Agent workflow guide
From listing to close.
One listing, followed through Trexia. AI drafts and organizes; you decide what goes out and when.
Five steps
Price the listing
Build a comparative market analysis in CMA Studio and share a clean report with the seller.
- Comparable sales and charts
- Shareable report for the listing appointment
Prepare the marketing
Draft the listing description, emails and social posts. Stage empty-room photos where it helps.
- Drafts are screened for fair-housing language and state references
- Nothing publishes until you approve it
Follow up with leads
Track inquiries in the CRM, set follow-up reminders and run drip campaigns on a schedule you choose.
Run the transaction
Track the deal from offer to closing in the transaction pipeline: deadlines, contingencies, documents and parties. Connect Dotloop if your brokerage uses it.
Keep the client informed
Invite buyers and sellers to the client portal to see documents, message you and follow progress.
Where your review comes in
You approve
- Every listing description, email and post before it goes out
- Pricing and advice you give the client
- Which documents the client can see
Try it on your next listing.
Create an agent account and run one listing through the workflow.