Set up one useful follow-up workflow

Choose the guide for your email provider, then decide how Real Extent fits alongside your current CRM. Start with one conversation and review the draft before sending.

Using your own inbox requires a paid plan. Check your brokerage’s account policy and the current security information before subscribing.

Choose a guide

Practical guides

Answer buyer questions after a showingA practical follow-up process for real estate agents: verify property details, explain what is still unknown, and offer one clear next step without guessing.
Gmail follow-up guideConnect Gmail or Google Workspace to Real Extent, understand permissions, review a draft for an existing lead, and keep control of follow-ups.
Outlook follow-up guideSet up Real Extent with Outlook or Microsoft 365. Check brokerage approval, choose your calendar, and review your first real estate lead reply.
Using your existing CRMChoose which system owns follow-ups, import contacts without emailing them, and avoid duplicate messages. Real Extent does not directly sync with external CRMs.

Before you connect anything

Watch the 60-second recording to see an inquiry become a draft and an approval. It uses sample data, so you can understand the workflow without connecting an account.

If you only need a message today, use a free template. If you want help with your account setup, ask the Real Extent team.