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Automating your Real Estate ZMA

Figgy

ZMA-style outreach is a disciplined way to stay in front of prospective sellers—people in your sphere, past clients, or others—by putting real property context (like an estimate snapshot) in front of them and inviting a low-pressure conversation instead of a hard pitch. Done consistently, it keeps you in the running when they start thinking about timing, pricing, or a move—without burning the relationship. The old way is a grind of manual lookups, screenshots, and one-off drafts that most agents can’t sustain, so the tactic becomes a spur-of-the-moment burst instead of a system.

Figgy includes a preloaded ZMA skill among its real estate workflows. The demo shows a one-off test to your own inbox, then scheduling the same logic to run daily for contacts with a specific CRM tag, with a report of who received outreach.

What the workflow actually does

For each run, Figgy works through pieces like:

  • Identify the person — ideally from your Figgy CRM record; if they are not there yet, you can supply details in chat.
  • Grab an estimate context — in the video, that includes finding the home on Zillow and capturing a screenshot to embed.
  • Send with the right shape — Figgy supports templates suited to email and to SMS (shorter copy for text).

The screenshot matters beyond decoration: it gives the recipient something concrete to react to—where Zillow got a photo, whether square footage looks off, or how the estimate compares to their mental model—so the reply rate is often about the data, not a generic “checking in.”

CRM-first, so the message fits the contact

Because Figgy maintains contacts and context, you can say who the ZMA is for and it can pull the right record instead of you retyping addresses or deal history. That is what keeps the outreach from feeling like a mail merge.

From one test email to a daily habit

After the test lands, the presenter asks Figgy to run a recurring version: each morning, find CRM contacts tagged as listing prospects, run the ZMA process for them, and email a report summarizing which prospects were contacted.

Figgy creates a customized skill (your rules for voice, channel mix, and guardrails) and attaches a schedule—in the demo, 9:00 a.m. You can edit the skill or schedule later in chat if your follow-up rules change.

Pulling it together

If you are evaluating ZMA real estate automation, use the questions implied by the video: Does it anchor to real property context (not just a paragraph of AI text)? Does it fit your CRM? And does it scale as a repeatable process—with visibility into who was touched—rather than a one-off generation?

Watch the walkthrough, then open Figgy and run a test ZMA to yourself before rolling it out to tagged prospects on a schedule.