Industry
Real Estate
Real estate sales involve many contacts, many documents and many follow-ups. I automate the repetitive parts and give clients a portal, so agents can focus on the relationships.
Typical work
- Sales automation for leads, viewings and offers
- Document workflows for contracts and approvals
- Custom client portals on Experience Cloud
- Follow-up reminders and notifications
- Reporting on pipeline and activity
Problems I'm usually brought in for
- Leads are followed up inconsistently
- Contracts move between people by email
- Clients ask for status updates that agents must look up
FAQ
Common questions.
Can clients see their own documents and status?
Yes. A portal on Experience Cloud can show clients the status of their deal and the documents shared with them.
Can document workflows be automated?
Yes. Generation, approval and sending of documents can follow defined steps, with people involved only where judgment is needed.
Let's talk about your project.
Tell me what you are trying to fix or build. I respond within one business day.