Here are some of the most common workflows real estate businesses are automating right now, organized by your role first, then your vertical.
How To Read This
Find your role below, Producers or Admins, then your vertical.
Or scroll through the whole ecosystem.
Agents, loan officers, transaction coordinators, title officers and order desk staff, and property management reps. If you are the one doing the day-to-day work on each file, start here.
Transaction workflow automation, MLS input, and milestone communication, set up for however you run production.
of brokerage leaders say their agents are now using AI, up from 80% a year earlier
Delta Media Group, 2026 AI & Leadership Survey
median transaction sides for team-based agents in 2025 - each one needing its own coordination from contract to close
National Association of REALTORS®, 2026 Member Profile
A solo agent running high transaction volume is retyping the same listing details into the MLS for every property, tracking buyer alerts by hand, and rebuilding CMA research from scratch each time.
We set up guided MLS listing entry that checks each field as it goes, and make buyer alerts and CMA research a repeatable process.
Every listing follows the same process, errors are caught as they are entered, and there is far less retyping.
Buyer, seller, and agent updates at every contract milestone get missed or sent late, creating friction right when trust matters most.
We set up milestone-triggered updates that fire automatically the moment a deadline hits, no manual tracking required.
A common request from agents and teams, and an easy first project for you too.
High-volume, process-driven work, the kind that shouldn’t depend on anyone’s memory.
median transaction sides per agent in 2025 - every one needing full coordination, start to finish
National Association of REALTORS®, 2026 Member Profile
median transaction sides for team-based agents - nearly 4x the coordination load of a typical solo agent
National Association of REALTORS®, 2026 Member Profile
An independent TC managing 20+ simultaneous transactions is tracking deadlines, document requests, and buyer/seller updates entirely from memory.
We set up an automated contract-to-close system: milestone triggers, document request sequences, deadline tracking, and update cadences that don't depend on anyone checking a spreadsheet.
Status tracking stops being a daily chore, and every file runs the same way.
Chasing missing docs and cure conditions is one of the biggest time sinks in TC work.
We set up automatic follow-up that chases the paperwork before it becomes a bottleneck.
A natural first project for a TC, and a strong candidate for yours.
Borrower updates and pipeline nurture that keep running whether or not you’re checking a screen.
of lenders are evaluating AI tools right now
The Mortgage Collaborative, June 2026 Pulse of the Network Survey
have actually deployed AI in a live production workflow - a wide gap between interest and action
The Mortgage Collaborative, June 2026 Pulse of the Network Survey
A solo loan officer closing 8-12 loans monthly has no way to keep borrower updates and lead nurture running once referrals pick up and the pipeline gets busy.
We set up an automated borrower communication system: condition checklists, milestone-triggered status updates, and a lead nurture sequence that keeps working without manual follow-up.
The pipeline keeps moving even during the busiest months. It's available as a set of workflows any loan officer can request.
Milestone updates, condition checklists, and closing prep fall to manual status calls.
We set up automatic updates sent the moment they're due.
No more manual status calls, and the same relief for your pipeline.
Present in every transaction, usually with the smallest tech budget in the room.
of title and escrow professionals have already adopted generative AI in some form
Qualia, 2025 State of AI in Title & Escrow
of title and escrow organizations have formal AI security controls in place, even as adoption races ahead
Qualia, 2025 State of AI in Title & Escrow
Agents and clients calling in for file status updates is a constant interruption for most title offices.
We set up automatic status updates sent at every stage of the order, no manual calls required.
A common first workflow for title offices, and one we're ready to implement for yours.
Scheduling, confirmations, and day-of communications get handled differently every time, depending on who manages the file.
We set up one consistent, automatic process for every closing.
Handled the same way every time, no matter who's on the file.
Stagers, photographers, inspectors, and other service businesses with the same admin problems.
of home inspectors already use AI somewhere in their workflow
Spectora, 2026 Industry Report
is the AI adoption rate for small businesses overall, across every industry - this corner of real estate is already running well ahead of it
U.S. Census Bureau, 2026 Business Trends and Outlook Survey
Appointment intake, confirmation, and reminders are manual, easy to drop when things get busy.
We set up automatic intake, confirmation, and reminders.
A common first workflow for service businesses, and a natural first project for yours.
Owners, team leads, and managers. If your job is keeping the whole operation consistent, start here. Admins can bring Conveyance in as a Preferred Partner for their people, or as an Enterprise Project for the whole organization, scoped individually.
Keeping every transaction on the same track, whether or not the team lead is in the room.
A growing team managing 15+ active transactions simultaneously has no single system tracking timelines, milestones, or document collection: status lives in someone's head.
We set up automated transaction coordination inside their existing CRM and Google Workspace: intake workflows, timeline tracking, and milestone-triggered communications to buyers and sellers.
Every transaction runs the same way, whether or not the team lead is available to manage it personally.
Vacancy turns and owner reporting: the admin that eats a coordinator’s whole week.
of property management companies have adopted AI, up from 20% two years ago
Buildium & NARPM, 2026 Property Management Industry Report
average portfolio growth for PM firms with broad AI adoption in 2026, vs. 12% for firms without it
AppFolio, 2026 Property Manager Benchmark Survey
A 50+ unit property management company is tracking every vacancy turn by hand: inspections, vendors, and make-ready status, with no consistent process from unit to unit.
We set up a system that kicks off the moment a unit goes vacant: the inspection gets scheduled, vendors get dispatched, and make-ready status gets tracked automatically.
The coordinator stops managing the coordination. The system does it. It's the Vacancy Turn Coordination workflow, available to any PM company.
Monthly owner reports eat hours every cycle, built by hand from scattered data.
We set up automatic report generation and delivery, pulling from what's already tracked.
A common first workflow for PM companies, and likely a good starting point for you.
Violation tracking, dues collection, and homeowner communication: our newest vertical.
of association managers, board members, and community leaders already use AI for some part of their work
Foundation for Community Association Research, 2025 AI Survey
use AI daily, not just occasionally
Foundation for Community Association Research, 2025 AI Survey
Notices, follow-up, and resolution tracking depend on someone remembering to check a spreadsheet.
We set up automatic tracking and follow-up from notice to resolution.
A common starting point for HOA management companies, and one we're ready to implement for you.
Billing, late notices, and payment follow-up are manual, cycle after cycle.
We set up automatic billing and follow-up sent on schedule, every cycle.
One of the first workflows most HOA management companies ask us to implement.
Service business owners running booking, job status, and follow-up across a crew.
A real estate photography company shooting 30+ properties monthly has no consistent process for booking, job status, or post-project follow-up.
We set up an automated booking, job status, and post-project review system: confirmation sequences, shoot-day reminders, delivery notifications, and a review request cadence.
Every job ends with the same confirmations, delivery notice and review request, so happy clients are asked every time instead of when someone remembers.