Company Profile
Company Type
Multi-office realty firm
Team Size
25-100 agents
Industry
Real Estate
Key Challenge
Struggling with inefficient manual report generation processes that were slowing growth and increasing operational costs. Their primary concern was agent productivity.
Tools Connected
The Challenge
This multi-office realty firm had reached a breaking point with their manual report generation process. With 25-100 agents managing daily real estate operations, the team was spending an average of 25+ hours per week on repetitive report generation tasks that added no strategic value. The workload was unsustainable, and errors were becoming more frequent as volume grew.
The consequences extended beyond wasted time. In their real estate business, delayed report generation created a cascade of downstream problems — missed deadlines, frustrated stakeholders, and data quality issues that undermined decision-making. The team had tried hiring additional staff, but the cost was prohibitive and training new employees on their complex real estate processes took months. They needed a solution that could handle their current volume and scale with their growth, without requiring a proportional increase in headcount.
The Solution
The team selected Arahi AI to automate their real estate report generation workflow end-to-end. Implementation began with connecting their core tools — MLS, HubSpot, and Gmail — to the Arahi AI platform. Using the no-code builder, they configured AI agents that replicate their best-performing team member's decision-making process, but at machine speed and consistency.
The AI agents handle every step of the report generation process: receiving incoming requests or triggers, analyzing the context using real estate-specific rules, making intelligent routing decisions, executing the core actions, and notifying the right stakeholders. What previously required 45+ minutes of manual work per instance now completes automatically in under 2 minutes. The agents also learn from corrections, continuously improving their accuracy. The team connected DocuSign for tracking and reporting, giving leadership real-time visibility into report generation performance metrics for the first time.
The Results
Measurable improvements across key real estate report generation metrics.
Processing Time
Dramatically faster
Before
Lengthy manual process
After
Minutes
Manual Hours per Week
Major reduction
Before
Many hours
After
Minimal oversight
Error Rate
Significantly fewer errors
Before
Noticeable manual errors
After
Minimal with AI
Operational Cost
Major savings
Before
High
After
Much lower
Team Capacity
Significant scale
Before
Limited by headcount
After
Dramatically higher throughput
“The ROI came quickly. Our report generation throughput increased significantly while our error rate dropped dramatically. For a real estate business of our size, that translates directly to the bottom line.”
Operations Director
Multi-office realty firm
Key Takeaways
The most important lessons from this real estate report generation automation project.
AI-powered report generation automation dramatically reduced manual processing time for this real estate team, freeing staff to focus on high-value strategic work.
Implementation took less than a day — the no-code approach meant no IT bottleneck or months-long development cycle.
Error rates dropped significantly, improving data quality and downstream decision-making.
The ROI was realized quickly, with the solution paying for itself through cost savings and productivity gains.
Implementation Timeline
From zero to production in 3 hours — here's how they did it.
Step 1: Connected real estate tools to Arahi AI
Integrated MLS, Zillow, and Follow Up Boss with Arahi AI using pre-built connectors — no API keys or custom code required. The team verified data flow between systems in under 15 minutes.
Step 2: Configured AI agent business rules
Defined the real estate-specific rules for report generation: scoring criteria, routing logic, escalation thresholds, and exception handling. The team used Arahi AI's visual rule builder to translate their existing process into automated workflows.
Step 3: Tested with live real estate data
Ran the AI agents on a week's worth of historical report generation data to validate accuracy and identify edge cases. Made minor adjustments to scoring weights and routing rules based on the results.
Step 4: Launched and monitored
Deployed the AI agents to production with the entire team notified via DocuSign. Monitored the first 48 hours closely, confirming high accuracy before reducing oversight to weekly reviews.
Setup Time
3 hours
AI Agents
2 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating report generation in real estate.
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