The list of things to do as a real estate agent is seemingly never-ending, but that’s where a fantastic customer relationship manager (CRM) comes into play. The best real estate CRM software makes your life easier with features like task reminders, marketing automations, lead scoring, and AI-powered tools to help you more easily and efficiently manage your portfolio of clients from start to finish.
If you’re short on time and can’t research which ones are best for you, don’t worry — I’ve done the hard work for you. I’ve researched over a dozen different CRMs and narrowed it down to the following six picks:
Provides SEO-based suggestions and web traffic analytics
Has a mobile application
Provides up to 2,000 email sends per month
Offers team collaboration tools
Cons
Free for only up to 2 users
Requires some technical skills to set up
Can be expensive if you need premium features
Limited customization options in the free plan
The Close Score
4.3
Pricing:
3.5
General Features:
3.7
Advanced Features:
4.4
Ease of Use:
5.0
Customer Service:
5.0
Customer Rating:
4.6
Expert Score:
4.2
out of
5
Why I chose HubSpot
What distinguishes HubSpot from other free CRMs is that it includes email marketing features in its free plan. This includes the ability to send up to 2,000 emails per calendar month. Emails can be created and customized with an easy drag-and-drop editor, and are optimized for viewing on different device types. Note, however, that the free version will have your email branded with the Hubspot logo, although you can opt for the paid versions to remove this branding.
Overall, I recommend Hubspot as the ideal solution if you’re a real estate agent aiming to save time on email sending and data collection through forms. The user-friendly design and integration with other HubSpot tools provide a smooth experience. Even though the free version has limitations, it still offers valuable resources for real estate agents to establish a marketing foundation. For more tips on leveling up your marketing strategy, check out our real estate email marketing guide.
Email marketing workflow (Source: HubSpot)
Additional features
Email health reporting: This allows you to view your reputation as an email sender and can help you determine what actions you may need to take to level up in this area.
Social media integration: Limited integrations with social media are available. For example, you can tie it in with your Facebook Messenger platform to make it easier to communicate with your clients, create chatbots, book meetings, and more.
Website traffic analytics: Even the free version of Hubspot gives you access to a dashboard with detailed information, such as bounce rate and average time spent on pages, to help you boost your search rankings. If this is something you want to prioritize, consider supplementing it with our guide on improving SEO rankings.
Meeting scheduler: HubSpot’s meeting scheduler allows agents to book appointments directly through their calendars, syncs with their availability, and eliminates the back-and-forth of scheduling.
AI email writer: The AI email writer helps agents craft personalized emails to improve client communication and save valuable time on drafting messages.
ClickUp: Best for task management and productivity
Pros
Allows for unlimited number of users
24/7 support available
Integrates with numerous third-party apps
Has a user-friendly interface with robust productivity tools
Allows social media integrations
Cons
Has no phone customer support
Limits the storage to 60MB only for the free account
The Close Score
4.9
Pricing:
5.0
General Features:
4.6
Advanced Features:
4.3
Ease of Use:
5.0
Customer Service:
4.0
Customer Rating:
4.8
Expert Score:
4.2
out of
5
Why I chose ClickUp
If you’re looking to prioritize task management, ClickUp is an excellent option. Not only does it allow for an unlimited number of users on the free plan, but it also provides an unlimited number of tasks. You’ll get up to 5 different spaces, with an allocation of 40 lists and 100 folders per space. If your business grows and you need more in the future, you can always choose to upgrade to the paid plans.
Ultimately, I picked ClickUp as one of the best free CRM for real estate because of its excellent task management and productivity features. It’s perfect for agents who want to stay organized, with custom dashboards and integration options for various real estate apps. While not a full CRM, its productivity tools, like the team whiteboard and chat, along with a user-friendly interface, help agents efficiently manage their work.
ClickUp CRM template (Source: ClickUp)
Additional features
Automations: With over 100+ automations, you can automatically schedule meetings, tasks, campaigns, and more by using an AI-powered automation builder to set your rules and parameters.
Guest access: You’ll have the ability to share items with individuals and teams even if they’re not using the same ClickUp platform.
Wikis: ClickUp’s wikis allow agents to create and store important information in a centralized, easily accessible location.
Gantt charts: Gantt charts in ClickUp provide a visual timeline for projects, helping agents track progress, manage deadlines, and ensure all tasks are on schedule.
Instantly synchronizes with external calendars (Google Calendar, Apple iCloud, Microsoft Office 365)
Includes automatic dialer
Provides 5GB of online storage
Cons
Has no listing management tools
Requires technical skills to set up
Does not offer customer service 24/7
The Close Score
4.5
Pricing:
5.0
General Features:
4.7
Advanced Features:
4.2
Ease of Use:
3.0
Customer Service:
0.0
Customer Rating:
4.1
Expert Score:
4.2
out of
5
Why I chose Bitrix24
If you’re all about finding the best ways to ensure top-notch team communication and collaboration across tasks, Bitrix24 is one of the best free CRM for realtors you should absolutely consider. In addition to basic functionality, like being able to comment in feeds, you can also record video announcements, synchronize with external calendars, and create a company social network and project Kanbans.
One of the downsides is that customer support is somewhat limited for free users. But keep in mind that no software is ever perfect, and each will have its own set of pros and cons. Ultimately, Bitrix24 is easy to set up, offers ample real estate database storage, and is ideal for teams aiming to enhance communication and productivity.
Bitrix24 CRM dashboard (Source: Bitrix24)
Additional features
Company knowledge base: Create and customize your company’s database with things like policies, procedures, FAQs, and more.
Third-party integrations: Seamlessly connect with third-party applications such as Google Docs, Office 365, and Microsoft Office.
Omnichannel communication: Client messages from any channel will be processed and turned into leads in your CRM for further engagement or deal creation.
Free AI-powered sales assistant CoPilot: Creates marketing texts, generates ideas, transcribes calls in your CRM, and autocompletes lead or deal fields. The AI scoring tool assists with sales forecasting.
Agile CRM: Best for cloud-based device integration
Pros
Includes email tracking in the free plan
Provides unlimited deals, tasks, and documents
Does not require a credit card for sign-up
Cons
Requires technical skills to set up
Does not include call recording in the free plan
Does not offer customer service 24/7
The Close Score
4.7
Pricing:
5.0
General Features:
3.9
Advanced Features:
5.0
Ease of Use:
3.0
Customer Service:
3.3
Customer Rating:
4.9
Expert Score:
4.2
out of
5
Why I chose Agile CRM
Agile CRM is a cloud-based tool for managing your business on any device. It combines CRM and marketing automation, making tracking client relationships easy and running campaigns in one place. The best part? The free version lets you manage up to 1,000 contacts, custom data fields, lead scoring, and even schedule appointments—all from your phone or computer. I love that it lets you switch between pricing plans anytime. It’s perfect for adapting as your business grows or changes.
One potential downside is the fact that its free version is limited to just 10 users. If you’re looking to get more, you can consider opting for the paid versions, which start as low as $8.99 per month per user if you opt for a 2-year subscription contract. Otherwise, consider an alternative CRM like ClickUp if you want to stick with a free CRM that gives a larger allocation of free users.
Agile CRM dashboard (Source: Agile CRM)
Additional features
Lead scoring: Save time by prioritizing highly motivated leads who are more likely to take the next step in the process.
Email marketing tools: Set up and conduct email marketing campaigns, utilize email templates, and send up to 5,000 emails per month.
Email tracking: Allows agents to monitor when and how often clients open their emails, providing valuable insights into engagement and helping to tailor follow-up strategies effectively.
Custom deal milestones: Enables agents to set and track specific stages in their sales process, offering a clear view of deal progress and ensuring that each transaction moves smoothly.
EngageBay CRM is an all-in-one real estate software that combines marketing, sales, customer relationship management, and service in a budget-friendly package. Thanks to cool features like Predictive Score and Lead Score by Source, it’s handy for businesses looking to spot promising leads. When sealing the deal, you’ve got proposal management and invoicing at your fingertips. Plus, the service side has your back with ticket macros, canned responses, and handy automation, making customer support a breeze.
EngageBay CRM dashboard (Source: EngageBay)
Additional features
Live chat software: EngageBay’s live chat tools can provide personalized customer responses along with data tracking and reporting tools, website widgets, email transcripts, automations, and more.
Video templates: EngageBay offers customizable video templates that can be used for repetitive tasks or events, saving you time from otherwise having to create individualized sales or marketing videos from scratch.
Contact management: On a single page, track contact activities to understand their patterns, view past interactions, and view interests. Simply import contacts from platforms like Google, Office 365, or CSV files. By monitoring email interactions and website visits, staying organized becomes easier.
Email sequence: EngageBay’s email sequences are automated marketing emails sent to subscribers based on their actions. Personalize and schedule these emails, adjusting subject lines and content based on recipient information. Include unlimited emails and use formatting options like bold and italics.
Zoho CRM is a great free option for real estate agents, offering customizable workflows and various integrations. It assesses your audit logs and activity history to suggest prebuilt workflows that streamline your sales process, allowing you to save time. With email notifications and a mobile app, agents can manage their business on the go. While it lacks some advanced AI features in the free version, it still provides a solid, personalized solution. If AI tools are important to you, our team has compiled a list of the best real estate AI tools for you to consider.
Zoho also provides an ample amount of storage. You can store up to 5,000 records in all modules, which can be manually or automatically imported from a spreadsheet or third-party CRM. You’ll also get 1TB of free cloud storage. And, if your business continues to grow in the future, you can expand your functionality with other products in the Zoho ecosystem for things like customer support, marketing campaigns, and surveys.
Conditional fields in Zoho CRM (Source: Zoho CRM)
Additional features
Automated reports: Intelligent reporting can save you time from having to manually select data to get the insights you need.
Multiple pipelines: Agents can manage multiple sales processes by using different pipelines.
Scoring rules: Lead scoring helps agents prioritize those most likely to close.
Methodology: How I chose the best free real estate CRM
While choosing the best free real estate agent CRM options, we at The Close took a meticulous and thorough review to ensure that we delivered the most reliable and effective ones. Our methodology took into account a detailed analysis of the various CRMs regarding a wide range of factors relative to the real estate professional. Our team of experts did a thorough review and testing of these platforms to see their suitability and ensure they performed well in a real estate context.
Below are the key criteria we evaluated for the best free CRM for realtors:
Pricing (30%):
We prioritized CRMs that offer robust features in their free plans, providing excellent value without hidden costs.
Features (20%):
We assessed the essential features available, such as contact management, mobile application, and website integration, to ensure they meet the core needs of real estate agents.
Additional Features (20%):
We looked at extra functionalities like customizable reports, AI capabilities, and team collaboration that add significant value to the CRM.
Ease of Use (10%):
Technical skills required to set up and operate the platform were taken into consideration
Help and Support (5%):
The availability and format of customer support were reviewed to ensure agents can get assistance when needed.
Customer Rating (5%):
We considered user feedback and ratings to gauge overall satisfaction and real-world performance.
Expert Score (10%):
Our team of experts provided an additional layer of evaluation, rating each CRM based on the overall features, value for money, and ease of use.
Frequently asked questions (FAQs)
What is the best free CRM for real estate agents?
The best free CRM really depends on what you value and need the most. For example, if you have a large team, ClickUp and Bitrix24 are excellent options, as they each offer an unlimited number of users. On the other hand, if you’re a small operation and want to prioritize marketing, something like HubSpot would be a better option. In addition to the free recommendations in this guide, you can also check out our picks for the best real estate CRMs, which, while paid, offer more features that make the most out of your subscription.
Is there a free real estate CRM for small businesses?
Absolutely! There are plenty of free real estate CRMs out there that are perfect for small businesses. Some favorites include Agile CRM, HubSpot CRM, Zoho CRM, and Bitrix24. These tools can really help you simplify your operations without any upfront costs.
What is the best realtor app to use?
Finding the best realtor app for you really comes down to what you need and like. Some popular choices include Zillow Premier Agent, Realtor.com, Redfin, DocuSign, and HubSpot CRM. Check out even more options in our guide of the best real estate software for agents. Each app has its own unique features, so think about what matters most to you and how well these tools fit into your daily work. Happy exploring!
Your take
Free real estate CRMs can significantly aid agents in managing contacts and deals while automating marketing efforts at no cost. Using a free CRM can enhance productivity and client management. However, as your business expands, it’s important to consider upgrading to paid plans. While free options offer useful features, they may limit growth and capabilities. Upgrading unlocks advanced tools and scalability for long-term success.
Do you know of a great free CRM for realtors that we haven’t mentioned yet? Or maybe you have some thoughts or suggestions? We’d love to hear from you! Feel free to share your ideas in the comment section below!
Are you getting frustrated with leads rarely turning into closed deals? As a licensed broker myself, that’s something I totally get! Fortunately, there are plenty of solutions to this problem, and one of them is working with the right lead generation company. The best lead gen companies have the capability to generate, manage, and nurture quality leads, provide data insights, and present their data in an easy-to-use interface.
I’ve researched more than a dozen lead generation companies and selected the following as my top picks based on things like pricing, features, customer service, and customer ratings.
CINC: Best overall for hyperlocal lead generation and IDX websites
CINC: Best overall for hyperlocal leads & IDX websites
Pros
Exclusive buyer and seller leads
Advertising strategy to drive higher-quality leads
Easily scalable for teams and brokerages
Beautifully designed websites
Cutting-edge CRM and AI nurturing tools
Cons
Relatively high price tag for solo agents
Don’t own your IDX website
Overwhelming complex system for some agents
No customization options
The Close Score
4.8
Pricing:
2.0
General Features:
5.0
Advanced Features:
4.1
Customer Service:
3.4
Customer Rating:
4.4
Expert Score:
4.3
out of
5
Why I chose CINC
Starting monthly prices:
$899 for single agents and $1,299 for teams
CINC is my pick as the best overall lead generation company because it offers an all-in-one platform with a wide range of features and functionality. To ensure quality leads, it utilizes proprietary technology to target niche property types within hyperlocal markets. It can also target specific submarkets to factor in things like school districts, geographical landmarks, cultural touchstones, and more.
Other features included with CINC’s all-in-one platform include an advanced customer relationship manager (CRM), IDX websites, lead automations, mobile apps, AI-powered tools, and integrations with various social media websites. Personally, I’m particularly impressed with its CRM — and while it did not make our list of the best real estate CRM’s, I believe it’s worth checking out, considering all of the included tools and functionality offered by the company.
Social media integrations: CINC is a business partner of Meta, something you can leverage to advertise on social media to capture more leads on platforms like Facebook and Instagram. Social media leads typically carry a lower cost, and with CINC, you can target leads based on location and demographic factors. Information obtained from social media leads also tend to be more accurate, since the data is pulled directly from the home seeker’s profile.
AI-powered tools: With conversational AI, you can get assistance in nurturing leads. It’s essentially a virtual team member that’s available 24/7. The data it collects from conversations is also analyzed, and highly motivated leads will then be passed on to you for additional follow-up. This is why CINC landed on our list of the best real estate AI tools for its lead generation and nurturing capabilities.
Lead automations: Automated tasks can be set for sending emails, following up with conversations you’ve had with clients, and more.
CRM: CINC’s advanced CRM allows you to manage all of the contact information you obtain to effectively and efficiently make lead management as simple as possible. Leads can be routed to specific agents, begin drip campaigns, and more.
Some services, such as SEO marketing, require a minimum 12-month commitment
Some services not available in all areas
No live chat options
May require you to bundle multiple products and services to meet your business needs
The Close Score
4.8
PRICING
3.4
GENERAL FEATURES
3.7
ADVANCED FEATURES
5.0
CUSTOMER SERVICE
2.5
CUSTOMER RATING
3.7
EXPERT SCORE
3.4
out of
5
Why I chose iNCOM
Starting monthly prices:
$54.95 + $250 setup fee for agents
If you’re a relatively new agent and want to focus on generating leads from your website, iNCOM is a fantastic option to consider. Regardless of your experience in the industry, you’ll be able to get up and running quickly with a fully functioning website. Once that’s complete, iNCOM provides a number of tools to help you maximize your lead generation efforts.
SEO tools, for instance, can help boost your website’s visibility in search engines such as Google, Bing, Yahoo, and AOL. You’ll also get a structured SEO plan which includes a full website assessment, keyword research and development, meta tag building, content building, copywriting, and much more. In addition to these services and website analytics, iNCOM also has a CRM to help manage the leads being generated.
Lead capture platform for agents (Source: iNCOM)
Standout features
IDX functionality: iNCOM has IDX listing syndication that can drive additional traffic to your company’s website. It makes it easy for your leads to view properties listed in the MLS, and ensures they have the most updated information as listings are automatically uploaded and updated.
Automated reporting and analytics: Gain crucial insight into your website’s performance and the effectiveness of your marketing efforts. Automated reports allow you to track things like user engagement and historical web traffic.
Virtual tours: Allow your listings to stand apart from the competition by implementing virtual tours on top of standard photos of the property.
Smart data platform based on hundreds of data points
Accurate prediction rates
Guaranteed exclusive leads
Lead conversion using AI technology, powered by ROOF
Some online ad spend included
No contract option, allowing agents to test the platform before committing
Cons
No CRM
Long lead-nurture time
Pricey ROOF referral fee
Noncontract option twice the price of annual contract
The Close Score
4.4
Pricing
3.3
General Features
3.8
Advanced Features
3.6
Customer Service
3.3
Customer Rating
3.1
Expert Score
3.9
out of
5
Why I chose Offrs
Starting monthly prices:
10 cents per month for each lead; $400 per month for leads in one ZIP code
If you’re looking for quality leads but don’t want to get locked into a long-term contract, Offrs is an excellent option to consider. That’s because it uses predictive analytics to identify homeowners most likely to list their properties for sale in the coming 12 months in generating quality leads. In fact, it advertises a 72% accuracy rate for its predictions and guarantees a minimum number of leads per month depending on your product tier.
To highlight the importance and effectiveness of its predictive technology in identifying who is most likely to list their home for sale, data from the National Association of Realtors showed that most buyers only interviewed one agent before making a decision, with 77% being repeat buyers. In other words, being the first to speak with a homeowner can pay massive dividends.
Choose your real estate target area with a drawing tool. (Source: Offrs)
Standout features
Marketing plan: Offrs provides a free marketing plan for real estate agents who are concerned about how many leads they’ll need to generate in order to reach income goals.
AI agents: Powered by Raia AI, you’ll be able to customize an AI agent platform. No coding skills are needed, and you can set one up in as little as several minutes to suit your specific use case and target audience.
$189 + $10 to $50 per lead (for one user only); $329 for teams
Having multiple agents battle over the same pool of leads can seriously lower your chances of converting leads into clients. However, Market Leader promises exclusive local leads every single month from your target area. With that said, lead inventory is naturally going to be limited, so you’ll need to visit the Market Leader website to check availability in your area first.
Market Leads uses several different lead generation solutions. For example, Leads Direct helps drive consumers to your company’s website. HouseValues, on the other hand, helps capture motivated sellers via targeted ads that direct seller prospects to Market Leader’s landing page and HouseValues.com, and buyer leads to a personally branded, IDX search-enabled site. Once a lead gives their information, it’s automatically populated in the Market Leader CRM, and then you take over with nurturing and conversion. Finally, Network Boost captures information from social media, and you’ll also get help with converting your leads with drip campaigns and automated lead nurturing tools.
Suite of features for real estate lead generation from Market Leader (Source: Market Leader)
Standout features
Automated lead engagement: Market Leader utilizes an engagement co-pilot, which can create listing alerts and send automated emails on your behalf depending on which stage of the home buying process your leads are in.
CRM integration: Market Leader’s CRM can automatically add contact information for your leads, which you can then further engage via automated lead nurture campaigns, receiving alerts on when you can follow up.
Mobile app: Market Leader’s mobile app allows agents to promptly and efficiently respond to new leads using real-time push notifications and contact records, including lead insights. Email activity is synchronized with your desktop CRM, ensuring you never miss critical updates.
Real Geeks: Best for affordable, all-in-one lead generation platform
Pros
Exclusive buyer and seller leads
More affordable than competitors
IDX website designed for converting real estate leads
Leads that can be purchased or generated using Facebook marketing tool
CRM that sends automated texts and emails based on lead’s behavior
Cons
Websites with limited customization options
Pricey Real Leads PPC management fee
Limited team and brokerage features
Extra fees for a la carte tools
More analytics and lead distribution tool needed
The Close Score
4.4
Pricing
2.3
General Features
4.9
Advanced Features
3.0
Customer Service
3.3
Customer Rating
4.3
Expert Score
4.4
out of
5
Why I chose Real Geeks
Starting monthly prices:
$299
Oftentimes, if you want to save money on a product or service, you end up also sacrificing features, functionality, or quality. That’s not the case with Real Geeks. It earned my vote for the best affordable all-in-one platform because it offers tools to help automate your advertising, a CRM to manage your leads and customers, and other tools to help you grow your business.
For example, Real Geeks generates leads using Google and Bing PPC ads to drive seller leads to home valuation pages and buyer leads to IDX websites. Users can generate leads through Facebook ad creation, search engine optimization (SEO), or social media.
In addition, Real Geeks comes with a sophisticated CRM, automated drip campaigns, texting, and top-shelf training and customer support. It also features a behavioral marketing tool called Reactive Responses that can give other companies, such as Zurple, a run for its money. All of these reasons are why Real Geeks made our list of the best real estate marketing companies.
Lead capture website for real estate agents (Source: Real Geeks)
Standout features
IDX websites: An IDX website can ensure that visitors to your website are given the most updated data available. Its Property IDX, for instance, is updated every 15 minutes.
Property valuation tools: With EstateIQ, you can provide added value for sellers beyond just an estimated home value. Sellers can get local insights on things like active listings and average days on market. EstateIQ is also more than a valuation tool, as it has additional functionality to nurture leads and convert visitors into clients.
MoveTo App: This property search solution can allow your leads to easily find properties they love. This data is then shared with you, allowing you to prioritize daily tasks by focusing on leads actively looking at properties.
CRM and auto-dialer (multiline auto-dialer upgrade available)
Leads verified to not be on the Do-Not-Call list
Scripts and objection handlers built into the platform
Verified owner and contact information for all leads
Cons
Significant investment of time required to convert leads.
Cold calling not the ideal strategy for every agent.
Nonexclusive leads
Lower conversion rates than other lead sources
The Close Score
3.4
Pricing
3.6
General Features
3.0
Advanced Features
1.8
Customer Service
2.5
Customer Rating
3.8
Expert Score
3.3
out of
5
Why I chose REDX
Starting monthly prices:
$49.99 for FSBO and preforeclosure leads
If you’re looking to specialize in certain types of leads, REDX is a good option to consider. REDX leads include those that have expired, for sale by owner (FSBO), for rent by owner (FRBO), pre-foreclosures, and more. Once you choose the types of leads you want to pursue, REDX will provide you with their relevant contact information.
REDX also helps you connect with more homeowners with its Power Dialer tool — something that automatically checks numbers against the Do-Not-Call list — settings to help prevent your number from being flagged as spam, and team-wide dialing.
Additionally, with a constantly updated system, you always get a fresh list of real estate agent leads in your area. REDX offers multiple lead types and provides tools, training, and scripts to convert leads into clients. If you want to become a listing agent and are willing to make calls, REDX gives you the best value.
The Ad Builder tool lets you target homeowners on social media. (Source: REDX)
Standout features
Postcards and direct mail: With REDX, you can send targeted mailers to your preferred leads with templates you can use to save time from designing them yourself.
Social media ads: With Ad Builder, you can create custom ads or use pre-built templates to get up and running quickly.
Professionally managed social media: Brand Builder can allow you to provide custom video editing and social media management. You’ll also get AI tools for scripts and idea generation.
zBuyer: Best for affordable leads with no contract
Pros
Verified leads and free replacements for bogus leads
No yearly contract
Reasonably priced
Mix of high-and low-funnel leads
Free prospecting leads
Cons
Leads can “sell out” or become limited in number
Nonexclusive leads
No IDX website
The Close Score
3.4
Pricing
2.9
General Features
3.3
Advanced Features
2.3
Customer Service
2.5
Customer Rating
3.3
Expert Score
3.0
out of
5
Why I chose zBuyer
Starting monthly prices:
$400
zBuyer can be well suited for you if you’re unsure if you want to focus on buyer or seller leads. It can also be a great fit if you need both. It requires no long-term commitments, and can connect you with buyers and sellers, all at an affordable price. It can also provide a customized package by selecting the amount, type, and location of client inquiries depending on your business.
Perhaps a unique feature of zBuyer is that it offers a type of guarantee for the contacts and properties it provides to you. If, for any reason, you are not satisfied with a lead, you can discontinue the service or have that lead replaced with another one, no questions asked.
zBuyer uses innovative analytics to uncover early indications of interest in selling or buying. The company offers targeted sellers a chance to discover their home’s worth and potentially a cash offer. While the leads may not necessarily be exclusive, it says it works hard to “limit their exposure.”
Demo of a seller lead capture page (Source: zBuyer)
Standout features
Real-time connections: Receive new leads in real-time as you’ll get messages from buyers and sellers instantly to your CRM, email, and zBuyer mobile app.
Fully compliant 1-to-1 connections: You won’t have to worry about reaching out to individuals on a Do-Not-Call list. The leads you receive have already specifically opted in to receiving communications from real estate professionals, including automated messages.
Mastermind group: Get assistance with your real estate business by joining thousands of other agents who can share best practices, tips, and methods that have worked for them.
Exclusive buyer and seller leads with a robust profiling and nurturing system
Easy-to-use platform
Social media scheduler and video messaging
Behavior-based email and SMS conversations
Able to easily manage large teams and brokerages
Cons
Confusing pricing
Customer service needs improvement
Nonrobust training
Six-month contract required
Limited integrations with other software
The Close Score
4.6
Pricing
2.3
General Features
4.3
Advanced Features
4.4
Customer Service
2.5
Customer Rating
3.4
Expert Score
4.0
out of
5
Why I chose Zurple
Starting monthly prices:
$309; Additional Sites: Basic package at $309 + $100/month per site
If you want to have a bit of a hands-free approach to lead generation, Zurple can help with automatically engaging leads with behavior-driven personalized messages. Leads can be captured when individuals create an account on your IDX-powered website while viewing MLS listings, as well as from social media ads.
Zurple promises to provide a consistent flow of leads each month. You’ll get leads local to your area, exclusive to you and not shared with other agents. You’ll also get data insights into each lead’s preferred listings, price ranges, and geographic locations. Zurple also automatically provides leads with a home valuation estimate as a way to provide value-add in order to further facilitate a warm follow-up.
Behavior-led outreach: These highly engaging, sophisticated outreach campaigns use email, text messages, MLS market updates, and new listings to adjust based on the lead’s behaviors.
Lead-capturing websites and integrated CRM: Instead of one branded website and IDX feed, Zurple’s websites are more like landing pages designed to capture data from site visitors. This feature separates your agent site from these landing pages, driving more leads directly to your CRM.
Able to capture buyer leads earlier than competitors
Warmer leads than competitors
Zillow Live Connections that puts you in contact with leads over the phone
Behavioral insights on buyers
Cons
Weak customer service
Very basic CRM
No exclusive lead
Price per lead higher than other platforms
The Close Score
4.7
Pricing
2.8
General Features
4.6
Advanced Features
3.6
Customer Service
4.1
Customer Rating
4.4
Expert Score
4.0
out of
5
Why I chose Zillow Premier Agent
Starting monthly prices:
$300-$1,000 depending on your location
Zillow Premier Agent captures buyer leads before the competition, with 93.2 million monthly visitors starting their home search directly on Zillow. It sells advertising space in specific ZIP codes and transfers leads to your CRM or Zillow’s, leaving nurturing and conversion to you.
What does that mean for you? Well, since so many buyers start their search on Zillow, by the time they end up clicking on a Google or Facebook ad from another lead generation company, chances are they’re already talking to a Premier Agent. Advertising on Zillow gives you a first shot at these leads.
Generates warmer buyer leads than other companies (yes, really): Zillow’s advertising targets buyers actively searching for homes, unlike competitors capturing leads from casual browsing on Facebook. While not every Zillow lead will close quickly, their purchase intent is generally higher.
Client communication resources: This Zillow tool helps real estate agents keep track of their clients. It lets agents know when they have a new client or if someone wants to see a house. Agents can also put their clients into groups, like people who want to buy a home or people who want to sell one. The tool can also keep records of texts, emails, and calls with each client to remember what they talked about.
Predictive analytics that identifies likely sellers before other lead generation companies
Best-in-class marketing and nurturing tools to convert seller leads
Easy upgrade to Offrs with buyer leads on the same smart data and CRM
Home valuation landing pages
Cons
Nonexclusive leads and generally top-of-funnel
Not recommended for new agents
More expensive than most competitors
The Close Score
3.3
Pricing
1.0
General Features
4.0
Advanced Features
2.4
Customer Service
2.5
Customer Rating
4.0
Expert Score
4.0
out of
5
Why I chose SmartZip
Starting monthly prices:
$299 (requires 12-month contract)
SmartZip’s near-magical ability to predict likely sellers is complemented by its suite of marketing tools, which are highly effective in nurturing and converting these leads. This makes SmartZip a clear choice for seller leads. SmartZip’s predictive analytics technology combs through millions of data points to identify likely sellers six to 12 months before they’re ready to sell.
SmartZip analyzes consumer data (from places like credit card companies), market data (from your MLS), and demographic data, predicting which homeowners in your targeted region are most likely to sell.
SmartZip uses SmartTargeting to find future listings. (Source: SmartZip)
Standout features
Reach150: Using Reach150, real estate agents can manage their online presence and use favorable testimonials to attract new referral clients.
Best-in-class marketing and nurturing tools: Its CheckIn app tells you who to follow up with every day. You also get home valuation landing pages, automated direct mail campaigns, a comparative market analysis tool, and local trend reports.
Methodology: How I chose the top lead generation companies for real estate
To evaluate the best real estate lead generation companies in this article, I leaned on our team of licensed real estate pros, writers, and editors, who created a weighted rubric to evaluate each company. Our team has spent hours researching dozens of companies and assessing each based on the most impactful elements for agents and brokers. Here are the criteria we based our evaluations on:
Pricing (20%)
I looked at the average price per lead for buyer and seller leads, monthly ad management fees, the minimum required ad spend, onboarding fees, and pricing for mandatory tools like CRMs, IDX websites, and automated lead nurturing. I also included whether or not a contract is required.
Features (25%)
I evaluated each company’s main features, like lead capture tools, lead management, integrations, and ease of use. If a company required features like a built-in CRM, IDX websites, or automated nurturing, I included those features in my analysis.
Advanced Features (20%)
I evaluated whether the leads generated were high-funnel or low-funnel, lead exclusivity, how leads are qualified, lead quality, and how difficult the leads are to convert.
User Experience (10%)
The dashboard and user interface are essential factors to consider. If it’s challenging to use or find your way around the platform, you’ll be much less likely to use it.
Customer Rating (10%)
I read reviews of the real estate software after I’ve tried it to evaluate others’ experiences compared with my own. I take that additional feedback into account when assessing any software.
Expert Score (15%)
I credit any standout features not covered in the above categories.
Successful real estate agents diversify lead generation so businesses don’t live or die from a single source. Paid lead generation, referrals, and organic social marketing are great examples of how real estate agents get new leads. Having a plan for your overall real estate lead generation strategy is essential. Check out our article on the best places to buy real estate leads for more information.
Are real estate lead generation companies worth it?
Paid lead gen strategies are worth it if the ROI is high. For most agents, the commission from one closing can cover the total investment for the year. The upside is that if you’ve covered the annual cost of your lead gen with one closing, any additional commissions are profits. Since lead generation is continuous, you can estimate how much GCI you will make in a year.
How much should you pay for lead generation?
In most markets, the maximum price a real estate agent should be comfortable spending per lead is $200. That seems high, but let’s do a little math together. Let’s say you get ten leads in a week from a real estate lead generation company and convert one into a client. Let’s assume you’re converting 75% of those clients into sales. This metric means you’re closing three monthly transactions out of 40 leads.
For 40 leads a month, you’re paying $8,000 (40 x $200). With the typical home selling for more than $300,000, those three sales gross you $27,000 in GCI (assuming a 3% side). That nets you $19,000 before splits and taxes. Of course, this price changes based on your conversion rates, the typical sale price of a home in your market, and your commission percentage. However, for most agents, $200 per lead is a great benchmark.
The best real estate CRM depends on a realtor’s budget, business goals, and preferences. If you’re new to the industry and don’t want to shell out money for paid ones, consider free CRMs like ClickUp and HubSpot. But if you want to invest in paid CRMs, LionDesk, Follow Up Boss, and Wise Agent are excellent options.
Your Take
Are there any top real estate lead generation companies we haven’t covered that you’d like to know more about? Or some feedback on the ones we’ve reviewed? Share your experience in the comments!
Real estate flyers are a must-have in every top agent’s toolkit. With a sharp design and the right message, flyers will help you promote listings, build your brand, and attract your next client. If you want a serious marketing upgrade, I’ve rounded up 15 real estate flyer examples to spark ideas and help you craft your next winning campaign.
1. Real estate flyer template showcasing property features
Cost:
Envato subscription starts at $16.50 per month
Editor:
Adobe Photoshop
This sleek, high-impact flyer is perfect for agents who want to spotlight all the best features of a listing in one visually engaging package. With bold headlines, spacious photo sections, and a modern color scheme, it commands attention while keeping the info easy to digest. It’s ideal for listings packed with standout amenities!
Canva subscription starts at $15 per month per agent
Editor:
Canva
Want to build your street cred in your neighborhood? This real estate flyer example is an innovative, polished way to showcase your latest sale and start conversations with nearby homeowners. With a clean layout, bold pricing, and room for all key specs, it’s a professional, no-fuss design that makes your success story clear at a glance.
13 Just Sold Postcard Examples & Templates (+ Resources)
3. Just listed template for real estate flyer
Cost:
Agent Crate subscription starts at $39 per month
Editor:
Canva
This elegant template highlights a new listing’s best qualities while maintaining a clean, editorial style. The multiple photo slots and dedicated “Why You’ll Love It” section allow you to connect emotionally with buyers while delivering need-to-know facts. It’s a perfect match for agents looking to blend sophistication with sales strategy.
Canva subscription starts at $15 per month per agent
Editor:
Canva
This modern realtor flyer example clearly states that something special is happening. Its large, eye-catching fonts and minimalist layout put the event front and center. It’s an excellent pick for agents hosting a high-interest open house and wanting to drive real foot traffic.
15 Open House Invitation Templates & Tips to Attract Buyers
5. Agent introduction real estate flyer template
Cost:
Agent Crate subscription starts at $39 per month
Editor:
Canva
First impressions matter, and this real estate flyer helps you make a warm, professional one. With a strong visual layout, space for a friendly photo, and a section dedicated to “why work with me,” it’s perfect for farming new neighborhoods or dropping in mailers to build local visibility. Bonus points for the fun personal touch that makes you memorable!
With its red font, this flyer nails the urgency and excitement of a live property auction. Whether you’re working with first-time homebuyers or seasoned investors, this design lays out everything they need to know — timing, location, registration details — without overwhelming them. It’s a great way to build buzz and boost attendance.
7. Flyer template with neighborhood market updates
Cost:
$10
Editor:
Adobe Express
Keeping your sphere informed is a surefire way to build trust and stay top of mind, and this market update flyer makes it easy. With five clean, data-filled designs, you can share local trends and listings in a professional yet approachable way. It’s excellent for monthly touchpoints or newsletter inserts.
8. Spotlight high-end features with this magazine-like flyer
Cost:
Envato subscription starts at $16.50 per month
Editor:
Adobe Photoshop / Adobe Illustrator / Canva
I know — this premium template feels more like a luxury lifestyle magazine spread than a typical real estate flyer. It’s ideal for showcasing high-end properties with stunning visuals and room to highlight premium amenities like wine cellars and spa baths. If you’re marketing to luxury homebuyers, this one delivers on sophistication.
This roadmap-style real estate flyer example builds confidence by breaking down your selling process into digestible steps. It positions you as the expert while helping potential clients understand what to expect every step of the way. It’s a great leave-behind after listing consultations or open houses where you want to reinforce your value proposition.
If you want something straightforward and bold, this flyer does the job without fluff. The bright colors and strong typography make it stand out in a sea of mailers and bulletin board posts. It’s a smart choice when you need to get the word out fast without sacrificing quality.
This flyer is designed to exude elegance and make high-end listings look even more aspirational. Its angular layout and crisp fonts give it a sleek edge, while the multiple image spots let you highlight luxury amenities. It is ideal for marketing cabins, vacation homes, or upscale retreats with a serious wow factor.
This flyer gives off a fresh, modern vibe that renters will appreciate. With soft curves, calming colors, and inviting imagery, it’s perfect for marketing posh apartments or urban rentals. Plenty of space for contact info and a short pitch make it super functional for leasing agents on the go.
This flyer makes the complex home-selling process feel manageable and straightforward. Its step-by-step layout walks homeowners through each phase, making you look like a true professional with a plan. Great for listing appointments, home evaluations, or follow-ups with curious sellers.
This modern design feels more like a retail ad than a traditional flyer — and that’s precisely why it works. Strong color blocking and bold fonts make it ideal for promoting office space, retail locations, or pop-up venues. It’s eye-catching enough to turn heads and informative enough to convert inquiries.
15. Find your dream home real estate flyer template
Cost:
Free
Editor:
Adobe Express
With its bright colors and playful design, this flyer brings a sense of excitement to the home search. The large headline grabs attention immediately, and the clean layout keeps your message clear. It’s an excellent template for first-time homebuyer campaigns or direct mail to generate leads.
You must tap into your creative side when creating real estate flyers. For some of us, it’s not that easy. The goal is to make real estate flyers that pop, so nailing the design and customization is essential. Here’s how to do it:
Pick the right design template:
The first step in creating a killer real estate flyer is choosing the right design template. Think about the property’s vibe and who you’re trying to attract. Is it a sleek, modern condo or a cozy family home? Choose a template that matches the property’s style and grabs attention. A great design sets the stage for the rest of your flyer.
Customize to maximize impact:
Now that you’ve got your real estate flyer template, it’s time to make it your own. Customizing your flyer is where the magic happens. Swap in your brand colors, choose fonts that reflect your style, and use the best images you’ve got that will show off the property’s best features. Ensure your contact info is easy to spot — you want potential buyers to get in touch.
Include must-have elements:
Effective real estate flyers have a strong headline, essential property details, and a clear call to action that urges buyers to take the next step. Don’t forget, high-quality images are a must — they’re often the first thing people notice. A well-designed flyer can drive serious interest in the property.
Frequently asked questions (FAQs)
What should a real estate flyer say?
Your real estate flyer should include your name, brokerage, and contact information, at the very least. Many agents find that including their headshot helps them to stand out. Also, include a QR code that leads to your website or main social media page.
How do you write a catchy flyer?
Start with a bold headline that sparks curiosity or highlights the home’s best feature, like “Charming Bungalow With a View” or “Move-In Ready & Priced to Sell.” Keep the language clear, punchy, and focused on what buyers care about most. The right words paired with strong visuals will make your flyer stand out.
How big is a real estate flyer?
8.5” x 11” is a good default size for your flyers. If you find that print advertising is a successful way to generate leads, many providers offer postcard sizes, door hangers, and newsletters.
Your take
Engaging and eye-catching real estate flyers can help you stand out, connect with clients, and ultimately boost your GCI. Where do you usually get your sample real estate flyers? Share your experience in the comments!
Email marketing is one of the simplest ways to connect with potential clients and is a crucial component for growing your real estate business. However, it’s no secret that creating emails is just one of the many tasks that can eat up your time, and doing it half-heartedly will harm you more than help. That’s where real estate email templates come in!
A template can speed up your email lead generation strategy while reducing the amount of time it takes to craft them. We’ve compiled 28 templates to use for obtaining seller, buyer, and referral leads, among others. Feel free to use them as inspiration to really own your email marketing in the easiest way possible. We’ve also included some quick tips for crafting compelling emails that drive conversions.
If you’re a real estate agent and want to craft compelling real estate email scripts for sellers, you’re in the right place. Whether new to real estate or experienced, you’ll find valuable email templates to help you obtain new real estate listings by engaging potential sellers through impactful emails.
1. Discount broker objection handler email
This real estate broker email template for realtors is best used for homeseller leads considering discount broker services, but they may have objections or concerns about them. Using real estate coach Tom Ferry’s excellent discount broker rebuttal in an email format allows for a thoughtful and thorough response to address any potential hesitations or objections that leads may have.
This approach can help build trust and confidence with potential clients seeking more information or reassurance about discount broker services.
Subject Line: [Name], are you considering a discount brokerage in today’s market?
Hello [Name],
As a full-service brokerage, we use all the available tools to showcase your home in the best way possible to the largest consumer base. That allows us to reach the greatest number of buyers, allowing you to sell at the best terms and price.
On the other hand, a discount brokerage must be selective with the tools they use because they have to save money somehow. Most often, we find it is at the cost of your exposure and that this lower exposure often causes sellers to receive lower price offers. Buyers tend to low-bid the homes listed with discount brokerages because they know the seller opted for fewer services. Does this make sense to you?
With the market conditions still not as solid as we would all like, I think you deserve the very best exposure, wouldn’t you agree?
Drafted for newer agents, this follow-up email is best used after a listing presentation with a potential homeseller. It will be sent after a face-to-face meeting with a client considering selling their property.
The email is best for clients deciding on a real estate agent to represent them in the selling process. It is particularly effective for communicating your unique selling points and capability to market the client’s property compellingly.
Subject Line: Thank you, [Name]
Hi [First name],
Thank you so much for meeting with me today and taking the time to show me your beautiful home!
I know that you have a lot of options when it comes to agents, many of whom have been in the business a lot longer than I have. I want to assure you that what I may lack in experience, I make up for in tenacity. You will not meet another agent who will give more to your home than I will, and my relentless work ethic is what will get your home sold.
But more than just hard work, I will bring the following to your listing that other agents won’t:
Access to me and my team for you and all of the buyers and brokers I will work with to sell your home. No rescheduling. No unanswered calls.
Complete access to all of my firm’s marketing resources. We spare no expense when promoting our clients’ homes, no matter what price point. Your home will be my prized listing, and I will make sure it gets the exposure it deserves.
Creative marketing tools, like videos on YouTube and Instagram, to get your home sold. I’m not a “take photos and stick them online and see what happens” kind of real estate agent.
I’m ready to work for you starting now.
Let’s have a follow-up call to go through the agreement I left you and any questions you may have about my marketing plan. Does [tomorrow’s date and time] work for you?
Looking forward to working together!
[Your name]
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3. Open house feedback report email
After an open house, this email updates sellers about potential buyer feedback. It aims to provide detailed information about the impressions of visitors who viewed the property.
This type of email suits seller clients who are actively selling their property and seeking transparent updates about its marketing. It’s vital to demonstrate to the seller that their agent is diligent and proactive in gathering feedback and trying to sell their property.
Subject Line: Open House Results & Feedback
Hey [Name],
Just wanted to follow up with you to report the results and feedback we got from our open house on Sunday. As discussed, we promoted the open house on Facebook, and it was very well attended. Here’s a quick rundown:
Number of guests: [add the number of open house attendees]
Guest feedback: [number of guests] mentioned the large backyard as their favorite part of your home. The most common criticism of your home that I heard from guests was about the lack of windows in the kitchen.
Next steps: I am working with our graphic designer to mock up what the kitchen would look like with a skylight installed so I can show it to prospective buyers to help them visualize a simple renovation that could add light to the kitchen.
[Your name]
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4. An ‘on the fence’ real estate seller lead email
This email template is best for reaching out to homeowners interested in selling their property but has yet to take the next steps. It works well in a competitive or rapidly changing real estate market where timing is crucial.
Inviting them to explore the potential profit opportunity over coffee creates a friendly yet persuasive tone that can motivate them to take action. The implied urgency of acting quickly in a changing market can prompt homeowners to consider the offer.
Subject Line: Houses needed in your neighborhood, [Name]!
Hey [Name],
Did you miss the mad rush to sell when houses were flying off the market in 2021? Yeah, it was a crazy year. But the opportunities to benefit from that massive rate of appreciation are still out there. Right now, believe it or not, people are still buying homes in your neighborhood. And most sellers are getting what they’re asking for.
But that won’t always be the case. Home prices will eventually fall, and interest rates will continue to rise, making it more difficult to buy and sell. If you want to take advantage of the current market, you’ll want to get started sooner rather than later.
Does 5 p.m. tomorrow at [local coffee shop] work to show you this report I’ve drawn up? I think you’re going to love the numbers. Coffee is on me!
Best,
[Your name]
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Grow your database with a steady stream of affordable, exclusive real estate leads from social media ads. Social Connect from Top Producer is designed to get you a high volume of leads and move them through your pipeline until they’re ready to buy and sell real estate. Connect with an average of 30 consumers interested in real estate in your local market for just $300 per month!
How Social Connect works:
Digital advertising experts create and run social media ad campaigns on your behalf
You get exclusive leads from your desired local area
All leads are automatically nurtured via text and email on your behalf until they’re ready to connect, saving you time and effort
When you contact a homeowner you’ve already talked to, consider sending a follow-up email with a personalized home valuation report. This email works best when your client is interested in selling their home and wants a real estate agent who can provide valuable insights and information.
Sharing a personalized home valuation report demonstrates your expertise and dedication to going the extra mile for your clients, showing that you’re committed to helping them make well-informed decisions about their property.
Subject Line: [Name], let’s chat about selling your home
Hi [Name]:
Thanks again for taking a minute to chat with me on [conversation date] about selling your home. I strive to make the selling experience as comfortable and enjoyable as possible. Is [previously discussed date range] still your timeline for selling your home?
I will create a custom home valuation report for your property and get in touch with you shortly with the finished report. In the meantime, please visit my website [website link], or if you have any questions, feel free to email or call me at [your number].
Thanks again for your time!
[Your name]
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6. Home valuation request email
When someone wants to know how much their home is worth, emailing a home valuation request can be very helpful. This attracts people who want to sell their home and know how much it’s worth.
It’s essential to send this email quickly after getting the request. This email shows that you take their question seriously and ensure they get the information they want.
Subject Line: [Name], how much is your home worth?
Hello [Name],
Are you still interested in knowing how much your home is worth?
I think you’ll be surprised by what I uncovered in my market analysis. Want to grab a coffee and walk through it?
How’s Tuesday afternoon?
[Your name]
P.S. Getting homes sold above asking price is kind of like my superpower. Do you want to see how I do it? Grab my free guide on How to Get Max ROI Out of Your Home [link to guide].
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7. Listing presentation follow-up email
Best used after meeting with a potential client to discuss listing their home for sale, it is beneficial for securing that signature during the initial meeting. Compared to the second template above, this is best used by more established agents with a strong background. This template highlights the strength of your process while laying emphasis on the urgency to act sooner rather than later.
Subject Line: Thank you, [Name]
Hi [Name],
I just wanted to thank you again for allowing me to visit your lovely home to talk about how to sell it for the best price. As we discussed in our meeting, my valuation is based on [number] reliable data points and my [number] years of experience in [farm area]. It is as close as the industry can get to a scientific prediction for what your home will sell for.
With interest rates rising quickly and so much uncertainty in the markets, sticking to the timeline I laid out in our meeting and getting your home on the MLS by [date] will be key in getting that price for your home.
I know I left you with a ton of information to digest, so please feel free to call me on my cell at [your cell number] if you have any questions or concerns. I am an open book.
[Your name]
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Related Article
The Complete Guide for Effective Listing Presentations (+Template)
8. Expired listing reachout email
Expired listings can be a great source for seller leads — if you know how to approach them. Best used immediately after a listing expires, this puts you top of mind while a seller is still motivated to sell their home. The key here is to show empathy while offering actionable steps to get their property relisted.
Subject Line: Still thinking about selling, [Name]? I can help!
Hi [Name],
I know you’ve probably gotten dozens of letters like this since your property didn’t sell, so I’ll be brief. Let’s face it, selling your home in [insert city] can be incredibly stressful. It’s so frustrating and such an inconvenience when your home stays on the market for too long.
Even though [insert name of previous agent] is a great real estate agent, I think [he/she/they] may not have been the right person to sell your house. Here’s a quick summary of the main issues I found:
[Bullet point issue(s) you found with the property listing and give a brief explanation of why they were an issue]
For each of the issues listed above, here are the proposed solutions that I would recommend to successfully relist and sell your property:
[Bullet point the solution(s) to each of the abovementioned issue(s)]
I’m confident that I can help you succeed in selling your property, and I also have the resources of [insert brokerage name] at my disposal. At [insert brokerage name], we focus on selecting the most effective marketing, lead generation, and exposure strategies to sell your home in a timely manner while making you the most money.
Call me to set up a free strategy session, so you can evaluate the value of my services before moving forward. My direct contact information is [insert phone number] — please don’t hesitate to reach out!
From initial inquiries to follow-ups, crafting the perfect buyer email templates for real estate leads can help you make a strong impression and provide valuable information. A set of well-crafted real estate email templates tailored for buyers will enhance your communication and improve your chances of making successful connections in the competitive real estate market.
9. Listings interest
This email template for real estate agents is best used when a prospective buyer has shown interest in a property listing, and you want to gather more specific information about the buyer’s wants and needs. This can help you provide a more personalized service and show that you are attentive to their needs, leading to a stronger client-agent relationship and potentially increasing the likelihood of a successful transaction.
Subject Line: Checking in with you, [Name]
Hi [Name],
Just a note to make sure you received the listing information I sent and were able to view it. If you have any problems, I can resend the information, send it via postal mail, or deliver it to you in person.
I’m interested in getting your thoughts on the homes. Did any of them appeal to you? Did you enjoy viewing the listings? Did you get a good idea of what is available?
If you would like to see any of these homes in person, I’m happy to set a time to get together and tour them along with any others that come on the market. Please feel free to call or email me for any further help or questions.
In the meantime, I will continue to send you valuable information about searching for a home, the buying process, and packing and moving. I welcome the opportunity to represent you and help you find the home of your dreams!
[Your name]
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Related Article
The Ultimate House Hunting Checklist for Your Clients
10. Open house follow-up email
After sending an open house flyer and hosting the event for a property you want to sell, use this email to reconnect with potential buyers who attended. It’s a great way to keep the conversation going and encourage those interested in the property to move forward with their purchase.
By sending thisvopen house follow-up email, you will continue to build a connection with these potential clients and provide them with the information and help they need to decide about the property.
Subject Line: I know, [neighborhood] is my dream locale too…
Hi [Name],
Thanks so much for stopping by the open house for [address] last Sunday. It was great to meet you!
If you’re interested in seeing more homes in this neighborhood, there are a few I’d like to show you. It’s a competitive area, but my expertise in buying and selling in [neighborhood] is unparalleled.
However, before we jump into anything serious, I’d love to learn more about what you’re looking for in a new home. I also want to share my approach to the homebuying process to make sure I’m the right fit for you.
If you’d like to set up a time to meet, click here [link] to book time on my calendar.
Talk to you soon,
[Your name]
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Related Article
The 13 Best Open House Follow-up Email Templates (+ Writing Tips)
11. One-year follow-up email
This email would be best used approximately one year after helping a client purchase a new home. It is best for clients who have already completed a real estate transaction with you and are looking for further real estate opportunities. Sending this email demonstrates that you maintain an ongoing relationship with your clients and are ready to assist them with their evolving real estate needs.
Subject Line: Happy house-iversary, [Name]!
Hi [Name],
Can you believe it’s already been one year since you purchased your home? Where does the time go? I’m sure you’ve settled in, and your home is cozy and beautiful by now. However, if there is anything I can help with, please don’t hesitate to ask. I’m a wealth of information in our community!
Also, as you know, real estate is a relationship game. If you know of anyone who is searching for a Realtor, I’d love for you to pass along my information or share their name and contact information with me so I can reach out to them directly. I would treasure the opportunity to provide the same service you experienced to help them find their dream home.
I hope to hear from you soon, and thank you so much!
Best,
[Your name]
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12. Lender referral email
This lender referral email is best used when contacting potential homebuyers who have expressed interest in purchasing a new home. It is ideal for clients in the early stages of the homebuying process who may need assistance finding a reputable lender to secure mortgage financing. This email can provide valuable assistance by connecting clients with a trusted source for mortgage financing, making the homebuying process smoother and less stressful for them.
Subject Line: Lenders I know and trust
Hi [Name]!
Here is the lender info that I promised. I recommend that you talk with a couple of banks to see what programs they offer, compare their rates and fees, and make sure that their communication style works for you.
This is the first step in your homebuying journey. Once you are pre-approved and have a solid idea of what your purchasing power will be, then we can set up a listings search and start looking for some homes!
Let me know how it goes, and who you decide to work with.
[Insert contact details for your three preferred lenders, including links to their website, active links to their email, and a link to their pre-approval form if they have one.]
As always, hit me up with questions or concerns at any time.
Thanks!
[Your name]
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13. New lead follow-up email
The email from real estate coach Beverly Ruffner is best for reaching out to potential clients who have recently shown interest in your services or products. It works well for leads who have just entered your sales funnel or have inquired about your offerings.
It works best when sent within 24 to 48 hours after showing interest. The email helps them remember your brand and stay connected with you at the start of your relationship.
Subject Line: Did you get the text?
Hello [Name],
Did you receive the text I sent about your home search? Just making sure in case it didn’t come through. It was sent to [phone number]. Is that the best number?
I want to be your go-to resource to assist with your real estate questions. What homes are of most interest to you, and how can we help?
[Your name]
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14. First showing follow-up email
This email template for real estate leads is best used the day after showing a property to serious clients needing additional information or reassurance. It demonstrates transparency and a realistic assessment of the properties viewed, which will help strengthen the agent-client relationship.
Subject Line: So [Name], what did you think?
Hey [Name],
Just wanted to send you a quick follow-up email to go over the homes we saw today, along with my take on them. Please keep in mind that although I have been studying this market for [number] years now, my opinion is just that—an opinion. At the end of the day, you’re going to be the one to live there, so please take my thoughts here with the proverbial grain of salt.
That said, it can be helpful to try to look at the homes you see objectively, and that’s what I aim to achieve with this email. Believe me, all the homes can and will become a blur eventually, so I am going to keep a running tally of homes we’ve seen so you can more easily compare and contrast them without relying on your memory.
[List the properties in order from least likely to fit their needs to most likely.]
[The first listing—least likely one they’ll choose]
[Share highlights of the listing, and what you think is most positive about the property. Then, share what you believe to be the downsides for your clients, based on their list of needs and wants.]
[The second listing—decent choice, but may not be the best fit]
[Share highlights of the listing, and what you think is most positive about the property. Then, share what you believe to be the downsides for your clients, based on their list of needs and wants.]
[The third listing—most likely the best choice for your clients]
[Share highlights of the listing, and what you think is most positive about the property. Then, point out why this listing is the best choice for them, based on their list of needs and wants.]
Attached is a list of more homes I think will work for you. How does Sunday at 11:30 sound?
As usual, if anything else great comes in, I will send it over right away and add it to our list.
Best regards,
[Your name]
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15. Listings request follow-up email
This email template for real estate leads is perfect for following up with prospective buyers after providing initial listing information. It helps you understand your client’s preferences and tailor your offerings to their needs. This approach shows your commitment to meeting their specific needs and ultimately leads to more successful real estate transactions.
Subject Line: Find anything interesting, [Name]?
Hi [Name],
Just a note to make sure you were able to view the listing information you requested. If you have any problems, I would be happy to resend it another way or deliver it to you in person.
I’d love to get your thoughts on the properties. Did any of them appeal to you? Did you get a good idea of what is available?
If you would like to see any home in person, let me know, and we can set up a tour. I can get us access to new listings as soon as they come on the market.
Please feel free to call, email, or text me with any further needs or questions about the buying process. Helping you find the home of your dreams is what I do!
[Your name]
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16. Second contact with a passive buyer email
This real estate email marketing template is great for following up with indecisive or hesitant buyers after an initial conversation. This email is important because it provides an opportunity to follow up and continue the conversation with the prospect.
It allows you to address concerns, provide more information, and offer assistance to help them make a purchase decision, ultimately building trust and increasing conversion chances.
Subject Line: Your interest in [city or neighborhood]…
Hi [Name],
Thanks again for taking a few minutes to chat with me on [date]. I enjoyed getting to know a little about you. But I understand not feeling ready to look at properties. Buying a home is a big decision, and there’s a lot to think about.
After we spoke, I set you up to receive an occasional email with listings based on our conversation. I’m hoping they pique your interest. Shoot me an email or give me a call at [your number] to chat if anything jumps out at you. Let me know if we need to tweak anything or if you have any questions.
Thanks again for your time. I’m here when you’re ready!
[Your name]
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17. New listing announcement email for cold buyer leads
This email is best used for cold buyer leads interested in buying a home in a competitive market with limited inventory. It offers exclusive information about upcoming listings, which can appeal to buyers needing help finding suitable properties.
By offering a preview of upcoming market developments, you will establish yourself as a trusted agent with valuable insider knowledge, enhancing your credibility with potential clients.
Subject Line: Still looking in [neighborhood]?
Hi [Name],
Are you still interested in [neighborhood]? I’ve got a new listing coming up (not yet on the market), and I wanted you to be one of the first to know about it!
Please let me know if you’re interested in more details.
[Your name]
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18. Renter converting to buyer follow-up email
This email is best used when a potential client wants to transition from renting to buying a property and fears missing out on a particular property or the opportunity to become a homeowner. It is most effective for first-time homebuyers or individuals strongly inclined to purchase their home.
This follow-up email helps to address their concerns and provides them with the necessary information and reassurance to make a well-informed decision.
Subject Line: Next steps in your journey…
Hi [Name],
Thanks again for taking the time to meet me for coffee yesterday. I just wanted to follow up with market data that highlights some of the buying opportunities in [neighborhood] we talked about.
I know it’s cliché, but the best time to buy a house was 20 years ago. The second best time is now! The economy is always changing, but owning real estate is the key to building generational wealth, and I would be honored to help your family start this exciting journey.
How does [date and time] sound to meet up (or do a Zoom call) to talk more?
[Your name]
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Related Article
17 First-Time Home Buyer Tips: A Real Estate Agent’s Guide
19. Low interest rates for home loans email
Sometimes, what’s holding back a potential home buyer is their capability of paying off a loan — which is why it’s important to let them know when interest rates are at their lowest. Best used when the market data shows a downturn in loan rates, this can push passive or hesitant buyers to take that step to buying a new home.
Subject Line: Home loan rates are low — It’s time to hop on the market!
Hi [Name],
I know that paying off a home loan is one of the biggest factors that held you back from buying a new home, but it may be time the perfect time to start looking for a new house. With the slowdown in the real estate market, interest rates are going down as well — presenting the golden opportunity to buy your dream home at a decent rate.
It won’t stay that way forever, so it’s best to act soon! A lot of savvy buyers are thinking the same way, and you won’t want to miss this opportunity.
I can help you through this to get you the best deal. Let me know when you’re free for a call, and I can run through your options while interest rates are down.
Looking forward to hearing from you!
[Your Name]
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Real estate email templates for referrals, recruiting & more
Our collection of real estate email templates below is tailored to meet your specific needs and make your email outreach a breeze, whether seeking referrals, recruiting new talent, or engaging with clients.
20. Testimonial email
This email template for real estate is best used when you want to provide social proof of your services to new prospects. It’s particularly effective for B2B, professional services, and service-industry businesses. The real-world client testimonials help potential clients understand the level of service and quality you provide, making it easier for them to trust your business.
Subject Line: “[Short quote from past client],” says [former client name]
Hi [Name],
I hope you have been able to browse some of the market updates I sent over. Please let me know if you have any questions about any of that.
The fact is, in this market, it often comes down to negotiations between agents to close a deal on a home. I wanted you to hear a few stories about how I’ve helped some clients find their perfect properties over the past few months.
[Quote from past client]
―[Name of past client]
[Quote from past client]
―[Name of past client]
Browse more testimonials on my website here [link].
Starting the search is the first step in finding your perfect property, and I am here to help!
Talk to you soon,
[Your name]
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Related Article
14 Real Estate Testimonial Examples to Inspire Your Referral Marketing
21. Reconnecting with a past client
This is best for clients with whom you have a good working relationship and want to reconnect. It also benefits real estate agents who want to reconnect with past clients they have lost touch with.
Reconnecting with past clients can help you find new business and referrals, which is an excellent way to build a strong network in your professional field.
Subject Line: Nice to reconnect with you, [Name]
Hi [Name], this is [your name] from [your brokerage]. It’s been a while since we worked together on selling your home on Maple Street.
I’m sorry that I haven’t been in touch more since you moved. How have you and your family been? Are you loving your home?
I just wanted to remind you that my services don’t stop after closing on your home — let me know if there is anything I can help you with. I’d be happy to offer you a home appraisal if you’re interested. Or, if you’ve been thinking of making any changes around your home, I’d be happy to recommend some reputable contractors, landscapers, or decorators.
And if you know of anyone who is considering buying or selling, feel free to share my contact information with them. I always appreciate referrals from past clients.
It’s nice reconnecting with you. I promise to stay in touch every so often, even if it’s just to say hello. Please don’t hesitate to reach out to me if you have any real estate or home-related questions.
[Your name]
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22. Referral request email
You should send this email to clients or contacts with whom you have a good relationship. This works best with satisfied clients who appreciate your services and may have previously referred business to you. The email is an effective way to ask for referrals respectfully and professionally, leveraging positive experiences to grow your business organically.
Subject Line: [Name], can I ask a favor?
Hello [Name],
I hope this email finds you and your family in good health and spirits. As you know, I greatly value the business and personal relationship that I have with you. I am writing today to ask a favor. I am looking to expand my business and work for more good people like you. Do you have any friends, family, or colleagues in need of real estate brokerage services?
As you may already know, my services include:
Real estate sales
Real estate purchases
Home staging
Local real estate market reports
Local market expertise and guidance
Professional referrals (for those moving to another state or country)
Real estate leasing (commercial, industrial, retail, and residential)
Do you have a unique real estate issue you need assistance with? I am happy to work with you to find solutions.
Again, thank you for supporting me and my business endeavors. I hope to hear from you soon!
Best wishes,
[Your name]
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Related Article
7 Savvy Ways to Get Real Estate Referrals
23. New agent recruiting email
This email would be best used when recruiting new agents to join your brokerage or real estate team. It’s ideal for contacting real estate professionals interested in joining a new company or exploring different opportunities.
It would be especially effective for those who value mentorship and are seeking to leverage the experience and value that your brokerage or team can offer.
Subject Line: Before you delete this …
Hi [Name],
I know I’ve reached out a few times, and you may have put the messages aside because you weren’t interested in making a move at this point in time.
I’m not just looking to talk to you about recruiting, however. I’d like to connect on a professional level — a meeting I hope will be mutually beneficial for both of us.
I’m sure you know from your own experience that expanding your network is always valuable. What I’m asking is to get to know each other and chat — no strings attached!
I promise you’ll leave our meeting with something worth your time. I’ve been in real estate for [number] years, and I can, at a minimum, share with you some foolproof ways to grow your business.
Would you be open to an informal conversation?
[Your name]
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24. Annual home sales report email
This email is best used when you want to provide valuable information to your real estate clients, such as homeowners, potential buyers, and sellers, regarding recent home sales. It is ideal for clients interested in staying updated on the local real estate market and may be considering buying or selling a property soon.
The direct nature of the email template helps to effectively communicate critical information without overwhelming the recipient, making it suitable for clients who prefer clear and concise communication.
Subject Line: [Brokerage name] Annual Home Sales Report
Hi [Name],
Do you want to see how the [city] housing market performed in [last year] and what lies ahead for [upcoming year]?
Discover statistics that show home sales, prices, values, and other key data during the 12-month period here in my in-depth report [link].
[Your name]
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25. Non-responsive leads email
This type of “non-responsive leads” email is best used when you have previously established a connection with the lead, but they have gone quiet and are not responding to your communications. Sending this type of email is an excellent way to re-engage with potential clients who may have become disengaged over time. It sets a precise time limit for them to respond, which can create a sense of urgency and prompt action.
Subject Line: Have you stopped looking for your dream home in [local area]?
Hi [Name],
I received your information regarding homes in [market]. I’ve personally attempted to reach you several times but haven’t been able to connect.
If you are no longer interested in purchasing a home, I don’t want to continue taking up space in your inbox. That’s why I’ll be removing your contact information from my database if I don’t hear from you in the next 48 hours.
If you are still interested in purchasing a home in [local area], we would love to help you. If you want to take advantage of our real estate services, I’ll make sure to keep you on our list, but only if you respond to this email in the next 48 hours. Two days from now, my emails will go away forever.
Thanks, and have a great day,
[Your name]
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26. Seasonal greetings email template
This email template is best used during key holidays and occasions such as Christmas, New Year, and other festive seasons when people are in a celebratory mood.
It’s great to contact current and potential clients to express warm wishes and build rapport. Sending this email helps strengthen client relationships and show appreciation, which can be beneficial for maintaining client loyalty and attracting new business.
Subject Line: Holiday Greetings from [Real Estate Company Name]
Dear [Client’s Name],
Happy holidays! We hope you and your family are doing well.
Thank you for letting us be part of your real estate journey this year. Whether it’s finding your dream home or helping with investments, we enjoy helping you. We look forward to helping you more next year.
We hope you have a great time with your family and friends during the holidays. If you need any help now or next year, let us know.
Wishing you a wonderful holiday season and a great new year!
From,
[Your Name] [Real Estate Company Name] [Contact Information]
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27. Newsletter email
The newsletter email is a helpful way for real estate agents to keep in touch with clients and potential customers. It provides updates on market trends, new listings, and community news related to real estate, helping agents build and maintain relationships with their clients. Use pictures, infographics, and quizzes. Put only a little info in one newsletter — instead, put a “learn more” button that links to your website for more information. Check out Close’s guide on newsletter ideas for more inspiration on how to create your newsletters.
Subject Line: Spring Newsletter
Happy spring! What are you looking forward to the most: warmer weather, the end of the school year, or baseball season?
This month, [neighborhood name] is hosting some especially exciting events:
[List of events]
[Month/Seasonal] Home Maintenance Tips
[Neighborhood] Market Update
I hope to see you around!
[Signature and headshot] [Phone number/email address] [Links to your website, social media, etc.]
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28. Thank you email template
This thank you note email template is best used to express gratitude after a business meeting, assistance, referral, or after completing a successful project. It is suitable for all clients, including new and existing clients, business partners, vendors, and anyone who has contributed positively to your professional endeavors. Expressing gratitude helps to build and maintain strong and positive relationships, fostering trust and goodwill with clients and partners.
Subject Line: Thank You for Using Our Real Estate Services
Dear [Client’s Name],
I hope you are doing well. Thank you for using our real estate services. It was nice meeting you and talking about finding a new home.
I really appreciate learning more about what you need and like. Our team wants to find the perfect home for you, and we are here to help you every step of the way.
If you have more questions or need anything, just let us know. We look forward to working with you and helping you find your dream home.
Thanks again for considering and using our services.
Best regards,
[Your Name] [Your Position] [Company Name]
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Related Article
13 Real Estate Thank-you Notes That Create Clients for Life (+ Templates)
Why focus on real estate email marketing?
Real estate professionals should embrace individual emails and email drip campaigns because it is fast, affordable, and easy to use. Create customized campaigns to reach different audiences, automate your sends, send spur-of-the-moment messages, broadcast your listings, and more.
Email marketing consistently provides high returns on investment, generating as much as $36 for every dollar spent. When done correctly, email templates for real estate leads can help generate leads and clients on autopilot. It’s important to approach your email marketing with a clear strategy.
For tips and tricks to starting your marketing efforts and gaining email marketing contacts, read our complete guide to real estate email marketing.
Tips for writing highly effective real estate emails
Mastering the art of writing compelling and engaging email templates for real estate agents can significantly boost your real estate business. Here are some valuable tips to help you create impactful real estate emails that resonate with your audience.
Keep your copy short and simple
Use persuasive language
Remember to follow up
Try to tailor every email for buyers or sellers
Don’t use HTML email templates
Use playful language sparingly
Reuse and recycle your content
Don’t get too personal
Avoid using too much jargon
Pay special attention to your subject line
Track your progress
Use video
Create an outline before you start writing
Read your emails out loud before sending
A/B test your ‘from’ line
Include a clear call to action
Use the slide method to keep readers engaged
Highlight the benefits
Animated GIFs are your friends
Never forget who your email is for
Email marketing mistakes to avoid
Regarding email marketing, agents must avoid common mistakes that can undermine their efforts. In this guide, we’ll explore prevalent email marketing blunders agents should avoid to keep their campaigns effective and successful. Agents can improve their email marketing strategies and achieve better results by being mindful of these pitfalls.
Your email subject line sucks
Not letting readers reply
Overdoing it on automation
Not taking a mobile-first approach to email marketing
Not marketing to your audience in small groups
Frequently asked questions (FAQs)
What should I include in an email?
Remember the following when composing email templates for real estate leads:
Subject line: Craft a catchy yet brief subject line that conveys what the recipient will find in the email.
Personalized greeting: Use the recipient’s name for a personalized touch and to establish a connection.
Introduction: Provide a brief self-introduction and express gratitude for considering you as their potential real estate agent.
Content body: Demonstrate your understanding of their preferences and offer appropriate solutions (properties) in this section.
Call-to-action (CTA): Prompt them to take action, such as asking for more information or scheduling a property viewing.
Sign-off: Professionally conclude the email while indicating your availability to address further inquiries.
What must I do before writing a real estate email?
Before you begin writing, gather information about your potential lead, including their property preferences and preferred mode of communication. Understand the goal of your email, whether it’s an introduction, follow-up, or closing, as this will determine the tone and content. Plan the content of your email by brainstorming what you want to include, such as showcasing properties that fit their needs or offering expert advice on market trends.
What are the benefits of using templates for sending real estate emails?
Employing pre-made email templates can save you time, as you can personalize the email formats to suit your requirements. Instead of creating from the beginning each time, choose a suitable template and adjust as needed. This simplifies your communication process, particularly when managing multiple clients or properties.
Bringing it all together
Templates make life easier — they save time, help hit all the right notes, and make a challenging task much simpler. Just don’t forget to add those personal touches, as it won’t land well with your readers if they feel like just an email address on your list!
Got more real estate email lead generation tips, or do you need a specific template but don’t know where to start? Leave a comment below, and let’s help each other out!
In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central Coast to Orange County.
In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central Coast to Orange County. The full report is available here: SoCal Q3 2024 Market (Micro) Insights Report.
In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across Hawai’i. The full report is available here: Hawai’i Q3 2024 Market (Micro) Insights Report.
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across Hawai’i. The full report is available here: Hawai’i Q2 2024 Market (Micro) Insights Report.
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central Coast to Orange County. The full report is available here: SoCal Q2 2024 Market (Micro) Insights Report.
