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Workflow systems for Harborline Realty Group

Real estate is a business of a thousand small handoffs — and each one is a chance for a lead or a task to fall through. This set of systems tightened how work moves through the agency's pipeline: less chasing, fewer dropped threads, more hours in front of clients.

Client names, properties, and identifying details in these wireframes have been changed to protect client confidentiality and IP.

harborline.internal/pipeline
Pipeline · auto-updated from email, forms & showings
New lead
auto-replied 2m
auto-replied 7m
Touring
showing Sat 11a
Offer / contract
inspection due 5d
docs complete
Closed
review requested
The live pipeline board. Every lead and transaction, staged automatically from the tools the agents already use — nobody updates a spreadsheet, and nothing sits in "new" unanswered.
harborline.internal/handoffs/1204-shore-dr
Transaction handoffs · 1204 Shore Dr
offer acceptedlisting agent → file opened + checklist createdauto → inspection scheduledcoordinator · in progress → lender docs requestedauto · waiting → closing preptitle company
The handoff tracker. Each transaction gets a checklist with a named owner for every step — when a step completes, the next person is notified automatically instead of waiting on a forwarded email.
harborline.internal/follow-through
Follow-through queue · nothing ages out quietly
Send comps to the Ellisons · agent: R. Vaughnwaiting 3 days
Confirm appraisal access, 88 Cove Ln · coordinatorwaiting 1 day
Call back weekend open-house leads (6) · agent: T. Iyerwaiting 22 hours
Post-closing gift, the Muellers · officedone today
The follow-through queue. Open loops surface by how long they've been waiting, and nag the right person — so "I thought you had it" stops being how deals stall.

Lots of handoffs, lots of parallel deals, lots of chances to drop a thread — if that sounds like your operation, this pattern transfers.

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