Inbound lead router
Every form, every IDX, every Zillow inquiry funnels into your CRM with the right tags, the right source, and the right first-touch automation.
Course · Members access
For realtors done babysitting admin. Build a lean Zapier system that connects your CRM, email, calendar, and lead sources automatically.
What you'll build
Stop copying data between tools. By the end you have a lean Zap stack that catches every lead and routes it where it needs to go.
Every form, every IDX, every Zillow inquiry funnels into your CRM with the right tags, the right source, and the right first-touch automation.
Showings auto-block your calendar, auto-confirm the lender, auto-send the buyer the property packet. One zap chain, four manual steps eliminated.
Under-contract triggers a 32-step task list across email, calendar, and your TC tool. Nothing falls through.
Who this is for
You have eight tools open and you still drop the ball. Zapier collapses them.
The course doubles as a TC/ops curriculum for the person installing systems.
Until you can hire a transaction coordinator, this is your transaction coordinator.
How it works
Format. Weekly modules with a deliverable at the end of each week. The platform tracks your progress and gives you a place to compare notes with the cohort.
Prerequisite. Active Zapier paid plan. Without it you cannot complete the deliverables.
Full syllabus available inside the platform. We do not publish the week-by-week breakdown publicly because the lessons reference active client systems and proprietary prompts.
Ready to start
Create your free account, open the classroom, and unlock this track with Pro. Built for working operators, not curious tourists.