Industries · Real Estate
Automation for real estate businesses
Real estate teams get leads from portals, sign calls, open houses and referrals. Speed and organization decide who gets the client. The paperwork side of a transaction is a long checklist that rarely changes.
Where time goes today
- Portal leads that go cold before an agent responds
- Leads routed unevenly across a team
- Showing requests coordinated through long text threads
- Transaction checklists tracked in spreadsheets
Automation opportunities
● Example workflowsLead capture and fair routing
Leads from every source land in one place, are summarized, and are routed by your rules (area, price range, rotation), with an agent notified immediately.
- Lead arrives from portal or site
- Details summarized
- Routed by your rules
- Agent notified
- Response drafted for approval
Showing coordination
Buyers choose from available times. Confirmations and directions go out, and feedback requests follow the showing.
- Buyer requests showing
- Availability checked
- Confirmation sent
- Feedback requested after
Transaction checklist automation
From contract to close, deadlines are tracked, documents requested and parties reminded, and the agent sees only what needs them.
- Contract accepted
- Deadlines created
- Documents requested
- Reminders sent
- Agent alerted to issues
Tools we often see
Examples only. We work with what you already use where it has an official integration.
- Follow Up Boss
- kvCORE
- HubSpot
- Google Workspace
- DocuSign
- Dotloop
What we won't automate
- • Pricing and negotiation advice
- • Disclosures and legal judgment
- • Fair-housing-sensitive decisions
Related solutions
Serving South Florida businesses from Boca Raton to Jupiter, and clients nationwide remotely.
Let's find the busywork in your real estate business
Let's identify the repetitive work slowing your business down and explore what a smarter process could look like.
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