4
Automatic actions
3 active · 1 prepared for activation
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BUYER SERVICE AUTOMATION
Understand goals, timeline, financing, representation, and property needs while guiding each buyer toward a useful next step.
This blueprint is your starting point. Keep the design and make a few changes, or customize the questions, content, and workflows for your business.
Our setup guarantee
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
System instructions
These instructions capture the intended customer experience, business context, and next-step workflow. Copy and adapt them, or add the complete system to your workspace above.
Buyer readiness, financing, property-preference, and next-step automation.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepseveryanswerorganized,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Adapts
Changes the path based on saved rules
Continues
Runs the configured follow-up after submit
4
Automatic actions
3 active · 1 prepared for activation
2
Delivery channels
Email · Workspace priority
4
Messages and internal actions
2 customer messages · 1 team alert · 1 workspace action
Nothing hidden behind “automation”
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
Your buyer plan, First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for sharing your plans. Here is the context we will keep connected: Timeline: When would you ideally like to move? Purchase range: Expected Purchase Range...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Buyer opportunity: First Name
AuraForms automation
Delivered automaticallyto The configured team email
Buyer brief First Name is a Which best describes you?. Target: Preferred Neighbourhoods or Areas Range: Expected Purchase Range Timeline: When would you ideally like to move?...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
Still thinking it over, First Name?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, wanted to follow up on your home search. Agent Name is happy to answer questions or share new listings whenever it is useful.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
Buyer inquiry, readiness, financing, property preferences, and consultation preparation
Buyer context is often scattered across calls, email, text, social messages, and mortgage conversations before the agent can recommend a useful next step.
The agent normally gathers these details by phone, email, text, or direct message. The first confirmation and next-step instructions are currently manual. Actual savings depend on lead quality and the current process.
Illustrative estimate based on the manual steps this system can replace. Actual time saved depends on inquiry volume, configuration, and the agent’s current process.
Customer journey
The buyer shares what is prompting the move, buyer type, representation, and ideal timing.
The experience gathers preapproval, purchase range, areas, property type, bedrooms, and non-negotiables.
The buyer chooses a consultation, mortgage introduction, matching listings, market information, a planning guide, or light-touch updates.
The buyer receives a branch-aware summary and the agent receives a prepared buyer brief.
Immediately after submission
Professional customization
Questions
Preview the buyer journey, add the system to your workspace, or have a specialist configure the questions, branches, messages, and next steps.
Walk through the finished setup with your specialist. Check your branding, messages and next steps before you approve publishing.
Have a question once you’re using your setup? Open Contact Support in your workspace. Send the details to our team and get a reply by email.
Use as the Start Your Home Search action.
Publish on a buyer landing page or embed it on your site.
Share it through email, SMS, social direct messages, or referral partners.
Send it before a buyer call so the conversation begins with context.
Share the public buyer planning link or create a recipient link with details already known from a referral, message, or earlier conversation.
It organizes readiness and context for the agent, but the buyer-facing experience is planning and guidance rather than a pass-or-fail score.
Only after a Google Calendar or Cal.com connection is configured. Otherwise the system requests a consultation and preferred availability.
The represented path respects that relationship and limits follow-up to the information requested.
