Nintex Case Studies SOHO Realty Enhances Real Estate Processes with Nintex Automation

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	SOHO Realty Enhances Real Estate Processes with Nintex Automation Nintex

SOHO Realty Enhances Real Estate Processes with Nintex Automation

Nintex

Technology Category	Analytics & Modeling - Process Analytics Analytics & Modeling - Robotic Process Automation (RPA)
Applicable Functions	Procurement Sales & Marketing
Use Cases	Inventory Management Process Control & Optimization
Challenge	SOHO Realty, a full-service boutique real estate brokerage, was facing challenges in managing its sales and marketing processes. The agency was already using dotloop, a transaction management tool, for managing electronic signatures and other documentation needs. However, it was not a complete solution. The agency needed a more comprehensive system to automate the delivery of documents, track the status of tasks in the home buying and selling process, and manage incoming leads from both buyers and sellers. The existing system was not efficient enough to ensure proper and fast follow-ups. Moreover, the agency wanted to make the home buying process less complicated and easier for its clients, who were mostly first-time buyers. Read More
About Customer	SOHO Realty, Inc is a full-service boutique real estate brokerage based in the United States. The agency operates in the Houston and Atlanta markets, helping its clients, who are mostly first-time buyers, achieve their real estate goals. The agency is committed to improving the home buying process and making it less complicated for its clients. It uses a customer-first approach, focusing on efficient collaboration between its agents and customers, and ensuring that all sales process steps and procedures are properly executed. Read More
Solution	To address these challenges, SOHO Realty partnered with Optimum, a modern software and digital solutions consulting firm. Optimum developed a customized CRM for SOHO Realty using Nintex for Office 365. The solution was designed around the way SOHO operates and included one advanced and fully customized Nintex Forms and three Nintex Workflows. The solution starts with the agency’s online inquiries webform. Once completed and submitted, the information is added to SOHO Realty’s CRM which triggers a Nintex Workflow that notifies a SOHO Realty sales rep to follow up with the lead. The sales rep collects more information, entering it into the Nintex Form. If the lead is qualified, the customer is assigned to an agent, who is notified via the Nintex Workflow. As the sales journey progresses, the agent continues to use the Nintex Form to collect more information and, if applicable, kicks off a workflow to add the buying or selling and other legal documents to dotloop. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Process Analytics

Analytics & Modeling - Robotic Process Automation (RPA)

Applicable Functions

Procurement

Sales & Marketing

Use Cases

Inventory Management

Process Control & Optimization

Challenge

SOHO Realty, a full-service boutique real estate brokerage, was facing challenges in managing its sales and marketing processes. The agency was already using dotloop, a transaction management tool, for managing electronic signatures and other documentation needs. However, it was not a complete solution. The agency needed a more comprehensive system to automate the delivery of documents, track the status of tasks in the home buying and selling process, and manage incoming leads from both buyers and sellers. The existing system was not efficient enough to ensure proper and fast follow-ups. Moreover, the agency wanted to make the home buying process less complicated and easier for its clients, who were mostly first-time buyers.

About Customer

SOHO Realty, Inc is a full-service boutique real estate brokerage based in the United States. The agency operates in the Houston and Atlanta markets, helping its clients, who are mostly first-time buyers, achieve their real estate goals. The agency is committed to improving the home buying process and making it less complicated for its clients. It uses a customer-first approach, focusing on efficient collaboration between its agents and customers, and ensuring that all sales process steps and procedures are properly executed.

Solution

To address these challenges, SOHO Realty partnered with Optimum, a modern software and digital solutions consulting firm. Optimum developed a customized CRM for SOHO Realty using Nintex for Office 365. The solution was designed around the way SOHO operates and included one advanced and fully customized Nintex Forms and three Nintex Workflows. The solution starts with the agency’s online inquiries webform. Once completed and submitted, the information is added to SOHO Realty’s CRM which triggers a Nintex Workflow that notifies a SOHO Realty sales rep to follow up with the lead. The sales rep collects more information, entering it into the Nintex Form. If the lead is qualified, the customer is assigned to an agent, who is notified via the Nintex Workflow. As the sales journey progresses, the agent continues to use the Nintex Form to collect more information and, if applicable, kicks off a workflow to add the buying or selling and other legal documents to dotloop.

Impact #1	The implementation of the Nintex solution by Optimum has significantly improved SOHO Realty's operational efficiency. The automation of sales and marketing processes has made it easier for the agency to manage tasks and assign them to the right agents. The increased visibility into the status of documents and processes has ensured that all sales process steps and procedures are properly executed. This has also allowed the agency to fast-track the sales cycle from leads to closing, thereby improving the overall customer experience. Moreover, the automation has freed up more time for the agency to spend on helping customers, further enhancing its customer-first approach.

Impact #1

The implementation of the Nintex solution by Optimum has significantly improved SOHO Realty's operational efficiency. The automation of sales and marketing processes has made it easier for the agency to manage tasks and assign them to the right agents. The increased visibility into the status of documents and processes has ensured that all sales process steps and procedures are properly executed. This has also allowed the agency to fast-track the sales cycle from leads to closing, thereby improving the overall customer experience. Moreover, the automation has freed up more time for the agency to spend on helping customers, further enhancing its customer-first approach.

Benefit #1	Increased visibility into the status of documents and processes
Benefit #2	Easier task assignment and management capabilities
Benefit #3	More time to spend on helping customers

Benefit #1

Increased visibility into the status of documents and processes

Benefit #2

Easier task assignment and management capabilities

Benefit #3

More time to spend on helping customers

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Overview

SOHO Realty Enhances Real Estate Processes with Nintex Automation

Operational Impact

Quantitative Benefit