Workflow 01
Lead Capture, Qualification & Assignment
From inquiry to qualified appointment on the right agent's calendar
Most online leads never get a fast, structured first call, so 71% of paid inquiries are wasted and conversion drops 10x every minute past the 5-minute speed-to-lead target.
11 steps
6 AI interventions
4 regulated
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Workflow 02
Buyer Journey: Inquiry to Showing to Offer to Close
From qualified buyer lead to keys delivered, with the Buyer Representation Agreement signed before the first tour
Buyer agents spend 4-6 hours per active buyer per week on rescheduling, listing curation, comp pulls, and milestone updates that leak into inbox chaos and missed contingency deadlines.
12 steps
8 AI interventions
5 regulated
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Workflow 03
Listing Journey: Lead to CMA to Listing to Marketing to Close
From seller inquiry through signed listing, go-live, offers, and ratified contract
Eight to fourteen hours from CMA prep to go-live, two-plus hours just to build the CMA manually, and a long tail of 'I'll get back to you' sellers eating nurture cycles before any commission is earned.
12 steps
3 AI interventions
1 regulated
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Workflow 04
Transaction Coordination: Contract-to-Close
Four-phase contract-to-close spine: Under Contract, Inspection, Appraisal/Loan/Title, Closing
A single transaction generates 60-120 emails and 30+ documents, and one missed date cascade quietly voids a contingency before anyone notices.
12 steps
5 AI interventions
4 regulated
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Workflow 05
Past Client & Sphere Nurture
An annual 33-Touch cycle that keeps past clients and SOI top-of-mind and surfaces repeat and referral business
Past clients drive 60-80% of business but only ~12% of buyers reuse their agent — the gap is missed touches, forgotten call tasks, and stale databases, not service quality.
10 steps
4 AI interventions
2 regulated
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Workflow 08
Marketing Content Production (Social, Email, Video)
From quarterly themes to scheduled posts across IG, FB, LinkedIn, TikTok, YouTube and email
The Marketing Coordinator burns 10-15 hours per week producing content while DIY agents lose another 5-8 hours, and brand consistency cracks the moment more than one agent posts on their own.
10 steps
5 AI interventions
no regulated
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Workflow 09
Listing Marketing Rollout
Photos to MLS to syndication to ads — and keeping every portal accurate
A Marketing Coordinator burns 6-10 hours per listing on rollout, 30-45 minutes of that on copy alone, and syndication errors discovered late cost 1-3 days of phantom market exposure.
12 steps
9 AI interventions
5 regulated
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Workflow 10
Post-Close: Reviews, Referrals, Transaction Archive
From closing day to past-client referral engine
82% of sellers say they would reuse their agent, but only 23% do — a $7,500-per-referral gap caused by post-close follow-up systems failure, not service failure.
12 steps
4 AI interventions
3 regulated
Open diagram →
