Property Valuation Request Flow
Instant valuation request processing: data pull, comparables, and agent briefing in 15 minutes.
What needed
solving
Real estate agents received valuation requests by email and spent 3+ hours pulling comps, researching the market, and preparing a basic report before even speaking to the client.
The automation steps
Valuation request received via website form or referral partner
Property data pulled from portals; comparable sales and rentals identified
Valuation brief with 5 comparables sent to agent; client receives acknowledgement
CRM deal created; follow-up call task booked for agent within 2 hours
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.