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Lead communication

A five-email sequence, written before the lead goes cold.

Turn one lead into a five-step drip sequence keyed to how they found you: new lead, open-house visitor, or past client. Every email is Fair Housing screened before it reaches your outbox.

Updated June 2026 · one of 17 tools in the RealtrAI workspace

Fair Housing screened on every output

What you give it

  • Lead name and how they reached you
  • Sequence type (new lead, open-house visitor, or past client)
  • The property or search that brought them in
  • Anything you know about what they want (timeline, area, budget range)
  • Your sign-off, brokerage, and contact details
  • Optional notes on what to emphasize or avoid

What you get back

  • A five-email sequence with a subject line and send timing for each step
  • A new-lead sequence that moves from introduction to a call request
  • An open-house visitor sequence that starts from what they saw
  • A past-client sequence built around check-ins and referrals, not sales pressure
  • A Fair Housing screen result for every email in the sequence
  • Editable drafts you can adjust and copy into any email tool
5
Emails per sequence
3
Sequence types keyed to lead behavior
7
Federal protected classes screened

The challenge

  • !Most leads need five or more touches, and most agents stop after one.
  • !Writing email two, three, four, and five for every lead is the work that never gets done at 9 pm.
  • !A new lead, an open-house visitor, and a past client need different messages, and one generic template serves none of them.
  • !Every email that describes a home or a neighborhood is client-facing copy, and client-facing copy carries Fair Housing risk.

What it does

  • Generates a complete five-step sequence from one set of lead details, with subject lines and recommended send timing.
  • Keys the sequence to lead behavior: new leads get an introduction arc, open-house visitors get a follow-through arc, past clients get a stay-in-touch arc.
  • Screens every email against the 7 federal protected classes plus state and local additions before you see it.
  • Rewrites any single step without regenerating the whole sequence, so you can tighten email three and keep the rest.
  • Keeps each sequence together as one object, so you always know which step a lead is on.
  • Keeps your leads and your drafts inside your own tenant. You own every email you generate.

Inside the tool

Every capability, included.

Five emails from one generation
Three behavior-keyed sequence types
Subject line and send timing per step
Fair Housing screen on every email
Rewrite one step, keep the rest
Copy-clean drafts for any email tool

Why it matters

One lead, five touches, three different arcs

The follow-up that converts a new internet lead reads nothing like the note that keeps a past client referring you. Follow-Up Emails writes the whole arc for the lead you actually have, so every touch builds on the last one instead of repeating it.

New lead

Introduction to call request across five emails. Establishes who you are, proves you know their market, and asks for the conversation without begging for it.

Open-house visitor

Starts from the home they walked through, answers the questions they left with, and offers the next showing before their interest fades.

Past client

Check-ins, home value touchpoints, and a referral ask that reads like a note from their agent, not a campaign.

Built in

Every email screened before it sends

Follow-up email is client-facing copy, and it travels further than you think: forwarded, screenshotted, filed. Every email in every sequence passes the same three-tier Fair Housing screen as a listing description before it reaches your outbox.

Before generation

A pre-generation filter keeps prohibited language out of the draft in the first place.

Before your outbox

Each email is reviewed against HUD advertising guidelines, with any flags surfaced in plain language.

After the fact

Every flag and override is written to an audit log your brokerage can review.

How it fits

The sequence stays together, so the thread stays coherent

Five emails written one at a time drift in tone and repeat themselves. Follow-Up Emails generates the sequence as one piece, so email four remembers what email one promised, and you can see the whole arc before the first send.

One generation

All five emails arrive together, in order, with timing, so you review the arc instead of assembling it.

Step-level edits

Rewrite the step that misses without touching the four that landed.

Any email tool

Drafts copy clean into Gmail, Outlook, or your CRM's email composer.

Connected across the workspace

One source of truth.

Open House Follow-Up

Send same-day thank-yous with Open House Follow-Up, then drop those visitors into the open-house sequence here for the next four touches.

Market Update Email

When a sequence ends and the lead is still warming up, hand them to Market Update Email for long-term monthly nurture.

Phone Scripts

When a reply lands and it is time to call, open Phone Scripts so the conversation is as prepared as the emails were.

How it works

Adopting follow-up emails.

01

Add the lead

Enter the lead's name, how they found you, and what you know about what they want.

02

Pick the sequence type

Choose new lead, open-house visitor, or past client. The arc, tone, and timing adjust to the behavior.

03

Review the screened sequence

All five emails arrive together, each already passed through the Fair Housing screen, with flags shown in plain language.

04

Edit and send on schedule

Tighten any step, then copy each email into your email tool on its recommended send day.

Standards & compliance

Built in, not bolted on.

Three-tier Fair Housing screen on every client-facing email: a pre-generation filter strips prohibited language, an output review checks each draft against HUD advertising guidelines before it reaches you, and every flag or override is written to an audit log.Screens against the 7 federal protected classes: race, color, national origin, religion, sex (including sexual orientation and gender identity), familial status, and disability, plus state and local additions.A human reviews and approves before anything sends. The screen assists your judgment, it does not replace it.Fair Housing governance is provided by Trunnion AI across the workspace.

FAQ

Questions, answered.

What are the three sequence types?

New lead, open-house visitor, and past client. Each has its own five-step arc: new leads move from introduction toward a call, open-house visitors move from the home they saw toward a showing, and past clients get check-ins and a referral ask.

Do all five emails come at once?

Yes. The sequence generates as one piece, so the emails build on each other instead of repeating. You review the full arc, edit any step, and send each email on its recommended timing.

Can I change one email without redoing the sequence?

Yes. Ask for a rewrite of a single step and the rest of the sequence stays as you approved it.

Does it send the emails for me?

It writes them, screens them, and gives you the send timing. You send from your own email tool or CRM, so every message goes out from your address, reviewed and approved by you.

How does the Fair Housing screen apply to email?

Every email is client-facing copy, so each one passes the same three-tier screen as a listing description: a pre-generation filter, a review against HUD advertising guidelines, and an audit log of every flag.

What if the lead replies in the middle of the sequence?

That is the point. Stop the drip, answer like a human, and if the reply calls for a phone call, Phone Scripts will have the conversation ready.

Get started

Try Follow-Up Emails free for seven days.

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