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SOHO Realty improves customer experience with digital process automation

Customer-first approach with automation

SOHO Realty, with offices in Houston and Atlanta, wanted to improve the home buying experience for its clients, who are mostly first-time buyers. The complicated process involves countless forms, documents and communications with multiple parties – inspectors, appraisers, title vendors and more.

Nintex Partner Optimum worked with SOHO Realty to deliver a customized Marketing and Sales Automation solution using Nintex Workflow and Nintex Forms for Office 365.

Finding success

Increased visibility into status of documents and processes

Ability to fast-track the sales cycle from leads to closing

Improved customer experience

SOHO Realty
Professional Services
Capabilities Used
Automation Cloud

Who they are

SOHO Realty, with offices in Houston and Atlanta, is a realty agency dedicated to helping clients meet their real estate goals and objectives.

What they need

Customized Marketing and Sales Automation solution that connects with dotloop, a transaction management tool for real estate brokerages.

How they did it

Nintex Partner Optimum created a custom CRM, digitized paper forms, and automated sales and marketing processes using Nintex Forms and Nintex Workflow for Office 365

Nintex Partner delivers complete solution with Nintex for Office 365

SOHO Realty was already using dotloop to manage its electronic signature and other documentation needs – but it wasn’t a complete solution. SOHO Realty needed help automating the delivery of documents and tracking the status of tasks. The agency also sought to improve its sales lead routing and handling processes.

Nintex Partner Optimum worked with SOHO realty to deliver a complete solution customized to the way SOHO Realty and its clients operate. The solution utilizes one advanced Nintex Form connected to three Nintex Workflows that integrates with the agency’s dotloop tenant to streamlines the entire customer experience from the initial inquiry to their home closing.

By providing a more streamlined experience with Nintex, we’re able to ease the documentation process for our clients. Optimum helped us to develop a digitized solution to our customer experience and documentation requirements that is aligned with the way we do business.
Sharlene Mercier, owner and founder, SOHO Realty
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