Overview
This automation runs when a rental property moves to a different status — for example, going to Listed for Rent.
It can message your agent, assign the right people, notify the team, and keep the property moving without anyone remembering to act.
Steps
Part 1: Build the Automation
Step 1: Open your rental status automations
Go to Automations.
Click Rentals.
Select Status Changed.
You will see your existing automations, or you can add a new one.
Step 2: Choose the pipeline and status
Select the pipeline — Rentals.
Select the status that triggers the automation. The video uses Listed for Rent.
You can trigger one automation from several statuses, or pick a single one. Choose more than one where the same follow-up applies at different points.
Step 3: Set your timing
Choose your delay preference — day-based or delay-based.
Step 4: Add an SMS step
Choose the recipient. For a rental going live, this is often the agent.
Select the contact for that person.
Choose the number the message sends from.
Step 5: Assign your team
Add an assign team members step.
Assign by role — the video uses Marketing Manager.
Click Confirm Assignment.
Choose your lead assignment option.
Hover over each assignment type in REsimpli to see how it distributes, then pick the one that suits your team.
Step 6: Add any other steps
You can also:
Notify team members, including everyone assigned to that property
Send an email
Add a note
Add tags
Unassign team members
Move to another automation
Stop other automations
Step 7: Save
Click Save. Your automation will appear in the list.
Part 2: Test It
Step 8: Change the status
Move a rental property into your trigger status — Listed for Rent in this example.
Step 9: Confirm it ran
The property will show in its new status. Check its automations and yours will be listed as active.
You may see more than one automation running. Several can be active on a single property at the same time, which is expected.
Step 10: Check the steps
Click the automation to see its scheduled actions.
You will see which steps have already been initiated, with the date and time each ran, and the remaining steps with their scheduled date and time.
Part 3: Track It
Step 11: See everything enrolled
Go to Automations, Rentals, then Status Changed.
Open the automation and go to Automation Enrollment.
You will see every property running it.
Step 12: Check an individual property
Click a property to see its steps, whether each has been executed or is still pending, and the execution date and time.
Important Notes
One automation can be triggered by several statuses. This is useful when the same follow-up applies at more than one point in a rental's life.
Listed for Rent is a natural trigger for agent communication and marketing work.
Several automations can run on one property at once, so seeing more than one is normal.
Assigning by role means the work follows whoever holds that role, rather than a named person.
The scheduled actions view distinguishes what has already run from what is still to come, with timestamps for both.
Troubleshooting
Your automation did not trigger
Check the pipeline and status on the automation match where the property actually moved. If you want it to fire at more than one point, add the other statuses to the trigger.
Your SMS did not reach the agent
Check the recipient and the specific contact selected on the SMS step, along with the sending number.
You see two automations on one property
That is expected. Several automations can be active at the same time.
Nobody was assigned
Check the role on the assign step, and that someone holds that role.
You want to know when a step will run
Open the automation from the property. Completed steps show when they ran; pending steps show when they are scheduled.
Summary
You built an automation for rental status changes. You opened Automations, Rentals, and Status Changed, and set it to trigger on one or more statuses such as Listed for Rent. You added an SMS to the agent, a team assignment by role with your chosen distribution, notifications, notes, and tags. You tested it by moving a property into that status and tracked the results through the property's scheduled actions and Automation Enrollment.