CX · Customer experience
The moments clients feel.
The moments a real estate agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Real Estate & Property
AI agents for Real Estate Agencies
What should stay human at a real estate agency, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a real estate agency, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a real estate agency. Agents can surface the gaps; the owner still decides.
Main roles
The people a real estate agency usually employs. Each card is written for this business, then links out to the full role page.
Role
Real Estate Agent
Wins listings, markets properties, conducts inspections, negotiates offers, and guides sellers and buyers through the sales process.
Role
Property Manager
Handles rental properties, tenant enquiries, inspections, maintenance requests, lease renewals, arrears and landlord communication.
Role
Leasing Consultant
Advertises rentals, conducts open homes, screens applications, prepares lease paperwork, and coordinates tenant move ins.
Role
Administrative Assistant
Prepares listing documents, updates CRM records, books photography, and supports contracts, compliance paperwork and office administration.
Role
Marketing Coordinator
Coordinates listing campaigns, signage, brochures, database emails, social content and local promotion for sales and rentals.
Role
Accounts Administrator
Processes trust receipts, owner disbursements, supplier payments and sales commissions, and reconciles agency account records.
Freelancers & agencies you might hire
Specialists a real estate agency often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Photographer
Shoots property photos for listings, brochures and social media to help attract inspections and buyer attention.
Freelancer
Freelance Videographer
Creates walkthrough videos, agent profile clips and social content for new listings and campaign launches.
Agency
Print Shop
Produces brochures, signboards, window cards and marketing materials for property campaigns and office displays.
Want this set up for you?
If you would like someone to build these flows for a real estate agency, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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