473 secVideo Email Campaigns
Create Your First Video Email Campaign
Learn to build your first video email campaign step-by-step with our founder trial training.
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Video walkthroughs and written guides to the work behind better follow-up: distributing leads, tracking team calls, managing email campaigns, and setting up AI agents.
473 sec
55 secLead Management
Focus on High-Value Leads with Automatic A.I Priority Scoring
Learn how to identify hot leads with a real-time AI priority scoring system based on engagement.
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42 secReporting
How to Track Your Real Estate Team’s Calls and Follow-Ups
Switch between team activity and your own performance while keeping the same reporting window in LeadBolt.
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58 secReferrals
How to Manage Lender Assignments and Real Estate Partner Referrals
Keep internal lender assignments and connected partner referrals organized from a contact’s record.
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44 secAI follow-up
How to Set Up an AI Agent for Real Estate Lead Follow-Up
Describe your lead qualification goal in plain language and review the agent instructions that AI Assist proposes.
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46 secReporting
How to Measure Real Estate AI Follow-Up Performance Over Time
Compare reporting windows to understand AI conversation activity and reply rates in LeadBolt.
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30 secLead follow-up
How to Track Calls, Texts, and Follow-Ups for Real Estate Leads
Review calls, emails, texts, notes, and follow-up activity in one searchable LeadBolt timeline.
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41 secTeam management
How to Assign Real Estate Leads to Agents in Bulk
Distribute multiple CRM contacts to a team member in one action and review the changes before applying them.
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43 secEmail marketing
How to Manage Real Estate Email Campaigns and Follow-Up Sequences
Find one-time email broadcasts, automated follow-up sequences, and reusable templates in one LeadBolt workspace.
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30 secEmail marketing
How to Connect Outlook Email to Your Real Estate CRM
Connect Microsoft 365 or Outlook to LeadBolt and send follow-ups from the business email address your leads recognize.
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42 secEmail marketing
How to Save Real Estate Email Lists for Future Campaigns
Save a filtered group of contacts and reuse it for your next real estate email broadcast.
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30 secEmail marketing
How to Target Real Estate Emails by Lead Source and Tag
Choose a focused email audience using lead sources and tags in LeadBolt’s broadcast builder.
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43 secEmail marketing
How to Edit and Preview Real Estate Email Templates
Create a reusable plain-text follow-up email and check your latest edits before sending it to leads.
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