Brivity offers 12 Smart Filters preset in every account to help you find the right people to work with each day. You can see them all here to work in those lists each day.

Smart Filter

Action/Script

Buyers with email and no Listing Alert

Apply a Listing Alert

Has Market Report, no task, no outreach in 30 days

Call Script for Market Reports with Views

Hot leads (expect buy or sell in 3 months)

Use the Returning to Website script and go for the close!

TODAY: site visit today with no task and no contact by agent

Call Script for Returning to Website - and set a next task

THIS WEEK: site visit this week with no task and no contact by agent

Call Script for Returning to Website - and set a next task

LAST 30 DAYS: site visit last 30 days, no task/no contact by agent last 30 days

Call Script for Returning to Website - and set a next task

No Auto Plan [+ no task or communication in 30 days]

Call and ask how things are going. Are your plans still on track for a move date of [x] time?

No Market Report: contacts with email and address

Apply Market Report

Overdue tasks

Work your tasks!

Partial leads

Download file and send a mailer in Brivity Marketer 1x per month.

Past clients, no task, no outreach for 30 days

Holiday/Vacation/Summer Script

Watch/Nurture, no task, no contact for 30 days

Call Script for Watch/Nurture Time Check-in

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