From Field Notes to CRM, Without the Keyboard
Project Overview
A growing real estate brokerage was entering property forms, mandates, and listing descriptions by hand, dozens of fields per document, then translating and logging each one manually. At low volume this is manageable, but as the office scales toward 50 documents a day, that hidden cost grows into hours of daily data entry. Silvercrest built an automation layer that reads each document, extracts the structured data, generates polished descriptions, and pushes everything directly into the brokerage's CRM, with agents able to capture data from the field by voice.
Date
March 2025 - August 2026
Category
Brokerage Automation
Client
Regional real estate brokerage, Greece (confidential)
Key Advantages
Key Achievements
Inspection forms, mandates, and listing descriptions turned into structured CRM records
Greek and English property descriptions produced ready to publish
Field data captured by voice and pushed straight into the CRM, no office, no keyboard
Technologies Implemented
OCR and computer-vision models for structured extraction from scanned/handwritten forms
Automatic form-type detection across listing and buyer mandates
Voice capture from the field that transcribes and pushes structured data into the CRM
Outcome
The brokerage moves from manual, agent-dependent data entry to a system that captures, structures, and files information the same way every time. Agents record viewings and client details by voice from the field, documents become CRM records without anyone typing, and descriptions arrive ready to publish in both languages. The same foundation supports everything that follows, so each new capability and each new office is faster and cheaper to add because the operating layer already exists.
