Case study

CourtierPilot: the real estate broker’s copilot

A platform that turns every open house into concrete follow-ups: visitors sign up in 40 seconds, are qualified automatically and receive personalized follow-ups, while the seller follows everything in real time.

  • SectorReal estate
  • TypeSaaS platform
  • StatusPilot phase with brokers
  • LanguagesFrench and English
CourtierPilot presentation page

01

The challenge

After an open house, brokers leave with a list of names and little time to follow up with each one. Interested prospects cool off, and the seller calls to ask how it went.

02

What we built

QR code sign-up

A form adapted to the property type, with the explicit consent required by Quebec’s Law 25.

Automatic qualification

A score out of 100 and a category to know who to call back first.

AI-written follow-ups

A planned sequence of messages written from each visitor’s profile, in line with the OACIQ code of ethics. The broker reviews them, or lets them go out.

Morning summary

Every day: what is overdue, what is due today and which hot prospects have been left without action.

Seller portal

A permanent link showing visitors, serious prospects and what people liked, or disliked, about the property.

Team mode

An assistant can manage several brokers’ accounts, with notifications for each one.

03

Under the hood

  • Framework-free JavaScript
  • Supabase and scheduled jobs
  • Row-level security
  • Generative AI
  • Automated emails
  • Push notifications

04

What it shows for your project

  • Automating a sales process end to end.
  • Framing AI with business and ethics rules.
  • Protecting each client’s data, in line with Law 25.
  • Delivering reliable automated notifications and emails.

Visit CourtierPilot ↗