Automations just got smarter: introducing Smart Filters

Your time is valuable, and so is your prospecting data. That’s why we’ve taken automation to the next level with Smart Filters—giving you more control, sharper targeting, and better results, all with less manual effort.

With Smart Filters, you can now tailor your campaigns with precision. Whether you’re focusing on high-value properties, a specific location, or want to exclude listings that don’t fit your strategy, it’s all possible with just a few clicks.

Smarter targeting, simplified

Smart Filters now sit within your existing automation setup and help you focus on exactly who you want to reach. From property tenure and size to estimated value and area, these filters help you to sharpen your segmentation aligned to your marketing goals.

For example, if you want to target high-value homes in a certain area, just create your Smart Filter, apply the right criteria, and add it to an automation—then you’re ready to go. Your automation will only engage with the properties that match that filter—no need for extra admin.

Fully integrated and easy to apply

You’ll find Smart Filters built into the automation journey—ready to use with sales triggers, recent success campaigns, or anniversary mailings. Creating a new campaign is simple:

1. Name your automation
2. Pick a trigger (like “12 week – on the market”)
3. Select your Smart Filter
4. Choose your template, signatory, and schedule

Once your automation is live, it takes care of the hard work—keeping your messaging relevant and running in the background without any manual steps.

Smarter campaigns, better results

This is all about working smarter, not harder. Smart Filters reduce manual steps, increase engagement, and improve conversion rates. And because you’re reaching the right people with the right message at the right time, you’re also getting more return from every campaign—more instructions, better use of marketing spend, and ultimately stronger ROI. You’ll spend less time on admin and more time focusing on what matters—building relationships and winning instructions.

Want to see Smart Filters in action? Book a demo today and see how it can sharpen your strategy and save you time.