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Solutions

Real work, connected end to end.

Your process already crosses apps, people, and teams. These are the everyday jobs we're building DoorEngine to finish.

01Agents & teams

Start with the client. Skip the re-entry.

Your assistant finds the client in your CRM and brings the available property details into the app where you prepare the transaction.

Example tools
Follow Up BossPipedriveRealEstateAPI
Build a workflow like this

Start a transaction for John and Jane at 123 Main Street.

  1. Find the clientCRM
  2. Pull the property detailsProperty data
  3. Start the work in your appYour app
  4. Link the records togetherCRM

The right client and property, ready to go.

02Transaction coordinators

Different agents. One way to work.

Each intake follows that agent's setup: their CRM, their brokerage, and your task workspace. Every connection uses the account that agent authorized.

Example tools
JotformClickUpAsanaDotloop
Build a workflow like this

Set up Sarah's transaction and assign the intake to my team.

  1. Receive the intakeIntake form
  2. Reuse the client's detailsCRM
  3. Create and assign the workTask board
  4. Connect the transaction fileTransaction file

Organized work, without asking any agent to switch tools.

03Agents, TCs & brokerages

A signed contract. A complete handoff.

Deliver the documents to the right transaction, turn confirmed dates into assigned tasks, and add the file link to the CRM. Brokerage review stays in the brokerage's process.

Example tools
DotloopLone WolfClickUpFollow Up Boss
Build a workflow like this

Send the executed agreement to our transaction file and hand it to Sarah.

  1. Confirm the transaction detailsYour app
  2. Deliver the documentsTransaction file
  3. Assign the next tasksTask board
  4. Update the CRMCRM

Everyone knows where the file is and what's next.

04TC businesses & teams

Close the deal. Finish the paperwork.

A confirmed closing updates the CRM, prepares your service invoice, sends an approved thank-you card, and starts your follow-up program.

Example tools
PipedriveXeroQuickBooks Onlinethanks.io
Build a workflow like this

We closed. Prepare my invoice and start our client follow-up.

  1. Confirm the closingTransaction file
  2. Update the client recordCRM
  3. Prepare the service invoiceAccounting
  4. Start the follow-upClient follow-up

No loose ends after a closing.

05Brokerages

Ask one question across your business.

Your assistant pulls transaction, task, and commission data from connected systems and answers with links back to each source record.

Example tools
Lone WolfLoft47Sisumonday.com
Build a workflow like this

Which deals close this month, and what work is still open?

  1. Find the connected transactionsTransaction file
  2. Check for open tasksTask board
  3. Add available commission dataCommissions
  4. Answer with source linksYour assistant

A clear answer, grounded in your own systems.

Illustrative workflows. Each project is scoped to your tools, the access each provider allows, and the steps you want automated.

Start with one everyday job.

Pick the handoff you repeat most. We'll map it, connect it, and keep it running.

Build my workflowor email developers@doorengine.com