If you’re leading a real estate team, you’re probably spending more time than you’d like on email follow-ups, paperwork tracking, and manual onboarding. Humaniz was built to change that — and our latest product updates are designed to save you even more time while helping you scale faster.
This month, we’re launching four BIG upgrades that streamline your recruiting and team management processes from end to end.
1. Upload Documents During Onboarding
What it does: Agents can now upload licenses, W-9s, and other required forms directly within the Humaniz onboarding portal.
Why it matters: No more chasing down attachments or digging through inbox threads. This keeps your onboarding organized, trackable, and centralized. It also creates a seamless experience for your agent who is ready to hit the ground running.
2. Custom SMS and Email Messaging by Source
What it does: Automatically send personalized SMS and email messages to applicants based on where they came from — whether that’s a lead ad, referral, or walk-in.
Why it matters: First impressions are everything. Tailoring your initial outreach helps boost response rates, builds trust early, and gives you a competitive edge with top agents.
3. Assign One-Off Tasks
What it does: Create and assign one-time tasks on the fly to agents or staff. Think follow-ups, document reminders, or just a quick coaching check-in.
Why it matters: Flexibility without clutter. You get the ability to stay on top of the to-dos that surface day by day without adding unnecessary complexity to your existing processes. Every task is tracked and visible on the agent record.
4. Meta Account Quickstart
What it does: Connect your Meta ad account directly in Humaniz. Upload media, link your page, and get campaigns live faster — without relying on outside help.
Why it matters: This new flow cuts setup time and makes it easier to launch and optimize your Meta recruiting campaigns.
These Features Are Live — and Built to Save You Time
Every update we release is based on feedback from teams like yours — leaders who want to grow, but don’t want to waste time doing things the hard way.
If you’d like a personal walkthrough of these new features (or want help getting them live), we’re here to support you.
Let’s grow your team — without adding more work.
