automatex.agency

Case Study: Automating Real Estate

Workflows with AI — Homes With Tony (Bay Area, USA)

The Challenge

Despite offering high-touch, personalized service, Homes With Tony was facing operational bottlenecks in managing:

  • Lead intake and follow-up

  • Client inquiries from multiple platforms (website, social media, Google Business)

  • Property search coordination and showing schedules

  • Repetitive communication workflows like FAQs and consultation scheduling

Manual documentation for buyer/seller processes

Client Overview

Homes With Tony is a trusted real estate brand led by veteran Bay Area Realtor Tony Thomas, who brings over 15 years of experience to homebuyers and sellers. Known for his integrity, professionalism, and deep market expertise, Tony serves clients across Santa Clara and Alameda counties, helping them navigate the real estate journey with ease and confidence.

The Solution — Automatex AI Deployment

  1. Automatex implemented a customized AI Assistant and Automation Workflow tailored for real estate, solving the above pain points by:

1. AI-Powered Lead Assistant
  • A website-integrated AI chatbot handles inquiries 24/7, qualifies leads, and books consultations in Tony’s calendar.

  • Captures buyer/seller intent (location, price range, timeline) and syncs with CRM
2. Multi-Channel Conversation Consolidation
  • Connected AI to Google Business, Instagram DMs, and Facebook Messenger to unify messaging.

  • Instant automated responses to FAQs and scheduling requests across all platforms
3. AI Listing Match Engine
  • Integrated with Tony’s property database to automatically recommend matching listings based on lead criteria.

  • Enables AI to notify users of new listings in their price range via email or text.
4. Client Journey Automation
  • Email and SMS flows for buyer and seller journeys (e.g., “What to expect after offer submission”, “How to prepare your home for sale”).

  • Onboarding checklists generated automatically via AI after consultation.
5. Real-Time FAQ Agent
  • Automated responses to common questions like “What’s my home worth?”, “How fast can I close?”, and “How does escrow work?” directly on the website and socials.

The Results (After 90 Days)

Metric
Before Automatex
After Automatex
Avg. Lead Response Time
3–5 hours
Under 5 minutes
Appointment Bookings
Manual
100% AI-Scheduled
FAQs Handled
Manually
90% AI-Managed
Client Engagement Rate
~30%
↑ 60%
Time Saved Weekly
_
12+ hours/week

🗣️ Client Testimonial

💬 “My clients now get answers and book calls while I’m asleep. Automatex let me focus on what I do best — closing deals and building trust. It feels like I finally hired the assistant I always needed.”

Tony Thomas, Founder of Homes With Tony