Offer-to-contract automation for a property brokerage
A brokerage was assembling and chasing purchase offers by hand across email, spreadsheets and a CRM that nobody trusted. We modelled the whole offer lifecycle as automated workflows, generated the contract PDFs from templates, and closed the loop by tracking replies back into the pipeline automatically.
- ~15hof manual admin removed per week
- 1 sourceof truth for offer status, replacing three
- Same dayturnaround on offers that previously took days