A comprehensive platform built for a regional real estate group — managing listings, transactions, clients, and analytics across five offices.
Overview
A growing regional real estate group was managing thousands of listings, dozens of agents, and complex transaction workflows across spreadsheets and disconnected legacy tools. Client data lived in email threads. Document signing was entirely manual. Reporting took days.
We built them a unified property management suite from the ground up — a single platform that handles the entire lifecycle from listing to settlement, with role-based access for agents, managers, and branch directors across all five offices.
The platform integrates directly with their existing CRM, automates document generation and e-signature workflows, and provides a real-time analytics dashboard that gives leadership a live view of pipeline health, agent performance, and portfolio composition.
Client
Regional Real Estate Group
Industry
Real Estate
Engagement type
Build + Ongoing support
Timeline
18 months (design to rollout)
Tech stack
React, Node.js, PostgreSQL, AWS
What we built
Centralised database for all property listings with rich media, status tracking, and automated syndication to portals.
Auto-generate Sale & Purchase Agreements, Tenancy Agreements, and commission sheets from deal data. E-signature integrated.
Full client relationship management — interaction history, follow-up reminders, buyer preference matching, and pipeline tracking.
Real-time reporting on portfolio performance, agent productivity, transaction velocity, and revenue forecasting — by branch or group-wide.
Granular permissions for agents, team leads, branch managers, and group directors — ensuring the right people see the right data.
Smart alerts for key milestones — offer deadlines, document expiry, follow-up reminders — delivered via email and in-app.
How it works
These are the core operational workflows built into the platform and adopted by the client's team across all five offices.
Agent creates listing, uploads media, sets pricing. Branch manager reviews and activates. Platform auto-syndicates to configured property portals within minutes.
Inbound enquiries are captured and scored. The system matches buyer preferences against available listings and assigns follow-up tasks to agents automatically.
All offers are logged in the deal pipeline with timestamps. Counter-offers, condition changes, and approvals are tracked in a full audit trail.
Upon offer acceptance, S&P Agreement is auto-generated from deal data. Parties sign digitally. Signed documents are filed and archived automatically.
Completion is logged, triggering automatic commission calculations and disbursement workflows. Finance team reviews and approves via the dashboard.
What changed
Before
After
"What used to take our team a full day now happens automatically before they reach their desks."
Tell us about your business — we'll show you how we'd approach building a system tailored to your workflows.