KGCI: Real Estate on Air - Automation for Your Real Estate Business: Save Time & Grow! with Andres Quesada
Episode Date: June 27, 2026Summary:In this episode of The Agent Goldmine, hosts Ali Garced and Shelby Johnson chat with Andrés Quesada, licensed agent and the Head of Automation Strategy at eXp Realty. Andrés reveals... how real estate professionals can eliminate repetitive, mind-numbing data entry to unlock massive leverage and scale their systems. From using screen-scraping robots to explore what the future holds for predictive AI transaction specialist agents, this tech-forward breakdown gives you the blue print to stop clicking buttons and start moving the needle.
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But there are so many different ways that real estate agents can automate in their business to save time, but still like have that personal touch because I feel like a lot of times when people think that they want to automate something.
They think, oh, because it's not coming from me.
And I'm the team leader or on the broker owner.
It should come from me.
That therefore it's going to lose value.
It's those mini tasks that for you maybe take two minutes that you don't even think about that compile and compound day over day, week over week, month of month.
as a real estate agent to think about, to like stop and truly think,
what am I clicking right now?
That doesn't have to be me clicking.
You know, it can be automated.
From your perspective, what you've seen,
what do you think are the biggest opportunities
that people are overlooking?
Manual work is the thing that drives me the most crazy
because we've been able to get rid of that for like, you know, 10 years.
Repetitive stuff is what really kills me
if I see someone typing in the same information in 10 places.
Don't do that.
Find a better way of doing that,
especially if you're doing it 100 times a day.
Welcome back to another episode of The Agent Goldmine,
where we help real estate agents grow their business with actionable and tactical tips.
My name is Ali Garcette.
My co-host name is Shelby Johnson.
We are Ali the agent, spelled ALI, on the gram, as well as the Shelby Show, common spelling.
Our goal is to help you increase your business and save time.
Both Shelby and I are in the top 1.5% of all of EXP Realty agents,
which as of right now in the entire brokerage, we have 89,000 agents.
Today's podcast topic is on automations and AI agents.
So many agents are doing such monotonous work that do not require brain power,
or they're paying a virtual assistant or a human to do this work when instead it can be automated,
saving you time, saving your VA time,
so that way you and your VA can focus on more brain-powered activities that actually move the needle.
We jump right into automations in this episode, and we are interviewing a genius by the name of Andres Casada.
He is a licensed agent with EXP Realty.
He helps top teams scale with automation without having to hire more humans.
And he is the head of automation strategy at EXP.
So he also tells us what he's working on behind the scenes to make EXP continue being the leading brokerage with technology and AI.
He's built custom GPTs to make other people's jobs easier.
He's a 2X UI.
MVP. We cover a little bit of that in this episode. This is not the most beginner podcast when it
comes to AI and automation. Save this episode for the future. Share it with a friend who may be
able to help you with automations or a friend that needs automations in their life. Hope you
enjoy. Andres Casada. Thank you so much for jumping on today's episode. Today's episode is going to be
all about automations, saving time for real estate agents. Thank you for jumping on. Can you
Tell us a little bit about your background for those that don't know who you are.
Yeah, so I started in real estate.
The day I turned 18, I went to go get my Florida real estate license, actually.
And I was an agent all the way through college.
I studied computer science in college.
And then when I graduated, I kind of left real estate behind and moved into a business process automation career.
And that's what I've been doing for the past six years.
I've worked in all sorts of industries from a rail car manufacturing.
manufacturing to medical devices manufacturing to financial institutions to now EXP, just focusing on like automating back office processes and, you know, just making things more efficient generally.
I recently like re came across automating stuff because of pain points that I was having in my business, specifically related to onboarding.
But there are like so many different ways that real estate agents can can automate in their business to save time, but still like have that personal touch.
Because I feel like a lot of times when people think that they want to automate something, they think, oh, because it's not coming from me.
And I'm the team leader or on the broker owner.
It should come from me.
That therefore it's going to lose value.
What I think the opposite.
You know, you can serve us even more real estate agents.
can let's talk about like different platforms, websites that real estate agents can start
automating some of their processes on.
The three that I know of are Make, M-A-K-E, Zapier, and N-8N.
Is there anything else that, or is there anything that you would like to elaborate on those
three or any other websites or platforms that I haven't mentioned.
So I think N8N is the most heady one, let's call it.
It's the most complicated one.
Also, it's still relatively simple on the surface.
Like I think anyone can use it.
But it's the most powerful one, which also lends, leans into some complexity to get like
the full juice out of it.
Zapier is awesome.
It's a little bit more simplified.
everything kind of just works out of the box.
But I would say it's a slightly less powerful than an 8N.
Some other platforms that I can think of
or maybe this one that we love using at EXP called Lovable.
It's this website maker where you just talk to the website
and you tell it what sort of website you would like.
And not only does it spin up a website for you sort of, you know,
a la wicks, a la Squarespace, or whatever.
But the cool thing is it gives you full access to the source code
of the website that it creates for you.
So it's more like hiring a software engineering team
to make you a website and then handing you over ownership
of all of the code that makes the website.
And you can do crazy stuff with it.
It integrates with this thing called Superbase,
which is, I don't even know how.
how to, it's a really, it's like a super simple way of having a backend. So a back end is all the
data that your website usually works with and all of your user accounts and all of that. So you can
make something that has user accounts. If you want to make like a learning platform for, you know,
agents under you or something, you could tell it, hey, I want to make an agent platform,
where I have courses for agents. And I want everyone to have their own login and I want
them to pay me 15 bucks to be able to log in. And you could totally spend that up in an afternoon.
Okay. For those who don't know at all what make or NAN, I know, Al, you're into this.
I think it's good that, you know, I'm not because I'm going to bring it back down to the average
listener right now. What are you guys talking about? Are these things to create like websites?
Is that the goal of this AI technology is like create more websites? I'm from the average agent
perspective or broker-owner, why do I care? What does this do for me?
So the NADNs, the Zapiers, they are not about making websites. They are about
bringing different systems together. So if you have your CRM, you have a different platform
that you used to reach out to people, and you just want to move data across them or
trigger things automatically.
That's what you want.
So Zapier will have a lot of connections where you just drop a little box and it's like,
oh, this will let you sign into your email.
So you drop the email box, let's say.
And then you tell it, hey, for every email that comes into this folder or whatever,
I actually want to, I don't know, add a contact on HubSpot or something.
You know, it doesn't matter.
It's just whatever system A you can think of, whatever website platform that you use A doesn't
really talk to B too friendly, Zapier and Aida and they sit in the middle and they make them talk
to each other automatically on triggers. You define the logic of when you want things to happen
and what you want to happen. I think we had, Shelby, did we ever have Charlie Cameron on this podcast?
I don't know if it was on this one. So I do know that our listeners who have been around
for a long time are familiar with Zapier, Zapier, whichever.
But I did not know that N-A-N-N-8N was another version of that.
So that's good to know.
It's the, when you want different systems to talk to each other and you don't want to have
to be the one to transfer or add the contact manual, manually, etc.
Those two systems are great for connecting them.
I think, okay.
Yeah, that's good.
And it's those like, it's those mini-task that for you maybe take two minutes,
that you don't even think about that like compile and compound day over day, week over week,
month of a month.
Like, so as a real estate agent to think about, to like stop and truly think, what am I
clicking right now that doesn't have to be me clicking?
You know, it can be automated.
For example, one thing that Charlie did for my buyer and seller clients, whenever somebody
booked a call on my Calenly, because I used the app called Callinley, I wanted to
connect to the CRM that I was using at the time, which was KV Core.
At the time, I had been just copying and pasting the, the Calenly responses,
adding it into KV Core as a new contact, like whoopty-do.
It was almost like a dopamine hit.
Like, woo-hoo, another potential client.
So, like, I didn't mind it.
And then over time, I was like, okay, this is, why am I doing this?
Yeah, repetitive over and over again.
So Charlie helped me out and he did his magic.
I don't know how he did it.
on, he did it on Zapier.
So that way, any single person that booked a call with me, either I'm a buyer or I'm a seller
client, the, the answers were copied and pasted over to KV Corr as a new contact with
their email, their phone number, their name.
So that was like my first zap or like automation that I had in my business and I've had
for like years now.
The second one that I'm working on right now, which also can help a lot of agents listening
to this is.
for onboarding. So team leaders, broker owners, onboarding was my next thing where I kept,
I was actually paying a virtual assistant to do something that was just so mundane. It took no brain
work. So for example, anybody that joined our community at EXP, it was me and then my assistant
that added their name and email and contact and gave them access to everything of what we offer
in the Google Drive and school.
when I had a school and like all this stuff.
And the welcome email.
It here's my private YouTube playlist.
It's like all like check boxes to check of like one through seven that didn't have to be a person.
So I actually have up.
I don't know if this would help,
Andres my make,
which is where I ended up hiring a company to help me out instead of Zapier.
I did make.
I don't know why.
I think it looks cuter.
they're all more or less the same thing yeah yeah i actually don't have too much experience with me
but i know it's the same thing as happier and there's there's a million of these i just know
i just really like n8n that's the only reason i even mention it is it has some really cool
features that we'll get into later i'm sure yeah when i was when i was utopian n8 n uh just like
youtube tutorial basic tutorial n n n for beginners i was lost i was like okay i'm sticking with
mason these these words that they're saying don't even make sense um but i think it might help
the viewers, like team leaders, broker owners for me to share my screen. And Andres, I would love for
you to pick at it and see what maybe is missing or what, what, just what ideas come to mind.
On make, I have starting from the Google sheets. So I paid a company to do this. I tried doing it
my own. And I even had chat chachipit, like I was texting chat chachapit photos like,
hey, it's not working. What is the missing link? And I couldn't get it. So I paid a company,
$1,600 to do this.
Yeah.
So first step is I have a Google sheet that has everyone or that will have ask people
on board and join our community.
I have their first name, last name, phone number, email.
And for them to then get access to everything.
So that's what this Google sheet here is.
and then it goes to like, you know, the router, I guess, pushes to two separate things.
So yeah, I googled how to automatically send text messages, but send them in blue instead of like the green where it's like Android because I wanted it to be another level of like personal touch.
So there's an app that I found in my research called pushover.
I think it's like it's a mild cost since I paid for it.
And so I added pushover.
I created an account.
And so at the same time, as soon as somebody adds a name and number to the Google sheet,
they will automatically get the welcome text in blue.
And the other thing is they're going to automatically be added to my Google Drive,
which is where I have all of my giveaways, you know, buyer checklist, seller checklist,
all that stuff.
followed by a welcome email.
And the email is like the beefiest part.
That's like reminder of the links, all of our trainings, who is in your
expe community, who can you reach out to for help, stuff like that.
So this like what I thought was a somewhat complicated process by putting this on make.
You know, it's just these, what, six different, five different colors.
I'm like, wait, it's not all that complicated.
And it just happens when you add a sheet.
Yeah, absolutely.
Yeah.
It's cool about the pushover service.
I didn't know you could send blue text automatically.
I feel a little discriminated against as an Android user.
But I understand.
I've been bullied my whole life.
Alian, does it work?
Well, I connected it.
And so I haven't used it yet.
So this is still the company that I hired should be done within the next couple of days.
They're still on the back end working everything out and testing it.
But it should all the Google reviews and like all the,
reviews rather that I've read pushover works.
It could be a game changer.
Yeah.
Yeah.
For me.
Yeah.
Continue.
Sorry, go on.
And Andres, myself, like, I would love to go to an Android phone because they just do so much.
But, yeah, it's just that blue.
I just love that they fold up.
That's the one that I want.
It's awesome.
I love the foldable phones.
Oh, man.
That's so cool.
So, you know what?
Andres, I don't even know where to click to, um,
Oh, I guess I could just click it.
What overall, as far as onboarding goes, do you see before I click into anything here,
is there anything that points out, like shouts at you with your wizard brain?
The first thing, how, why are you typing it manually into Google Sheets?
Oh, okay. Thank you for the question.
I don't know any other way to do it.
I've researched it and I don't know.
Well, I mean, the answer greatly depends on like where you're getting the information that you're
typing in into Google Sheets.
So it's like what you got to think about sources of information and destinations of information.
So somewhere someone told you, hey, I should write this sheet on the Google Sheet.
And that's somewhere, some like that place is what you need to integrate that goes then into this,
you know?
So in the end, in the end, I mean, it's good to build them modularly like this.
like you could leave it like this, but then you could maybe make another make or another ZAP or
another N8N that is responsible of going to a lot of different places and writing to your Google
sheet, right? And then this one would kick off after that one that reads from all of these
different places is just dropping stuff in there so you can make it even more automatic.
Okay. I remember why I did this. It was because I couldn't, and the company that I spoke to,
we couldn't figure out a way to get the information from those that join me.
So on my.exprailty.com, that's where you can like see the dashboard.
I couldn't figure out a way to connect the organization there.
There's like a tile that says new agents.
I didn't know how to connect that because it's like, I don't know if there's like,
I don't know, like a firewall or some sort of like extra password that you need to get in there.
It wasn't as simple as like just a dashboard.
Do you know if there's a way to connect that?
I do.
Okay, so this is my EXP, the personal EXP dashboard that we provide for you guys.
Yes, exactly.
So as far as I know, I mean, for these things to all work, everything that's going on with these little bubbles, it's called the API calls, application programming interfaces.
It's a fancy way of saying, if you write a little piece of code,
this is the way that your code needs to ask for information on our platform.
It's like a door, basically for code.
I don't know how to say that.
So that little bubble that you have for Google Sheets is a little snippet of code.
And then Google makes available some documentation that some developer read at some point
that says, hey, if you give me, and if you click on there, you'll see it,
like the identifier of the sheet and what you're looking for.
And if you give it to me in this format,
I will return to your program what you're looking for.
Right.
So this is being driven by this thing called an API.
As far as I know, my EXP does not have an API.
So you wouldn't be able to access it via a regular old piece of code.
So whenever I run into that problem, which is very
often. You'd be surprised how many platforms don't want you to access their data programmatically
or like, you know, just don't have it. I do this thing called RPA, which is a little bit more
complicated, but does the trick. It's basically a screen, a screen robot. So it's a program that
finds things on your screen and clicks them. So like, for example, when you go to my X.
You click on the email, you type it in, you click on the password, you type it in, you click next.
I might ask you for a one-time password code that there's ways of getting it.
So you get it, you type that in, and then you click to, you know, recent joins or whatever it might be,
and then it reads the information on your screen, and then it can put it on your Google sheet.
But this is a little bit more complicated to be able to work with these platforms.
There is one that I was near and dear to
my heart that's called UiPath.
That's actually, it's the main
tool that I've worked with most of my career.
They are like an all in one automation
solution platform. The only problem
is that they're more geared towards enterprises
than individuals. It's a little
expensive I find for like small
to medium sized businesses to acquire
this. Though they have a community version.
Technically,
you're only supposed to use that
for like personal things
and like your personal real estate business is a little bit.
I don't know, you could do it.
Technically you should, but it's an awesome tool.
And yeah, I have to chat it out.
It's a tool specifically to do this,
and they have this thing called Studio Web,
or you don't have to install anything on your computer,
and as long as the clicks you're automating are on a browser,
which for my EXP they are,
you could get it done just all on the browser.
So it's like a browser software that lets you do clicks on different websites.
Yeah.
Wow.
The possibilities are literally endless.
You can give me anything.
I'll automate it.
Just got to give me enough time.
Oh, my goodness.
Okay.
So in this case, is it possible for me to do the UiPath in the beginning and then add
on to this?
It wouldn't be.
So, yeah, it just wouldn't be on Make.
It would be on UiPath.
UiPath would go do the clicks, do whatever.
And then from UiPath, it would end with this little Google Sheets node.
Hmm. You know what I mean? As we're adding on separate platforms, I don't know the correct word.
Is there a, at what point would it be too many to where like if one went wrong, then, you know, it's like the trickle effect where the domino effect where everything else, it just doesn't work.
Yeah. Healing robots is something I've spent a lot of time on for sure.
As the complexity increases, yeah, so does the propensity for something to go wrong for sure.
And especially when you're branching out into different platforms, then you've got to be looking in different places to find where something might have gone wrong.
Someone joins and then they don't get a welcome email.
Now you've got to go look at three different places to find out which is the one that broke.
That's why I recommend just keeping, finding the one of everything that you like best.
So in UiPath, you have this as well.
They're called API workflows.
In N-8N, you have this as well.
So, yeah, that's the nice thing about UiPath is that you have everything.
It's like a fully-fledged RPA suite.
You have these API workflows.
You have this crazy, like, document parsing software where you can give it like any type of document.
And if you want to, like, I can give it my driver's license.
it'll easily, you know, just give me the little pieces of information out of it, like a picture of my driver's license.
I mean, what else does it happen? It has now AI agents, which we haven't even mentioned yet in this chat,
but it's like the future of automation. So that's the nice thing about UiPath is it's all in one place,
and if something goes wrong, you know, all your notifications are in the same spot to go check.
But for example, I think N8N is a way better API integration maker than, you know,
Uipath, but, you know, it's, yeah, Uipath is the only one with RPA and Aden doesn't have RPA.
So, and then to further clarify, you do this stuff on the back end for EXP, right?
For real estate agents, either with EXP or not, what is the best way for them, for those
that don't want to learn how to do this on their own?
Because it's a lot.
It's a big learning curve.
What are there companies that you can recommend that they reach out to?
I mean, yes.
I mean, yes, but the only companies I tend to work with are like consultancy firms that, again, is more like enterprise geared.
So, I mean, if you want to work with UiPath specifically, I'll shout out the company I got my start with called Accelerate.
It's this super boutique consultancy firm that really only focuses on automation and specifically UiPath.
They have really good expertise on there.
and that's where I worked with like the railroad manufacturing company
and all these different financial companies and medical companies and stuff,
they would just put me on there on different projects.
And yeah, all they do is implement UiPath for a bunch of different companies all over the world.
But for the, for a regular real estate agent, honestly, I would,
not learning it at all, I wouldn't say is an option,
but you can make it a lot easier for yourself.
by doing what you said earlier about sort of chatting with chat GPT.
My favorite one is Claude.a.I.
I pay for like the super subscription of that one.
And you just send it screenshots of what you're at.
You tell it what you want to do.
You're like, hey, I have these tools.
I paid for Zapier and I want to make it do this.
But look, it's giving me this error.
You don't even have to read the error.
Just take a picture of it, copy, paste it, drop it into the chat.
it'll come up with 99% of the time it'll solve your problem for you.
It'll tell you where to click.
Sorry, go ahead.
I have a question about, and you mentioned earlier,
there's a ton of different things for every type of AI solution, I feel like.
And chatypte is just the longest standing one.
Therefore, it is the one that I use and talk to every single day.
But I'm always so curious because chatypt has let me down several times.
when I trust it too much.
It makes me mad.
So I'm curious about why,
Claude,
what do you like about it?
Yeah.
I mean,
yeah,
no,
that's an awesome question.
And I'm on the same boat,
chat GPT.
I use it for help on video games.
Sometimes I'll be playing a video game.
I can't get past this.
Like,
what's going on,
man?
Like,
what do I have to do here?
And then chat GPT is like,
dude,
there's a door right where you are at.
Just like look to the left.
And I'm like,
there's a wall there.
What do you mean?
You're lying.
Totally.
And that's what happens.
It happens so often.
Okay, why does chat Chabitis say it?
Okay, I know this is a little side rant, but they just say it with such confidence.
He's like, no, no, no, this is the solution.
And I used to use it for data.
I'm doing YouTube videos and I was like researching and trusting it.
And then I would go relook somewhere else and be like, I've been lying.
And I had no idea.
And this is ultimately my fault, but also Chachybtee.
Anyway, so please, please tell me more about Cod.
I'll be quiet on my rant.
So, I mean, Claude does it too.
Like, I don't think any of these LLMs are free from sin, let's say.
They're all a bunch of liars.
But, like, 90% of the time they're telling the truth.
So I just find Claude tells the truth a little bit more,
especially when it comes to really, like, technical things.
ChatGPT is, I find better for, like, I don't know,
coming up with pieces of text.
more like intrapersonal relationship things.
I use chat GPT when it's about like business communications
or if I want to say,
hey, here's all of this information about this person.
I need to reach out to them to get them interested
in being an agent with EXP.
I'll use chat GPT for that.
But if it's something like a code question
or something like that, I tend to go with Claude.
And then the other thing is chat GPT and Claude,
they have all the different models, right?
So with chat GPT, when you just go on
chatupt.com and you use whatever, they just give you the model that they think is cheapest,
or depends on your subscription. Maybe they'll give you a slightly fancier one. With Claude, I use the one
called Opus, which is, it takes like 30 seconds to respond, but it's a little bit better. So it's
really like trial and error. Like you got to keep using all of them until you find the one that
lies the least to you. And then about knowing when it's lying to you, it's really tough. I feel
Yeah, you got to have a little bit of background knowledge to be like, no, that doesn't add up.
That can't be the answer.
Dude, totally.
Yeah, I'll be so angry.
Like, why did you?
Yeah, it's a whole thing.
Then it turns into a therapy session.
Like, why did you lie to me?
Yes, exactly.
You're just so hurt.
Okay.
Earlier you mentioned something about, you said AI agents and you're like, we haven't even
gotten to that yet.
And so that hit me, of course.
That was such a good teaser.
What is that?
What do you mean?
What's coming?
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So it's not AI real estate agents.
I just want to get that out there.
The nomenclature, especially in this industry, it causes problems.
I've set AI agents in front of like a group of real estate agents and everyone
look very worried.
It's not that.
It's not that.
So AI agents, I want to say they don't have like a perfect definition.
No one really like super agrees upon what it is.
But in my head, AI agents are.
LLMs, so chat GPD or cloud or whatever, plus tools.
So it's giving, imagine telling chat GPD, hey, you are in charge of a convenience store.
Your tools are checkout and check inventory or whatever, you know.
So now chat GPT says like, okay, and then a person comes and talks to chat GPD is like, hey,
I'd like to buy this Coke.
Right?
So then Cloud ChatGBTGPT would call the check inventory thing,
be like, yeah, we have Cokes in stock.
They cost $2.99.
Now I'm going to call my checkout tool,
and I'm going to check you out for $2.99.
So now ChatGBTGPT can decide to use its tools.
And agents are just let exactly that.
So instead of you making these little icons on your make
and having them always work in the same exact way,
right because in that way like it only the only way it works is if you add a row then it always sends an email and it always
sends a text message but an AI agent instead of doing that you would tell chat GPT your cloud or whatever
hey you have the send email tool and you have the send text message tool and you have the you have the
read google sheets tool right so then you would tell it you should go check google sheets right now and then
it would decide what to do in this
case, obviously it should always decide to send an email and the text message, but there's other
cases where, like, maybe it needs to onboard them into a specific tool and not another tool,
give them access to, like, you know, the super secret alley content, but not the regular
alley content, or, you know, maybe you want them, you want it to give that your personal phone
number or something, but it'll be like, oh, this is a really super top agent. I want to get in
contact with them immediately. I have the alley phone number tool.
let me send that you know so it's it's giving uh lLMs the power to do stuff
is so I'm trying to think of like different ways for real estate agents to apply this oh sure
sorry sorry about that I was just like look it off into the space just babbling um
so I'm trying to think of different ways for real estate agents to to apply this um but I'm
struggling. What have you seen real estate agents use AI agents for? So AI agents are so new that I've
barely implemented any of them. But N8N lets you make them in like a super simple way. And I was just
looking at something here on N8N's homepage. So what would a real estate agent do with it?
I mean, it's really good for maybe the lead follow-up sort of thing, qualifying,
leads, maybe doing research on leads.
You could give it like a web search tool to be able to find people.
Maybe you could figure out like a LinkedIn tool to go look them up on LinkedIn.
You could definitely give them tools to the rest of your onboarding equipment like your CRM or whatever so that they can go make contacts on your CRM for you.
You could give them tools within your CRM like to make email campaigns with them.
So maybe HubSpot might have a create email campaign tool.
So you might onboard them into one of your specific email campaigns,
depending on whether it assesses that it's like the top agent, middle agent,
bottom agent, you know, like someone who's just getting started,
you might want to prioritize sending them information about your learning platform
versus someone who, you know, is a top agent.
You might want to prioritize like a personal contact information sort of workflow for it.
It's a tough question.
You know, it's technically anything an AI agent could do, you could write a program to do it.
AI agents just bring this sort of like, what should I do to programs now instead of always having to determine exactly, you know, via the program be like, if this than that, it's more like, hey, chat, GPT, what do you think I should do in the middle of your automation?
That, yeah, it's funny because as Ali is like, well, you know, thinking about how we could use this, what would you use them for?
My instinct was like, chat chisputt.
I was like, hey, AI agents are coming out.
What are the best?
You know what I mean?
Do I even think for myself anymore?
I don't know.
Yeah, I ask myself the same question a lot.
I feel like I just go immediately to Claude or chatchipT whenever I have a question.
And then I work backwards from there.
Early on, you mentioned that you work a lot with broker owners or team leaders in automating
their systems and processes, I think, unless I butcher what I remember, was that?
I work with the brokers itself, so with EXP.
So I help onboard teams of brokers.
I don't work so much directly within teams of brokers, but I feel like the workflow can be
a little similar sometimes.
Like onboarding, for example, is a huge one.
onboarding, as you can imagine, if you join EXP, you get access to all of this tech,
and we have to, like, one by one, give you access to all of this sort of, all of this tech,
especially where I'm from, which is international.
I mostly work on the international side of EXP, and our tech stack is more disparate,
because as we open up new countries, we find, like, the best CRM in a given country,
and then that's not really integrated with our, you know, our IT tech stack.
So I have to come in and be like, hey, if someone joins Peru,
make sure that we give them access to the Toco broker, which is called, it's the CRM we use in
Peru currently.
So, yeah.
I was going to ask from your perspective what you've seen, what do you think are the biggest
opportunities that people are overlooking?
This can be specific to the real estate agent or the team leader, whatever.
Like what drives you crazy when you see it because it's like, you should be fixing these
things?
Manual work is the thing that drives me.
the most crazy because we've been able to get rid of that for like, you know, 10 years.
So getting all of this sort of like really repetitive stuff, like, hey, this person got
on boarded, I need to go type their name into 10 places now like that. No one should have been
doing that, like as of 10 years ago. But nowadays, if you're doing stuff with AI agents, you're
at the bleeding edge. Like, this stuff is not, like, I'm still really learning and playing with
it. I feel like I'm one of the few people that's most intoed with this sort of stuff,
and it is just so new that it's tough to find where to implement.
I mean, for example, one of the cases I'm thinking of using AI agents for within
XB is helping transactions to actually go through as best as possible without the help of the
transaction specialist. So I'm going to try to make like a network of transaction specialist AI
agents basically. So the AI agent has a read offer to purchase tool basically and then it has access
to all of the information that EXP requires out of an offer to purchase where it can kick it out and be
like, hey, this isn't valid because of this, this in that reason, please review it and it can just
send an email directly back to the agent without a transaction specialist having to touch it directly.
and then if something really complicated happens,
then it goes back out to a human
because it'll also have a, hey, I need some help tool, basically.
So, yeah, AI agents is all about this,
tools and resources, sort of framework where tools,
it's things it can do and resources,
it's things it can ask or things it knows.
So to understand this correctly,
do you mean like when we go into SkySlope
and we see the checklist, like the red or green or whatever,
like instead of and typically we're at least as of right now we see um uh like the broker's name saying
from jennifer you forgot a signature here or initials here please uh so that would be replaced by
a i agent at least the first pass yeah nice the first pass so that i mean in theory that should
make agents be able to close faster yeah which which is what everyone wants you know exactly and that
would say, by the way, I mean, the way that they do it now, at least in Arizona, it's every single
time you upload a dock into SkySlope, it's checked within six hours. So during the duty day, of course.
So it's like, it's very fast already. So I can't imagine it being instant. Like that would be super
cool. Not only for obviously the agents and the clients, but the brokers, then that opens up so much
more time for the brokers to do their broker thing. Yeah, no, like there's really complicated stuff for
brokers have to focus on it. They can spend an extra, you know, 20 minutes talking about the
legalities of the specific HOA with a crazy request or whatever or this, you know, client that
did something illegal. You know, it's better that they focus the time on that than checking
signatures on a page for sure. Wow. Oh my gosh, cool. What else are you working on that you can,
that you can say? Mostly integrations. This whole
transaction AI agent thing is a soon-to-be project.
Mainly I'm working on, well, for the next few weeks,
I'm working on making a lot of country sites and also like a microsite builder
for agents in different countries because we're launching a couple new countries.
I'm not sure exactly which ones we've announced yet, so I'll keep that to myself.
But we're still, you know, even the countries,
that we've already opened. Some of them need a refresh on their website. So I'm kind of managing
the websites a little bit right now. I got the transactions agent on the back burner, and I'm also
doing a lot of integrations on the onboarding side so that if someone wants to onboard, there's a lot of
payment systems that are not directly integrated into our join app yet. So I'll write a little
automation that stitches them together. Meanwhile, we get it properly integrated into our tech stack.
What else am I working on?
Yeah, and I'm working on a little initiative
to sort of upskill internal people.
So everybody who works at EXB
is gonna get an opportunity to get better
at all of these different tools.
I wanna start a program where they come to us
with like, hey, I'm really overwhelmed.
They do this all day every day,
and I'm gonna be like, hey, we have N8N,
we have Sapir.
This sounds like a great use case for N8N.
You should do it more or less in this way.
And here's a free U-DemE course for you where you can learn how to use this,
get good at it.
And if you implement it, then, you know, like, that's going to get shouted out.
So I'm going to lead that initiative as well.
Oh, my gosh.
Give me access to that U-Demie.
I need it.
That's a good idea.
Okay.
As we head towards wrap up, what are words of wisdom or a mindset that you wish that
you know, listeners would embody as they think about automation AI within their business.
You know, don't make it so hard on yourself. Yeah, that's, that's the, that's the crux of my,
thinking, you know, if I see someone really struggling doing something that is repetitive,
again, the repetitive stuff is what really kills me if I see someone typing in the same
information in 10 places. Don't do that. Find a better way of doing that, especially if you're doing it
100 times a day. If you do got a way, like, it's hard to write an automation. Sometimes it takes
some effort. If you're only ever going to type the same name 10 times one time, then, okay, just go
ahead, copy and paste it 10 times. But if you're doing this every day all day, like, help yourself.
As far as using AI, yeah, just ask everything to chat, GPT, like chat with it as much as you
possibly can. It is a super helpful tool to even just get a different perspective. Watch out for it
lying to you. Loves to do that. So do go in with, take everything it says with a grain of salt.
Definitely don't trust your life on an answer. But, you know, if it tells you something surprising,
maybe look it up, verify it through a second source. And if, you know, you might find that it
actually was saying something just surprising but true.
Love it. Okay, so if listeners are listening to you and they just love everything you and they want to follow your journey or ask you questions, one, do you even want that? And two, if yes, where's the best place for them to reach out?
So I, LinkedIn, I'm very active on LinkedIn. That's, I guess, where I do most of my social media stuff. I don't really even use the other ones too much. And I'm pretty active in the UiPath community. If you go to the South Florida,
chapter for the UiPath community. I'm doing events there all the time. Again, mostly UiPath
focused, but they do have a community addition that's free to use and everybody could at least
learn and get good at that stuff there. I'm usually doing a lot of like upskilling programs.
I've done some like, I think last year I did a few sessions. It was called like the veterans program
to just sort of upskill them into automation technologies. It was sponsored by UYPath.
and they had a few of us that are, you know, constant contributors to the community to go there and teach some classes on it.
But yeah, LinkedIn.
Write to me.
I'll be happy to talk about automation anytime.
Awesome.
Andres, thank you so much for your time.
We were super appreciated it.
This was very, very helpful.
And to everyone else listening, be a bro and share this show.
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