Optimum transformed real estate firm’s operations by implementing a customized Nintex for Office 365 solution, improving project management, enhancing communication, and increasing operational efficiencies, ultimately accelerating their sales cycle and boosting customer satisfaction.
About the Client
SOHO Realty and Mortgage Lending, Inc. is a top-tier real estate and mortgage brokerage firm known for being a one-stop resource for home financing and residential buying, selling, and investing in the Atlanta and Houston areas.
Business Challenges
Despite using dotloop, a transaction management tool for electronic signatures and documentation, SOHO Realty needed a more comprehensive solution. They faced challenges in automating document delivery, tracking task statuses in the home buying and selling process, and managing incoming leads efficiently. They required a customized Marketing and Sales Automation solution to enable seamless communication and collaboration among agents, employees, and customers while ensuring all sales process steps and procedures were properly executed.
Additionally, SOHO’s management team needed better visibility into internal operations and agent performance through proper KPIs and performance tracking.
Optimum’s Involvement
Optimum addressed SOHO Realty’s challenges by creating a customized CRM using Nintex for Office 365. This solution included one advanced and fully customized Nintex Form and three Nintex Workflows, with indirect integration to SOHO’s dotloop tenant.
The process begins with an online inquiry webform, which, upon submission, triggers a Nintex Workflow to notify a sales rep. The sales rep follows up, collects more information, and enters it into the Nintex Form. Qualified leads are assigned to an agent, who is notified via Nintex Workflow.
Throughout the sales journey, the agent uses the Nintex Form to collect further information and initiate workflows for document handling in dotloop. Customer information is automatically prepopulated into documents, streamlining the process.
Project Outcomes and Benefits
The Nintex solution provided by Optimum significantly improved SOHO Realty’s document management and task tracking. As documents are signed and completed in dotloop, workflows deliver them to the relevant parties, and agents receive notifications to continue the process. This automation enhanced visibility into document status and task management, allowing staff to focus more on customer service.
The project benefits include:
- Increased visibility: Easily accessible document and process status updates, plus agent performance tracking
- Improved efficiency: Enhanced task assignment and management capabilities
- Better customer service: More time for staff to assist customers
- Faster sales: Accelerated sales cycle from lead generation to closing
Optimum’s implementation of Nintex for Office 365 provided SOHO Realty with a robust solution that improved project management, enhanced communication, and increased operational efficiencies.
This collaboration not only gave SOHO Realty a competitive edge but also laid the groundwork for sustained business growth and customer satisfaction.
About Optimum: Your Partner in Process Automation
Optimum is a nationally recognized IT consulting firm dedicated to streamlining and automating business processes for organizations of all sizes. Our services result in simplified communication, error reduction, time and cost savings, and improved compliance and accuracy.
With expertise in strategic planning, process optimization, and innovative technologies, we empower clients to achieve clarity and productivity, lower operational and labor costs, ensure compliance, and drive business automation and transformation. Optimum offers a comprehensive suite of IT services, including custom software design and development, systems integration, business intelligence and analytics, work management and collaboration solutions, IT project management and business analysis, and staff augmentation.
Reach out today for a complimentary discovery session, and let’s explore the best process automation solution for your needs!
Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com
