Summit Realty Cut Admin Work by 60% & Increased Referral Business by 40% with Automation
Summit Realty, a boutique brokerage in Austin, Texas, specialized in high-end residential properties ranging from $800K–$2M. Led by Jennifer Lawson, the firm had seven agents who were exceptional at closing deals but drowning in administrative tasks.
The Problem: Admin Overload Was Slowing Growth
Instead of focusing on sales, they were stuck handling:
Manually drafting contracts and sending e-signature requests
Coordinating showings and meetings through endless back-and-forth emails
Updating CRM records every time a lead interacted with listings
These repetitive tasks ate up 15+ hours per week per agent, leading to slower deal closures, missed leads, and frustrated clients.
The Cost of Manual Work
Beyond inefficiency, this admin overload had real business consequences:
Delayed Contracts → Lost Deals
Clients expected fast turnarounds. Manual contract prep meant losing hot buyers.Scattered Scheduling → Missed Opportunities
Agents juggled calendars across multiple platforms, leading to double bookings and missed showings.Lead Leakage → Wasted Marketing Dollars
Leads that requested info via Zillow, social media, or the website often fell through the cracks before an agent could respond.
Summit Realty knew they needed a smarter, automated system to streamline operations and let agents focus on selling—not admin work.
We implemented a fully integrated automation system using Zapier, DocuSign, Google Calendar, and Follow Up Boss to eliminate busywork and ensure seamless client experiences.
Here’s How It Works:
Instant Contract Generation & E-Signatures
New deals auto-generate pre-filled contracts based on client details.
Clients receive instant e-signature requests via DocuSign
Automated Scheduling & Reminders
Showings and meetings sync directly to Google Calendar for agents & clients.
Smart reminders reduce no-shows and miscommunication.
CRM Updates & Lead Tracking
When a lead interacts with a listing or submits an inquiry, the CRM auto-updates their status.
Hot leads get priority notifications for immediate follow-up.
The Automation Solution
The Results: Faster Deals, More Referrals, Less Admin Work
60% Reduction in Manual Tasks
Agents freed up 9+ hours per week, focusing on sales instead of admin.30% Faster Deal Closures
Auto-generated contracts cut down delays, leading to quicker closings.40% Increase in Referral Business
With smoother transactions, clients were happier—and referrals skyrocketed.
Stop Letting Admin Work Hold Your Brokerage Back
Summit Realty’s automation overhaul transformed their business, giving agents more time to close deals and provide exceptional service.
Ready to eliminate busywork and scale your brokerage?
Get a Free Automation Audit Today – See how much time & revenue you’re losing to manual work.
