Real estate agents & brokerages — Automation for real estate agents and brokerages
Portal leads arrive while agents are in showings, and transaction paperwork gets chased by email until closing. These are the parts software can take over, with agents and brokers still deciding price, offers and anything about the deal. 40 automations fit, each with an example and workflow written for real estate agents & brokerages.
What real estate agents & brokerages automate
Showing 40 use cases for real estate agents & brokerages
- Calls & leadsPlanned for a clientAI receptionistWhen agents are in showings, an AI assistant answers sign and listing calls, books tours and passes offers to the agent.Real estate agents & brokeragesHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen an agent can't pick up, the caller gets a text asking which property or whether they're thinking of selling.Real estate agents & brokeragesHow it works
- Calls & leadsBuilt for a clientInstant lead responseZillow, Realtor.com and website inquiries get a reply about that listing right away, with tour times to pick from.Real estate agents & brokeragesHow it works
- Calls & leadsBuilt for a clientLead qualification & routingBuyer, seller and rental leads are sorted by area, price and pre-approval, then assigned to the right agent.Real estate agents & brokeragesHow it works
- Calls & leadsLead nurture sequencesBuyers months away from moving get new listings in their area and price range, and the agent hears when they reply.Real estate agents & brokeragesHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers questions about listings, open houses and the buying process on your site any hour, and books tours.Real estate agents & brokeragesHow it works
- Calls & leadsPlanned for a clientQuote follow-upSellers who got a listing presentation hear back on a schedule, and the agent is alerted when they reply.Real estate agents & brokeragesHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderA draft listing presentation is built from MLS sales, the home's details and your marketing plan, for you to price.Real estate agents & brokeragesHow it works
- SchedulingBuilt for a clientOnline self-bookingSellers book listing consultations and buyers request tours online, from the agent's real calendar.Real estate agents & brokeragesHow it works
- SchedulingAppointment remindersBuyers get tour reminders with the first stop and what to bring, and sellers get photo and walk-through reminders.Real estate agents & brokeragesHow it works
- Intake & documentsBuilt for a clientDigital intake formsSellers fill in an online property sheet with updates, systems, HOA details and showing notes before launch.Real estate agents & brokeragesHow it works
- Intake & documentsClient onboardingWhen a listing or buyer agreement is signed, the transaction file, seller prep and welcome steps start on their own.Real estate agents & brokeragesHow it works
- Intake & documentsDocument collectionClients get one checklist for disclosures, pre-approval and HOA documents, with reminders before contract dates.Real estate agents & brokeragesHow it works
- Intake & documentsBuilt for a clientDocument data extractionSigned purchase contracts are read for price, parties and deadlines, which go into the file and team calendar.Real estate agents & brokeragesHow it works
- Intake & documentsBuilt for a clientDocument generationListing agreements, buyer agreements and offer forms are prefilled from the CRM and listing, for the agent to finish.Real estate agents & brokeragesHow it works
- Intake & documentsDocument classificationDocuments agents upload are sorted into the right slot of each transaction file for broker compliance review.Real estate agents & brokeragesHow it works
- Intake & documentsVisit reports from field notesWalkthrough photos and voice notes become a property condition summary for the seller or buyer after review.Real estate agents & brokeragesHow it works
- Customer communicationCustomer status updatesBuyers and sellers get a text at each step from accepted offer to closing, and agents deliver bad news themselves.Real estate agents & brokeragesHow it works
- Customer communicationInbox triageOffers, lender updates, showing feedback and new leads in the agent's inbox are sorted, with deadlines flagged.Real estate agents & brokeragesHow it works
- Customer communicationAI reply draftingDrafts replies to buyer and seller questions from the listing, the contract dates and your process guides, for review.Real estate agents & brokeragesHow it works
- Customer communicationReview requestsBuyers and sellers get a review link for your Google or Zillow profile after closing, and new reviews are flagged.Real estate agents & brokeragesHow it works
- Customer communicationWin-back campaignsPast clients hear from you on their home anniversary with a value update, and the agent sees who may sell.Real estate agents & brokeragesHow it works
- Customer communicationRenewal remindersListing and buyer agreements nearing their end date are flagged for the agent, with an extension draft ready.Real estate agents & brokeragesHow it works
- Customer communicationMeeting notes & follow-upsBuyer and listing consults become a summary, task list and draft follow-up email in the CRM.Real estate agents & brokeragesHow it works
- Customer communicationSupport ticket triageAgent requests to the brokerage, like sign orders, compliance questions and flyers, are tagged and routed.Real estate agents & brokeragesHow it works
- Billing & paymentsBuilt for a clientInvoicing automationAt closing, each agent's brokerage fees are drafted from the commission statement and their plan.Real estate agents & brokeragesHow it works
- Billing & paymentsPayment remindersAgents with unpaid monthly desk or tech fees get reminders with a payment link, and they stop once paid.Real estate agents & brokeragesHow it works
- Billing & paymentsFailed payment recoveryWhen an agent's card on file declines for monthly fees, they get a secure update link, and unpaid ones go to the broker.Real estate agents & brokeragesHow it works
- Billing & paymentsSupplier invoice processingPhoto, staging, sign and print invoices are read, matched to the listing and agent, and drafted as bills.Real estate agents & brokeragesHow it works
- Billing & paymentsExpense receipt routingReceipts for open house supplies, flyers and lockboxes are matched to card charges and coded to the listing.Real estate agents & brokeragesHow it works
- Billing & paymentsBank and payment reconciliationCommission wires and checks from title are matched to each closing and agent split, with gaps flagged.Real estate agents & brokeragesHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA board shows every new listing's prep stage, from repairs to photos, staging, MLS draft and live.Real estate agents & brokeragesHow it works
- Inventory & operationsBuilt for a clientApproval workflowsCommission disbursement forms, split exceptions and marketing spend go to the broker to approve, with a record of each.Real estate agents & brokeragesHow it works
- Inventory & operationsCompliance trackingAgent licenses, CE deadlines, E&O coverage and MLS dues are tracked for the broker, with reminders before they lapse.Real estate agents & brokeragesHow it works
- Inventory & operationsRecurring task coordinationWeekly seller updates, listing checks, sign checks and open house prep are assigned on schedule and chased.Real estate agents & brokeragesHow it works
- Team & HREmployee onboardingNew agents get the contractor agreement, license transfer, MLS access and system logins set up before their first deal.Real estate agents & brokeragesHow it works
- Team & HRStaff schedulingFloor duty and open house coverage are drafted from agent availability and listings, then sent out and filled.Real estate agents & brokeragesHow it works
- Data & reportingBuilt for a clientSystem syncKeeps contacts, transactions and commissions in step between your CRM, transaction system and accounting.Real estate agents & brokeragesHow it works
- Data & reportingAutomated reportingThe team lead gets a weekly report on leads by source, appointments, pending deals and expected closings.Real estate agents & brokeragesHow it works
- Data & reportingData cleanup and alertsFinds duplicate portal leads, leads with no agent or next task, and closed clients never tagged as past clients.Real estate agents & brokeragesHow it works
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