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Real Estate Automation

🚀 Transforming Real Estate Lead Generation with AI Automation 


I recently developed a streamlined automation for real estate agents using Make.com, designed to enhance both customer experience and agent efficiency. Here's how it works:

1. Lead Capture: Customers sign up via a Typeform after clicking on ads from Facebook/Instagram, providing details like property type, size, price range, and more.

2. AI Matching: GPT analyzes the customer's criteria, then scans the real estate database to find the top 5 properties that best match their needs.

3. Instant Communication: An email is sent to the customer with the matched properties, along with a link to book an online appointment with the realtor.

4. CRM Integration: All details, including client info, property matches, and meeting schedules, are updated in monday.com for seamless tracking.

5. Meeting Reminders & Summaries: 24 hours before the meeting, reminders are sent. After the meeting, AssemblyAI transcribes the session, and GPT provides a summary for both the customer and the agent.

6. Final Steps: If the customer is interested in a property, the agent can update the status to "Closed" in the CRM, completing the process.

💡 This automation simplifies the lead-to-close journey, ensuring realtors can manage their schedules efficiently while customers get instant service. No waiting, no hassle—just results.

 

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