Real EstateSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

Every offer in one grid the seller can actually read

For: Brokerage in a competitive urban market

Typical impact

Offer summaries in 10 minutes

In competitive urban markets, brokerages drown in offers arriving as PDFs, emails and portal forms. An OCR pipeline parses every bid into one standardized comparison grid, with a live link the seller watches update in real time.

Typical results

5 days

To accepted offer

-79%

Seller status calls

100%

Offers captured

Figures reflect typical results for this kind of automation.

The challenge

Hot listings drew eight or ten offers in a weekend, each in a different format — lawyer letters, portal forms, email threads. Agents retyped terms into ad-hoc spreadsheets for hours, sellers compared apples to oranges over the phone, and twice a strong offer expired unnoticed while the summary was still being assembled.

Before and after

Before With the automation

Offer summary turnaround

−94%
180 minutes
10 minutes

Time to accepted offer

−58%
12 days
5 days

Seller status calls

−79%
14 per week
3 per week

The automation

We built a Make pipeline that watches the offers inbox and portal feeds. Every incoming bid is OCR-parsed — price, deposit, financing, contingencies, closing timeline — and normalized into a standardized comparison grid, one row per offer. The seller receives a live link that updates the moment a new or revised bid lands, and the listing agent gets a WhatsApp ping with the delta. Expiring offers are flagged with countdown timers so nothing lapses silently.

How it works

  1. 01

    Offer lands

    An email attachment or portal submission drops into the intake — any format, any hour.

  2. 02

    OCR parse

    Price, deposit, financing, contingencies, and closing timeline are extracted automatically.

  3. 03

    Grid built

    Each offer becomes a standardized row in the comparison sheet — apples to apples at last.

  4. 04

    Live link

    The seller gets one link that updates the moment a new or revised bid lands.

  5. 05

    Alert

    The listing agent gets a WhatsApp ping with the delta, and expiring offers show countdown timers.

Starts from

  • Offers by email
  • Portal submissions

Delivers

  • Standardized offer grid
  • Live seller link
  • New-bid alerts

The impact

Offer summaries reach sellers about ten minutes after a bid arrives instead of the next day. Time from listing to accepted offer typically drops from twelve days to five, seller status calls fall by almost eighty percent, and offers stop expiring unread.

Questions about this automation

Which offer formats can the automation read?

Offers arriving as email attachments, lawyer letters, scanned PDFs or portal submissions all go through the same intake. OCR and parsing pull out the price, deposit, financing terms, contingencies and closing timeline, then normalize them into one row per offer, so every bid is compared on the same fields.

What does the seller see?

The seller gets a single link to the comparison grid. It updates the moment a new or revised bid arrives, each offer shows its key terms side by side, and offers close to expiring carry a countdown. The listing agent still leads the conversation with the seller about which offer to accept.

How is the listing agent kept informed?

Each new or revised bid triggers a WhatsApp message to the listing agent showing what changed, such as a higher price or a dropped contingency. Offers nearing expiry are flagged so none lapse unread. The flow runs on Make, and simple automations like this are usually live within days.

Real Estate

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