Enterprise Automation USE CASES · REAL ESTATE

What we automate for real estate.

Leads arrive from portals, ads, and social pages at all hours — and the buyer who waits an hour for a reply has already messaged three other agents.

For DevelopersBrokersAgents

Automate your real estate business See the workflows →

WHY IT MATTERS

7×

as likely to qualify a lead when firms responded within an hour as when they waited even an hour longer.

Harvard Business Review, 2011 ↗

42 hrs

average first response to an online lead, among the companies that replied within 30 days.

Harvard Business Review, 2011 ↗

77%

of repeat home buyers in the US interviewed only one agent before choosing.

NAR Profile of Home Buyers and Sellers, 2024 ↗

SIX WORKFLOWS

From manual to automated, one workflow at a time.

Start with the one that costs you the most hours. Each runs on its own, and they get stronger together.

01 Lead capture from every source Inquiries from listing portals, social ads, and your website land in one CRM within seconds. 02 Instant routing to the right agent Leads assigned by project, location, or round-robin — with an instant first reply so no one waits. 03 Follow-up that never forgets Nurture sequences that keep buyers warm for weeks and stop the moment they reply. 04 Site-viewing scheduling Buyers pick a slot; the agent, the buyer, and the calendar are confirmed and reminded automatically. 05 Document checklists Reservation requirements collected and tracked per buyer, with reminders for anything still missing. 06 Payment & collection tracking Due-date reminders, payment schedules, and collection reports for developers — without the spreadsheet.

Lead capture from every source

Best for: Developers · Brokers · Agents

The manual way

Inquiries arrive in the Facebook inbox, the listing portal, the website form, and agents’ personal phones. Some get copied into a spreadsheet. Some don’t.

Automated

Every lead from every channel lands in one place, tagged with where it came from — so you finally know which ads and portals produce buyers.

How it works

Trigger Inquiry arrives — ad form, portal, website, or chat
Step 1 Captured in one CRM with its source and project
Step 2 Duplicates merged with existing contacts
Outcome Lead ready for routing within seconds

Instant routing to the right agent

Best for: Developers · Brokers

The manual way

New leads wait in a shared inbox until someone assigns them. By the time an agent calls, the buyer has already spoken to someone else.

Automated

Every lead gets a reply within minutes and a named agent, day or night. Nothing sits in a shared inbox waiting to be noticed.

How it works

Trigger New lead in the CRM
Step 1 Assigned by project, location, or round-robin
Step 2 Instant reply to the buyer with next steps
Outcome Agent alerted on their phone; unclaimed leads escalate

Follow-up that never forgets

Best for: Developers · Brokers · Agents

The manual way

Agents follow up hard for a couple of days, then the lead goes quiet and is forgotten — even though buying decisions often take weeks.

Automated

Every lead gets consistent follow-up for as long as it takes, and agents spend their time on the buyers who actually reply.

How it works

Trigger Lead hasn't booked a viewing
Step 1 Helpful messages over the following weeks — new units, price updates, financing info
Step 2 Any reply stops the sequence
Outcome Agent picks up the live conversation

Site-viewing scheduling

Best for: Developers · Brokers · Agents

The manual way

Viewings are arranged over a dozen messages, nobody tells the site, and the buyer arrives to a locked showroom.

Automated

Viewings book themselves, everyone who needs to know does, and every visit is followed up while the buyer still remembers it.

How it works

Trigger Buyer picks a slot from live availability
Step 1 Agent, buyer, and site calendar all confirmed
Step 2 Reminders with directions the day before and on the day
Outcome Post-viewing follow-up and feedback logged to the CRM

Document checklists

Best for: Developers · Brokers

The manual way

Reservation requirements are chased one message at a time, and nobody is sure which buyer is still missing which document.

Automated

Every buyer’s file has a live status. Agents stop chasing paperwork and start closing, and nothing stalls because one ID was missing.

How it works

Trigger Reservation made
Step 1 Buyer gets a personal checklist and upload link
Step 2 Each document tracked as received or missing
Outcome Reminders until the file is complete — then the agent is told it's ready

Payment & collection tracking

Best for: Developers

The manual way

Payment schedules sit in spreadsheets, reminders depend on someone remembering, and the monthly collection report takes days to put together.

Automated

Buyers are reminded before they’re late, finance sees who has paid in real time, and the collection report is ready when you ask for it.

How it works

Trigger Sale closed and payment schedule set
Step 1 Reminders sent ahead of each due date
Step 2 Payments matched and the ledger updated
Outcome Overdue accounts flagged; collection report generated automatically

ADD AN AI LAYER

Where AI takes it further.

Automation handles the repeatable steps. AI handles the conversations and the writing around them.

Instant lead qualification

Replies in seconds, asks budget, timeline, and location, and hands hot leads straight to an agent.

Listing descriptions

Property write-ups and social captions drafted from a spec sheet in your voice.

Property Q&A

Buyers ask about units, terms, and amenities and get accurate answers from your own project data.

Start with a landing page per project

Every lead workflow above starts with a form. A dedicated landing page for each project or listing captures leads cleanly — with the source tagged — and hands them straight to your CRM.

See how we build it →

OTHER INDUSTRIES

We also build for…

Clinics Dental · Dermatology · Aesthetic · Pediatric · Physical therapy Restaurants Dine-in · Takeout & delivery · Multi-branch

Which of these is costing your real estate business the most?

Book a free call. We'll look at how your real estate business runs today and tell you which workflow to automate first — and what it's worth.

Book My Free Discovery Call