Real Results

Case Studies

Real results from real businesses. See how we've helped companies like yours eliminate manual work and scale their operations.

KCF HomesZenith Holdings
Real Estate

KCF Homes

95%
Time Saved
The Challenge

Transaction coordinators at KCF Homes were spending 2+ hours on manual paperwork for every single deal. Creating lead entries, assigning agents, generating documents, organising folders, filling out forms in DotLoop, and sending signature requests — all done by hand, every time.

Manual lead entry into CRM
Manual agent assignment
Hand-creating documents and folders
Filling out DotLoop forms repeatedly
Sending signature requests manually
Hours lost per transaction
Our Solution

We built a complete automation system that handles the entire transaction process from lead to signed documents.

Automated Lead Creation

New leads are automatically captured and created in the CRM with all relevant data.

Smart Agent Assignment

Leads are automatically assigned to the right agent based on predefined rules.

Auto-Generated Documents

All required documents and folders are created automatically with the correct information.

Property Condition App

Custom intake app for photos and videos that feeds directly into the workflow.

DotLoop Integration

Forms are pre-filled and sent automatically, eliminating manual data entry.

Automated Signatures

Signature requests are sent automatically at the right time in the process.

The Results

2 hours
Before
per transaction
10 min
After
per transaction
95%
Time Saved
on paperwork

The success of this automation led to developing a custom SaaS product now being offered to other realtors and brokers with a $10,000 contract value.

Property Investment

Zenith Holdings

100%
Automated Classification
The Challenge

Zenith Holdings, a property investment firm managing a 143-unit residential portfolio, faced critical inefficiencies in their due diligence process. Manual document review across 14 compliance types (EPC, Gas Safety, EICR, Fire Risk, Deposit Protection, etc.) was time-consuming and error-prone. With 536 documents to process for a single asset acquisition, the team struggled to maintain systematic compliance tracking, identify MEES breaches, monitor certificate expiries, and generate comprehensive reports for stakeholders.

Manual review of 536 documents
14 different compliance types to track
MEES breach identification
Certificate expiry monitoring
Stakeholder report generation
Error-prone manual classification
Our Solution

BoltLoop designed and deployed a complete AI-powered due diligence automation platform using n8n workflows, Claude AI, and Supabase. The system processes Dropbox document dumps end-to-end with intelligent classification, compliance validation, and automated reporting.

Intelligent Document Classification

OCR extraction automatically identifies document types, dates, certificates, and tenant data with confidence scoring.

Automated Entity Mapping

Creates full property hierarchies from filenames, linking documents to correct properties and units.

RAG-Based Compliance Engine

AI-powered compliance validation with confidence gating and scope classification across all 14 compliance types.

Deposit Protection Calculator

Automated 30-day statutory compliance tests for deposit protection across 115 tenancies.

Real-Time Dashboard & Reports

Live compliance status with automated export to formatted 7-sheet Excel reports for stakeholders.

The Results

536
Documents
processed automatically
100%
Automated
classification
2002
Compliance Items
monitored

The platform delivered immediate transparency with RAG status visualization, automated MEES breach flagging, 90-day expiry warnings, and full audit trail. Successfully matched 336 documents to requirements with high confidence and auto-created 1500 compliance issues for tracking.

Free Automation Audit

Ready to Eliminate
80% of Your Manual Work?

Book a free automation audit and we'll show you exactly which tasks in your business can be automated, how much time you'll save, and what your custom solution would look like.

Book Your Free AuditTry Voice Agents First

No commitment required. See what's possible in 30 minutes.