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Automating 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 generates revenue: appointments, valuations and mandates.
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 each day, each week, at each month's end. We look for the gestures repeated identically, those requiring no human judgement, and those regularly lost for lack of time.
Each task identified 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 their maturity; nobody is forgotten
- Google review requests: every completed transaction triggers the request at the right moment
- A daily briefing of your inbox: the enquiries to handle, the urgent ones, and what can wait
- Creation and updating of CRM records: contact details, source, assigned agent, follow-up task
- Internal notifications: the right agent is alerted according to the area and the property type
- Recurring reports: the weekly and monthly figures arrive on their own
- Appointment confirmations and reminders: fewer wasted slots
Your benefits
Your team focuses on the core of the job
A real-estate agency does not make money copying out contact details or hunting for a file in an inbox. It makes money in valuation appointments, in viewings and in negotiation. Automation gives that time back to the people who know how to turn it into mandates.
- 01Time given back to your teams.The hours spent on repetitive tasks go back into appointments, viewings and valuations — where your revenue is decided.
- 02Precision, continuously.No oversight, no typing error, no file slipping through the net on a Friday evening or during the holidays.
- 03The 9 pm lead is handled at 9 pm.Record created, agent assigned, notification sent. Your team calls back the next day a seller who still remembers making the enquiry.
- 04Nothing gets lost any more.The contact forgotten in a shared inbox becomes a tracked file, with a scheduled follow-up.
- 05Your reviews come in continuously.Your rating and your local visibility progress without tying up a single person.
- 06You steer instead of coping.The figures arrive on their own; you decide on facts rather than impressions.
That is exactly what the audit is for. We review your team's day-to-day and spot the gestures repeated identically, those requiring no human judgement, and those regularly lost. Each task is assessed on the time it consumes and the risk of oversight. You leave with a prioritised list, even if you automate nothing with us.
An automatic summary sent each morning: incoming enquiries ranked by priority, those that have been waiting too long for a reply, and those that can wait. Instead of opening a full inbox and sorting, you know in thirty seconds where to start.
No. We automate inside your existing tools. We connect WHISE, SweepBright, Omnicasa, your mail system and your appointment tools. If you do not have a CRM yet, we help you choose one before automating anything.
The opposite. We automate the admin, never the relationship. Your messages are written in your brand voice, and the time regained goes back exactly where the relationship is built: on the phone, in valuation meetings and at viewings.
It depends on your current organisation and the number of files handled. The audit quantifies the time consumed task by task: you see precisely what is recoverable before committing to anything.
