Improving escrow operations, lead management, and investor workflows through a centralized real estate platform built for scalability and operational efficiency.
Replaced with one unified platform
Pipeline digitized across escrow and order workflows
Successfully running in production
The client is a full-service real estate firm managing residential and commercial properties across multiple markets. As transaction volumes and operational complexity increased, the company needed a scalable platform to manage property operations, leads, escrow workflows, investor relationships, and reporting from a single system.
The organization relied on disconnected tools and manual processes that limited scalability and operational visibility.
Data existed across multiple disconnected platforms with no centralized operational view.
Teams depended heavily on spreadsheets for tracking properties, leads, and transactions.
There was no standardized workflow for order and escrow management.
Lead pipelines and investor relationships lacked centralized visibility and structured follow-up.
Leadership had limited real-time reporting, and role-based permissions were not properly implemented.
Shivohm developed a fully customized SaaS platform designed specifically for real estate operations.
The organization moved from a low-code CASPIO setup to a scalable custom-built platform designed for long-term growth.
All operational data was migrated and validated with zero data loss.
Dedicated modules were built for:
The platform centralized the complete property lifecycle from lead generation to escrow closure and investor management.
A structured multi-phase implementation approach was followed to develop, migrate, and optimize the platform while ensuring smooth operational transition and long-term scalability.
Business requirements, workflows, and priorities were finalized.
Legacy CASPIO data was migrated and validated.
Core operational modules were developed and integrated.
User testing was completed before successful launch in November 2019.
The platform has been continuously enhanced based on operational feedback.
Core Technologies Used
100% of the escrow and operational pipeline was digitized within a single platform.
Centralized lead management reduced follow-up gaps and improved conversion efficiency.
The platform architecture supports future expansion without rebuilding core systems.
Structured escrow workflows reduced bottlenecks and improved transaction speed.
Dashboards provided leadership with live insights into deals, pipeline health, and team performance.
Delivered project has remained successfully live and operational for more than four years.
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