AGENT OUTREACH

More Agent Conversations, Without More Time From Your Team

When an agent lists a property in your territory, PropOptix reaches out in your voice, under your name. Your team steps in when the agent replies.

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>61%
Email Open Rate
>6%
Reply Rate
900+
Conversations Started
100+
Agent Relationships Created

Averaged across all active client campaigns, February through April 2026.

Staying in Front of Agents Is a Weekly Job

Agents pick a title company the way they pick anything else, by who has been part of their week. That takes a real reason to reach out and something worth reading when you do. PropOptix supplies both, on a schedule, in your name.

THE FOLLOW-UP GAP

One new agent relationship can turn into ten to twelve deals a year.

Whether it actually does comes down to one thing: who stays in touch after closing.

1 of 12 closings came to you
Closed with you Closed with the other title company

You met at one closing. The other title company stayed in touch.

Illustrative, based on an agent averaging ten to twelve closings a year. Actual retention varies.

WHAT YOU GET

Everything Your Outreach Needs to Keep Running

Territory and Zip Code Targeting

Draw your market by zip code, county, or territory. PropOptix pulls current live listing activity for those areas only, so no outreach goes outside the lines you set. Add or drop territories as your team's coverage changes.

Multi-Step Sequencing

Agents get a paced series of messages instead of one email and silence. Four messages per sequence, spaced across the life of the listing, each one written for where that listing is in its cycle.

CRM and TPS Integration

ON PRO

PropOptix connects to the CRM or TPS your team already uses, so replies and contact activity land where your team already works. Suppression lists sync both ways, which keeps duplicate outreach off the table without anyone uploading a new file.

EXISTING CLIENT PROTECTION

Nobody You Already Work With Gets a Cold Email

The quickest way to damage an agent relationship is to send a prospecting email to someone who already closes with you. PropOptix is built so that cannot happen.

At setup you hand over your client list, your active prospects, and any names that should never be contacted. Those contacts stay out of every prospecting sequence, and agents closing with you now get a different sequence with no pitch anywhere in it.

On Pro, that suppression list syncs from your CRM or TPS, so it stays accurate as your book changes and nobody has to upload a new file to keep it that way.

NEW LISTING ACTIVITY 4 agents matched
Agent with a new listing
Not in any of your lists
Prospecting sequence
Agent closing with you now
On your client list
Returning client sequence
Agent your rep is working
On your active prospect list
Held for your rep
Agent you flagged at setup
On your do-not-contact list
No outreach
THE COPY

The Copy Is the Product

Anyone can email an agent about a new listing. The reason ours get opened more than 61% of the time is the formula underneath them, refined across every campaign we run and built around how agents in this industry actually read email.

The messages are short and tied to a listing the agent can pull up on their own screen. They come from your address with your signature on them, with no banner graphic and no template frame anywhere in the sequence, because agents delete anything that looks like a mass send.

You see all of it before it goes anywhere. On Managed and Pro we walk your full sequence through with you and revise until every line reads the way your team talks. Nothing turns on until you sign off on the copy.

Sequences are not published. We walk yours through with you on the call.

GETTING STARTED

Live in Under a Week

Setup is short because there is very little for your team to build.

Setups that require a CRM or TPS integration take a few extra days.

Day one

You give us your territories, your sender details, and the lists that should stay out of prospecting. Accounts without an integration can go live the same day the contract is signed.

Copy review MANAGED AND PRO

Your sequences come to you for sign-off.

Then it runs

New listings in your territory enter the sequence once you confirm the agents you want to reach. Nobody on your team pushes a send button after that. Their job is answering the agents who reply and taking the meetings that come from it.

REPORTING

Know Which Agents Are Worth a Call This Week

Reporting is built around one question, which is who your rep should talk to today. You see open and reply activity per agent, which sequence each one is in, and how far along they are. Managed and Pro add a monthly call where we walk the numbers with you and adjust the sequences based on what performed.

Agent Sequence Activity Status
Dana Reyes 34104 · Collier
New listing sequence
6 opens 1 reply
Call today
Marcus Idowu 33901 · Lee
New listing sequence
4 opens No reply yet
Warming
Priya Shah 34240 · Sarasota
Returning client sequence
2 opens No reply yet
Protected
Ellis Ward 33957 · Lee
New listing sequence
1 open No reply yet
Sequence complete
PRICING

Outreach plans start at $150 per user, per month

Three ways to run it, from a single rep covering one county to a multi-county agency with full CRM integration.

See outreach pricing
FAQ

Common questions

Do we need a CRM to use this? +

No. PropOptix runs on its own. If your team already uses a CRM or TPS, Pro connects to it so replies and contact activity stay where your team works today.

How long until outreach starts going out? +

Under a week, and often faster. Accounts that do not need an integration can be live one day after the contract is signed.

Can we approve the messages before they send? +

Yes. On Managed and Pro we review every message with you and make changes until it sounds like your team. Nothing turns on before you sign off on the copy.

What happens when an agent replies? +

The reply goes straight to your sender address. Your team answers it directly, and we never sit in the middle of that conversation. Reporting shows you the reply came in and where that agent sits in the sequence.

Where does the listing activity come from? +

Live listing data for the territories you select.

How do you keep outreach away from agents we already work with? +

During setup you share your client list, prospect list, and any do-not-contact names. Those contacts stay out of prospecting sequences. Agents already closing with you get the returning-client sequence instead, which carries no pitch. On Pro, that suppression list syncs from your CRM or TPS so it stays current on its own.

Does this replace our business development team? +

No. It creates conversations your team would not otherwise have. Your reps still own every relationship, and they are no longer relying on finding spare time to stay visible.

What happens to our contacts if we cancel? +

They are yours. PropOptix does not hold your contact list or your sequences behind the subscription.

Ready to Keep Agent Outreach Running in Your Market?

Tell us the territories you want to grow. We will handle the messages that keep those agent relationships active between orders.

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