Automations for real estate
Document and proposal generator for real estate
Leads from Zillow, Rightmove and the website live in different places. For real estate agencies that's a common story, and it's what the document generator is for. Creates proposals, letters and contracts from a template using details you already have.
Why real estate agencies ask for this
- Leads from Zillow, Rightmove and the website live in different places.
- Portal enquiries sit for hours before anyone replies.
- Offer paperwork and ID documents get chased one by one.
What it looks like in practice
Picture a small lettings agency managing around a hundred rentals. After a call you pick the record in Follow Up Boss and click one button. A draft document is ready in Follow Up Boss with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for real estate
Once the document generator is running for a small lettings agency managing around a hundred rentals, this is the sequence.
- You fill a short form or pick a record in Follow Up Boss.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to Follow Up Boss.
- You review and send.
Tools it connects to
You keep working in Follow Up Boss, kvCORE and DocuSign. The document generator sits alongside, built with n8n, Google Docs and OpenAI.
Questions from real estate agencies
Does the document generator work with Follow Up Boss?
Often, yes. Before building the document generator I check your Follow Up Boss account and plan, because some features depend on API access. If there's a gap for your real estate setup, you'll know before you pay anything.
How long does it take to set up for real estate agencies?
Plan on 4 to 6 days from the day I get access to your accounts. Most of that is testing with your real viewings and messages, so nothing goes live until it behaves the way you want.
Will my buyers and tenants notice anything?
Not directly. The document generator works in the background for your team. What buyers and tenants notice is a clean, accurate document sooner.
Want this for your real estate business?
Tell me how your real estate business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built