Best Real Estate CRM - Mastering Automation: Start with a Flow Chart

Mastering Automation: Start with a Flow Chart

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June 04, 2025•0 min read

Mastering Automation: Start with a Flow Chart

At BILT, we believe in the power of planning. If you want to transform your business operations through automation, it all starts with a flow chart. Before diving headfirst into the technicalities, lay down your ideas on paper—create a flow chart as your initial step.

This step acts as your roadmap for success. Include every single automation you plan to implement. Whether it's a simple email drip campaign or a complex customer management system, detail each component comprehensively.

Map out every workflow you intend to set up. Visualizing these elements clarifies the path, making it easier to pinpoint potential hurdles and address them proactively.

Don't forget the power of newsletters. They are key in maintaining client relationships and should be part of your automation plan.

Remember, comprehensive planning forms the foundation of effective automation. By methodically capturing each type of automation on your flow chart, your business will find itself on the fast track to efficiency and success.

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Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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IMAGINE REAL ESTATE SO AUTOMATED YOU JUST UPLOAD LEADS AND WATCH BILT DO THE REST —BILT DOES WHAT NO OTHER PLATFORM CAN. SO YOU CAN CLOSE MORE DEALS FASTER...

BILT AUTOMATICALLY EVALUATES ANY PROPERTY — SUBTO, SELLER FINANCE, HYBRID, OR CASH —PICKS YOUR BEST OFFER, BLASTS LOIS AT SCALE, GENERATES CONTRACTS INSTANTLY, AND AUTO-FOLLOWS UP SO NO DEAL SLIPS THROUGH THE CRACKS.

(Whether You're Raising Money, Running Dispositions-Only, or Going Direct To Sellers & Agents, We've Automated Every Step - From Relationship Building To Closing Deals - So You Can Focus on What Really Matters.)

“Look, if you're in the market for a 'so-easy-it's-practically-illegal' real estate strategy that requires almost zero effort (seriously, you can keep your pants off and no one would know), this is your 2025 goldmine. Totally under-the-radar, beginner-friendly, and perfect for anyone who prefers binge-watching over, y'know, work.”