Real Estate Operations SaaS

Real Estate Advisor Assistant

An operations assistant platform that centralizes listing, client, and appointment workflows for real estate offices.

Goals

• Simplify the daily workflow of real estate advisors
• Increase visibility by centralizing listing and client data
• Establish standardized communication and follow-up processes

What does it do?

• Centralizes listing creation, updates, and portfolio management
• Captures client requests, meeting notes, and follow-up actions
• Automates appointment planning and reminder flows
• Provides a structured panel for document and transaction tracking

Benefits

• Helps advisors manage larger portfolios in an organized way
• Reduces delayed communication and missed follow-ups
• Improves team coordination through operational transparency
• Protects process quality while office scale increases

Who is it for?

• Real estate advisors
• Small and mid-sized real estate offices
• Portfolio managers
• Client relations teams

Detailed Features

Centralized Portfolio Management

Manage, update, and distribute all your listings from a single panel to different platforms.

✓Multi-platform integration
✓Bulk listing updates
✓Photo and video management

Client Tracking System (CRM)

Record client requests, meeting notes, and communication history.

✓360° client view
✓Automatic reminders
✓Interaction history

Appointment & Calendar Management

Schedule viewing appointments and send automatic reminders to clients.

✓Calendar synchronization
✓SMS/Email reminders
✓Conflict detection

Document & Transaction Tracking

Manage all documents during the sales process digitally and track transaction status.

✓Digital document archive
✓Transaction stage tracking
✓E-signature integration

Use Cases

Boutique Real Estate Office

Scenario:

Boutique real estate office with 5 advisors, 150+ active listings

Problem:

Listing updates take time, client follow-ups are forgotten, appointments get mixed up.

Solution:

Centralized portfolio management and automatic reminder system was set up.

Outcome:

Listing update time decreased by 60%, client response rate increased by 35%.

Franchise Real Estate Network

Scenario:

Real estate franchise with 10 branches, 40+ advisors

Problem:

Coordination between branches is weak, performance comparison is not possible.

Solution:

All branches were unified on a single platform with a centralized management panel.

Outcome:

Portfolio sharing between branches started, total sales increased by 20%.

Independent Real Estate Advisor

Scenario:

Solo real estate advisor with 50+ client portfolio

Problem:

Client tracking is in Excel, appointments are in phone calendar, document organization is complex.

Solution:

All operations were unified in a single mobile application.

Outcome:

Daily operations time reduced by 2 hours, closing rate increased by 25%.

Frequently Asked Questions

Portfolio

SaaS Products and Ongoing Work

A snapshot of the products and solution tracks currently in active development.

Dealer / Distributor SaaS

Dealer Management

A comprehensive management platform that centralizes dealer onboarding, orders, stock, commissions, and performance analytics in one control panel.

Open detail page

AI-Powered Finance Operations

Accounting Assistant

Automates document processing, expense classification, and summary reporting to reduce repetitive finance tasks for SME teams.

Open detail page

Real Estate Operations SaaS