# Fyxer for real estate ### Built for the demands of real estate Real estate runs on speed. And when you're out on viewings all day, your inbox doesn't wait. Inquiry emails stack up. Post-viewing follow-ups slip. A potential buyer who emailed three hours ago moves on. As Seth Siegler, Chief Innovation Officer at eXp, puts it: > "Fyxer makes my email a usable channel. It was almost a lost channel before Fyxer." This workflow shows how to set Fyxer up so you never miss the next inquiry, even when you're away from your desk. New to Fyxer? [**See how agents at Knight Frank and eXp are using it.**](https://www.fyxer.com/teams/real-estate) *** ### What you'll achieve With this workflow, you can: * Make sure buyer and seller inquiries surface immediately, every time * Stay on top of post-viewing follow-ups * Let clients book viewings and calls directly, without the back-and-forth * Surface the right information from complex, multi-party threads mid-deal *** ### When to use this workflow This workflow is ideal if: * You spend most of your day out of the office and need to act quickly between viewings * Important follow-ups are falling through the gaps during busy periods * You need to reply fast to stay ahead of other agents *** ### Customer insight Agents who use Fyxer stay on top of their inbox, without it consuming their day. Erik Peterson, Founder and Team Leader at Proven Realty, felt it instantly: > "Email has always been something that bogged me down. And immediately it just felt like the weight of the world was lifted off my shoulders." *** ### Step-by-step workflow {% stepper %} {% step %} #### Step 1: set up category overrides for inquiry emails A missed inquiry is a missed opportunity. Set up rules to make sure the most important ones always get a response. Go to [Dashboard](https://app.fyxer.com/) → Categorization → Advanced → Custom rules. Add rules for: * Key client emails addresses for buyers, sellers, and active prospects, so their emails always land in **To do/To respond** * Legal representative and mortgage broker email addresses for deals in progress * Property portal notifications, so new inquiry alerts surface in the right place and don't get buried The goal: when you open your inbox between viewings, the emails that need your attention are easy to track. {% endstep %} {% step %} #### Step 2: use follow-up drafts to stay on top of viewings and check-ins Post-viewing follow-ups are where deals are won or lost, and they're easy to miss when you're back at your desk with a full inbox. Go to [Dashboard](https://app.fyxer.com/) → Drafts → General → Enable follow-up drafts and set your preferred timeframe. For real estate, a one to two day follow-up cycle is usually right. Fyxer will draft the follow-up before you've even had to think about it. Review, edit if needed, and send. {% endstep %} {% step %} #### Step 3: add your scheduling link so clients can book directly Booking meetings takes up valuable time. The fix is simple. Add your Fyxer scheduling link to your email signature so clients and prospects can book a time without the email exchange. To customize your scheduling link, go to [Dashboard](https://app.fyxer.com/) → Scheduling and configure your availability windows, buffer time between appointments, and add any minimum notice period. Then copy the link. Add it to your Gmail or Outlook signature as a clean, direct line: "Book a call or viewing: \[your link]." When someone clicks it, they see your real availability, pick a time, and it lands straight in both calendars. Learn more: [**Set up your personal scheduling link.**](https://support.fyxer.com/article/set-up-your-personal-scheduling-link) **Bonus tip**: go to [Dashboard](https://app.fyxer.com/) → Scheduling → Drafts and make sure you've got the first two settings toggled on. Your scheduling link will also be included in Fyxer drafts when meeting requests are detected. {% endstep %} {% step %} #### Step 4: use Fyxer Chat to search across threads mid-deal Property deals involve a lot of people across a lot of threads and key details become scattered across weeks of email. When you need to find something fast, don't scroll. Ask Fyxer Chat. Go to [Dashboard](https://app.fyxer.com/) → Chat and use prompts like: "What's the latest status on \[property address] from the buyer's legal representative?" "Summarize all emails about \[client name] in the last two weeks" "Have I had any replies from \[mortgage broker/legal representative name] that I haven't responded to?" Fyxer Chat looks across your full inbox history and recorded meeting notes and surfaces the answer directly. This is how you stay across everything without losing time to manual searching. Rename useful Chat threads so you can find them again – click the three dots next to the title and select **Rename**. {% endstep %} {% endstepper %} *** ### Power user tips **Use Notetaker for every call and meeting**\ If Fyxer has notes from a valuation call or buyer consultation, follow-up drafts will be noticeably more specific. You can even use it to record meetings when you're out and about. Learn more: [**Record in-person meetings on your phone.**](/workflows/fyxer-in-practice/workflows-by-use-case/record-in-person-meetings-on-your-phone.md) **Keep your custom rules current**\ As new deals come in, add rules for new contact emails and domains. A few minutes of setup each week prevents a new inquiry getting misfiled when you're out of the office. **Use Chat for a weekly pipeline audit**\ At the end of each week, prompt Fyxer Chat to: "Review my inbox for the past 7 days and flag any buyer or seller threads I haven't replied to." It takes 30 seconds and catches anything that's slipped. *** ### Common mistakes to avoid **Not setting follow-up drafts for post-viewing threads**\ This is the most common gap. The viewing goes well, the follow-up doesn't happen fast enough, and the buyer goes cold. Enable follow-up drafts with a short window to make sure nothing gets missed. **Setting draft expiry too short**\ Property timelines stretch, so set your draft retention window to match the longest realistic gap in your pipeline. Go to [Dashboard](https://app.fyxer.com/) → Drafts → General → Draft settings and amend the timeframe to avoid Fyxer drafts being deleted prematurely. **Not using Notetaker**\ Agents who connect Notetaker to calls consistently get better drafts and spend less time adding context. If Fyxer was in the meeting, it knows what was said. Learn more: [**Get to know Notetaker.**](https://docs.fyxer.com/using-fyxer/get-to-know-notetaker) *** ### Result: more deals, less inbox Real estate moves fast, and email shouldn't be what slows you down. With Fyxer, your inbox is organized before you open it, drafts are ready when you need them, and nothing slips between viewings. Max Beard, Associate Partner, Innovation at Knight Frank, describes the impact: > "Fyxer saved me an hour and a half last week. It integrates really nicely with my workflow." --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.fyxer.com/workflows/fyxer-in-practice/workflows-by-role/fyxer-for-real-estate.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.