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 | |
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 |