Deal Sourcing Case Study | Real Estate Automation
Back to Case StudiesAutomated CRE Deal Sourcing & Lead Pipeline
Public listing aggregation for a multi-market CRE acquisitions team across Zillow, LoopNet, MLS, and more.
This Commercial Real Estate AI automation case study explores Automated CRE Deal Sourcing & Lead Pipeline. Tags: Commercial Real Estate, Data Entry, Integration, Lead Management, Make.com, HubSpot, Retool, OpenAI, AI Automation, Workflow Automation.
7
Hours Saved/Day per Analyst
+42%
More Opportunities Reviewed
0
Missed Listings in Target Zips
Overview
A CRE acquisitions team operating across five U.S. states needed reliable deal sourcing from platforms like Zillow, LoopNet, Realtor.com, Redfin, and several regional MLS feeds. Analysts spent hours copying data into spreadsheets, missing opportunities and creating inconsistent records.
Challenges
No API access for most real estate listing sites
Duplication of listings across platforms
Manual searching, copying, and comparing comps
No integration with HubSpot / Monday
Slow creation of sales material for internal discussions
What We Delivered
Custom scraping system for Zillow, LoopNet, Realtor, MLS (rotating proxies, anti-blocking logic)
Automated ingestion of listing details: price, rent comps, images, location
Normalization & deduplication across platforms
Direct push into CRM with deal tags, stage assignment, and analyst routing
Retool dashboard for pipeline visibility, comps, filters, and saved searches
Automatic sales material generation (PDF + summary)
Tech Stack
Python scrapers, Bright Data, Make.com, HubSpot API, Retool, Google Cloud, OpenAI
Tags
Results
7
Hours Saved/Day per Analyst
+42%
More Opportunities Reviewed
0
Missed Listings in Target Zips
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