/CHECKLIST · REAL ESTATE
REAL ESTATE AUTOMATION CHECKLIST
Workflows that compound agent + property-manager hours. Each item ranked by typical weekly time savings.
8 OPPORTUNITIES · USE WHATEVER FITS
Lead capture + scoring + routing
6–10 hrsAll inbound channels (form, Zillow, referral) → scored → routed to the right agent same-minute.
ROI: Lead-to-contact time drops; first agent to respond closes 35-50% more
Listing photo + description workflow
3–6 hrs per listingPhotographer assignment → photo delivery → AI-drafted description → MLS push.
ROI: Listing-to-MLS time drops from 5 days to 24 hours
Tenant maintenance portal
8–14 hrsPhoto-based request → contractor dispatch → status tracking → owner statement.
ROI: Property managers serve 30-40% more units with same staff
Showing scheduling automation
4–8 hrsTwo-way calendar sync, lockbox code generation, post-showing feedback capture.
ROI: Removes phone-tag scheduling, captures showing-feedback data
Comparable-property research
5–10 hrsAI-pulled comps from MLS + Zillow + recent sales. CMA in 5 minutes, not 2 hours.
ROI: Listing-prep time drops; agents can run more comps per week
Owner monthly statements
6–12 hrsRent roll + expenses + photos + maintenance logs → automated PDF + portal access.
ROI: Property managers reclaim a full week of month-end labor
Lease renewal sequence
3–6 hrs90 / 60 / 30-day automated outreach. Renewal pricing logic. E-signature on renewal.
ROI: Renewal rate up 5-15%, less tenant churn cost
Document handling + e-signature
4–8 hrsPurchase agreements, addenda, disclosures auto-routed for e-sig with audit trail.
ROI: Closing prep time drops from days to hours
/HOW TO USE THIS
Mark the items you're currently doing manually. Sum the weekly hours. That's the actual cost of running your business the way you're running it.
Now rank: which one would relieve the most pain if it disappeared tomorrow? Start with that one. Either build it yourself, use a SaaS, or scope it with us — whichever path the math supports.
/OTHER INDUSTRY CHECKLISTS
WANT THE ROADMAP?
30-minute free audit. We pick the top 3 from this checklist for your specific business, anchor the cost on each, and give you a 1-page written roadmap within 48 hours.