Industry
Real estate
Win more listings. Let the busywork run itself.
In Australian real estate the hardest thing to win is the listing, and most of that work happens long before a property ever goes to market. It is the past appraisal you stay close to, the fixed term you notice is ending, the listing lead you chase down before it goes cold. Whitford keeps that groundwork from slipping. No-code Pipelines pull, enrich and update records across your CRM with a dry-run you approve before anything writes back, Playbooks help the assistant follow your process and point you to the right pipeline, and the assistant tells each agent who is worth a call today. If you use Rex, VaultRE, Agentbox or something we do not support yet, we build the integration for you at no extra cost.
Connect Rex, VaultRE, Agentbox, Box+Dice or whatever you use. If it is not built yet, we build the integration for you at no extra cost. Sold on the Growth plan.
How the automation works
A pipeline is a no-code sequence you build on a canvas. It pulls records from your CRM, can enrich them with AI, then pushes them back. A playbook is a procedure you write for the assistant, and when a pipeline fits the job the assistant points you straight to it. You always run a pipeline yourself, reviewing a dry-run before anything writes back to your CRM.
The assistant points the way
A playbook is a procedure you write for the assistant. When a pipeline fits the job, it names the pipeline and links you to it. The assistant describes and points, it never runs anything itself.
Can you flag which new enquiries are worth chasing first?
That is your Enquiry scoring pipeline. Open it in the Builder to review the dry-run before it writes the scores back to Rex.
Enquiry scoringBuild it on the canvas
The pipeline is a few no-code steps you place on a canvas. Pull records from your CRM, let AI enrich them if you want, then push the result back. It is drag and drop, not code.
Pull
New enquiries from the last 7 days, from Rex
Generate
Read each one and score intent, buyer or seller, hot or cold
Push
Write the score and a one-line summary onto their Rex record
Preview, then apply
Running it is a dry-run first, so it previews every change and writes nothing. You review the preview and apply it, and a safety cap limits how many records one run can touch.
Dry-run preview
- The Harpers · seller, hot
- K. Nguyen · buyer, warm
- M. Okafor · seller, hot
Reach a whole segment at once
When you need to tell a whole group something, like everyone near a sale, Bulk Email turns one update into a personal email for every contact and sends from your own inbox. You review the drafts before anything goes.
Upload the announcement
Start with the update you want to share, like a just-sold flyer or a newsletter. Whitford reads it so every email can reference it naturally.
Pick who gets it
Whitford pulls the reachable contacts from your CRM, scoped to an area or your whole book, and drops anyone with no email on file.
Recipients
Owners and leads in the Maple St area, from Rex
Personalise and send
It writes one email per contact in your tone, not a mail-merge. Send them from your own Gmail with open tracking, save them as Gmail drafts, or download them to send yourself.
To The Harpers
A 1.1M result on your street
Hi Sarah, 12 Maple St just sold for 1.1M, which says a lot about what homes around you are doing right now.
In practice
Who should I call today?
Staff
Five worth a call for listings today. Here are the top three, with why. Tap to call, or I can draft each one.
- THThe HarpersPast appraisal · just revisited your site Call
- NVNguyen vendorsPrice-feedback call · 3 days overdue Call
- MOM. OkaforFixed lease ending · possible seller Call
Whitford
Give me the story on the Harpers before I call.
Staff
You appraised them 14 months ago at 1.2M. They opened your last two market updates and revisited the site yesterday, but there has been nothing since the appraisal call and no price feedback logged. I would lead with the recent sales in their street.
Whitford
Put the busywork on autopilot.