KCF Homes
95% Time Saved
The Challenge
Transaction coordinators at KCF Homes were spending 2+ hours on manual paperwork for every single deal. Creating lead entries, assigning agents, generating documents, organising folders, filling out forms in DotLoop, and sending signature requests — all done by hand, every time.
- ▸Manual lead entry into CRM
- ▸Manual agent assignment
- ▸Hand-creating documents and folders
- ▸Filling out DotLoop forms repeatedly
- ▸Sending signature requests manually
- ▸Hours lost per transaction
Our Solution
We built a complete automation system that handles the entire transaction process from lead to signed documents.
Automated Lead Creation
New leads are automatically captured and created in the CRM with all relevant data.
Smart Agent Assignment
Leads are automatically assigned to the right agent based on predefined rules.
Auto-Generated Documents
All required documents and folders are created automatically with the correct information.
Property Condition App
Custom intake app for photos and videos that feeds directly into the workflow.
DotLoop Integration
Forms are pre-filled and sent automatically, eliminating manual data entry.
Automated Signatures
Signature requests are sent automatically at the right time in the process.
The Results
Before
2 hours per transaction
After
10 min per transaction
Impact
95% Time Saved on paperwork
The success of this automation led to developing a custom SaaS product now being offered to other realtors and brokers with a $10,000 contract value.