Workflow Intelligence

One coordinator runs three times the closings

A single coordinator was the ceiling on how many deals the brokerage could close. We raised the ceiling without raising headcount.

How one coordinator started running three times the closings
01The situation

Every deal carried dozens of deadlines, documents, and follow-ups, all tracked by hand. The single coordinator was the ceiling on how many deals the brokerage could close, and a dropped task meant a delayed or dead closing.

02What we built

We learned the closing process step by step, then built an assistant that tracks every transaction's milestones, chases the missing documents from the right party automatically, and surfaces only the exceptions that need a human. The coordinator stopped being a human checklist and started handling only the problems that need a person.

03How the engagement worked

A six-week build, embedded with the coordinator, evolving the rules as edge cases surfaced.

04The outcome

The brokerage roughly tripled the closings one coordinator could carry, with fewer slips. Growth no longer meant another back-office hire. Headcount avoided, capability unlocked.

Want this kind of result in your operation?

Tell us where the business is stuck. We will take a real look and tell you straight what we would build, and why.

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