Workflow Library

Managing the entire real estate transaction process from offer to closing. This workflow provides real estate brokers and transaction coordinators with real-time visibility and control over the entire sales pipeline. The system automatically tracks document submissions, contingency removals, and financing milestones while proactively alerting your team to potential delays. By handling routine follow-ups and document verification, this solution ensures transactions progress smoothly toward closing, reducing the administrative burden on your team and creating a more predictable, efficient closing process.

Capturing and qualifying potential clients, nurturing them through the sales funnel. This workflow transforms the client acquisition process for real estate agents and property managers by automatically capturing and qualifying potential tenants and buyers based on your specific criteria. The AI agents handle the time-consuming tasks of background verification, financial assessment, and preference matching, allowing you to focus solely on high-potential clients. The system continuously nurtures prospects through personalized communication, ensuring your sales funnel remains consistently active and productive.

Manage employee benefits enrollment and changes.

Optimise staff schedules based on demand forecasts and employee preferences.

Scheduling interviews based on candidate and interviewer availability, managing logistics.

Automating the collection of regular feedback and tracking progress towards individual and team goals.

Automatically assigning required training, tracking completion, and managing certification renewals.

Manage job postings, applications, and candidate screening.

Identify customers at risk of churning and triggering automated retention campaigns.

Analysing customer data and automatically suggesting relevant additional products or upgrades.

Automatically capturing sales activities (calls, emails, meetings) and providing insights on engagement effectiveness.

Update deal stages based on customer interactions or sales activities.

Automate welcome emails and initial onboarding steps for new clients.

Generate sales contracts and proposals using pre-designed templates and customer details.

Grow client assets by providing automated investment recommendations based on goals and risk tolerance.

Make better lending decisions by automatically assessing creditworthiness using multiple data points.

Improve financial outcomes by automatically generating personalised financial plans based on goals.

Optimise investment returns by automatically rebalancing portfolios based on market conditions.

Protect assets by automatically identifying suspicious patterns and potential fraudulent activities.

Accelerate lending decisions by automating document collection, verification, and underwriting processes.

Enhance client relationships by automatically generating personalised insights and performance reports.

Strengthen brand presence by coordinating marketing activities and ensuring consistent messaging.

Gain competitive advantage by automatically gathering and analysing competitor product and pricing information.

Prevent regulatory issues by automatically identifying compliance gaps and assessing business risks.

Improve operational efficiency by automating transaction processing and reconciliation tasks.

Minimise compliance risk by automating employee training on regulations and risk management.

Ensure compliance by automatically generating and submitting required regulatory reports.

Accelerate account setup by automating customer verification and documentation collection processes.

Ensure timely submissions by automating court filing procedures and documentation requirements.

Streamline evidence gathering by automatically identifying and collecting relevant electronic documents.

Prevent missed deadlines by automatically tracking court dates and filing requirements.

Enhance client satisfaction by tracking communications, deadlines, and deliverables in one system.