50 Automations for Real‑Estate Agents & Small Teams
We’ve worked with countless small business owners to streamline their daily tasks. Below are the top five automations we implement, plus a full list of 50 options to handle everything from scheduling to payments
“Creator Project gave me a 24/7 listing‑inquiry bot, auto follow‑ups, and instant showing confirmations. Lead response is now under 60 seconds and I’ve clawed back 7 hours a week.”
– Rachel H., Independent Broker
5 High‑Impact Automations — All Done‑for‑You
1. 24/7 ChatGPT Chatbot
Answers address, price, school‑zone, and viewing questions; captures buyer details and books showings while you’re on the go.
2.Missed‑Call Text‑Back → Chatbot
Any unanswered call sends an SMS with and lets the bot qualify or help the lead—no enquiry slips away.
3.Instant Lead Follow‑Up & Nurture
Portal, ad, and website leads get an SMS/email within 30 seconds, then a smart drip sequence keeps them warm.
4.Self‑Serve Showing Scheduler + Confirmations
Prospects choose an open slot; confirmations, day‑before, and two‑hour reminders slash no‑shows.
5.Automatic Offer / Doc‑u‑Sign Packets
Once a buyer is ready, the system fires the offer packet for e‑signature and logs it—zero paperwork scramble.
Ready to save hours and convert leads faster?
50 Automations that are working for other businesses like yours
(of course your automations will be tailored to you)
Monthly Time Saved
181 hours freed up every monthWhat an Employee Would Cost You
£2,070 /month at UK minimum wage*| Automation Name | What It Does | Time Saved /Week | Why It Matters |
|---|---|---|---|
| AI Chat & SMS Agent | Answers buyer/seller questions 24/7, books viewings, qualifies leads. | ≈5 hrs | Stops you answering calls at 9 pm—agent handles it and captures every lead. |
| Missed-Call Text-Back | SMS anyone you couldn’t answer. | ≈2 hrs | Recovers viewings while you’re on an appointment. |
| Portal Lead → CRM | Rightmove/Zoopla leads drop into pipeline. | ≈3 hrs | No manual copying, instant follow‑up. |
| Instant Lead Auto-Reply | Sends SMS/email within seconds. | ≈1 hr | Speed wins listings; impresses vendors. |
| Viewing Self‑Booking Calendar | Buyers pick slots online. | ≈3 hrs | Eliminates back‑and‑forth scheduling. |
| Viewing Confirm & Reminder | Instant confirm + 24‑hr reminder. | ≈1 hr | Reduces no‑shows that waste journeys. |
| AI Chat & SMS Agent | Answers buyer/seller questions 24/7, books viewings, qualifies leads. | ≈5 hrs | Stops you answering calls at 9 pm—agent handles everything and captures every lead. |
| Missed-Call Text-Back | SMS anyone you couldn’t answer. | ≈2 hrs | Recovers viewings while you’re on an appointment. |
| Portal Lead → CRM | Rightmove/Zoopla leads drop into pipeline. | ≈3 hrs | No manual copying, instant follow‑up. |
| Instant Lead Auto-Reply | Sends SMS/email within seconds. | ≈1 hr | Speed wins listings; impresses vendors. |
| Viewing Self‑Booking Calendar | Buyers pick slots online. | ≈3 hrs | Eliminates back‑and‑forth scheduling. |
| Viewing Confirm & Reminder | Instant confirm + 24‑hr reminder. | ≈1 hr | Reduces no‑shows that waste journeys. |
| Property Info Pack Sender | Emails brochure on enquiry automatically. | ≈1 hr | No manual PDF attaching. |
| Offer Submission Form | Buyer submits offer online; alerts you. | ≈0.8 hr | Structured offers, no missed details. |
| Offer Follow‑Up Sequence | Nurture if buyer undecided. | ≈1 hr | Turns maybes into yes without phone calls. |
| Vendor Feedback SMS | Sends viewing feedback automatically. | ≈1 hr | Vendors stay informed without chasing you. |
| Lapsed Vendor Nurture | Sequence when listing expires in 30 d. | ≈0.8 hr | Retains listings and impresses owners. |
| Price‑Change Broadcast | Emails all hot buyers about new price. | ≈0.5 hr | Generates fresh interest instantly. |
| Hot Buyer Alert to Phone | SMS when portal lead matches criteria. | ≈0.5 hr | Jump on prime leads first. |
| Valuation Request Widget | Home‑owners book valuation online. | ≈1 hr | More appraisals, less phone admin. |
| Valuation Reminder & Prep | Sends what to prep for visit. | ≈0.5 hr | Smoother appointments, better data. |
| Instruction Pack E‑Sign | Sends agency contract for e‑signature. | ≈1.5 hrs | No printing/scanning delays. |
| ID & AML Doc Upload | Secure link for KYC docs. | ≈1 hr | Compliance handled without chasing emails. |
| Photo/Video Shoot Reminder | Texts vendor day before shoot. | ≈0.5 hr | Property prepped, photographer happy. |
| Listing Live Alert | SMS vendor when listing goes live. | ≈0.3 hr | Great client experience, fewer calls. |
| Google Review Request | SMS vendor at completion. | ≈0.8 hr | Builds 5‑star profile automatically. |
| Vendor Portal Login Auto‑Send | Emails portal login when listing live. | ≈0.5 hr | Vendors self‑serve stats; fewer updates requested. |
| Chain Progress Updates | Automatic weekly SMS on sale progress. | ≈1 hr | Cuts “Any news?” calls from buyers & vendors. |
| Solicitor Instruction SMS | Sends vendor solicitor details to buyer’s lawyer. | ≈0.5 hr | Speeds up legal pack without emails. |
| Mortgage Advisor Referral | Sends buyer details to partner broker. | ≈0.5 hr | Earn referral fee without manual handover. |
| Automated AML Check | Pings third‑party AML API, logs result. | ≈0.8 hr | Compliance ticked in seconds. |
| EPC Booking Reminder | Emails assessor & vendor. | ≈0.5 hr | Ensures EPC done before marketing delay. |
| Contract‑Pack Chaser | Sends reminder to vendor’s solicitor weekly. | ≈0.8 hr | Keeps conveyancing moving. |
| Exchange Countdown SMS | Alerts parties 7 d before target date. | ≈0.5 hr | Reduces last‑minute panic. |
| Completion Day Alert | Texts buyer & vendor when keys released. | ≈0.3 hr | Saves reception from dozens of calls. |
| Key Collection Self‑Scheduler | Buyer books collection slot. | ≈0.5 hr | No front‑desk congestion. |
| Post‑Sale Gift Automation | Orders gift hamper on completion. | ≈0.5 hr | Delights clients; drives referrals. |
| Anniversary Check‑In | Emails 1‑year homeowner check‑in. | ≈0.5 hr | Generates referral or resale leads. |
| Market Update Newsletter | Monthly local market stats. | ≈1.5 hrs | Positions you as expert; nurtures list automatically. |
| Price‑Reduction Suggestion Alert | Sends vendor data when listing stale 30 d. | ≈0.5 hr | Data‑driven conversation starter. |
| Social Media Listing Scheduler | Auto‑post carousel to IG/FB. | ≈1.5 hrs | Consistent marketing without daily uploads. |
| Lead Score Tagging | Scores leads by budget & readiness. | ≈0.8 hr | Focus effort on hottest leads. |
| Cold Lead Reactivation | Email offer to stale buyers. | ≈0.8 hr | Monetises old database cheaply. |
| Open‑House QR Registration | Guests scan & auto log details. | ≈1 hr | No paper sheets; GDPR compliant. |
| Open‑House Follow‑Up Drip | Sequence after event. | ≈1 hr | Converts visitors into offers. |
| Virtual Tour Link Sender | Instant link on enquiry. | ≈0.5 hr | Qualifies buyers, saves viewing slots. |
| 360 Photo Upload Auto‑Sync | Uploads images to portals. | ≈0.5 hr | Faster listing launch. |
| Weekly KPI Email | Listings, viewings, offers, pipeline value. | ≈0.5 hr | Owner sees health at a glance. |
| Ad Lead Sync | Google/Facebook ad leads → CRM. | ≈1 hr | Ensures every paid lead is followed up. |
| Expense Receipt Capture | Snap & log receipts. | ≈1 hr | No shoebox at tax time. |
| Accounting Sync | Push sales & expenses to Xero/QBO. | ≈1 hr | No double‑entry bookkeeping. |
| Licence Renewal Reminder | Client‑money & redress scheme alerts. | ≈0.3 hr | Stay compliant automatically. |
