Monday.com Real Estate Sales OS Build - Real Estate Workflow

I have a fully documented appraisal-to-settlement workflow for our real estate agency and I need it living, breathing, and enforcing itself inside Monday.com. The end-product is a connected, multi-board Sales Operating System that automatically moves every listing from appraisal through settlement while keeping my team on-time, compliant, and accountable. Deliverables • Listings Command Board – the master pipeline that tracks every listing, pushes tasks downstream, and feeds the dashboards. • Workflow Engine Board – the automation core where status changes trigger email notifications, task assignments, and hand-offs. • Vendor Experience Board – a shared space for contractors and photographers with built-in task automation, legal document checkpoints, and deadline alerts. • Buyer Management Board – follows qualified buyers, automates follow-ups, and records all compliance notes. • Risk & Performance Dashboards – real-time SLA tracking and performance metrics pulled from every board. • Leadership Dashboard – high-level KPIs with drill-downs on compliance tracking and contract deadlines. Critical functionality for every board: task automation, compliance tracking (legal documentation, contract deadlines, regulatory updates), and performance metrics. Automations must cover email notifications, status updates, and task assignments so nothing slips through the cracks. Acceptance criteria 1. All boards are inter-linked with bidirectional data flow. 2. Compliance controls block progress if required documentation is missing or deadlines are breached. 3. Dashboards refresh in real time and surface SLA breaches instantly. 4. No manual intervention needed for routine status changes—automations own it. Access to our current documents, templates, and brand account will be provided on kickoff. I’m ready to start as soon as you can confirm timeline, provide a cost estimate and outline your build approach.

Proje No: 40239539