Send a quote before the lead's coffee gets cold.
Good inquiries wait while someone rebuilds the same quote.
Est. deploy 3–5 weeksSee the walkthrough
Sales & Quoting · Real Estate
Compare offers without losing the conditions.
Price summaries hide important contingencies.
For: Licensed listing agents and the team responsible for sales & quoting in real estate.
01 · The outcome
What good looks like.
The team has a verified offer comparison for agent and seller review, with source evidence and an explicit approval before any external action. Track minutes to prepare a verified offer matrix against a baseline; do not assume automation improves it.
A connected workflow that uses offer documents, contingency terms, and submission timestamps to extract terms into a side-by-side matrix with document citations, not recommendations. It produces a verified offer comparison for agent and seller review.
Where AI helps, and where a person decides.
AI can extract terms into a side-by-side matrix with document citations, not recommendations. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The licensed listing agent verifies the source facts and approves the final action.
Licensed listing agent is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Licensed listing agent: Capture the source and scope
- Licensed listing agent: Review the proposed outcome
- Licensed listing agent: Release only the approved version
- Licensed listing agent: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: Multiple offers are received for one listing. Connect only offer documents, contingency terms, and submission timestamps. The licensed listing agent confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to extract terms into a side-by-side matrix with document citations, not recommendations. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a verified offer comparison for agent and seller review against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Licensed listing agent has recorded approval or a reason to hold the item.
After explicit approval, save a verified offer comparison for agent and seller review in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review minutes to prepare a verified offer matrix each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=real-estate-offer-comparison
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- REAL-ESTATE-OFFER-COMPAR-DEMO-001
- Trigger
- Multiple offers are received for one listing.
- Owner
- Licensed listing agent
- Prepared output
- a verified offer comparison for agent and seller review
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Minutes to prepare a verified offer matrix
Start with your tools.
Connect HubSpot, Google Calendar, DocuSign through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your licensed listing agent time five examples of this work. Use redacted copies of offer documents, contingency terms, and submission timestamps to make a verified offer comparison for agent and seller review manually, then list which fields required judgment.
What to measure.
- Minutes to prepare a verified offer matrix
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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