The first agent to respond wins the client. But when your team is juggling showings, paperwork, and phone calls — leads go cold, follow-ups get forgotten, and transactions fall through the cracks. We automate the entire pipeline so nothing slips.
// Your Workflow
Toggle to see where manual work is costing you clients and commissions every month.
6 of 7 stages have manual work that slows your agents down and lets leads go cold.
// What Changes
Based on a typical 5–10 agent real estate team in the San Antonio market.
Don't see your platform? We build custom integrations for any system with an API.
// Why Automate Your Real Estate
San Antonio's real estate market moves fast. When you're juggling listings, showings, offers, inspections, and closings simultaneously, the agents who win are the ones whose back office runs itself. Follow-up that happens automatically. Documents that get collected without chasing. Clients who feel informed without you making 10 calls a day.
Suretek AutoPilot integrates with Follow Up Boss, kvCORE, BoomTown, and other real estate CRMs to automate the repetitive touchpoints that make or break client relationships. Your agents focus on negotiations and closings — the automation handles everything in between.
Most real estate teams in the 3–20 agent range lose 5–8 hours per week per agent to manual follow-up, document chasing, and status updates. That's time that should be spent on new listings and buyer consultations.
We typically have real estate automation live in 5–10 business days. Works with your existing CRM and transaction management tools — no switching platforms.
// COMMON AUTOMATIONS FOR REAL ESTATE
Automatically follow up with new leads within 5 minutes of inquiry. Send a sequence of texts and emails over 30 days without your agents lifting a finger. Stop losing leads to faster competitors.
Send automatic confirmation texts when a showing is booked. Remind buyers 2 hours before. Follow up with feedback requests 1 hour after the showing.
Automatically notify buyers and sellers at each transaction milestone — offer accepted, inspection scheduled, clear to close. Reduces inbound status calls dramatically.
Automatically request required documents from buyers and sellers at the right stage. Send follow-up reminders every 48 hours until received. No more chasing paperwork.
Send automated check-ins to past clients at 6 months, 1 year, and annually after closing. Stay top of mind for referrals without manual effort.
Automatically notify your buyer clients when a new listing matches their criteria. Beat other agents to the punch on new inventory.
// Frequently Asked Questions
Yes. We integrate with Follow Up Boss, kvCORE, BoomTown, Salesforce, LionDesk, and most platforms with an API. If your CRM isn't listed, ask — we build custom integrations.
Both. Solo agents benefit from automation just as much as teams — often more, since there's no admin staff to handle follow-up manually. We size the automation to your volume.
Most real estate automation setups are live in 5–10 business days. We map your workflow, configure automations, test everything, and hand you a runbook.
All automations include opt-out handling and communication logging. We build in the controls needed to stay compliant with CAN-SPAM and TCPA requirements for automated texts and emails.
A 5-agent team converting just one additional lead per month from automated follow-up — at a $10,000 average commission — generates $120,000 in additional annual revenue. The automation cost is a rounding error by comparison.
Use the Suretek Workflow Wizard to walk through your exact process, identify your biggest bottlenecks, and get a custom automation plan — no sales call required to get started.