Dashboard showing segmented buyer list and disposition workflow for real estate investors

Automations & Workflow Builder for Real Estate Investors

Automate, Optimize, and Scale Your Real Estate Business

IRIS empowers investors to automate repetitive tasks, streamline lead management, and build custom workflows—maximizing efficiency and growth.

SaaS dashboard with drag-and-drop workflow builder and automation nodes for real estate CRM

Why IRIS Automations & Workflows Matter in Real Estate

Workflow automation illustration showing connected cards for new lead, auto-reply, assign task, and deal closed

Manual processes slow down deals and create bottlenecks. With automation, you can:

  • Respond instantly to new leads and opportunities

  • Reduce human error and missed follow-ups

  • Scale operations without increasing overhead

  • Deliver a consistent, professional experience to every client

IRIS gives you the power to automate what matters and focus on growing your business.

Key Features of IRIS Automations & Workflow Builder

Feature panels highlighting drag-and-drop designer, multi-channel automation, templates, branching logic, and analytics

Drag-and-Drop Workflow Designer

  • Easily build custom workflows using a visual, drag-and-drop interface. Connect triggers, actions, and conditions to automate any business process.

Multi-Channel Automation

  • Automate communications across SMS, email, voice, and task assignments—ensuring every lead and deal is nurtured at the right time.

Pre-Built Templates & Triggers

  • Start fast with proven workflow templates for lead intake, follow-up, appointment reminders, contract management, and more.

Advanced Branching & Logic

  • Use conditional logic, delays, and branching to create sophisticated, personalized automation journeys for every client type.

Real-Time Analytics & Monitoring

  • Track workflow performance, identify bottlenecks, and optimize automation steps with actionable analytics and detailed logs.

Business Outcomes for Wholesalers and Investors

Manual processes slow down deals and create bottlenecks. With automation, you can:

  • Save hours each week by automating manual tasks

  • Increase lead conversion rates with instant, consistent follow-up

  • Scale your business efficiently—without adding headcount

  • Deliver a superior client experience with timely, automated communication

Outcome cards showing time saved, higher conversion, scalable growth, consistent follow-up, and client satisfaction

IRIS Automations & Workflow Frequently Asked Questions

What can I automate with IRIS?

Automate lead capture, follow-up, appointment reminders, contract management, deal stage updates, and more, customized for your workflow.

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Do I need technical skills to build workflows?

No coding required. The drag-and-drop designer makes it easy for anyone to build and launch automations.

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Can I customize automation triggers and actions?

Yes, choose from a wide range of triggers, actions, and conditions to tailor workflows to your unique business needs.

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How do I monitor automation performance?

IRIS provides real-time analytics, workflow logs, and actionable insights to help you optimize every automation.

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Is support available if I need help?

Access step-by-step guides, templates, and expert support through the Customer Success Hub.

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Start Automating Workflows With IRIS Today

Ready to accelerate your real estate business? Try IRIS free for 14-days. If it isn't everything we promised, cancel and we won't charge you a penny.

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