

Transactions at the agency were slowing down not at showings, but rather at the paperwork: contracts, mortgage packages, registration. We conducted an audit, implemented a transaction support agent, and trained the back office to work with them. Documents are now being prepared many times faster.
The back office was manually collecting documents for each transaction. Mistakes, rework, waiting, the client was nervous, the manager was distracted by status updates.
5-day audit, agent implementation, then back office training (3 employees).
| Indicator | Before | After |
|---|---|---|
| Document preparation | 1–2 days | hours |
| Errors and rework | frequent | rare |
| The team can fine-tune the agent themselves | no | yes, after training |
Audit 5 days, implementation 3 days, training of 3 back office employees.
| Stage | Duration | Budget |
|---|---|---|
| Deal Process Audit | 5 days | $600 |
| Support Agent Implementation | 3 days | $1,500 one-time |
| Back Office Training (3 people) | 2 days | $400 |
| Agent Operation and Support | ongoing | ASCN Agent Subscription Personal |