End-to-end automation for a national real estate company

The challenge

Deals stalled in handoffs. A document sat unsigned, a viewing went unscheduled, a follow-up was never sent — and nobody found out until the client complained.

What we did

• Mapped the actual process, which turned out to differ substantially from the documented one
• Automated document generation, e-signature routing, and scheduling
• Added escalation on every stalled step, so silence triggered an alert rather than a delay
• Integrated with the existing CRM rather than replacing it

Outcome

• Cycle time reduced substantially
• Dropped handoffs became visible immediately instead of at complaint time
• Agents spent more time with clients and less on coordination

“The first thing they did was show us that our real process was nothing like our written one.”

— National real estate company

Client names are withheld under our confidentiality agreements. Outcomes are described qualitatively rather than with precise figures we are not permitted to publish — we would rather say less than overstate.

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