Sales Automations

Set the rule once. Let ProspectOS watch your patch.

ProspectOS monitors the properties in your postcodes, spots the signals you care about and triggers the right letter or postcard automatically, or holds it for review when you want control.

Price reduced twice in SW11
ActiveReview required
LIMIT
38/100
Signal detected
Safety checks
Letter queued
Pipeline tracked
Back to market, 3 bed terrace, SW11
12
Pending review
38
Sends this month
How it works

How ProspectOS automations work

Choose the criteria once. ProspectOS keeps watching the market in the background — using the same property intelligence as the Map — and turns the right signals into controlled prospecting activity.

Watch the patch

ProspectOS monitors the postcodes your branch is set up to work, using the same branch and postcode access as the rest of the platform.

Match the rule

A property qualifies when it hits the criteria you choose, such as price reduction, withdrawn, back to market, sold nearby or off market propensity.

Check before sending

The system checks entitlement, own listing safety, duplicate send rules, wallet balance and any limits you have applied.

Send or review

The campaign can go out automatically, or the matched property can wait in the Review Queue for your team to approve.

Automation types

Four ways to automate your prospecting

From instant reactions to longer journeys, ProspectOS gives your team the right level of automation for the moment.

Instant Automation

Fast moving signals

Trigger a campaign as soon as a property matches your rule. Ideal for moments where speed matters and you want to reach the vendor before another agent does.

Use cases
Price reductionsBack to marketFall throughsWithdrawn listingsNew to marketStatus changes

Trigger Journey

Multi step follow up

Build a sequence with waits, checks and follow up messages. Useful when one letter is not enough and the opportunity needs a timed journey.

Use cases
Introductory letterWait 14 daysCheck if availableFollow up messageStop on status change

Sold Near You

Local proof into action

When your branch or a competitor sells nearby, ProspectOS can trigger a campaign to surrounding homes and help you turn market activity into new conversations.

Use cases
My recent salesCompetitor salesSold or SSTC triggersRadius targetingPer-event limits

Off Market Opportunity

Beyond the portals

Target properties that are not currently listed but show signs they may be worth approaching, using propensity bands, confidence levels and reason tags.

Use cases
Long ownershipHigh propensityListing historyPrice historyPostcode coverage
Automation modes

Hands off when you want speed. Review mode when you want control.

Every automation can send automatically or pause matched properties in the Review Queue before anything goes out.

Use Automatic mode when the rule is trusted and speed matters. Once the property qualifies and passes safety checks, ProspectOS queues the send automatically.

Price reductionsBack to marketWithdrawn listingsClear repeatable rules

Use Review Required mode when you want the team to approve each matched property first. Perfect for new rules, higher value campaigns or branches that want oversight before spend is committed.

New automationsHigher value sendsManager approvalBulk review workflows
Review Queue
Properties waiting for approval
12 properties
Select all
23 Example Road, SW11
Price reduced twiceHigh
47 Sample Lane, SW11
Back to marketMedium
Controls and safeguards

Automation without losing control

ProspectOS gives you the background engine, but keeps the controls visible, practical and branch safe.

Monthly limits

Set a send cap so each automation stays inside the level of activity you are comfortable with.

65%

Review mode

Hold matched properties for approval before they are dispatched.

Enabled

Pause anytime

Turn an automation on or off from the list without rebuilding the rule.

Branch scoped

Automations follow the active branch and the postcodes that branch is allowed to work.

SW11 Branch

Insights link

Open performance reporting for an automation and see how it contributes to campaign results.

View campaign Insights →
System integration

From automation to instruction tracking

Every send can flow into the wider ProspectOS property intelligence platform, so your team can work the opportunity and see which activity contributed to results.

1

Automation sends campaign

The property matches your rule and the selected letter or postcard is queued.

2

Studio template selected

The campaign uses your approved design and written template.

3

Reply or scan comes in

A QR scan, call, reply or form response can create an early opportunity.

4

Pipeline follow up

The team can work the property through follow ups, valuations and outcomes.

5

Insights attribution

Performance can be reviewed by campaign, automation, postcode and result.

Sales Automations

Watch your patch. Automate your outreach.

Book a walkthrough and see how automations monitor your postcodes, spot the right signals and trigger perfectly timed direct mail campaigns automatically.

30 min
Walkthrough
Live
Your Postcodes
No setup
Required
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