All case studies
- Case Study 07
- Real Estate
- USA
AI-Powered Lead Routing & Document Processing for Loch Homes
How we automated lead assignment, document generation, and workflow coordination for a growing real estate firm.
Headline results
- Faster lead routing
- 95%
- Saved per agent weekly
- 15 hrs
- Lost leads
- 0
The situation
The Problem
Loch Homes was struggling with manual operations: agents spent hours routing leads from listing portals, copying data into spreadsheets, and manually drafting sales agreements. High response latency resulted in lost deals, and key customer information leaked out of their unintegrated tools.
OPERATIONAL BOTTLENECKS
- 2.5 hours average response delay for listing portal leads
- Manual lead assignment prone to favoritism or delays
- 30+ minutes spent manually compiling agreements per transaction
- Fragmented data stored across disjointed email threads and documents
What we built
What We Built
We deployed an integrated custom lead routing and automated contract generator pipeline. Leads are captured via webhooks, parsed for details, and dynamically assigned to agents based on active zip codes, while sales agreements are compiled instantly from templates.
THE SYSTEM
- Instant webhook lead ingestion and parsing from Zillow/Trulia
- Automated territory-based agent assignment logic
- Dynamic contract generator pre-filling local state templates
- Real-time SMS notifications for instant lead alerts
- Unified CRM integration capturing all client interaction data
Afterwards
Results
| Metric | Before | After |
|---|---|---|
| Lead routing delay | 2.5 hours | Under 2 minutes |
| Agreement prep speed | 30 minutes | Instant / automated |
| Lost leads per month | Estimated 10% | 0% |