🆕 New Automation Features to Streamline Your Workflows
We’ve expanded our automation capabilities to give agents more control, save time, and improve customer communication.
đź’Ľ Offers Workflow Enhancements
You can now trigger automations when an offer is rejected, across sales, lettings, or both marketing statuses. This means you can automatically send tailored communications, update records, and keep your team and clients informed—without lifting a finger.
🏠Valuation Workflow Upgrades
Two new automations have been added:
- Rescheduled Valuation Appointments – Automatically notify relevant parties and update records when a valuation is moved.
- Valuation Appointment Reminders – Set up reminders to ensure clients and staff are prepared and punctual.
âś… Full List of Supported Automations
You can now automate communications for the following appointment and offer statuses:
Valuation Appointments
- Reminders
- Rescheduled
- Cancelled
- Confirmed
Offers
- Confirmed
- Accepted
- Withdrawn
- Rejected
Viewing Appointments
- Reminders
- Rescheduled
- Cancelled
- Confirmed
📦 Reuse Your Existing POST Packs
All automations support the reuse of your existing POST packs, allowing you to:
- Automatically attach documents to the relevant property or person
- Log communications in Settings & Preferences
- Maintain full transparency with your customers
🚀 Dezrez’s Commitment to Speed, Simplicity & Customer Success
At Dezrez, we’re committed to helping estate agents work smarter, not harder. Every automation we build is designed to streamline your processes, reduce manual admin, and accelerate communication—so you can focus on winning instructions and delivering exceptional service. By putting powerful tools in your hands, we’re helping you stay ahead in a fast-moving market and build a more efficient, scalable business.
Would you like help setting up these automations or tailoring POST packs for your branch?