Lead Qualification
Automatically score, route, and follow up with incoming leads based on buyer profile, source, and readiness signals. No lead falls through the cracks.
PROPTY SERVICES
More deals closed.Less manual work.
AI workflows built for real estate operators — live in weeks, not quarters.
WHY PROPTY SERVICES
Built on infrastructure we run ourselves.
These aren't templates. Every workflow we offer was built for Propty's own operations — client intake, document collection, KYC routing, partner coordination, and follow-up sequences.
We reduced our own investor intake processing from 5 days to under 48 hours using the same systems we implement for operators.
We know what breaks in real estate workflows because we've fixed it ourselves. Now we build it for your team.
48hr
Client intake processing time (internal)
100%
Human-reviewed workflows — no black-box automation
Weeks
Average time from audit to live system
WHAT WE AUTOMATE
What We Automate
CRM Integrations
Connect your existing CRM to intake forms, document workflows, and communication tools — no manual data entry, no copy-pasting between systems.
Client Intake Systems
Structured onboarding flows for buyers, sellers, tenants, or investors — document collection, status tracking, and automated follow-up built in.
Document Intelligence
Automated collection, routing, and status management for client documents. Every step is human-reviewed — no black-box decisions on documents that matter.
Partner Portals
White-label intake and coordination infrastructure for real estate teams managing high-volume client or partner pipelines.
Custom AI Workflows
If your operation has a repeatable manual process, we scope it, map it, and build the automation. Scoped per engagement — no retainers, no vague deliverables.
WHO IT'S FOR
Built for real estate operators at every stage of the deal.
Brokers & agentsRealtorsWholesalersFlippersProperty managersLendersDeveloper sales teamsTitle & closing companiesReal estate teams of any size
HOW IT WORKS
From audit to live system — no long projects.
01
Week 1Process Audit
We map your current workflow, identify where manual work is costing you deals, and build a prioritized roadmap of what to automate first. You leave with clarity — whether or not we work together.
02
Weeks 2–4Build & Integrate
We build the prioritized workflows and connect them to your existing tools. No rip-and-replace. No months-long projects. No vague deliverables.
03
Week 4+Live & Measure
Your system goes live. We track what changes, measure the impact, and hand off full documentation so your team can operate it independently.
Ready to see what's slowing your operation down?
Schedule a free 30-minute process audit. We map your workflow, identify the highest-impact automation opportunities, and hand you a prioritized roadmap — no commitment required.
Schedule a Free Process AuditPropty Services designs human-reviewed workflows. We do not replace licensed brokerage, legal, tax, lending, appraisal, or property management judgment.