Automation and Digital Transformation in Real Estate Software

One of the leading references in the real estate software market in Brazil relied on GX2’s Outsourcing service for a payment automation project.

About the Client

The company offers a comprehensive set of tools and technological solutions for real estate agencies, brokers, and developers, aiming to simplify processes, improve operational efficiency, and provide exceptional experiences for clients.

Challenge

GX2 was approached by the client with a specific challenge in their system: the process of paying for fire insurance. This highly manual operational process posed significant risks to their clients and operations and demanded many work hours from their internal team.

The client faced a process where an employee had to physically visit the insurance company’s headquarters to download invoices for nearly 700 real estate agencies. These invoices were then sent to the marketing team, which manually forwarded them to the agencies.

This process is extremely important, as any error could result in the agencies being blocked by the insurance company, canceling all fire insurance policies and leaving thousands of clients unprotected.

Implemented Solution

To tackle this challenge, a GX2 Back-End Developer was allocated to the project. They began with a detailed analysis of the insurance company’s processing APIs, identifying the best way to automate the process. This resulted