Every case study shows the problem, the system we built, and what it produced. Pick your industry to see only the results that match your business. Identities stay private.
Industry
Real Estate
12 case studies
Real Estate Brokerage - One-TC Capacity SystemCharlotte, NC
A 22-agent Charlotte brokerage ran every deal through a single TC who typed deadlines by hand, chased deposits by email and answered client check-ins all day, until a near-missed inspection date almost cost a buyer their deal. Now deadlines are read from the contract, deposits are confirmed against real receipts, and client updates are drafted for her to send.
Key Points
Every contract deadline read from the contract and shown next to its source line
Earnest money marked received only on a real escrow receipt
Deal emails sorted to the right file, with urgent items on top
Weekly client updates drafted for the TC to send
Read case study
Real Estate Brokerage - Amendment-Proof Deadline SystemPhoenix, AZ
A 48-agent Phoenix brokerage's three TCs spent hours every week redoing deadlines each time an amendment moved a date, while 60–80 deal emails a day buried the ones that mattered. Now amendments are read and re-dated for TC approval, emails are filed to the right deal, and late deposits are caught a day before the deadline.
Key Points
Amendments read and every affected date shown before and after
Deal emails filed under the right file, with urgent items first
Earnest money tracked against real escrow receipts
Payment-instruction messages flagged and logged
Read case study
Real Estate Brokerage - Payment-Instruction Watch SystemTampa, FL
After a nearby brokerage's buyer wired a down payment to a scammer, an 85-agent Tampa brokerage wanted proof that every payment message on every deal was being watched. Now every message that gives or changes payment instructions is flagged and logged, clients are told to call title at a known number, and the TC team's deadlines, deposits and inbox run through the same system.
Key Points
Every payment-instruction message flagged, with clients told to verify by phone
A timestamped log of every flag across every deal
Deadlines read from contracts and approved by the TC
Deal emails sorted to the right file, urgent items first
Read case study
Real Estate Brokerage - Client Status SystemColumbus, OH
A 30-agent Columbus brokerage's two TCs and agents spent hours every week answering buyers and sellers asking where their deal stood. Now every client gets a short weekly update drafted from the deal's real status, texted questions get drafted answers for the TC to approve, and the deadlines and deposits behind those updates are tracked automatically.
Key Points
Weekly status updates drafted from each deal's real dates
Client text questions answered with TC-approved drafts
Deadlines and deposits tracked from the contract
Deal emails sorted and payment messages flagged
Read case study
Real Estate Brokerage - Month-End File Review SystemDenver, CO
A 60-agent Denver brokerage's managing broker spent about 50 minutes reviewing every deal file, and month-end piled up 40 files at once, while closing money sheets went out with errors nobody had time to check. Now every file gets an AI first pass, every closing sheet is compared line by line against the contract, and the owner sees the whole business on one Monday summary.
Key Points
Every deal file pre-checked for missing signatures, forms and mismatches
Agents get a fix list before the broker ever opens the file
Every closing sheet compared against the contract, amendments and commission agreement
A Monday summary of deals, money and risks for the owner
Read case study
Real Estate Brokerage - Listing Compliance SystemSan Diego, CA
A 40-agent San Diego brokerage faced new California rules on labeling edited and virtually staged photos, on top of fair housing wording, licence-number requirements and strict MLS timers. Now every listing, ad and post is checked before it publishes, every listing is verified against public records, and no listing goes live until its disclosures are complete.
Key Points
Every listing, ad and post scanned for risky wording and missing labels
Every new listing checked against owner, tax and permit records
The exact disclosure list built for each home
MLS clocks started the moment a listing is marketed
Read case study
Real Estate Brokerage - Seller Confidence SystemNashville, TN
A 25-agent Nashville brokerage was losing listings to frustrated sellers who heard little after showings, while agents chased buyer feedback by hand and compared multiple offers across stacks of PDFs. Now sellers get a weekly report built from real showing feedback, offers are compared in one table, and MLS clocks are watched so no listing expires by accident.
Key Points
Showing feedback requested automatically after every showing
A weekly seller report with showings, feedback and nearby sales
Multiple offers compared side by side with seller take-home estimates
MLS clocks and listing expirations tracked for every listing
Read case study
Real Estate Brokerage - Dispute-Ready Records SystemAtlanta, GA
A 120-agent Atlanta brokerage handled a steady stream of deposit and commission disputes, and building each case meant days of digging through emails, texts and contracts. Now every deal keeps a dated record as it happens, disputes are assembled into timelines in hours, closing sheets are checked before funding, and the owner sees risks every Monday.
Key Points
Dispute timelines built from every system, with proof attached
Earnest money tracked against real escrow receipts
Every closing sheet compared against the contract and commission agreements
A Monday summary of deals, money and risks
Read case study
Real Estate Brokerage - Listing Accuracy SystemRaleigh, NC
After a buyer challenged a past listing's square footage, a 35-agent Raleigh brokerage wanted every new listing checked before it went public. Now each listing is compared with owner, tax and permit records, every home gets its exact disclosure list, and inspection findings are summarized and saved so the next buyer is told what's required.
Key Points
Every new listing checked against owner, tax and permit records
The exact disclosure list built from each home's age and location
Inspection reports summarized with the inspector's own words and page numbers
Prior inspection findings saved for the next buyer if a deal falls through
Read case study
Real Estate Brokerage - Merged-Team Data SystemNorthern Virginia
After a 70-agent Northern Virginia brokerage merged with a smaller team, its CRM ballooned to 41,000 contacts full of duplicates, and agents stopped trusting it. Now duplicates are merged with a person approving each one, the owner sees the whole business on one dashboard, and agents get policy answers in seconds instead of waiting on the broker.
Key Points
Duplicate contacts found and merged, with every merge approved by a person
A weekly sweep keeps new duplicates out
One owner dashboard pulling from every tool
A policy answer desk that shows where every answer came from
Read case study
Real Estate Brokerage - Deal Rescue SystemAustin, TX
As Austin's market softened, a 55-agent brokerage saw more appraisals come in low and more deals stall over long inspection reports and tight option periods. Now inspection reports are summarized with repair requests drafted, low appraisals get a clear list of moves allowed by the contract, every deadline is tracked, and clients hear what's happening at every step.
Key Points
Inspection reports summarized, with repair requests drafted
Low appraisals answered with every allowed move and its deadline
Option period and contract deadlines tracked from the contract
Clients updated at every step of a rescue
Read case study
Real Estate Brokerage - Scaling Broker SystemBellevue, WA
A Bellevue brokerage grew to 140 agents through fast recruiting, and its managing broker spent the day answering the same questions, reviewing files and worrying about tours booked without signed buyer agreements. Now agents get sourced answers in seconds, every tour is checked for a signed agreement, every file gets an AI first pass, and the owner sees it all on Monday.
Key Points
An answer desk that cites the policy manual for every answer
Every booked tour checked for a signed buyer agreement
