Keep every client on one record, from inquiry to referral

A single home sale can involve the buyer, the seller, both agents, a lender, an inspector, and a title company. When the showing notes are in one agent's spreadsheet and the contracts are in an inbox, whoever takes over the client will have to rebuild that history. Delalify stores the client, the deal, and every contact after the closing on one record, so any agent on your team can pick up the client where the last conversation leaves off.

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One client relationship divided across four tools

A website inquiry can wait unclaimed in a shared inbox while the showing agent records the buyer's preferences in a personal spreadsheet. When the same buyer asks about a home from a showing last month, the agent on the call will have to find notes that are in a colleague's spreadsheet. The listing agent can email a price cut to the buyer's old address, because the buyer gives the new one to a colleague who records it outside the CRM. At closing, the transaction coordinator gathers disclosures from four storage systems. Because each party keeps its own copy, the title company can then ask for the same scan twice. After the closing, the agent will have to remember the anniversary of the sale on their own.

A client record that continues after the closing

A brokerage can win repeat and referral business from the clients whom it stays in touch with after a sale. The workflows below follow one client record from the first inquiry, through a deal with many parties, to the years after the closing.

Reply to each new lead within minutes

When a prospect sends an inquiry, Delalify People creates a profile with the lead's source, budget, and property interest. Channels replies to the prospect within minutes, then starts a sequence of messages with listings that match their interest. Teams routes the lead to the agent who covers that territory or property type. Your marketing team publishes listing pages and inquiry forms on Builder under the brokerage's brand, from which People adds every submitted form to the prospect's timeline. Beryl drafts each follow-up around the listings that the prospect views.
Outcome

The agent opens the first call already knowing which listings the prospect views, because People lists those views on the timeline. A prospect who stops replying keeps receiving matching listings from the sequence, so the agent can call as soon as the prospect answers one.

Manage the deal from offer to closing on one record

People links the buyer, the seller, both agents, the lender, the inspector, and the title company to one deal record. Your transaction coordinator tracks pipeline stages, milestone dates, and commission splits in Tables, so the broker can review every active deal in one table. Channels sends milestone updates and document requests to each party on the channel that they prefer. The coordinator files contracts, disclosures, and inspection reports in OneCloud, where Teams lets only the lender and the title company open the buyer's financial documents. When a milestone passes its date, Beryl flags it and drafts a reminder to the party responsible.
Outcome

Channels and Beryl send the document reminders, so the coordinator follows up by hand only on the requests that remain open past their date. Each party opens the documents that their role covers from the same deal record.

Send each new listing to the buyers whom it matches

Your agents sort buyers in People into groups by buying criteria, location, and price. Integration imports each new listing from your MLS, so that Channels can text the buyers in each matching group. Channels also sends open house invitations by email, with a link to an RSVP page on Builder that records each reply on the buyer's timeline in People. From each buyer's search history, Beryl flags the buyers who are likely to move soon, so the agents can call those buyers first.
Outcome

Each buyer receives only the listings that match their criteria, while the agents start their calls with the buyers whom Beryl flags.

Stay in touch with past clients after the closing

People tags past clients by transaction date, property type, and neighborhood. Channels sends anniversary messages, neighborhood market updates, and check-ins on the schedule that the agent sets. Wallet collects the earnest money deposit, pays out the commissions, and issues any refund after the closing against the same client profile. Beryl uses each client's transaction history to flag the clients who may want to buy or sell again, then drafts a personal message for the agent to send.
Outcome

Each past client hears from their agent on the anniversary of the sale and with each market update for their neighborhood, which gives the agent a reason to ask for a referral.

What researchers and industry groups found about lead response, referrals, and turnover

Each figure comes from the study or the industry benchmark that its label or the sources line names.

100x

Higher odds of reaching a web lead by phone with a call within 5 minutes than with a call at 30 minutes

66%

Of recent sellers used an agent who was referred to them or with whom they had worked before (NAR 2024)

17.5%

Year-over-year rise in apartment turnover costs in 2024 (NAA same-store benchmarks)

Sources: Oldroyd and Elkington, 'Lead Response Management Study' (2007), National Association of Realtors, 2024 Profile of Home Buyers and Sellers, National Apartment Association, 'From Momentum to Management: Navigating Elevated Costs in a Constrained Operating Environment' (2025).

The Delalify features behind these workflows

Each feature works on the same contact record, so the other apps load a saved change on their next request.

Lead capture and automated nurture

Lead capture and automated nurture

Once People creates a profile for an inquiry, Channels sends the prospect listing alerts that match the preferences on that profile.

Branded listing and open-house pages

Branded listing and open-house pages

Your marketing team builds listing sites, open house RSVP forms, and property landing pages in Builder on the brokerage's own domain. People lists each RSVP from those pages on the attendee's timeline.

Deal pipelines beside the deal records

Deal pipelines beside the deal records

Tables stores pipeline stages, commission splits, and milestone dates against the deal records themselves, so the broker can plan the week's closings from those records.

Document room with per-party access

OneCloud stores contracts, disclosures, and inspection reports with their version history and access log, while Teams sets which party can open each document.

Earnest money, rent, and commission payouts

Earnest money, rent, and commission payouts

Wallet collects earnest money deposits and rent and pays out commission splits against the same profile that stores the client's conversation history.

Scoped access for external parties

Scoped access for external parties

Teams gives lenders, inspectors, and title companies access for the length of a deal, then removes it at the closing.

Programs for brokerages and property managers

A brokerage or a property management firm can set up each program below with the Delalify apps from the workflows above.

Brokerage inquiry-to-anniversary program

For each inquiry, Delalify People opens a profile tagged with where the lead comes from, their budget range, and the kind of property that they want. Teams assigns the lead by territory or property type, while Channels sends a personal reply within five minutes. Automation then sends the follow-up sequence, which includes alerts for new listings that match the buyer's criteria and invitations to open houses. Beryl writes the agent's follow-up drafts from the properties that the prospect looks at online. When the buyer goes under contract, People links the buyer, the seller, the lender, the inspector, and the title company to one transaction record. OneCloud stores the contracts and disclosures for that deal under permissions that Teams sets for each party, so the lender and the title company alone can open the buyer's financial documents. The coordinator tracks pipeline stages and commission splits in Tables, while Wallet takes the earnest money deposit and pays the commissions on the same record. After the closing, Channels sends the client anniversary messages, neighborhood market updates, and check-ins from the same profile.
What your team gets

Every agent on the team starts a conversation with a client from one record of the lead, the deal, and the years after it. From that record, Channels sends each lead a personal reply within five minutes, because a lead can become harder to reach with every minute before the first contact. In a 2007 study of more than 15,000 web leads, MIT researcher James Oldroyd found that the odds of reaching a lead by phone were 100 times higher with a call within 5 minutes than with a call at 30 minutes. Agents stay in touch with clients after the closing because, in the National Association of Realtors' 2024 profile, 66% of recent sellers used an agent who was referred to them or with whom they had worked before.

Property management resident program

Delalify People stores a profile for every applicant, resident, and past tenant, tagged with their unit, lease dates, and preferred channel. Channels sends tour scheduling, lease documents, rent reminders, community announcements, and non-emergency maintenance acknowledgements on the channel that each resident picks. Ninety days before a lease expires, Automation sends the resident a renewal offer with a link that lets them renew from the message itself. OneCloud stores lease agreements, inspection photos, and maintenance records on each profile with retention rules that match local regulations. Teams lets maintenance staff open the work order threads alone, while the property manager can open the resident's full history, rent ledger included. Wallet collects rent and late fees and returns security deposits against the resident's profile. Your leasing office keeps the unit register and the occupancy ledger in Tables. Before an escalation call, Beryl summarizes a long resident timeline into the two or three sentences that the regional manager needs.
What your team gets

Every property manager works from one timeline for each resident, so the renewal conversation starts from the resident's whole history with the property. Each renewal spares the property manager the cost of a turnover, which rose 17.5% year over year in 2024 according to the National Apartment Association's same-store benchmarks.

Track every deal from first inquiry to the referrals that follow it

Explain to our team how your agents, coordinators, and property managers work today, so that we can show you which Delalify apps can store each client, deal, and lease on one record.

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