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The transaction, the listing and the commission, tracked by the system

A real estate business runs on checklists: the listing checklist, the transaction checklist, the closing checklist, the commission reconciliation. Each one lives in a different agent's head and a different spreadsheet, and the brokerage finds out what was missed at closing.

Send me the situationHow it works

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

  • For brokerages, agent teams, apartment locators and property managers.
  • An operator who has automated this trade from the inside
  • The workflows that sector actually runs on
  • Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

What gets automated in real estate

Transaction checklists that run themselves

Contract signed triggers the checklist for that transaction type: documents, dates, parties, disclosures. Each item has an owner and a due date, reminders escalate, and the broker sees every file's status on one screen.

Listing data entered once

The listing record produces the syndication, the marketing pieces and the internal tracking. Photos and documents filed to the listing automatically. Price changes propagate everywhere from one edit.

Commission and referral fee tracking

Every closing produces the commission calculation from the agreed split, the referral fee where one applies, and the invoice or statement. Reconciled against the deposit when it lands. I co-own a locating brokerage; this workflow is ours.

Lease-end and renewal workflows

For locators and property managers, the lease-end date on every client triggers the outreach sequence months ahead, with the renewal, the move and the referral fee each tracked as their own path.

What real estate owners ask

Do you understand locating and referral fees?
A locating brokerage in Texas is one of the companies I co-own, and its commission tracking and lease-end workflows are the ones described here.
Does it connect to our transaction management tool?
Most connect, by API or by export. Where the tool is closed, the automation runs around it, with the tool as a step rather than the centre. The data read confirms which.
Can it handle different splits per agent?
Yes. Splits, caps, team overrides and referral fees are rules, written down once and applied to every closing. The exceptions go to the broker.

Where to start

Workflow automationThe map of how work flows, then the automation that runs it. On n8n, Zapier, Make or code.Quote and invoice automationQuotes generated from a form, invoices raised on a stage change, reminders on a schedule.Reporting automationThe numbers you actually run the business on, built and sent every Monday without anyone opening a spreadsheet.AI agent developmentA custom agent with one defined job, a defined place a person checks, and a log of everything it did.

Other industries

Precious metalsBullion dealers, coin shops, refiners, gold buyers and private vaults.Luxury retailFine jewelers, watch dealers, art galleries and luxury boutiques.ConstructionBuilders, roofers, pool and seawall crews, remodelers and the specialty trades.Legal servicesSolo practitioners, small firms, practice groups and legal referral networks.

Tell me what is in the way.

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.

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