Manage transactions from contract to close without the spreadsheet chaos
Real estate transactions involve dozens of steps, deadlines, and parties. Workflow Automation connects every phase so nothing gets missed and every stakeholder stays informed automatically.
What this looks like
What we build
Transaction coordination: contract to inspections to appraisal to close
Lead nurture pipeline: inquiry to qualification to showing to offer
Listing workflow: prep to photography to MLS to marketing to showings
Referral follow-up: closed deal to thank you to check-in to referral request
Results
What you can expect
Every transaction deadline tracked and communicated automatically
Leads nurtured consistently from first contact to closing
Listings go live faster with coordinated prep workflows
Referral pipeline stays warm without manual effort
Automations
Specific automations
Add AI to Existing Software
Enhance your current tools with AI capabilities without replacing them
Learn more →AI Email Assistant Integration
AI that drafts replies and summarizes threads inside your existing email
Learn more →Customer Communication Workflows
End-to-end automation of customer touchpoints from inquiry to close
Learn more →Sales Pipeline Automation
Keep deals moving with automated tasks and reminders and escalations
Learn more →The engagement
What the engagement looks like
Timeline
Support included
What's included
- Custom build
- Full documentation
- Team training
- Integration with your tools
Ready to automate?
Let's talk about workflow automation for real estate for your business.