Real estate automation, built for your agency
Listing sync, enquiry routing, applicant screening and renewal reminders shouldn't be manual at the volume an agency runs. We build private automation that connects your portals, CRM and document storage — run from your own dashboard.
What we automate for real estate
Listing sync
Listings stay in step across every portal you list on, so availability and price never drift out of line with your CRM.
Enquiry routing
Inbound enquiries are matched to a property and sent to the responsible agent instantly — with contact and listing details attached.
Applicant screening
Collect ID, references and proof of funds, file them against the application, and run the checks you specify with human approval where it matters.
Lease & renewal reminders
Renewals, inspections and rent reviews trigger automatically ahead of time, so nothing falls through the cracks at scale.
Inputs and outputs
What you provide
- Your portals, CRM and document storage
- Agent assignment rules (post code, portfolio, round-robin)
- Your applicant screening checklist
- Renewal and inspection lead times
What you get back
- Listings in sync across every portal
- Enquiries routed to the right agent in seconds
- Applicant documents filed and checked per your rules
- Renewals and inspections surfaced ahead of time
- A run history you can audit per property
Built for agencies, securely
Agencies hold sensitive applicant data — IDs, references, proof of funds. WorkFlowBot isolates each agency's data by tenant, so one agency never sees another's applicants, and access is limited to the users you authorise. A broken pipeline on one tenant never touches the rest.
Real estate automation questions
What real estate tasks can be automated?
Listing syndication across portals, enquiry routing to the right agent, applicant document collection and checks, viewing scheduling, and lease and renewal reminders. Anything that moves an applicant or a document between steps is a candidate.
Can automation route enquiries to the right agent?
Yes. Incoming enquiries are matched to a property and assigned to the responsible agent by your rules — post code, portfolio, or round-robin — with the property and contact details attached automatically.
Does it integrate with property portals and CRM?
Yes. We build against portal feeds, your CRM, and document storage. Listings stay in sync, enquiries land in the CRM against the right property, and documents are filed where you already look for them.
Can automation collect applicant documents and run screening?
Yes. A workflow can request ID, references and proof of funds, file them against the application, and run the checks you specify — surfacing anything that fails for a person rather than rejecting silently.
Is applicant data handled securely?
Each agency's data is isolated by tenant, and access is limited to your own users. Sensitive applicant documents are stored against your account only, never shared across agencies.
Get real estate automation built for your agency
Tell us the listing, enquiry or applicant task eating your week. We scope it, build it against your real workflow, and hand it over as a tool in your dashboard.