Real Estate Document & CRM Intelligence
A real estate investment firm was losing expensive analyst hours to document handling and manual CRM entry. We scoped a phased automation programme sequenced so value arrives in week one rather than month three: an immediate flyer-generation win, then CRM auto-population through a property data API, then an AI review pipeline for Letters of Intent and Purchase & Sale Agreements that extracts and checks terms against the firm's own positions, and automated triage of inbound listing email.
Analyst hours back on deals
LOI / PSA document AI
CRM auto-population
Value in week one
Built With
- LLM Agents
- Locate Alpha API
- Document Extraction
- Gmail API
- n8n