4
Automatic actions
3 active · 1 prepared for activation
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SELLER SERVICE AUTOMATION
Collect the property details, motivation, timing, and priorities an agent needs before recommending the right valuation or appointment.
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.
Seller inquiry, property context, motivation, and valuation appointment preparation.
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 next step for Property Address, First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for sharing the context around Property Address . Selling timeline: Ideal Selling Timeline Priority: What Matters Most? Valuat...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Seller opportunity: Property Address
AuraForms automation
Delivered automaticallyto The configured team email
Property Address Property Type, Bedrooms bedrooms, Bathrooms bathrooms Occupancy: Current Occupancy Condition: Property Condition Improvements:...
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 exploring Property Address, First Name?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, wanted to follow up about Property Address. Agent Name is happy to answer questions or prepare a written overview 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.
Seller inquiry, property context, motivation, readiness, valuation preparation, and appointment routing
Home-value inquiries often leave the agent to uncover property condition, improvements, motivation, timing, representation, and expectations before providing useful advice.
The agent normally gathers property and selling context manually. The first confirmation and appointment instructions are otherwise sent manually. Actual savings depend on property complexity and lead readiness.
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 homeowner shares the address, property type, size, condition, occupancy, improvements, and optional photos.
The experience gathers motivation, ideal timeline, listing and representation status, purchase plans, and the priority that matters most.
The homeowner chooses a written overview, phone or video consultation, in-person visit, or an educational next step.
The homeowner receives a relevant confirmation and the agent receives a structured seller brief.
Immediately after submission
Professional customization
Questions
Preview the seller journey, add it to your workspace, or have a specialist configure the questions, valuation paths, messages, and alerts.
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 for What Could My Home Sell For? pages.
Share the AuraForms link or embed it on a seller landing page.
Use in seller ads, newsletters, market updates, past-client campaigns, and email signatures.
Create a recipient link with known property and contact details already filled in.
Use the public link broadly or create a recipient link with a known address and contact details already filled in.
No. It prepares the context an agent needs to recommend a written overview, consultation, or in-person property visit.
Yes. Create a recipient link with the address and any known contact details already filled in for the homeowner to review.
The system asks what information the homeowner is seeking and avoids aggressive solicitation or interference.
