How a real estate agency simplified its operation with automation and AI
Ideal Imóveis relied on an expensive, inflexible third-party platform to manage its properties and listings.
Simplia analysed the operation and built a solution with integrated systems, automated processes and an AI assistant for the real estate agents.
Less time managing tools. More time serving clients and selling.
When the tool complicates the operation
Ideal used a third-party platform with more features than it needed, high costs and little flexibility.
The business also depended on the vendor to access information, solve problems and make changes.
The data belonged to the business, but the control was in someone else's hands.
The challenge was to reduce that dependence and connect property management, the website and the property portals.
- Property catalogue
- Website
- Property portals
- Information
First, understand the problem
Before building automations and AI agents, we analysed the agency's routine to identify what really needed to improve.
The diagnosis pointed to three priorities:
-
Integration: connecting systems and centralising information.
-
Automation: reducing repetitive tasks in property management.
-
AI: supporting the real estate agents with searches and sales activities.
Instead of adapting the business to yet another tool, we designed a solution for its operation.
- Diagnosis
- Automation and integration
- AI agent
One update. Many connected systems.
We built a central structure to manage properties, listings and enquiries.
When a property is added or updated, the information is automatically reflected on the website and shared with the property portals, following their update cycles.
Enquiries received through the website are also centralised in the dashboard.
Fewer duplicate entries, less manual work and more autonomy for the real estate agents.
- Property catalogue Added, updated or removed
- Website Changes reflected automatically
- Property portals Data sent straight from the system
- Lead management Website enquiries centralised
- Real estate agents More autonomy over their properties
An AI assistant in the real estate agents' daily routine
We built a management dashboard that also works as an app on the phone, so the real estate agents can check and manage their properties wherever they are.
Inside it, an AI assistant helps research the area around a property, create the listing content and find information to support client service and sales activities.
Less time on operational tasks. More autonomy to serve clients and sell.
A transition without interrupting the operation
The platform change had to preserve properties, photos, owners, listings and existing codes.
We organised the data migration, completed in one day, keeping the property codes and redirecting the old URLs to the new pages.
Ideal modernised its operation without losing its catalogue history or disrupting its listings.
Lower costs, less manual work and more autonomy
Ideal now runs on connected systems, automated processes and AI supporting its real estate agents.
Fewer manual tasks. More time to sell.
Transformation starts with the process
Ideal didn't need more features. It needed connected systems and less complexity.
Starting from the diagnosis, Simplia integrated tools, automated processes and applied AI to support the real estate agents' work.
Technology should simplify the operation, not create more work.
Is your business also losing time to disconnected systems?
Find out where AI and automation can simplify your operation.