Property · US
Automate Listings, Deals & Compliance for Your Brokerage
Workmaster automates MLS listing publishing, deal progression, KYC/AML screening, lead capture, and commission settlement for US real estate brokerages.
Why real estate brokerages (sales & leasing) run on Workmaster
- Cut listing go-live from days to hours and avoid unpermitted-ad fines
- Respond to leads in under a minute and lift conversion 20-40%
- Protect every commission with trackable, auto-chased deal steps
- Same-day KYC/AML onboarding with the audit trail regulators demand
- Rule-driven commission runs that end spreadsheet errors and disputes
What the AI automates
Listing Preparation and MLS Publishing
Eliminates fines for unpermitted advertising (county land records fines up to the org currency 50k per unpermitted listing) and cuts listing go-live time from days to hours. Permit expiry tracking keeps every portal ad continuously compliant, protecting the brokerage's listing permit portal standing and portal accounts.
AI extracts and cross-validates title deed, listing mandate form and owner ID in seconds, catching name mismatches and expiries that cause listing permit portal rejections before submission. AI drafts multilingual listing copy and evidence-backed price suggestions from comparables; the broker only edits and approves. Daily automated scans of permit expiry and portal status prevent unpermitted-ad fines; delisting on expiry is automatic if no renewal decision is made. Chase/escalation on pending permit decisions is automated with defined timeouts; humans are only pulled in on rejection or delay. Humans retain approval of listing price and content, the renew/delist decision, and any publish-with-exception call (Compliance Officer only).
Deal Progression & Commission Settlement
Protects the brokerage's commission (typically 2% + sales tax per side) by making every deal step — MOU, KYC, NOC, county land records transfer — trackable and chased automatically. Cuts deal-collapse losses from missed financing/NOC deadlines and eliminates commission leakage from untracked splits.
AI generates the sale agreement form/MOU from captured deal terms and runs the e-signature chase, so no deal stalls on paperwork. All waiting states (bank offer, developer NOC, trustee booking, party checklists) are AI-chased on fixed cadences with explicit timeouts — the agent sells, the AI project-manages. KYC/AML screening is automated with human adjudication only on hits; deals cannot reach transfer without a cleared screening (hard gate). Commission invoicing triggers automatically on transfer confirmation and feeds the dunning ladder and split engine — no forgotten invoices, no manual split disputes. Humans decide: negotiation strategy, screening-hit adjudication, deposit outcome on collapse, and legal escalation of unpaid commission.
Lead Capture & Qualification
Cuts lead response time from hours to under a minute and stops enquiries leaking through untracked WhatsApp threads; consistent scoring and timed follow-up typically lifts enquiry-to-opportunity conversion 20–40%, which is make-or-break for enquiry-driven the region service businesses where the first responder usually wins the deal.
AI extracts structured need/budget/timeline from free-form WhatsApp and voice-note enquiries in the client's language, so no lead form is ever required from the client. Scoring, deduplication, and routing are fully automated against manager-defined rules; the Sales Manager only touches exceptions (unaccepted assignments, nurture overrides). The follow-up cadence is AI-owned end to end — timing, channel rotation, message personalization, and reply detection — eliminating the #1 SME failure mode of forgotten follow-ups. Human judgment stays where it matters: discovery conversation, the qualified/not-qualified call, and any pricing commitments. Every AI message and attempt is logged on the lead timeline, giving the owner a true source-attribution and conversion report per channel.
Client Onboarding & KYC/AML
Turns a multi-day document-chasing exercise into a same-day activation while producing the audit trail regulators (financial regulator, business registry, financial regulator, financial regulator) demand; regulated business face six-figure the org currency fines for missing CDD records, so a consistent, evidenced KYC file is existential, not optional.
AI handles the entire collect-extract-validate loop: format checks on National ID and Tax ID, expiry detection, and targeted re-requests that name the exact deficient document — no human touches a clean file until approval. Screening is automated with full list-version audit trail; only genuine potential hits reach the compliance officer, cutting adjudication workload to minutes a day. Risk rating is AI-computed from a transparent factor model, but the compliance officer can always override with a logged rationale — the regulator sees a human decision on every file. Approval, hit adjudication, EDD judgment, and any reporting decision (SHR-20) remain strictly human (compliance officer) responsibilities. Re-KYC is self-scheduling: activation sets the next review date and the process re-triggers itself, eliminating the lapsed-CDD findings common in regulated business inspections.
AML Screening and SAR Reporting
Keeps regulated business and financial businesses inside the country AML law: missed screening, late funds-freeze action, or unfiled STR/REAR/DPMSR reports carry fines from the org currency 50,000 into the millions plus license suspension. Automation makes the 24-hour adjudication and AML reporting system deadlines actually achievable for small compliance teams.
AI runs every screening instantly on all four trigger types — including full-base rescreens on list updates, which are practically impossible manually — and attaches identifier-level match evidence for fast adjudication. Deadline clocks (24-hour adjudication, 24-hour FFR, report filing) are tracked by the engine with escalation at 75% elapsed; nothing depends on a person remembering. The AML reporting system draft (subject block, transaction records, narrative) is AI-assembled from case data, cutting filing time from hours to minutes while the officer retains full editorial control. Every disposition and "no report" decision is forced to carry a written rationale, producing the audit trail supervisors ask for first. Humans hold all legal judgment: hit disposition, reportability, filing, freeze decisions, and relationship exit; the AI never files or freezes on its own authority — except that screening hits on the terrorist list block the transaction pending officer action, which is a regulatory hold, not a filing.
Staff Commission Calculation & Settlement
Replaces error-prone month-end spreadsheet commission runs with a transparent, rule-driven calculation and dispute process. Commission errors are the top cause of top-performer attrition in commission-heavy the region businesses; automated statements with an evidence-backed dispute window protect both staff trust and margin (clawbacks actually get applied instead of forgotten).
Event aggregation, tier math, splits, and clawback application are fully automated with a per-line rule trace — every units of the org currency on a statement is explainable, which is what kills most commission disputes before they start. The AI writes statements in plain language ("You closed 3 deals; deal #D-1042's commission was split 60/40 with Sara; last month's refunded package clawed back the org currency 800"), not spreadsheet dumps. Disputes are structured: per-line buttons, evidence upload, and a hard window with automatic reminders; the AI assembles the evidence file so the Commission Administrator adjudicates rather than investigates. Clawbacks stop leaking: reversal events (refunds, collapsed deals, guarantee-period failures) are matched to prior payouts automatically and carried in a ledger when they exceed current earnings. Humans keep all approval gates: run pre-approval, large-clawback confirmation, dispute escalation, final approval, and the owner countersign on anomalous payout totals.
real estate brokerage software · MLS listing automation · real estate KYC AML compliance · commission settlement software · lead capture for brokerages · deal progression tracking · SAR reporting real estate