Reply to every buyer and vendor first, and keep every file ready for inspection.

Illustrative sample data

Migration reportBalanced

Reconciliation: old CRM to new

Object	Before	After	Note
Contacts	18,420	16,306	2,114 merged
Activities	42,310	42,310	All kept
Attachments	3,960	3,960	All kept
Archived	0	4,025	Not deleted

Each pain, and what answers it.

- Portal enquiries wait until the open home ends
- Appraisal leads go quiet after one follow-up
Speed-to-Lead and Follow-UpLive in production
- Agency agreements rebuilt by hand for each listing
Contract and Document AutomationBuilt to order
- Duplicate contacts undermine database marketing
CRM Cleanup and Data MigrationBuilt to order
- AML checks add work to every sale
Compliance AutomationBuilt to order
- Tenant and maintenance calls at all hours
AI ReceptionistBuilt to order

How each one is answered

Speed-to-Lead and Follow-Up
Enquiries get a personal reply in about a minute. The listing agent is alerted.
Follow-up continues until the owner books or opts out.
Contract and Document Automation
Agreements assemble from your approved templates. A person signs off.
CRM Cleanup and Data Migration
Duplicates merge under rules you agree, after a backup and your sign-off.
Compliance Automation
Evidence for each check is filed. Your compliance officer decides.
AI Receptionist
After-hours calls are answered and logged. Urgent ones reach your team.

CRM Cleanup and Data Migration, on sample data.

A tidy move to a new CRM

Day 1 of 8Mon 09:00

ChecksVerified

Snapshot: old CRM

4 passed

Everything is exported and verified before a single record is touched.

Data audit

Audit: 18,420 contacts

Duplicates, bounced addresses and gaps are measured, so you see the problem before anything changes.

Migration reportBalanced

Reconciliation: old CRM to new

Object	Before	After	Note
Contacts	18,420	16,306	2,114 merged
Activities	42,310	42,310	All kept
Attachments	3,960	3,960	All kept
Archived	0	4,025	Not deleted

Counts are reconciled before and after, so nothing goes missing on the way across.

Baylight Realty and everyone here are fictional. The counts and schedule are examples.Illustrative sample data

VaultRE, Rex, AgentBox, PropertyMe, Console Cloud, realestate.com.au, Domain, DocuSign, Follow Up Boss, Microsoft 365, Google Workspace.

No endorsement implied.

Does the agent quote prices or make promises to buyers?

No. It books conversations and hands anything about price, terms or commitments to your agent. You approve every template before launch.

Who decides on the anti-money laundering checks?

You do. Our workflows capture the evidence for each check, and your AML/CTF compliance officer makes every compliance decision.

Will it work with our CRM?

We connect to the tools you already run, such as VaultRE, Rex or PropertyMe. The exact integration is confirmed in scoping, before anything is built.

Regulatory context

In Australia, real estate agents who broker sales, purchases or transfers of property became regulated under the AML/CTF regime from 1 July 2026, with customer due diligence and record-keeping obligations. The workflows we build capture evidence for those checks; the compliance decisions stay with your AML/CTF compliance officer.
Rules for agency appointment forms and disclosures differ by state and country, so document templates are built for your jurisdiction and checked against the current approved forms.

General information, not legal advice.

Tell us how your agency handles enquiries. We will say where an agent fits.