Real Estate Agents seek on-demand information

Agents sought to retrieve up-to-date information on their transactions, quickly determine the next steps for each client, and access a one-stop shop for document management.

Real Estate Agents want to focus on gaining more business

Agents wanted to reduce ~19 hours of reviewing documents, gathering signatures, and keeping all parties informed.

Transaction Coordinators seek to streamline data entry and communications with all parties

My Wife wanted to eliminate unnecessary discourse by capturing all crucial details of the transaction during contract intake.

Transaction Coordinators want automated task management

My Wife needed a platform to systematically create dynamic tasks and auto-generate emails based on contract details

Realistic development costs

Our goal was to procure subscription-based SaaS tools which enabled us to deliver quicker, fail faster, develop with trusted managed services, and shy away from breaking our pockets!

Product learning curve + mature knowledge base

No code/low code development and WYSIWYG-type tools were being created in a frenzy during this time. It was important to select a platform that did not have a steep learning curve. Additionally, I researched their knowledge bases and forums to ensure an active community was present in case I ran into any development roadblocks.

Seamless interactivity built-in

To ensure I could bake in automated business processes, analyzing a tool's ability to execute complex conditional logic was critical.

Product reliability + scalability

Since I was piecing together code-free tools and lightweight plugins, it was vital to research the tool’s development team's expertise and background. Additionally, I surveyed a tool’s “What’s Next” page, a.k.a their Product Roadmap, to determine how their future features could enhance C2C’s value propositions. Most importantly, I reviewed their recent bug fixes and recovery time & point objectives to ensure C2C is active 99.9999% of the time.