Features / Tasks, marketing and templates / Tasks, plans & automation

Tasks, plans and automation

Set-and-forget tasks and action plans that automate your career.

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Create and set automated action plans

Create and set automated action plans

Build powerful, automated action plans that you can assign to your clients and properties. We call them DNA Plans – the lifeblood and very core of your agency.

Design templates and assign

Design templates and assign

Create templates and assign them to your DNA tasks, and you have a systemised agency ticking the boxes for success.

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Your daily tasks

Your daily tasks

Check the Daily Tasks tab to complete your tasks for the day – the template / letter is preloaded, and all you need to do is print and send.

Reoccuring tasks

Reoccuring tasks

Yearly anniversary calls are made easy with recoccuring tasks. Just create a task and set it to repeat every year – you’ll never miss another call.

Conditional tasks

Conditional tasks

LockedOn’s conditional tasks allow you to send a letter if no email address if available, or vice versa. This means communication can continue no matter the circumstance.

Dynamic task assignment

Dynamic task assignment

The DNA Builder allows you to assign tasks dynamically – such as to the property PA, or the Sold By agent. Behind the scenes, LockedOn assigns the task to the right person for the job.

Try it for free for 30 days.

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