Real Estate Workflow Engine · v2.6

The machine that clears
your desk at 2 AM.

One trigger. Every follow-up fires itself — title orders, buyer checklists, commission splits — zero keyboard touches required.

workflow.yaml
RUNNING
// Automate — workflow engine v2.6
when: contract_status == "pending"
trigger:
- title_order.create()
- buyer_checklist.send()
- agent_notification.fire()
cc: transaction_coordinator
deadline: closing_date - 21d
// TRIGGERED ACTIONS
📋Title Order
Placed
Old Republic Title · Ref #TRX-8821
✅Buyer Checklist
Sent
14 tasks · Due in 5 days
🔔Agent Notified
Delivered
Marcus T. · 0.3s ago
No credit card required
Setup in 4 minutes
2,300+ brokerages live
SCROLL
11.4hrs saved
per closing · average across 2,300+ brokerages

Every contract that goes pending triggers a cascade of manual tasks — title orders, buyer checklists, agent notifications, TC updates. Automate fires all of them in 0.8 seconds. Agents report reclaiming Tuesday mornings entirely.

Time reclaimed per closing↑ 340%
// Workflow execution trace
⚡
contract_status → "pending"
DONE
📋
title_order.create() · Old Republic
DONE
✅
buyer_checklist.send() · 14 tasks
DONE
🔔
agent_notification.fire()
DONE
📁
crm.update(status, deadline)
DONE
3 in 10deals rescued
from falling through · due to missed follow-ups

Deals don't die at the table — they die in the silence between emails. Automate detects stalled transactions (no status change in 72 hours) and fires a recovery sequence before the buyer goes cold. Three out of ten at-risk deals are rescued automatically.

Time reclaimed per closing↑ 340%
// Workflow execution trace
⏱️
no_activity.detect(72h threshold)
DONE
🚨
deal_risk.flag(buyer_cold)
DONE
📧
recovery_sequence.fire()
RUNNING
📞
agent_alert.send(priority: high)
RUNNING
🔄
deal_status.monitor(interval: 24h)
PENDING
$47,200recovered / yr
average annual revenue recovered · from missed follow-ups

Every unmailed anniversary email, every post-showing silence, every price drop that never triggered a re-engagement — it adds up. Automate's drip engine captures the revenue that falls through the cracks of a busy agent's calendar. $47,200 is the median for a solo agent running 40+ transactions a year.

Time reclaimed per closing↑ 340%
// Workflow execution trace
📅
anniversary_trigger.schedule(1yr)
DONE
💰
price_drop.detect(threshold: -3%)
DONE
📬
re_engagement.send(segment: warm)
DONE
📊
revenue_track.log($47,200 avg)
RUNNING
✉️
drip_sequence.continue()
PENDING
// WORKFLOW MODULES

Every messy process. One clean trigger.

CORE ENGINE

Single-Trigger Workflows

One status change fires every downstream action. Title orders, checklists, notifications — all in under one second. No human touch required between trigger and completion.

contract_pending→title_order→checklist→notify
TIMELINES

Closing Timeline Autopilot

Reminders fire 21, 14, 7, and 3 days out — automatically.

COMMISSIONS

Commission Split Engine

Referral fees, co-broke splits, and brokerage caps auto-distributed at closing.

CAMPAIGNS

Drip Campaign Sequences

Post-showing follow-ups, price reduction alerts, and anniversary touches — all on autopilot. Sequences pause when a lead responds.

COMPLIANCE

Transaction Checklists

Role-specific task lists sent to buyers, sellers, and TCs the moment a contract executes. 47 default templates included.

// FIELD REPORTS

Agents who stopped touching keyboards.

17 spreadsheets → 0

“I used to spend Tuesday mornings manually updating 17 spreadsheets. Now I don't touch anything until a client calls me. Automate handles the whole transaction trail.”

Renata Okonkwo, Solo Agent at Compass · Houston, TX
Renata Okonkwo
Solo Agent · Compass · Houston, TX
+23% closings, same team

“We were stitching Dotloop and KVCore together with Zapier and prayer. Automate replaced all of it. Our TCs closed 23% more transactions last quarter with the same headcount.”

Marcus Delgado, Ops Manager at eXp Realty · Phoenix, AZ
Marcus Delgado
Ops Manager · eXp Realty · Phoenix, AZ
45-min ritual → 0 min

“Every time a contract went pending I had a 45-minute ritual. Email the title company, text the buyer, update the CRM, set reminders. Automate cut that to zero.”

Priya Raghunathan, Transaction Coordinator at Keller Williams · Austin, TX
Priya Raghunathan
Transaction Coordinator · Keller Williams · Austin, TX
Trusted by agents at
CompasseXp RealtyKeller WilliamsRE/MAXColdwell BankerCentury 21Berkshire HathawaySotheby'sRedfinBetter HomesCompasseXp RealtyKeller WilliamsRE/MAXColdwell BankerCentury 21Berkshire HathawaySotheby'sRedfinBetter Homes
Freemium · No credit card

Stop doing it manually.

Start with your first workflow free. No CRM integration required on day one. Paste a transaction, watch it run.

CRM setup happens inside the app · Takes 4 minutes