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Property

Automation for real estate.

A brokerage loses money in two places: leads that go cold in the first hour, and transactions that need a coordinator per twenty files. A Convoy CIS covers both without adding either.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a real estate operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Leads routed slowly, so the first responder wins them instead
  • Long-horizon prospects dropped because nurture is manual
  • Transaction checklists tracked in spreadsheets per agent
  • Compliance files chased at closing rather than as they are created
  • Commission calculations rebuilt by hand
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Lead routing & speed to contact

Every lead assigned and contacted within minutes, all sources unified.

02

Nurture

Long-horizon prospects worked on a schedule instead of forgotten.

03

Transaction coordination

Every file's checklist, dates and outstanding documents visible.

04

Compliance & commissions

Documents collected as they arise; splits computed from the file.

03 / The dashboard

This is how your board could look.

A command view built for Real Estate. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Real Estate
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Follow Up Boss kvCORE Dotloop SkySlope QuickBooks Twilio

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.