Intake-driven triggers
Start a workflow when a client finishes a section, hits a readiness threshold, or goes stale mid-intake.
Automation
Real estate CRM automation should not mean forcing your business into someone else's sales pipeline. ClearPath Ready automates the specific steps between first contact and closed deal.
Build workflows around intake completion, readiness milestones, document requests, appointment reminders, and team handoffs. Every step is visible, every action is logged, and every automation respects the firm's governance rules and the individual's consent settings.
How it works
Start a workflow when a client finishes a section, hits a readiness threshold, or goes stale mid-intake.
Request pay stubs, tax returns, or bank statements automatically, with reminders that stop once the file is uploaded.
Route tasks to the right agent, assistant, or transaction coordinator based on roster, capacity, and role.
Automated texts and emails respect each individual's communication preferences and never bypass their sharing settings.
Start from proven automation templates, import from your firm library, or build your own and publish them for the team.
Every automated action is recorded. When a regulator or broker asks what happened and when, the answer is one click away.
Why it is different
Generic CRMs automate sales stages. ClearPath Ready automates the real estate transaction itself — intake, readiness, documents, and closing — with the consent and compliance layers already wired in.
Run the numbers, explore the feature, and decide if ClearPath Ready fits your workflow.
