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Smart Alerts

Every Alert Tells You
Why You Got It.

Most tools bury you in pings and leave you guessing which ones are yours. PREP labels every alert with the reason it reached you, so you triage at a glance, and lets you choose which categories you get, in-app and email separately. A bell you can finally trust, watching the dates already in your CRM.

See why you got every alert Mute the categories you don't want In-app alerts on every plan
Alerts
3
  • Closing in 1 day

    221 Cedar Lane

    Critical
    You're on this deal
  • Follow up with Sarah Mitchell

    Overdue by 2 days

    High
    Assigned to you
  • Inspection contingency expiring

    742 Evergreen Terrace

    High
    You created this

Illustrative preview. Each alert shows why it reached you and routes only to the people responsible for the deal.

Built Different

See why you got it. Get only what matters.

Anything can ping you. The reason agents trust this bell is that every alert says why it reached you, and you decide which kinds you get in the first place.

Every alert tells you why you got it

A bare reminder makes you stop and reconstruct why it fired before you can act. PREP labels each alert with the reason it reached you, so you can tell what's yours to handle from what's an FYI without opening a thing.

  • Assigned to you

    This contact or deal is on your plate by assignment.

  • You created this

    You opened the record, so the deadline is yours to run.

  • You're on this deal

    You're a participant on the file the alert is about.

  • Shared with you

    Someone shared the contact or deal with you directly.

  • Team oversight

    You're an admin on the team this deal is placed in.

  • Your reminder

    You set the follow-up that just came due.

You choose which alerts you get

A firehose you can't turn down is just noise. Pick the categories you want, and set the bell and the email digest independently. Mute a category and it leaves your bell and your badge; everything else keeps flowing.

  • Contact follow-ups

    Follow-up dates and reminders coming due on your contacts.

    In-app bellEmail digest
  • Deal deadlines

    Closings, contingencies, expiring offers, and agreement dates.

    In-app bellEmail digest
  • Deal health

    Stalled deals that have gone quiet with no stage movement.

    In-app bellEmail digest

Set in-app and email separately, from your settings. Keep deadlines in the bell while you turn off everything in your inbox, or the other way around.

What It Watches

Six things a real estate deal can't afford to have slip

These aren't generic task reminders. Each one watches a date that lives inside a real estate deal, and fires when that date is close enough to matter.

Follow-ups due

When a contact's follow-up date arrives or a reminder comes due, the alert lands on the people who can see that contact. Hot leads don't go cold because the date scrolled off the bottom of a list.

Closings approaching

A transaction's close-of-escrow date raises a heads-up seven days out and a critical alert the day before. The deal you've been driving for weeks doesn't get a last-minute scramble.

Contingencies expiring

The inspection contingency window is the one deadline you can't get back. PREP flags it before it lapses so you protect your client's leverage, not explain why it's gone.

Offers expiring

An offer with an expiration on the clock raises a critical alert before it dies on the vine. Counter, follow up, or let it go, but decide on purpose, not by accident.

Agreement lifecycle dates

Listing and buyer-broker agreements raise alerts as they approach their term, going-live, and withdrawal dates. The representation paperwork that quietly expires gets a voice before it does.

Stalled deals

When a deal sits with no stage movement for two weeks, PREP says so. It's not a countdown, it's a nudge: the file you forgot you were carrying, back on your radar.

In-app on every plan

The bell tab, the Alerts page, the badges, and the toasts are not gated behind a tier. Every plan, including the free Starter plan, gets the full in-app alert surface.

Optional daily email digest

Turn on a once-a-day email that rolls up the day's alerts so the work reaches you even when you're not in the app. The digest is opt-in and one-click to unsubscribe.

How It Works

No rules to build. No dashboards to babysit.

The dates are already in your deals. PREP just makes sure they reach you in time.

1

PREP watches the dates already in your deals

Follow-up dates, closing dates, inspection deadlines, offer expirations, and agreement term dates. Nothing to configure. If the date is on the record, it's being watched.

2

It's routed to the right people, labeled with why

When a date gets close enough to matter, PREP raises an alert, sends it only to the people responsible for that contact or deal, and labels it with the reason you got it, so you know at a glance what's yours to act on.

3

You get the categories you chose, where you chose

Alerts land in your in-app bell and on the Alerts page, in the categories you keep turned on. Set email separately from the bell, and the optional daily digest reaches you even when you're not in the app. Open it, handle it, dismiss it.

Why PREP

The problem with alerts isn't too few. It's too many.

Every tool can ping you. The hard part is sending the right alert to the right person at the right time, and making the rest easy to ignore. That's the part PREP is built around.

You can see why

The problem

A bare 'reminder' with no context is a question, not an answer. You stop, click in, and reconstruct why it fired before you can decide whether it's worth acting on. That tax, paid on every ping, is why people abandon notifications.

PREP's approach

Every alert is labeled with the reason it reached you: assigned to you, you created it, you're on the deal, it's shared with you, team oversight, or your own reminder. You triage from the bell, telling what's yours to act on from what's an FYI, without opening anything.

Yours to tune

The problem

A firehose you can't turn down is just noise with extra steps. If the only control is all-on or all-off, you eventually pick off, and then the deadline alerts go with the spam.

PREP's approach

Three categories: contact follow-ups, deal deadlines, and deal health. You choose which ones you get, and set the in-app bell and the email digest independently. Mute a category and it leaves your bell and your badge; the rest keep flowing.

Routed, not broadcast

The problem

Most team tools fire every alert at everyone. The whole office gets pinged about a deal three of them have never touched, so people learn to ignore the bell entirely, including on the alerts that were actually theirs.

PREP's approach

An alert goes only to the people responsible for that contact or deal: the person who created it, who it's assigned to, who's a participant, who it's shared with, or a team admin on a team deal. Your personal contacts and deals stay private to the people who can already see them.

Stop running your deadlines from memory.

Move your deals into PREP and the dates start watching themselves. Every alert tells you why you got it, you keep only the categories you want, and the rest route to the people responsible. In-app alerts are free on every plan.

Start Free
In-app alerts on every plan · No credit card required · No setup
Example Scenario

A closing week, played out

Illustrative scenario showing how alerts work in practice. Names and details are not from real customers.

Mon
T-7
Routed
T-1
Done
Monday. You're running four files at once. The Cedar Lane closing is a week out, but it's buried under three other deals and a stack of follow-ups. You're carrying the close date in your head, which is exactly where dates go to get lost.

The change:You walked into closing day having been told twice, days apart, by the system that already had the date, instead of remembering it on your own and hoping you were right.

Step 1 of 5 — tap a number above to switch

Honest Fit

Who Smart Alerts is for, and who it isn't

Alerts surface the work. They don't close the deal for you. Here's who that actually helps.

It fits if you…

  • Agents juggling multiple active deals who run closing dates from memory
  • Transaction coordinators who need the file's deadlines without chasing the agent
  • Anyone who has ever let an inspection contingency or follow-up date slip
  • Teams that want alerts to reach the right person, not the whole roster
  • Agents who want the heads-up in-app for free, with email as an option

Skip it if you…

  • Anyone expecting alerts to do the work. PREP surfaces the deadline; you still have to act on it
  • Agents who keep their deals in a spreadsheet outside PREP, since there's no record for an alert to watch
  • People wanting SMS or push-to-phone alerts today. Phase 1 is in-app plus an optional email digest
  • Anyone who wants alerts for a teammate's personal contacts and deals. By design, those stay private to the people who can see them
Real Objections

The questions agents ask before trusting another bell

No pitch. If something here is a deal-breaker, better to find out now than three pings deep.

Concern

I already get notifications from my phone, my email, and my calendar. Why would I want another source of pings?

Because those don't know your deal. A calendar reminder fires whether or not the closing already happened, the contingency already cleared, or the offer already got accepted. PREP alerts read the live state of the deal: they stop firing once the work is done, and they only exist for deals you're actually on. Fewer, and each one means something.

Concern

Will this blast my whole team every time anything happens?

No. An alert is routed to the people responsible for that specific contact or deal: the creator, the assignee, the participants, anyone it's shared with, and a team admin for a team-placed deal. A teammate's personal contacts and personal deals never generate an alert for you. The point is the opposite of a firehose.

Concern

Do I have to set up alert rules, thresholds, and automations to get value?

No setup. If a transaction has a closing date, an offer has an expiration, an agreement has a term date, or a contact has a follow-up date, it's already being watched. You move your deals into PREP and the alerts start on their own. There's nothing to wire up.

Concern

What's free and what costs money? I'm tired of the 'notifications, but only on the $99 plan' trick.

The in-app alerts (the bell tab, the Alerts page, the badges, and the toasts) are free on every plan, including the free Starter plan. The optional daily email digest is also free on every plan and includes your deadline and deal alerts. The only paid line is contact follow-up rows inside the email digest, which start on the Agent plan. The in-app follow-up alerts stay free.

Concern

Is this going to tell me a deal is dead when it's just slow? I don't want to be nagged.

The stalled-deal alert only fires after two full weeks with no stage movement, and it's the lowest urgency: a nudge, not an alarm. If a deal is genuinely moving, the timer resets every time you advance a stage. And every alert is dismissable: clear the ones you've decided on and they leave your list.

FAQ

Questions agents actually ask

Will I get notified about follow-ups and deadlines?
Yes. Smart Alerts watch your contacts and deals and raise an alert when a follow-up is due, a closing is approaching, an inspection contingency or offer is about to expire, a listing or buyer-broker agreement is reaching a lifecycle date, or a deal has gone quiet. They show up in the in-app bell and on the Alerts page on every plan.
What kinds of alerts does PREP send?
Six rules ship today, organized into three categories. Contact follow-ups: follow-ups due. Deal deadlines: closings approaching, offers expiring, inspection contingencies expiring, and agreement lifecycle dates (listing and buyer-broker term, going-live, and withdrawal dates). Deal health: stalled deals with no recent stage movement.
How do I know why I got an alert?
Every alert is labeled with the reason it reached you, so you can triage at a glance: assigned to you, you created this, you're on this deal, shared with you, team oversight, or your reminder. You can tell what's yours to act on from what's just an FYI without opening anything.
Can I choose which alerts I get?
Yes. Alerts come in three categories: contact follow-ups, deal deadlines, and deal health. You choose which you receive, and you set the in-app bell and the email digest independently from your settings. Mute a category and it leaves your bell and your badge; the rest keep flowing.
Will my whole team get spammed with every alert?
No. An alert goes only to the people responsible for that contact or deal: whoever created it, who it's assigned to, who's a participant on it, who it's shared with, or a team admin for a team-placed deal. A teammate's personal contacts and deals never generate alerts for you.
Do alerts cost extra?
No. In-app alerts (the bell, the Alerts page, badges, and toasts) are free on every plan, including the free Starter plan. The optional daily email digest is also free and includes your deadline and deal alerts; contact follow-up rows in the digest are an Agent-and-up line.
Do I have to set up alert rules to get value?
No setup. If a transaction has a closing date, an offer has an expiration, an agreement has a term date, or a contact has a follow-up date, it's already being watched. Move your deals into PREP and the alerts start on their own.
Can I get my alerts by email?
Yes. Turn on the optional daily email digest and the day's follow-ups, deadlines, and deal alerts arrive in one once-a-day roll-up, so the work reaches you even when you're not in the app. It's opt-in and one-click to unsubscribe.
How do I stop an alert once I've handled it?
Open the alert's button to go straight to the contact or deal, which marks it read but keeps it in your list. Dismiss clears it and moves it to history. PREP also expires stale alerts on its own, so your bell doesn't pile up with things you've already dealt with.
When does the stalled-deal alert fire?
After two full weeks with no stage movement on an active deal. It's the lowest urgency, a nudge rather than an alarm, and the timer resets every time you advance the deal a stage, so a file that's genuinely moving never trips it.
Still have questions? Contact us →
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