Vertical playbook

AI automation for real estate teams

Real estate is a follow-up business. Leads arrive on portals, agents juggle viewings, and contracts stack up. Summit builds automation that captures every lead, books viewings, nurtures buyers/tenants, and keeps the deal pipeline visible to the broker in real time.

What hurts here

The four operational headaches we hear most.

Pain 01

Leads from 5+ sources go cold

Listings on Zillow, agency site, WhatsApp, Facebook — leads land in different inboxes and most go un-replied within an hour.

Pain 02

Viewing scheduling is manual chaos

Agents play phone tag for viewing slots. Buyers drop out when nobody confirms within a few hours.

Pain 03

No clarity on the active pipeline

Brokers can't see what's hot today across the team. Deals slip because nobody owned the next step.

Pain 04

Repeat questions burn agent time

Half the messages are the same: price, area, parking, school zone. Agents type the same reply ten times a day.

What we deliver

The system in production, in plain language.

All leads in one inbox, replied in seconds

Lead capture from every portal flows into a single team inbox. AI replies to repeat questions and routes serious buyers to the right agent.

Auto-scheduled viewings

Buyers pick a viewing slot from a link. Calendar invites, reminders, and post-viewing follow-up run automatically.

Live deal pipeline for the broker

Kanban board shows every active deal, its stage, the agent, and the next step — broker can see slipping deals before they're lost.

Document workflow for contracts

Lease agreements, ID checks, and deposit confirmations move through a tracked workflow with audit logs.

Services we apply here

The connected Summit services that make this work.

Talk to Summit

See what this looks like for your real estate.

A 30-minute discovery call. We review your current workflow, identify the first thing to automate, and quote the rollout. No commitment.

Book a discovery call