Case study · Real estate
Drafting a modular AI team for a high-volume realty operation
Lead intake was scattered across ads, title partners, and other signals. Manual CRM hygiene and slow follow-up meant opportunities aged before a human could act.
Approach
We mapped the full lead-to-CRM workflow, then built a modular agent roster: intake, clean/dedupe, enrichment, master CRM views, and outreach asset generation — each block independently testable.
Outcomes
- ✓Multi-source lead pipelines into a single operating layer
- ✓Less manual spreadsheet and inbox triage for the team
- ✓A system that can add or pause lead sources without a full rebuild
- Modular roster
- Multi-agent
- Lead ops focus
- Real estate
- Review where needed
- Human OK
- Typical first build
- ~4 wks
Modular roster
Lead ops focus
Review where needed
Typical first build
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