Workflow automation
for Real estate.
Keep inquiries connected to the right agent.
Buyer inquiries, seller conversations, showings, and transactions need different next actions. Map routing and coordination while keeping agent judgment central.
Start with work you recognize.
Lead assignment
Carry the source and property interest into the agent handoff.
Showing coordination
Record availability and confirmation separately.
Transaction milestones
Track documents and responsible parties without replacing professional review.
Property inquiry to agent follow-up.
An example to work through with your team.
An inquiry is recorded from a listing, website, call, or referral.
Check for an existing contact and capture the property context.
Assign the inquiry according to your team’s routing rules.
Have the agent confirm the next conversation or showing action.
Has an agent accepted ownership?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleKeep the lead visible for reassignment rather than starting an unowned follow-up thread.
- Accountable owner
- Assigned agent
- Useful outcome
- A named owner and a next action connected to the right property.
Get the rules clear.
- How do buyer and seller inquiries differ?
- What happens when the assigned agent is unavailable?
- Which event stops a generic follow-up sequence?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →