Most real estate agents are sitting on a list of homeowners who are statistically likely to sell in the next year, and they have never sent those people a single email. Not because they do not care. Because the moment they open the Home Platform, they freeze. How do I select everyone? What do I write? Will this feel spammy?
Why most real estate agents never email this list
The blocker is almost never the technology. It is confidence.
A real estate agent I work with recently told me straight out that she had already tagged her contacts and still could not bring herself to hit send. She knew the names. She knew the neighborhood. She just did not trust the process.
We worked together and had it done in about five minutes. That is the real lesson here. The workflow is short. The fear is long.
What is a “Likely to Sell” list in the Home Platform, really?
It is a group of contacts your the Home Platform has flagged as having a higher probability of listing, based on behavior and data signals rather than on you guessing.
It is not a guarantee. It is a priority order. Think of it as your platform telling you which thirty conversations to have first instead of which three hundred to have randomly.
That distinction matters, because it changes the tone of your email. You are not pitching. You are offering information to someone who might actually want it.
The five step workflow
Here is the sequence I teach…
1. Go to the Likely to Sell section of the Home Platform, not to your general contacts list.
2. Click the checkbox at the very top of the list, next to the name column.
3. Choose select all, so you capture every contact and not only the ones visible on your screen.
4. Click email. The Home Platform will draft a starting message for you and merge in each recipient’s first name automatically.
5. Edit the draft like a normal email, then optionally you can use the personal note feature to customize individual copies before you send.
That is it. Five steps, start to finish.
Why start from the list instead of a tag?
Because tags and smart lists are not the same thing, and they drift apart fast.
I have watched a real estate agent filter by a “likely to sell tag” and get forty seven contacts, while the platform itself was showing well over one hundred likely to sell recommendations. The tag only captured what she had manually gotten around to tagging.
There is a second reason. The built in list usually tracks who you have already contacted and moves them into a completed state. Your manual tag does not do that, which means you risk emailing the same homeowner three times in a month.
Why select all matters more than you think
Clicking the header checkbox often selects only the contacts loaded on the current page. You feel like you grabbed everyone. You grabbed twenty five people.
Look for the select all confirmation that appears after you click. The Home Platform tells you the total number of recipients before you send, read it. That number is your sanity check.
How do you keep a bulk email from feeling like a bulk email?
Use the personal note feature, and use it on the twenty percent of the list you actually know.
Here is how it works. After you draft your main message, you click into one individual recipient and start typing. Those edits apply only to that person’s copy. Everyone else still receives the original.
So the neighbor you coached through a bidding war last spring gets a sentence that references it. The rest of the list gets a clean, useful, neutral message. Same send, completely different experience on the other end.
This is what personalization at scale actually looks like. It is not a writing problem. It is a workflow problem.
Should you send one email or break the list up by area?
Ask yourself one question. Can every person on this list read this exact message and find it relevant?
If you have a homeowner in Hudson County and a second home owner in another state on the same list, the answer is probably no. Split it.
If your message is genuinely general, something like an offer to send a report of recent activity near them, one send is fine.
Why these templates use vague language on purpose
A lot of built in CRM’s like the Home Platform drafts say something like “there is something interesting happening in your area”. Real estate agents hate that line. It feels empty.
I get it, but there is logic behind it. Interesting is neutral and general. It works whether the local market news is good or bad, which matters when one message is going to five different towns.
My take: if your list is one neighborhood, delete that word and get specific. Name the activity. If your list spans several markets, leave the neutral framing and let the reply be where you get specific.
And whatever the draft gives you, rewrite the first sentence and the subject line in your own voice. Those two lines are the entire difference between a template and a personal brand.
What to do this week
You can run all of this in one sitting. Here is the order.
1. Open the Home Platform and compare your likely to sell list count to your likely to sell tag count (if you made one). If the numbers do not match, trust the list.
2. Scan the list and remove anyone who clearly does not belong, like a former client who moved out of your market.
3. Open the bulk email tool and rewrite the subject line and the opening sentence in your own words.
4. Personalize five individual copies using the personal note feature. Five. Not fifty.
That is a real marketing action, done in under an hour, with zero ad spend.
Frequently asked questions
How many contacts should I email at once?
Send to the full likely to sell list if the message is relevant to all of them. There is no advantage to artificially shrinking the list. The only reason to split is relevance, such as different towns or different property types. Localizing and sending to a smaller niche will make it feel even more personal, but obviously, it will take more time.
What if some of my emails do not send?
That is normal. The Home Platform will quietly exclude addresses they already know are undeliverable, so your recipient count may come in slightly lower than your contact count. It is the platform protecting your sender reputation, not an error on your end.
How often should I email my likely to sell list?
A useful rhythm for most real estate agents is once every six to eight weeks, with a genuinely helpful piece of information each time. Lean on your CRM’s completed status so you are not re contacting the same homeowners too quickly. But in that timeframe, it would be great to also target those contacts via postcard in the mail, or general marketing materials. Keep you on their mind.
Do I need a fancy subject line?
No. You need a specific one. A subject line that names the neighborhood or the type of information you are offering will beat anything clever, because homeowners open email about their own street.
If you want to talk through how this fits your database or your market, my door is open. Send me a note any time and we can work through it together.