Real Results

Case Studies

Three operating problems, what Boltloop built, and the measurable result after the system went live.

Real Estate

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.

Property Investment

Zenith Holdings

100% Automated Classification

The Challenge

Zenith Holdings, a property investment firm managing a 143-unit residential portfolio, faced critical inefficiencies in their due diligence process. Manual document review across 14 compliance types (EPC, Gas Safety, EICR, Fire Risk, Deposit Protection, etc.) was time-consuming and error-prone. With 536 documents to process for a single asset acquisition, the team struggled to maintain systematic compliance tracking, identify MEES breaches, monitor certificate expiries, and generate comprehensive reports for stakeholders.

▸Manual review of 536 documents
▸14 different compliance types to track
▸MEES breach identification
▸Certificate expiry monitoring
▸Stakeholder report generation
▸Error-prone manual classification

Our Solution

Boltloop designed and deployed a complete AI-powered due diligence automation platform using n8n workflows, Claude AI, and Supabase. The system processes Dropbox document dumps end-to-end with intelligent classification, compliance validation, and automated reporting.

Intelligent Document Classification

OCR extraction automatically identifies document types, dates, certificates, and tenant data with confidence scoring.

Automated Entity Mapping

Creates full property hierarchies from filenames, linking documents to correct properties and units.

RAG-Based Compliance Engine

AI-powered compliance validation with confidence gating and scope classification across all 14 compliance types.

Deposit Protection Calculator

Automated 30-day statutory compliance tests for deposit protection across 115 tenancies.

Real-Time Dashboard & Reports

Live compliance status with automated export to formatted 7-sheet Excel reports for stakeholders.

The Results

536 Documents processed automatically

100% Automated classification

2002 Compliance Items monitored

The platform delivered immediate transparency with RAG status visualization, automated MEES breach flagging, 90-day expiry warnings, and full audit trail. Successfully matched 336 documents to requirements with high confidence and auto-created 1500 compliance issues for tracking.

Marketing Agency

BoxBuild Agency

4-6 Week Delivery Window

Engagement: Operational Systems
Timeline: October 2025 - Present

The Challenge

BoxBuild serves construction and trades businesses. The engagement began in October 2025 and focused on operational systems. As the agency grew, delivery started to slow between scoping, content, and development. Handovers were unclear, timelines moved, and the team spent too much time chasing updates instead of finishing work.

▸Unclear handovers between sitemap, content, and development
▸Timelines that were hard to quote with confidence
▸Revisions piling up across delivery stages
▸Project updates tracked manually
▸Premium pricing held back by delivery risk
▸Team time lost to follow-up instead of build work

Our Solution

Boltloop built a stage-gated delivery system inside BoxBuild's existing tools, so each stage had clear inputs, owners, and exit points.

Sitemap-first workflow

Projects now move from sitemap to content to build with clear gates and handover rules.

Automated prep work

Briefs, asset requests, and handover notes are generated before the next stage starts.

Clear ownership

Each stage has one accountable owner, so decisions do not sit between teams.

Existing-tool setup

The workflow runs inside the tools BoxBuild already uses instead of forcing a platform switch.

The Results

Before

Unpredictable handovers

After

4-6 week delivery window

Impact

Premium pricing backed by reliable delivery

BoxBuild reduced back-and-forth between stages, tightened delivery into a repeatable 4-6 week window, and raised pricing because the operating system now supports the offer.

Customer Outcomes

Client words, tied back to the case studies above.

“Working with Boltloop has fundamentally improved how we deliver projects at BoxBuild. Before, our workflow had friction between sitemap, content, and development, which made timelines less predictable. Since implementing a structured, sitemap-first system with Boltloop and moving to custom builds, our delivery has become far more streamlined and consistent. We've reduced back-and-forth, improved handovers between stages, and can now deliver projects in a more predictable 4-6 week window without compromising quality. Beyond the technical side, this has had a direct commercial impact. We're now able to confidently position and price our work at a much higher level because the delivery actually supports it. Boltloop doesn't just execute. The team understands the business side, challenges decisions where needed, and builds systems that are actually scalable. That combination is rare.”
J
JoséFounder, BoxBuild Agency

“Transaction coordinators went from 2+ hours of manual paperwork per deal to 10 minutes — 95% time saved on the busywork that used to drain our team.”
KCF
Operations LeadKCF Homes — Real Estate

“536 documents processed automatically across 14 compliance types — MEES breaches flagged, 90-day expiry warnings live, full audit trail. The platform delivered immediate transparency.”
ZH
Property Investment DirectorZenith Holdings — 143-unit portfolio

“We started with a 30-minute automation audit. By the end of the call we knew which tasks could be automated and what the savings would look like.”
RO
FounderReal estate operator

“The success of the KCF automation led to a custom SaaS product now being offered to other realtors and brokers with a $10,000 contract value.”
MD
Managing DirectorBoltloop client outcome

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