40+
Scenarios Built
100%
Client Satisfaction
500+
Hours Saved
24h
Support Response
The Challenge
Real estate professionals waste hours on repetitive tasks that sophisticated automation could handle. Leads arrive from a dozen different sources with no consistent scoring or prioritisation. Property matching is done mentally — agents try to remember which buyers want what. Follow-up sequences are started and abandoned when the next showing calls. Transaction checklists live in spreadsheets that nobody updates consistently. The problem is not just wasted time — it is lost deals. Every unscored lead, missed follow-up, and forgotten deadline is revenue walking out the door.
What I Offer
I build custom Make automation scenarios for real estate professionals who need more than simple if-then automations. Make's visual scenario builder handles the complex branching logic that real estate workflows demand — scoring leads based on multiple criteria, matching properties against detailed buyer preferences, routing communications based on transaction stage, and coordinating multi-party transactions.
From intelligent lead scoring and automated property matching to multi-touch nurture campaigns and closing coordination, I design scenarios that give you a competitive edge through smarter, faster automation.
Make delivers 3-5x more operations per dollar than Zapier, making it ideal for busy agents and teams generating high volumes of leads and transactions.
Intelligent Lead Scoring
Leads are scored across multiple dimensions u2014 source quality, engagement level, property price range, timeline u2014 and prioritised for agent attention.
Automated Property Matching
New listings are matched against buyer preference profiles. Matching buyers receive personalised alerts with property details and showing links.
Multi-Touch Communication
Coordinated sequences across email, SMS, and phone with timing and channel selection based on lead behaviour and preferences.
Transaction Milestone Tracking
From offer to close, every milestone is tracked with automated task creation, deadline alerts, and stakeholder notifications.
Market Report Generation
Automated CMA data collection and formatting for seller presentations and buyer market updates on a scheduled basis.
Open House Follow-Up
Sign-in data from open houses triggers immediate follow-up sequences with property details, agent contact info, and showing scheduling.
Why Make Is Ideal for Real Estate Automation
Real estate workflows are not linear. A new lead does not simply move through a straight pipeline — they are scored, categorised, matched, nurtured, and re-engaged based on constantly changing criteria. A buyer who was looking at condos last month might now want single-family homes. A seller who said they would list in spring might be ready now. A transaction that was on track might hit a snag with the appraisal.
This kind of dynamic, branching logic is exactly what Make was built for. Unlike Zapier's step-by-step approach, Make's scenario builder lets you create workflows with routers (if-then-else branches), iterators (process lists of items), and aggregators (combine multiple data points) — all visible in a clean visual interface.
Advanced Real Estate Workflows with Make
Multi-Factor Lead Scoring
Not all leads are equal, and treating them equally wastes your best resource — your time. I build Make scenarios that score leads across multiple dimensions: source quality (referral vs. Zillow vs. cold inquiry), engagement signals (email opens, website visits, property saves), financial readiness (pre-approval status, price range), and timeline (buying this month vs. browsing for next year). Each factor contributes to a composite score that determines the lead's priority and the appropriate follow-up cadence. Hot leads get immediate agent attention. Warm leads enter a medium-frequency nurture sequence. Cold leads receive long-term drip campaigns.
Intelligent Property Matching
Every buyer has a set of preferences — price range, location, bedrooms, features, school district, commute requirements. I build scenarios that maintain buyer preference profiles and automatically match them against new listings as they appear. When a match is found, the buyer receives a personalised alert with property photos, key details, and a one-click link to schedule a showing. The matching algorithm handles fuzzy criteria — a buyer who wants 3 bedrooms will also see exceptional 2-bedroom properties that exceed their other criteria. This keeps buyers engaged with your service and positions you as the agent who always finds them the best properties first.
Behavioural Follow-Up Sequences
Generic drip campaigns get ignored. I build Make scenarios that adapt follow-up content based on the lead's actual behaviour. A lead who keeps viewing luxury listings gets high-end content. A lead who opened your email about first-time buyer programs gets more first-timer content. A lead who has been inactive for 30 days gets a re-engagement campaign. A lead who just viewed a specific property gets neighbourhood details and comparable sales for that area. This level of personalisation dramatically improves engagement rates compared to one-size-fits-all sequences.
Transaction Coordination Engine
A real estate transaction involves 30-50 tasks spread across multiple parties over 30-60 days. Inspection scheduling, appraisal ordering, title search, loan contingency deadlines, insurance quotes, final walkthrough, closing preparation — each with dependencies and deadlines. I build Make scenarios that create the full task timeline when an offer is accepted, assign tasks to the appropriate party (buyer, seller, lender, inspector, title company), send deadline reminders, track completion status, and alert you when any task is overdue or at risk.
Open House to Pipeline Conversion
Open houses generate leads, but most agents fail to follow up effectively. I automate the entire post-open-house workflow: digital sign-in data (from apps like Spacio or Curb Hero) flows into Make, where each attendee is matched against your existing database. New contacts are created in your CRM with property interest tags. Immediate follow-up messages go out with the property details they viewed and your contact information. Those who are not already working with an agent enter a targeted follow-up sequence. This turns casual open house visitors into pipeline leads consistently.
Make vs. Zapier for Real Estate
- Lead scoring: Make handles multi-factor scoring natively with its mathematical functions and routers. Zapier requires multiple separate Zaps or costly add-ons.
- Property matching: Make's iterators and filters can process listing feeds and match against buyer profiles in a single scenario. Zapier would need multiple interconnected Zaps.
- Cost efficiency: A busy real estate team generating 200+ leads/month saves $200-400/month with Make's pricing compared to Zapier's per-task model.
- Visual clarity: Make's scenario view shows the entire automation logic at a glance — essential for debugging and modification.
Expected Results
- 40% improvement in lead-to-appointment conversion from intelligent scoring and faster follow-up
- 3x more property matches delivered to buyers compared to manual matching
- 15-20 hours per week saved per agent on admin and follow-up tasks
- Zero missed transaction deadlines with automated coordination
- $200-400/month savings versus equivalent Zapier automation
Ready to automate your real estate business with Make? Contact me for a free workflow audit, or book a call to discuss your goals.
Why Choose Me
Complex Real Estate Logic
Real estate workflows involve branching decisions that simple automation tools cannot handle. Make's scenario builder handles lead scoring matrices, property matching algorithms, and multi-party transaction coordination natively.
Better Value Than Zapier
Make offers 3-5x more operations per dollar. For real estate teams generating 100+ leads per month, this pricing advantage is significant u2014 typically saving $200-400/month compared to equivalent Zapier usage.
Visual Workflow Management
Make's visual builder lets you see exactly how your automation works. When a lead is not getting the right follow-up, you can trace the path visually and identify the issue in minutes.
My Process
A proven approach from concept to delivery.
Business Review
I review your lead sources, scoring criteria, follow-up processes, and transaction management to design automations that match your selling style.
Scenario Design
Each scenario is designed with branching logic visible in Make's visual builder u2014 including lead scoring criteria, matching rules, and communication triggers.
Build and Test
Scenarios are built in your Make account and tested with sample lead data and transaction scenarios to verify scoring, matching, and routing accuracy.
Launch and Refine
I activate scenarios, train your team on the visual builder, and refine scoring and matching criteria based on real results over the first month.
Technologies & Tools
Results That Speak
Client project: A 4-agent real estate team was manually scoring leads by gut feel and tracking transactions in a shared spreadsheet. Follow-up sequences were inconsistent — agents would start well but drop off during busy periods.
Result: Make scenarios now score every lead automatically and route them to the appropriate follow-up sequence. Property matching delivers personalised alerts to 85 active buyers. Transaction coordination eliminated the shared spreadsheet and ensures every deadline is tracked. The team increased closings by 35% in the first quarter while reducing admin time by 50%.
Frequently Asked Questions
Make (formerly Integromat) is a visual automation platform with advanced features like routers, iterators, and mathematical functions that handle the complex logic real estate workflows require. It also offers 3-5x more operations per dollar than Zapier, making it more cost-effective for busy agents and teams.
Make integrates with Follow Up Boss, KvCORE, LionDesk, HubSpot, Salesforce, and most other CRMs used in real estate. For CRMs without a native Make integration, I can connect via webhooks or API modules.
I set up buyer preference profiles in your CRM or a connected database. When new listings appear (via MLS feed, API, or manual entry), Make scenarios compare each listing against all active buyer profiles and send personalised alerts for matches. The matching considers price range, location, bedrooms, features, and other criteria you define.
Make's visual builder is intuitive u2014 scenarios look like flowcharts showing how data moves through your automation. I provide training and documentation so your team can monitor runs, adjust message templates, and modify routing rules. For structural changes, I offer ongoing support.
A basic setup (lead capture, scoring, instant response, CRM routing) takes 1 week. A comprehensive system with property matching, transaction coordination, and multi-touch nurture sequences takes 3-4 weeks. Results from lead response automation are visible from day one.
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