Smart Triggers
Smart Triggers
Never miss the perfect moment to engage
Smart Triggers are intelligent automations that detect client intent and market opportunities the instant they appear. They transform data signals into hyper-personalised, timely action triggers that help you engage clients at the right moment.
As the heartbeat of Property Lead Engine, Smart Triggers turn every meaningful signal into immediate action.
Triggers that power your entire client journey
Smart Triggers power engagement across every stage of the client journey, whether by re-engaging property owners or surfacing new intent to advisors.
Engage clients and keep relationships alive
These property or market-related triggers bring customers back into your ecosystem beyond the first interaction. They act like a gentle postcard from their property, sharing timely and relevant updates that sustain ongoing engagement.
These property or market-related triggers bring customers back into your ecosystem beyond the first interaction. They act like a gentle postcard from their property, sharing timely and relevant updates that sustain ongoing engagement.
Examples:
A neighbour has recently sold their property
A neighbour has recently sold their property
A new property for sale popped in the neighbourhood
A new property for sale popped in the neighbourhood
A building permit has been filed nearby
A building permit has been filed nearby
Property value has increased, Loan to value reached a new threshold, opening the way for refinancing
Property value has increased, Loan to value reached a new threshold, opening the way for refinancing
Each signal opens a natural opportunity to reconnect, nurture trust, and bring homeowners back to your branded experience.
Each signal opens a natural opportunity to reconnect, nurture trust, and bring homeowners back to your branded experience.
Triggers to the Property Owner
Triggers to the Advisor
Detect intent and prioritise the right leads
These behavioural triggers are set based on your business objectives. They analyse client actions to identify who is showing genuine intent, helping you score, segment, and follow up with the hottest leads.
These behavioural triggers are set based on your business objectives. They analyse client actions to identify who is showing genuine intent, helping you score, segment, and follow up with the hottest leads.
Examples:
A property owner repeatedly checks recently sold properties, which might be considered as a selling intent
A property owner repeatedly checks recently sold properties, which might be considered as a selling intent
Or the property owner asks the Companion AI Agent to search for listed properties, which might be seen as a buy intent property for sale popped in the neighbourhood
Or the property owner asks the Companion AI Agent to search for listed properties, which might be seen as a buy intent property for sale popped in the neighbourhood
A returning user re-engages after a period of inactivity
A returning user re-engages after a period of inactivity
Smart Triggers surface these moments instantly, prompting advisors or AI Agents to follow up while interest is at its peak.
Smart Triggers surface these moments instantly, prompting advisors or AI Agents to follow up while interest is at its peak.
Triggers to the Property Owner
Triggers to the Property Owner
Engage clients and keep relationships alive
These property or market-related triggers bring customers back into your ecosystem beyond the first interaction. They act like a gentle postcard from their property, sharing timely and relevant updates that sustain ongoing engagement.
These property or market-related triggers bring customers back into your ecosystem beyond the first interaction. They act like a gentle postcard from their property, sharing timely and relevant updates that sustain ongoing engagement.
Examples:
A neighbour has recently sold their property
A neighbour has recently sold their property
A new property for sale popped in the neighbourhood
A new property for sale popped in the neighbourhood
A building permit has been filed nearby
A building permit has been filed nearby
Property value has increased, Loan to value reached a new threshold, opening the way for refinancing
Property value has increased, Loan to value reached a new threshold, opening the way for refinancing
Each signal opens a natural opportunity to reconnect, nurture trust, and bring homeowners back to your branded experience.
Each signal opens a natural opportunity to reconnect, nurture trust, and bring homeowners back to your branded experience.
Triggers to the Advisor
Detect intent and prioritise the right leads
These behavioural triggers are set based on your business objectives. They analyse client actions to identify who is showing genuine intent, helping you score, segment, and follow up with the hottest leads.
These behavioural triggers are set based on your business objectives. They analyse client actions to identify who is showing genuine intent, helping you score, segment, and follow up with the hottest leads.
Examples:
A property owner repeatedly checks recently sold properties, which might be considered as a selling intent
A property owner repeatedly checks recently sold properties, which might be considered as a selling intent
Or the property owner asks the Companion AI Agent to search for listed properties, which might be seen as a buy intent property for sale popped in the neighbourhood
Or the property owner asks the Companion AI Agent to search for listed properties, which might be seen as a buy intent property for sale popped in the neighbourhood
A returning user re-engages after a period of inactivity
A returning user re-engages after a period of inactivity
Smart Triggers surface these moments instantly, prompting advisors or AI Agents to follow up while interest is at its peak.
Smart Triggers surface these moments instantly, prompting advisors or AI Agents to follow up while interest is at its peak.
From trigger to action
Smart Triggers can do more than detecting intent. They can trigger an action. Each signal automatically initiates the next best step, turning insight into engagement.
Advisor alerts
Notify your team when a hot lead or at-risk client appears
Advisor alerts
Notify your team when a hot lead or at-risk client appears
Automated campaigns
Launch personalised emails or app notifications instantly
Automated campaigns
Launch personalised emails or app notifications instantly
AI Agent follow-up
Trigger an AI-powered conversation through chat, voice, or WhatsApp
AI Agent follow-up
Trigger an AI-powered conversation through chat, voice, or WhatsApp
CRM actions
Sync data, update statuses, or assign tasks automatically
CRM actions
Sync data, update statuses, or assign tasks automatically
Advisor alerts
Notify your team when a hot lead or at-risk client appears
Advisor alerts
Notify your team when a hot lead or at-risk client appears
Automated campaigns
Launch personalised emails or app notifications instantly
Automated campaigns
Launch personalised emails or app notifications instantly
AI Agent follow-up
Trigger an AI-powered conversation through chat, voice, or WhatsApp
AI Agent follow-up
Trigger an AI-powered conversation through chat, voice, or WhatsApp
CRM actions
Sync data, update statuses, or assign tasks automatically
CRM actions
Sync data, update statuses, or assign tasks automatically
Your intelligent engagement layer
As part of the Property Lead Engine, Smart Triggers power every stage of your client journey, from initial curiosity to long-term retention. They keep your brand active 24/7, ensuring you’re always there when your clients are ready to engage.
Your intelligent engagement layer
As part of the Property Lead Engine, Smart Triggers power every stage of your client journey, from initial curiosity to long-term retention. They keep your brand active 24/7, ensuring you’re always there when your clients are ready to engage.
Listen. Detect. Act.
Listen. Detect. Act.
Turn every property insight into the right opportunity at the right time.
Request a demo
Request a demo
Request a demo
Request a demo
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We look forward to speaking with you.
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We will get back to you within 24 business hours.
