Automate New Client Onboarding Using Real Estate Methodology Collections
- Context & Challenge:
Megan leads client onboarding at a busy real estate agency that supports both residential and commercial property transactions. As client volume increased, her team encountered growing inefficiencies in gathering required documentation, educating clients on the home-buying journey, and communicating next steps. Without a standardized process, clients often submitted incomplete paperwork, missed critical deadlines, or repeatedly asked similar questions, resulting in frustration, delayed property viewings, and slower deal closures.
Key pain points included:
Disorganized Paperwork: Clients submitted forms through scattered channels—often incomplete, incorrectly formatted, or missing required fields—forcing agents into repeated follow-ups, document requests, and time-consuming clarification cycles.
Client Confusion: Many buyers were unsure about key milestones in the property journey, such as when to submit financial documents, how to prepare for viewings, or what steps were needed to make an offer, resulting in delays and repeated questions.
Transaction Delays: Incomplete onboarding tasks slowed progress from inquiry to closing.
Limited Visibility: Agents lacked real-time insight into client readiness or bottlenecks.
- Transformation with Wizly
- Megan used Wizly to create a comprehensive onboarding Collection for homebuyers and sellers:
- Document Submission Workflows: Interactive checklists helped clients upload IDs, financial pre-approvals, and required disclosures.
Educational Modules: Videos and step-by-step explainers clarified the buying or selling process, reducing back-and-forth.
AI Assistant Guidance: The assistant answered questions like “What’s needed for an offer letter?” or “How do I schedule a property viewing?”
Progress Dashboards: Agents could track client readiness in real time and follow up proactively.
- Client Interaction & AI Engagement:
1. Clients completed onboarding tasks asynchronously, freeing agents from repeated orientation calls.
2. Over 700 onboarding questions were handled by the AI in the first 3 months.
3. Dashboards helped agents identify where clients were stuck and follow up before delays occurred.
Outcomes & Business Impact:
Transaction Processing Time: Reduced from 30 days to 21 days (-30%)
Client Questions During Onboarding: Dropped by 40%
Deal Fall-Through Rate: Declined from 15% to 9%
Client Satisfaction Score: Increased from 80% to 93%
Admin Time for Agents: Reduced by 40%, allowing more focus on closing deals - "Using Wizly Collections transformed our onboarding—clients are more prepared and deals close faster. The AI assistant is like having an extra team member." — Megan S., Real Estate Broker
Get Started Now!
- "Using Wizly Collections transformed our onboarding—clients are more prepared and deals close faster. The AI assistant is like having an extra team member." — Megan S., Real Estate Broker
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About The Wize Ones Podcast
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