✦BROKERAGE WORKFLOW AUTOMATION

OMNICHANNEL BROKERAGE CRM

Centralized lead ingestion, validation, and automated round-robin sales distribution engine.

ClientTier-1 Regional Real Estate Brokerage
Timeline2 Weeks
ScopeCRM Pipeline Engineering & Webhooks
StatusPrivate (Under NDA)
private.axtrait.internal/realty-crm/platform
Unified Portal Aggregation
Unified Portal AggregationCentralized webhooks capturing and deduplicating buyer inquiries across all major property portals.
✦Executive Overview

Project Scope & Architecture

An automated lead pipeline that unifies inquiries from property listing portals, ad channels, and private landing funnels into a single dispatch board.

The Operational Bottleneck

Fragmented Portal Ingestion & Crippling Response Delays

Leads scattered across multiple platforms went uncalled for hours, causing over 50% lead abandonment due to manual spreadsheet assignments.

Identified Bottlenecks:
✕
Spreadsheet exports leading to delayed agent follow-ups of 4-6 hours.
✕
High lead drop-off and duplicated assignments across competing brokers.
✕
Lack of real-time management visibility into agent response compliance.
Axtrait Architecture Build

Real-Time Webhook Pipeline & Automated Round-Robin Dispatch

Constructed low-latency webhook ingestion queues that instantly distribute verified contacts to available agents via automated alerts.

Key Architectural Highlights:
Centralized webhooks capturing and deduplicating buyer inquiries across all major property portals.
Fair and automated lead assignment based on agent availability, language skills, and territory.
Automated reassignment triggers that pass leads to alternate brokers if not contacted within 3 minutes.
✦Performance Verification

System Speed, Uptime & Impact

<90s

Agent Dispatch Latency

Automated distribution speed

0%

Lead Slippage Rate

Zero abandoned opportunities

3.4X

Deal Velocity

Inquiry to viewing acceleration

100%

Listing Portal Ingestion

Full multi-portal sync

✦Internal Workflows

Deep Architectural Snapshots

Sanitized mock data displayed to comply with client confidentiality agreements.
Round-Robin Agent Dispatch
Dispatch Engine

Round-Robin Agent Dispatch

Fair and automated lead assignment based on agent availability, language skills, and territory.

Production verified workflow • Zero data leaks
SLA Escalation Alerts
SLA Governance

SLA Escalation Alerts

Automated reassignment triggers that pass leads to alternate brokers if not contacted within 3 minutes.

Production verified workflow • Zero data leaks
Infrastructure Architecture

Technologies & Protocols Powering This Solution

Node.jsRedisHubSpot APIPostgreSQLDocker
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