🆕 New Offer Confirmation Workflow & Automation Settings
Following the successful rollout of the Viewing Workflow, we’re excited to introduce a brand-new Offer Confirmation Workflow—designed to help estate agents streamline communications when an offer is confirmed.
✉️ What’s New?
- Automated Messaging: Agents can now automatically send an email or SMS to relevant parties when an offer is confirmed—saving time and ensuring consistent communication.
- Sales vs Lettings Flexibility: Based on feedback, we’ve added a setting that allows agents to tailor automations depending on whether the offer relates to a sales or lettings property. This means you can set up different messages, actions, or follow-ups for each type.
💼 Why It Matters:
- Save Time: Reduce manual follow-ups and let the system handle confirmations.
- Improve Client Experience: Keep buyers, sellers, landlords, and tenants informed instantly.
- Customise Your Workflow: Align your communications with your business model—whether you focus on sales, lettings, or both.
This update is part of our ongoing mission to make Dezrez the one-stop shop for UK estate agents to manage, grow, and simplify their business.