You can now automatically send birthday and property purchase anniversary emails from the admin console to your clients - a great way to easily keep yourself top of mind.

Research shows that this can help you get repeat business and make you look good. Two things that are very important in the competitive world of real estate. 

A birthday email.

A property purchase anniversary email.

To start sending out these emails, you must set up and enable templates for the birthday and property anniversary emails. Then add dates to your contacts so they start receiving these emails.

This short video will show you how to do that. Here is a quick reminder on how contacts work.

If you need any assistance in setting this up, please contact support.