contracts, complex negotiations, and more.

One way to make your real estate business more efficient is to implement automation. When Realtors automate many of these tasks, they ensure the job gets done accurately. Automation also allows agents to focus on other aspects of the job — especially capturing and nurturing new leads so they become clients.

Here’s a list of tools to help automate the real estate process for agents, including lead generation, referrals, customer relationship management (CRM), client follow-up, email marketing, open house planning, and content management.

1. Mailchimp


As one of the best choices in marketing automation software, Mailchimp helps you create and automate email campaigns. 

Choose from existing email templates to create newsletters, open house event emails, drip campaigns, or other marketing collateral that you can send to your customers and prospects. Schedule distribution and receive key analytics to help you refine your digital marketing efforts. 

2. Jotform

Jotform provides many ways to use automation in your real estate business. Numerous real estate templates (such as sign-in sheets for real estate events like open houses) help you gather lead data, inspection information, and more. You can then view, analyze, and share the data you collect from these forms in Jotform Tables.

3. Spacio

Screenshot of spacio

Spacio helps automate the process of capturing new leads during open houses. This means you can stop using time-consuming manual processes to collect contact information and update your lead management system.

This open house lead generation software also enables you to send automated follow-up emails. Other features include custom registration forms for in-person and virtual open house events.

Choose from three tiers of packages with different features for agents, teams, and brokerages/agencies.

4. Dotloop

screenshot of dotloop

Dotloop is a comprehensive real estate industry platform with several automated features. It includes tools for e-signatures, forms, sharing, and text tracking and storage, among other features. The end-to-end customer experience is bound to win more referrals as customers share their outstanding experiences with other prospects.

5. Autopilot

screenshot of autopilot

Autopilot offers multiple real estate marketing automation tools, including customer behavior tracking, CRM integration, data-driven marketing, customer journey maps, and analytics.

It also offers features for automated email marketing, lead management, and multichannel marketing. The marketing automation tools help you visualize the results of your digital marketing efforts.

6. MeetEdgar

screenshot of meetedgar

MeetEdgar focuses on automating your social media efforts. Rather than engaging in time-consuming processes to create and post on multiple social media channels, you can let MeetEdgar automate your content for several social media profiles, such as LinkedIn, Facebook, Instagram, Twitter, and Pinterest. The software can even write the content for you.

7. Agent Legend

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Agent Legend

Agent Legend automates text communication with personalized follow-ups, saving much of the time you spend writing and responding to clients and prospects. You can also automate voicemails and emails to nurture your leads.

8. Open Home Pro

screenshot of open home pro
Open Home Pro

Open Home Pro not only helps you automate the open house process, but it also helps determine which leads are worth following up on and sends you a list of the most promising ones.

The automation software also integrates with email and social media to share your in-person and virtual open house events with a larger audience through a one-click process.

9. Zurple

screenshot of zurple

Zurple is made for tasks like drip campaigns, but it also helps optimize efforts to track and understand the behavior of your leads.

The software provides automated lead generation and email drip tools that you can integrate into your website to assess what type of content is relevant to each visitor based on their search history. This feature helps you quickly identify the best leads to pursue.

10. ReboGateway

screenshot of rebogateway

ReboGateway helps you grow your real estate business by handling many of the backend processes involved in transactions that are otherwise time-consuming and difficult to scale. As an efficient, well-organized transaction coordination platform, it can help ensure error-free deals.

Get started with real estate automation solutions

Whether you choose a tool that includes artificial intelligence (AI) or helps with team collaboration, you’ll enjoy a significant return on investment by leveraging automation. The best automation services in real estate don’t take the agent out of the process. Instead, these automation solutions help free them up to work directly with clients and build their business.

This article is originally published on Oct 08, 2021, and updated on Jan 25, 2023.
A journalist and digital consultant, John Boitnott has worked for TV, newspapers, radio, and Internet companies for 25 years. He’s written for Inc.com, Fast Company, NBC, Entrepreneur, USA Today, and Business Insider, among others.

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