Enquiry capture and assignment
Carry complete enquiry details into the right system and assign the next action using agreed business rules.
Bring the enquiry, listing, document or follow-up process that keeps pulling your team away from clients and properties.
Real estate teams coordinate enquiries, listings, inspections, documents, approvals and updates across several systems and busy people. Small gaps between those hand-offs often become duplicated data entry, inbox searches and follow-up that depends on memory.
We identify which system should own each piece of information and where an agent or property professional must remain in control. A focused automation can prepare routine work and surface exceptions without sending sensitive or consequential communication unchecked.
Carry complete enquiry details into the right system and assign the next action using agreed business rules.
Reduce repeated entry when approved property information needs to move between internal tools and standard documents.
Record what is outstanding, who owns the next decision and when a reminder should be sent.
Prepare timely, approved updates from known process events while keeping unusual cases with the responsible person.
Bring one process, the systems involved and the result you need. No technical brief is required. The first 30 minutes are free and there is no obligation to continue.
We identify the people, information, systems, decisions and hand-offs involved in the current process.
We separate work that can sensibly be automated from the judgement and exceptions that should stay with people.
If there is a worthwhile project, we explain the likely scope and provide a fixed-price proposal before work starts.
We’ll give you a straight view on whether it is worth fixing and what a sensible first phase would involve.