SetMate workflows
Explore the workflows behind your next deal
Explore focused guides to lead data, deadlines, field routing, and follow-up. These workflows connect to property evaluation, agreements, and buyer marketing in the same CRM.
Foreclosure leads
Keep the property, owner, auction deadline, outreach, field work, and next action together from first review through appointment.
Explore the workflowAuction deadlines
Turn trustee sale and auction dates into a daily acquisitions queue without losing the source and status context behind each deadline.
Explore the workflowDoor-knock routing
Create field routes from lead priority, carry property context to every stop, and return knock outcomes to the acquisitions record.
Explore the workflowFollow-up automation
Schedule relevant SMS, email, and call tasks while keeping replies, consent status, notes, and the next appointment action on the lead.
Explore the workflow