Automation for real estate brokerages
Business automation for real estate brokerages
Dravik builds automations for US real estate brokerages with 20 to 500 agents and staff. We connect your CRM, transaction management and accounting tools so leads get routed fast, files close clean and commissions pay out without spreadsheets. It starts with a $199 fixed-price business audit: a 30 minute call plus a written plan.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Common tools we build on
- Follow Up Boss
- kvCORE
- Lofty
- SkySlope
- dotloop
- Brokermint
- Lone Wolf
- QuickBooks
- Google Workspace
- DocuSign
Common systems in real estate brokerages. We build on the stack you already run.
The problem
Where the hours go in real estate brokerages
A brokerage runs on two clocks at once. Leads arrive at all hours from portals, sign calls and the website, and the first agent to respond usually wins. Meanwhile every accepted offer starts a file with deadlines, disclosures and signatures that a transaction coordinator has to chase. Most of that chasing still happens by text, email and memory.
The back office carries the rest. Someone checks each closed file for missing documents before compliance signs off, someone else calculates splits, caps and referral fees, and a third person onboards new agents into five different systems. When the brokerage grows, these jobs grow with it, and the people doing them become the bottleneck for every closing.
What we automate
Workflows worth automating for real estate brokerages
- 01
Lead routing with a response clock
New leads from Zillow, Realtor.com, your IDX site and sign calls land in one queue, get assigned by area, price band or round robin, and trigger an instant text. If the agent has not touched the lead within your set window, it moves to the next agent and the team lead hears about it.
- 02
Transaction file checklists
When a deal goes under contract, the file opens in your transaction tool with the right checklist for the property type and state, key dates pulled from the contract, and reminders for inspection, appraisal and financing deadlines sent to the agent and coordinator before each one is due.
- 03
Compliance review before closing
Each file is checked for required documents and signatures as they upload. Missing items get flagged to the agent by name and document, so the broker reviews a short exception list instead of opening every file at the end of the month.
- 04
Commission and split calculation
Closed deals feed the agent's plan: split, cap progress, team share, referral fees and transaction fees. The commission disbursement form is drafted from the closing data and sent to accounting for approval, so nobody retypes numbers from the settlement statement.
- 05
Agent onboarding
A signed agent agreement kicks off accounts in the CRM, transaction tool, email and MLS paperwork, adds the agent to the roster and website, and sends a first-week checklist. Offboarding runs the same steps in reverse so access does not linger after someone leaves.
- 06
Past client follow-up
Closing anniversaries, home value check-ins and referral asks go out on a schedule from the CRM, written in the agent's voice, so the database keeps producing repeat and referral business without each agent remembering to send them.
The business audit
Find the workflow costing your team the most hours
The audit maps your repeat work, checks which of your systems can connect, and ranks what to automate first in your business.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Your stack
Built on the tools real estate brokerages already use
Automations sit on top of the CRM and transaction tools your agents already use, through their APIs, webhooks or connectors like Zapier and Make. MLS data is the usual limit: feeds come with license terms, so we work inside what your board allows. Contracts and client financial details stay in your systems, and we only read the fields a workflow needs.
- Follow Up Boss
- kvCORE
- Lofty
- SkySlope
- dotloop
- Brokermint
- Lone Wolf
- QuickBooks
- Google Workspace
- DocuSign
Where we start
What the audit looks at first
In the audit we trace one lead from first contact to closed commission and note every place a person copies data by hand. For most brokerages the first build is lead routing with a response clock, because slow follow-up costs deals every week, followed by the transaction checklist that removes end-of-month compliance cleanup.
- 01The call30 minutes on how your business runs, the tools you use and the growth you are after.
- 02ReconWe study your workflows, your site, your rankings and how AI assistants describe you and your competitors.
- 03The written planA ranked list of what to fix or build first, with a fixed price for anything worth building.
- 04Your callKeep the plan and run it yourself, hand it to your team, or have us build it.
What you own
Everything we build is yours.
- Every workflow and integration, in your own accounts
- Written documentation of what each automation does
- Admin access to every tool, ours removable at any time
- A person in the loop wherever a judgment call is needed
Automation questions from real estate brokerages
Can you automate lead routing if our agents use different CRMs?
Yes, but it works better with one shared CRM. If agents keep their own tools, we can route leads into a central inbox first and push each one to the assigned agent's system. In the audit we look at how leads arrive today and recommend the simplest setup your agents will actually use.
Do automations replace our transaction coordinators?
No. They remove the reminder emails, document chasing and data entry, so coordinators can carry more files and spend their time on the problems that need judgment, like a late appraisal or a lender that goes quiet.
How do you handle Fair Housing and advertising rules in automated messages?
We flag any message or targeting rule that could raise a Fair Housing or advertising issue during the audit, and your broker approves the templates before anything goes live. We do not give legal advice, so final sign-off stays with your broker or counsel.
What does the business audit cost?
The audit is $199, fixed. That covers a 30 minute call and a written plan of what to automate first, what it would cost to build, and what is not worth automating. The plan is yours to keep.
How much does automation cost for real estate brokerages?
It starts with a $199 business audit: a 30 minute call plus a written plan of what is worth automating. If something is worth building, you get a fixed price for it before any work starts, and you own everything we build.
Keep reading
More on automation
Related
Start with recon
Find the busywork your team should stop doing by hand.
Book the audit. We will tell you plainly which workflows in your business are worth automating, which are not, and the fixed price for anything worth building.
- A 30 minute call about how you run
- A written plan ranked by impact
- Yours to keep, even if you never hire us
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it