By job
Automations for Real Estate Agents
Rent, buy, or sell property for clients. Perform duties such as study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Includes agents who represent buyer.
O*NET occupation: Real Estate Sales Agents (41-9022.00). The software list and tasks below come from that record, not from guesswork.
Built for real estate agents
- MbhGIn build
Meta Lead Ads form → beehiiv subscriber + Gmail alert to the owner
Every Facebook or Instagram lead lands on your list and in your inbox within a minute.
Lead capture & routing$99 - WfSFTMade to order
Webflow form → Salesforce lead, assignment rules, campaign member, Teams alert
Webflow forms feed Salesforce leads, assigned by your rules and counted on a campaign.
Lead capture & routing$199
Runs on software real estate agents already use
Matched through the tools this occupation is documented as using.
- QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Invoicing, payments & bookkeeping$199 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
AI drafting, summaries & agents$199 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199 - BCUDrSMade to order
BambooHR new hire → ClickUp onboarding tasks + Google Drive folder + Slack
Hiring, onboarding & HR$199 - CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - DSSPTMade to order
DocuSign envelope completed → signed PDF filed in SharePoint + Teams post
Documents & e-signature$99 - fAISMade to order
Facebook Page comment or mention → AI-sorted Slack alert
Social media & community$99 - FdTMade to order
Freshdesk SLA breach check → Microsoft Teams escalation + priority bump
Customer support & tickets$49 - GDrMade to order
Gmail attachment → Google Drive folder + Filed label
Email triage & inbox$49
Software real estate agents use that we connect
What we can build for real estate agents
The job’s documented tasks, most important first. Each is a request away.
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.Quote it
- Present purchase offers to sellers for consideration.Quote it
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.Quote it
- Generate lists of properties that are compatible with buyers' needs and financial resources.Quote it
- Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.Quote it
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for real estate agents