The Record Issue 13: Summer 2019

89 P ROF I L ED : SOHO R E A LT Y S elling or purchasing a home involves count- less forms, documents and communications with multiple parties – inspectors, apprais- ers, title vendors and more. Sharlene Mercier, owner and founder of SOHO Realty, a real estate brokerage operating in the Houston and Atlanta markets, wanted to make this process simpler and easier for her customers to navigate. Mercier brought on software and digital solu- tions consulting firmOptimum, to develop a cus- tomised solution that would ease the paperwork and documentation processes for her clients and streamline the home buying experience. SOHO Realty was already using dotloop, a transaction management tool for real estate bro- kerages, to manage its electronic signature and other documentation needs – but it wasn’t a com- plete solution. The company needed help auto- mating the delivery of documents and tracking the status of tasks in the home buying and selling process. Additionally, it wanted to better manage its incoming leads from buyers and sellers and ensure proper and fast follow-ups. Using Nintex for Office 365, Optimum cre- ated a customised CRM centred around the way SOHO Realty operates. The solution utilised one advanced and fully customised Nintex Form and three NintexWorkflows, with indirect integration to SOHO’s dotloop tenant. Optimum’s Nintex solution starts with SOHO Realty’s online enquiries webform. Once com- pleted and submitted, the information is added to the CRM which triggers a Nintex Workflow that notifies a sales rep to follow up the lead. The rep follows up with the customer and collects more information, entering the information into the Nintex Form. Next, the sales rep qualifies or disqualifies the lead. If qualified, the customer is assigned to an agent, which is notified via the Nintex Workflow. As the sales journey progresses, the agent con- tinues to use the Nintex Form to collect more information and if applicable kicks off a workflow to add the buying or selling and other legal doc- uments to dotloop. Customer information is also automatically prepopulated into the applicable documents in dotloop, based on information that has already been collected. As documents are signed and completed in dotloop, Nintex starts a workflow to deliver them to the applicable parties and the agent is notified through a workflow to continue the process. Additionally, the agent can track the status of every step in the process from Nintex. The solution helps SOHO Realty improve the overall experience of buying and selling a home. Thanks to workflow automation, staff have better visibility into the status of documents and easier task management and assignment, giving them more time to spend helping their customers. SOHO Realty is working with Nintex partner Optimum to improve its agent and client experience with digital process automation Improving the home buying experience