Explore property-linked contacts, drive routes, AI contract preparation and personalized campaigns in the actual CRM. Then try a sample deal. Detailed walkthroughs are shared privately.
Actual SetMate screens Fictional data
Keep owners, related contacts and their different numbers together. See available caller-name, carrier and line-type context on imported and skip-traced numbers before you call.
Multiple contacts per address · Available CNAM and carrier context
FROM FIRST SIGNAL TO FINAL HANDOFF
Explore an interactive example of the SetMate workflow. Change the details and see how the same deal carries through.Illustrative preview with fictional data. Full product walkthroughs are shared privately.
Build a drive route around the properties you want to reach. Spot another opportunity? Driving for Dollars turns an address, a photo and your notes into a lead your team can work.
Work the owner, co-owner and other contacts connected to a property. Call their different numbers with available CNAM caller-name, carrier and line-type information alongside each number.
Capture photos, video and the seller conversation in the field. Bring the visit together with AI analysis, comps, repair assumptions and offer scenarios.
Import your PDF and let AI help identify signature, initial and date fields and who completes them. Review the suggestions, fill from CRM data and keep the agreement moving.
Carry the opportunity into disposition. Match buyers, prepare marketing materials and reach your list with built-in email blasts and sequences. Keep the property and the buyer conversation connected.
LEAD DISCOVERY
3 of 3 sample properties shown
Build a drive route around the properties you want to reach. Spot another opportunity? Driving for Dollars turns an address, a photo and your notes into a lead your team can work.
Your sample changes stay with the deal as you switch stages.
KEEP THE RELATIONSHIP MOVING
A seller’s situation changes. Your follow-up should reflect the conversation, the property and the people involved.
Choose the people connected to the property, your tone and your cadence. SetMate uses the lead’s notes, messages, call transcripts and property context to draft a tailored plan. Refine it in plain language, review the messages and activate when ready. Replies stop that recipient’s sequence; call steps remind your team to make the call.
Connect your mailboxes, send an email blast or build a sequence, and track replies in SetMate’s email workspace. Keep lists, unsubscribe handling and follow-up organized without moving the campaign into a separate email product.
Select recipients and a template, review the proof and quote, then approve a mailing in your configured direct-mail workspace. Email campaigns and direct mail have their own workflows today; broader AI coordination across these channels is expanding.
SetMate is built for rapid feature development around real acquisition work. We move quickly from team feedback to new capabilities, adding and refining AI features as the technology advances.
Let’s look at your market, your leads and the way your team works. We’ll show you where SetMate fits.
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