What's included
Reduction in
manual data entry
What's included
The real problem:
Your agents use great tools. Those tools just don't talk to each other.
A typical national brokerage runs on: an MLS, a CRM (Salesforce, Follow Up Boss, LionDesk), a transaction management platform (Skyslope, Dotloop, Qualia), an e-signature tool (DocuSign, HelloSign), plus back-office systems for commissions, marketing, and reporting.
Each tool works great on its own. But getting data from one to another? That means your operations team copying and pasting — deal after deal, day after day. An agent updates a contract in Dotloop. Someone manually enters the close date into the CRM. Another person updates the commission tracker. Every manual step is a chance for typos, delays, and frustrated agents.
We don’t build fragile connections between tools. We build reliable, two-way integrations that keep your data in sync — so your agents focus on clients, and your ops team focuses on scaling, not spreadsheets.
Our standard for real estate brokerages
Mapped from your current deal workflow (lead → showing → offer → close → commission)
Every integration point documented (MLS, CRM, transaction management, e-sign, back-office)
Monitoring + error handling + audit trails built in
Clear ownership and handoff plan for your ops team
Deliverables
What's included
Strategy
We start by understanding how a deal moves through your systems today — and where it gets stuck.
- Lead capture
- Faster close
- MLS data format
Build
We roll out integrations in careful, managed steps — starting with your highest-volume or most painful workflow.
- Automation flows
- System integrations
- QA & testing checklist
Handoff
Everything we build is yours — fully documented and ready for your team to run, audit, or modify.
- Technical documentation
- Team training
- Operational runbook
Support
Even after launch, we’re here to make sure deals don’t stall because of a broken integration.
- System monitoring
- Iteration cycles
- Performance adjustments
How we work
A process built for brokerages
Clear checkpoints, honest conversations, and no hand-waving. Here’s how we turn disconnected systems into a unified operations backbone.
Discovery & Success Criteria
We look at how a deal flows today: from a lead in your CRM to a signed contract in Dotloop to a commission in your back-office. Where do your ops people copy and paste? Where do deals fall through the cracks? We agree on what success looks like: fewer data errors, faster close-to-commission, or cleaner agent reporting.
Map Workflows + Data Access
We document every step a deal touches: MLS listing data, CRM updates, contract status, e-sign completion, commission calculation. We identify which systems need to talk and what data should sync (and what shouldn’t). No surprises — just a clear integration map.
Build + Test + Security Review
We build in small, safe pieces: sync one field (e.g., close date from transaction platform to CRM), test with real deals, then expand. You see working progress every week and can give input early. We test with your actual workflows, not hypotheticals..
Launch + Monitor + Iterate
You go live with confidence. We monitor sync health, watch for conflicts, and track error rates. When your CRM updates its API or your transaction platform adds new fields, we update your integrations so your ops team doesn’t have to.
AI agents & internal tools examples
System integrations for real estate — real examples
What we’ve built for brokerages like yours
MLS → CRM sync (listings to leads)
- Cleaner CRM data.
Transaction management
- CRM reflects reality.
Back office operations
- Agents get paid faster.
FAQ
Common questions
Everything you need to know before we start working together.
How long does a typical automation project take?
That really depends on what you need. A single automated process can be up and running in just a few weeks. Bigger projects that connect multiple systems and use AI usually take longer. We’ll give you an honest timeline after our initial call — no guesswork, no surprises.
What access do you need to our systems?
We only ask for the bare minimum access needed to get the job done. For most projects, that’s just API keys or a secure login link (OAuth). We keep clear records of every access point and follow a simple rule: give each tool only the access it absolutely needs — nothing more.
Who owns the automations you build?
You own it completely. Every workflow and integration we build is yours. We give you clear documentation, so your team can handle updates or changes on your own. And if you’d rather us keep things running, we’re happy to stay on for ongoing support.
What happens if something breaks after launch?
We stick around after launch. If something goes wrong or needs tweaking, we’re here to figure it out and fix it fast. We also offer ongoing support and fine-tuning so everything keeps working smoothly as your business grows and changes.
How do you handle data security?
Yes, absolutely. We don’t push any specific platform — we work with the tools you already have. And if you have favorite vendors or an internal tech team, we’ll fit right in and collaborate smoothly.
Can you work with our existing tools and vendors?
That’s the whole point of our discovery process. We’ll work with you to spot the opportunities that save the most time, cut down on mistakes, and move your business forward — not just automate for the sake of it.
Do you offer ongoing maintenance?
Yes — keeping things running is central to how we work. We provide ongoing support, updates, and monitoring, plus regular fine-tuning, so your automations stay stable, fast, and ready to grow with you.
What if we're not sure what to automate first?
Each session runs about 50 to 60 minutes. We’ll figure out the right pace together — usually once a week or every two weeks, depending on what you need and how much time you have.