Move transactions forward with always-on deal intelligence
CashTree connects MLS feeds, CRM histories, title checkpoints, and client communications, so agents advise instead of chasing signatures, and brokerages keep audit trails without slowing velocity.
Pipeline clarity modeled the way agents actually transact
Each column tracks automation touchpoints, not vanity stages, so leadership sees where deals stall versus where humans simply needed better prompts.
New inquiry
- Portal lead parsed into CRM
- Pre-qual notes attached
- Neighborhood comps queued
Active showing
- Calendar holds + route packs
- Seller feedback loop same night
- Offer deadline reminders
In contract
- Inspection requests templated
- Title doc chase lists
- Escrow milestone pings
Close & nurture
- Post-close gifting triggers
- Sphere-of-influence digests
- Referral capture SMS
Marketing automation that respects Fair Housing nuance
CashTree generates structured variants (headlines, bullets, SMS snippets) from factual MLS inputs. Sensitive edits route through broker marketing eyes before spend turns on.
- MLS description drafts from structured intake forms, tone matched to your brokerage voice.
- Photo shot lists + vendor bookings tied to listing milestones.
- Open-house RSVP flows that sync foot traffic back into CRM notes.
- Neighborhood-specific landing page snippets for paid social experiments.
Paid campaigns inherit UTMs + listing IDs automatically; attribution stops living in five disconnected ad dashboards when leadership asks what actually converted.
Compliance-aware paperwork, not “sign faster” shortcuts
Real estate SEO for brokers hinges on trust signals: timely disclosures, ethical marketing, and transparent comms. Automations uphold those promises operationally.
Disclosure packages
Version disclosures once; CashTree tracks which buyers received which PDF timestamp (critical when questions arise weeks later).
Offer paperwork velocity
Counter scenarios generate clause-aware summaries so principals approve faster without misreading fields buried on page six.
Real estate automation FAQs
Will CashTree replace my CRM?+
No. We orchestrate actions inside your CRM, transaction management platform, e-signature tools, and inbox, so agents spend time advising clients instead of duplicating records.
How do you handle brokerage compliance rules?+
Automation templates inherit your broker review gates: certain SMS or MLS drafts route to compliance officers before anything publishes.
Does this help teams competing on SEO-heavy listing searches?+
Operational excellence feeds SEO indirectly: faster response times, richer listing data, and consistent local proof signals. We also structure FAQ-ready content blocks agents can publish safely.
Give every listing and buyer white-glove momentum
Walk us through your CRM + transaction stack. We’ll highlight automation wins that boost conversion without risking brokerage compliance.