What it does
For a US property investment business: each lead's property is valued from its Zillow estimate, an offer is computed from configurable rules or set by hand, and it goes through internal review before the proposal is sent or a negotiation call is booked.
The problem
Every enquiry needed someone to look up the property, run the numbers and chase approval before the seller heard back, so replies were slow and uneven.
Approach
Offer rules live in settings the team can change without touching the automation. Manual offers are allowed, but everything passes the same internal review before it leaves.
- Input
- Rules or code
- Person decides
- Result
Screens
Swipe sideways to see the whole screen.
Client work is shown under confidentiality agreements: no client names, and screens are recreated with sample data.
Stack
- Workflow automation
- Property value lookup
- Configurable rules
- Email and calendar booking
Impact
Typical for systems like this.
