Portal enquiry triage
Start with the source records and define the information a reviewer needs before this step can proceed.
Automation runs through the software, inboxes and documents your team already uses. Stop missing buyer, vendor and appraisal enquiries after hours, and stop paying an admin to retype them into the CRM. Built for boutique agencies under 15 staff who'd rather not add another back-office hire just to keep up.
Portal enquiry triage, built inside the software your team already uses, with people approving what matters.
Teams is where your staff instruct the AI. This dashboard is the management layer: live workflows, queued work, exceptions and approvals for real estate agencies.
The dashboard is the window in. Underneath it, specialist AI agents handle enquiry follow-up, maintenance triage, vendor reporting inside the software real estate agencies already use.
Every Horizon solution includesThis is the real estate product. It uses the same live-agent pattern as every Horizon build, shaped around the workflows and software already in use.
Open the live dashboardReal estate agencies use AI automation to cut repeated admin - portal enquiry triage, open-home follow-up - while keeping a person on anything that touches a client, payment or compliance record. Horizon AI builds one workflow at a time inside the PropertyMe, Reapit / Agentbox, Rex tools you already run, with the scope, access requirements and testing agreed before implementation.
Stop missing buyer, vendor and appraisal enquiries after hours, and stop paying an admin to retype them into the CRM. Built for boutique agencies under 15 staff who'd rather not add another back-office hire just to keep up.
The first build sits inside familiar systems - inboxes, documents, client portals, practice platforms, booking tools and reporting workflows real estate agencies already rely on every day.
Start with the source records and define the information a reviewer needs before this step can proceed.
Prepare the routine work for the responsible person, with the original context available for checking.
Agree the system handoff and how the team handles missing information or conflicting records.
Use clear trigger and completion rules so repeated or failed work stays visible to its owner.
Keep draft outputs separate from approved actions and define when the workflow should ask for help.
Test representative examples and exceptions before deciding how much of this work should be automated.
Review the current process, software stack, data access points and manual handoffs.
Choose the first workflow, approval gates, implementation path, timeline and quote.
Build, test and launch the workflow inside approved business systems with human review.
Turn the first useful workflow into a practical AI roadmap across the business.
The integration path depends on permissions, API access, subscription tier and security rules.
A free 30-minute conversation with our Director about the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.