For real estate brokerages, client onboarding automation typically costs between $3,500 and $15,000, depending on your existing tech stack and the depth of customization required. This fixed price covers the full build, integrating systems like your CRM, eSignature platform, and transaction management software. We begin with a complimentary systems audit to precisely scope your project and provide a transparent quote.
We conduct a thorough audit of your current client intake workflows, including how leads are captured, assigned, and moved through initial contract stages. This step identifies specific pain points and integration opportunities across your CRM, eSignature, and transaction management systems.
Our team builds and integrates the custom automation sequences, connecting your chosen platforms to streamline tasks like automated welcome emails, document generation, and agent notification. We configure rules for seamless data flow, ensuring accuracy from initial client contact to listing or buyer agreement.
After comprehensive testing, we provide your team with detailed training on managing the new automated client onboarding system. We then launch the system, ensuring smooth operation and immediate benefits for your brokerage and agents.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit