Service · Automation
Automation of the repetitive tasks in your real estate agency
A real estate agency spends a considerable amount of time on administrative tasks that repeat every week. We audit those tasks one by one, identify the ones that can run without human intervention, and automate them. You and your teams get that time back for what actually produces revenue: appointments, valuations and listings.
Our approach
It all starts with an audit of your repetitive tasks
Before automating anything, we review the real day-to-day of your agency: what your team does every day, every week, every month-end. We look for the actions that repeat identically, those that require no human judgement and those that regularly get lost for lack of time.
Each identified task is assessed on two criteria: the time it consumes and the risk of error or oversight. Those that combine both are automated first.
The result is twofold: time regained and precision. An automation does not get tired on a Friday evening, does not forget a file during the holidays and applies the same rigour to the hundredth contact as to the first.
What we automate most often
Automatic lead follow-up. Every contact enters a sequence matched to how ready they are, and no one is forgotten.
La demande d'avis Google. Chaque transaction clôturée déclenche la demande au bon moment, sans que personne y pense.
The daily briefing of your inbox. A clear summary every morning: the enquiries to handle, the urgent ones, and what can wait.
Creating and updating CRM records.. Contact details, source, assigned agent, follow-up task, everything is filled in automatically.
Internal notifications. The right agent is notified at the right moment, based on the area and the property type.
Recurring reports. The weekly and monthly figures arrive on their own, with no manual exports.
Appointment confirmations and reminders. Fewer wasted slots, fewer back-and-forth phone calls.
Your benefits
Your team focuses on the core business
A real estate agency does not make money by copying contact details or hunting for a file in an inbox. It makes money in valuation appointments, viewings and negotiations. Automation gives that time back to the people who know how to turn it into listings.
Time given back to your teams. The hours spent on repetitive tasks go back into appointments, viewings and valuations, where your revenue is actually made.
Precision, continuously. Nothing forgotten, no data-entry errors, no file slipping through the cracks on a Friday evening or during the holidays.
The 9 pm lead is handled at 9 pm. Record created, agent assigned, notification sent. The next day your team calls back a seller who still remembers making the enquiry.
Nothing gets lost any more. The contact forgotten in a shared inbox becomes a tracked file, with a follow-up scheduled.
Your reviews come in continuously. Your rating and your local visibility improve without tying up a single person.
You steer instead of react. The figures arrive on their own, and you decide on facts rather than impressions.
Frequently asked questions