14 Hours a Week. Back On Your Side.
for Real Estate Agents
A property transaction involves 40+ administrative touchpoints from accepted offer to settlement — milestone notifications, compliance checklists, document requests, finance status updates, and settlement confirmations — most of which are currently handled manually by the agent or their PA. AI workflow automation replaces the manual touchpoints with triggered sequences that fire based on what actually happens in the transaction: when an offer is accepted, the compliance checklist triggers; when finance is approved, both buyer and vendor receive a settlement timeline update; when settlement completes, a post-completion review sequence begins. The agent is notified only for decisions and conversations that genuinely require their involvement — everything routine runs automatically.
Automating ops for agencies, real estate teams, gyms, and clinics across US, UK & Australia
What Real Estate Agents typically see in 90 days
Based on average across active automation deployments
The problem
Automate the transaction admin. Focus on the relationship.
Sound familiar? These are the three problems Real Estate Agents tell us they were dealing with before working with us.
Offer paperwork, contract follow-ups, and settlement tasks handled manually by the agent or their admin, consuming hours of time per transaction that should be spent on listing and selling rather than administrative follow-through.
No automatic check-in sequence for buyers waiting on finance approval — a nervous buyer gets no update for two weeks because the agent is occupied with other deals, damaging the relationship at the most sensitive point in the transaction.
CRM data going stale because updating it falls to the agent after each interaction — meaning pipeline reporting is inaccurate, deal management is guesswork, and the principal has no reliable view of business at any given time.
The solution
What it actually does for Real Estate Agents
Three outcomes you'll see in the first 30 days. These aren't promises - they're what our Real Estate Agents clients report consistently.
Automated milestone notifications for buyers and sellers at every stage of the transaction — offer accepted, finance approved, settlement date confirmed — so both parties feel informed and the agent's communication load is reduced without reducing client service quality.
Compliance and contract checklists triggered automatically when a deal is accepted — the agent receives a task list, required documents are requested from each party, and deadlines are tracked without a manual process behind them.
CRM updates triggered automatically from calendar events, calls, and emails — when a viewing is completed, a follow-up call is logged, or an offer is submitted — keeping the pipeline current without manual data entry from the agent.
What's included
Everything included for Real Estate Agents
Process Audit
We walk every workflow in your business to find the 20% of manual tasks eating 80% of your team's time.
n8n / Make Build
We build your automations using n8n or Make - connecting every tool in your stack without a single line of code from you.
Live Monitoring
Every automation monitored, logged, and maintained. Something breaks overnight, we fix it before you wake up.
Your first automation
live within 7 days.
Workflow Audit
We interview your team, record your process walkthroughs, and map every manual task to its automation potential. You see exactly what we'll build before we build it.
Architecture Design
We design the full automation stack - which tools connect to what, every trigger and action, every edge case handled. You approve the blueprint.
Build and Connect
We build every workflow in n8n or Make, connect all your existing tools, and test every path with real data. Zero disruption to what's working.
Deploy and Monitor
We go live and monitor every automation in real time. Weekly check-ins to review performance and add new automations as your business grows.
Everything automated.
Everything maintained.
- Full workflow audit document
- n8n or Make automation builds
- CRM → email → calendar pipeline
- Lead routing and assignment rules
- Invoice and contract automation
- Client onboarding sequences
- Reporting and alerting dashboards
- All tool integrations maintained
- Weekly optimisation check-ins
One-time build fee
$2,999
- Workflow audit and architecture
- Up to 10 automation builds
- All tool integrations connected
- Testing across all flows
- Go-live support
Setup + Management
$2,999
+ $999/mo
- Unlimited automation additions
- Weekly performance review
- Error monitoring and fixes
- Monthly report
- Priority support
Not sure what to automate first? Book a free audit and we'll prioritise your highest-impact workflows.
What happens when
your ops run themselves.
Within 30 days we had AI agents qualifying our leads, an AI content engine, and an ad pipeline running on AI-generated assets. Total transformation.
Alex Reeves
Founder · Lumen Marketing Studio
Our team was spending 3 hours a day on CRM updates and follow-up emails. Now that's zero. They focus on actually serving clients.
Sarah Chen
Director · Bright Smile Dental
Went from 7 manual steps to onboard a client to fully automated. The n8n build they delivered is exactly what we needed.
Kevin Lin
Owner · Growth Labs Agency
Global reach
Serving Real Estate Agents worldwide
Pair it with
AI Lead Generation
Wire your automations to a live outbound machine. Leads enter your pipeline and flow through automatically.
AI Voice Agents
Add an AI receptionist at the top of your automated funnel so no call ever falls through.
AI Customer Support
Extend your automation stack into post-sale support. Handle tickets and escalations without lifting a finger.
FAQ
Common questions about AI Workflow Automation for Real Estate Agents
Can the workflow automation system integrate with real estate CRMs like FollowUpBoss, Rex, or PropertyMe?
Yes. We build integrations with FollowUpBoss, Rex, PropertyMe, Salesforce, and most real estate CRM platforms. Transaction status changes, appointment completions, and communication events all trigger automated workflows based on what's actually happening in the CRM — no manual triggers required.
What does an automated transaction management flow look like for a real estate agent?
A typical transaction flow: Offer accepted → compliance checklist triggers → buyer and vendor confirmation emails sent → finance deadline reminder set → finance approved → settlement date confirmation → settlement countdown notifications at 14, 7, and 1 day → settlement complete → post-settlement review request → referral prompt at 30 days. All steps fire automatically; the agent is alerted only when their action is needed.
Can it automate client communication without making it feel automated?
Yes. Automated messages are personalised with the client's name, property address, and transaction-specific details — they read as intentional communication, not generic sequences. The agent reviews and approves the message templates at setup, so the tone matches exactly how they would write. Clients typically cannot tell the communication is automated.
How does automation handle the prospecting side vs. transaction management?
We treat these as separate pipelines. Transaction automation handles everything from offer acceptance to post-settlement. Prospecting automation handles lead qualification, nurture, and appointment booking. Both run simultaneously without interfering — when a prospect books a viewing, they move into the transaction pipeline when an offer is accepted, and handoff between the two is automatic.
Stop Doing It Manually. Let It Run Itself.
Book a free 30-minute AI audit. We'll walk through your business and show you exactly which workflows we'd automate first - and what that's worth per month.