Scenario
Incoming trigger
Workflow pipeline
What Agentec is
A workflow layer that sits across the systems a branch already uses. It watches for triggers — a signed agreement, a tenancy application, a maintenance report — then runs the routine steps the same way, every time, in every system that needs updating.
What it isn't
Not a new CRM, not a chatbot, and not a replacement for your people. Nothing gets ripped out. Decisions, judgement and client relationships stay with salespeople and property managers — Agentec does the re-keying, chasing and assembling around them.
When it's unsure, it asks
Every piece of data the AI reads carries a confidence score. Anything below threshold, ambiguous or unusual is flagged to a person — never guessed. You'll see this happen live in the demo, alongside the approval gates it can't pass without you.
Where Agentec sits
From demo to live — the pilot path
Questions teams usually ask
Audit trail — grouped by workflow run
In production the audit trail is immutable — the clear button here is a demo control so you can walk into a meeting fresh.
Document vault — this session
Originals are encrypted in Oracle Cloud (Sydney) and linked into the CRM and compliance records. Staff open them from the CRM as they always have — nothing lives on laptops, inboxes or shared drives, and retention follows your compliance policy.
Security & governance layer
Human-in-the-loop policy gates
Quick numbers — try theirs live
Adjust live in the meeting with their numbers. Time value only — excludes error reduction, faster response times and compliance risk.
What this looks like across a branch
A branch settling 25–35 listings a month carries hundreds of hours of repeated admin: re-keying agreements into the CRM, chasing compliance documents, assembling appraisal data, drafting the same emails. Agentec sits across the systems the branch already uses — the CRM, REINZ, LINZ, the portals, the trust ledger — and runs those workflows end to end, pausing wherever a person needs to decide. Salespeople stay in front of vendors and buyers; the file builds itself behind them, and every step is governed and auditable on Oracle Cloud. The same engine runs the property management side of the business — applications, bond lodgement, maintenance coordination, arrears follow-up and owner statements — where the admin load per property is constant rather than per-transaction.
Figures shown are illustrative for demonstration. We'd calibrate them to your agency's actual branch workflows during discovery.