Transforming a Real Estate Agency

Managing lease contracts is often an overwhelming task for real estate agencies. With the large number of details that need to be checked, from tenant information to property details and payment schedules, it's no wonder errors occur. However, for a real estate agency in Bucharest, the solution came in the form of document automation.

The Initial Challenge

With a volume of 150 lease contracts per month, the agency faced major difficulties related to data accuracy and time lost on multiple checks. The manual process of filling out contracts was not only time-consuming but also prone to human errors, which could lead to misunderstandings or even disputes with clients.

Transformation through Automation

By adopting automation with LexiFlow, the agency managed to streamline its entire process. The first step was creating a standardized lease contract template with {{variables}} for each field in the contract: {{client_name}}, {{property_address}}, {{rent_amount}}, {{start_date}}, and others.

How Automation Works

  1. Creating the Template: In LexiFlow, the agency created a lease contract template with variables to replace the information that changes from one contract to another.
  2. Configuring the Data Source: Data sources such as CSV files or API integrations were set up, containing all the necessary information about properties and tenants.
  3. Mapping the Variables: The variables in the template were connected to the corresponding fields in the data sources.
  4. Building the Flow: An automation flow was created to generate contracts in bulk, thus reducing the time needed to prepare each document individually.
  5. Generation and Download: Contracts are now generated quickly and without errors, ready to be signed by tenants and owners.

Tangible Results

For the real estate agency, implementing automation meant not only eliminating errors but also a 70% reduction in the time previously spent preparing contracts. This allowed agents to focus more on the strategic aspects of the business and client relationships.