To design and implement an integrated, automated planning and forecasting platform that enhances forecast accuracy, eliminates manual and siloed processes, provides real-time visibility into key business metrics, and enables seamless collaboration across planning, sales, and supply chain teams—empowering the organization to respond pro-actively to market changes and make informed, data-driven decisions across short- and long-term planning cycles.

Prospective property buyers often face delays in identifying suitable suburbs and properties, limited visibility into where they stand in the buying journey, and fragmented coordination between buyer's agents, support teams, and external parties such as conveyancers and inspectors. The client required enhancements to streamline client onboarding, automate workflow tracking across the buying process, and improve real-time communication across all stakeholders.
smartData enhanced the existing Milk Chocolate Property platform by optimizing the client and agent-facing Own™ portal with automated notifications, improved Game Plan™ workflows, AI-assisted suburb and property matching, and upgraded UX for registration, recommendations, and milestone tracking from exchange through settlement. The solution introduces structured client preference reuse, simplified onboarding, intelligent agent assignment tracking, and AI-assisted decision support to help clients evaluate suburb and property recommendations.
As a result, the platform improves operational efficiency, reduces lead-to-purchase turnaround time, enhances client engagement through proactive communication, and establishes a scalable foundation for future AI-driven property personalization and automated transaction coordination.

Real estate agents spend a significant portion of their day on phone calls – following up with leads, booking property visits, and confirming client preferences. The client, a mid-sized real estate agency, was struggling with missed follow-ups, delayed responses, and scattered call logs.
To address this, we built a smart inbound-outbound calling agent that acts like a virtual assistant. Integrated directly with the client’s CRM and calendar, the agent automatically places calls, captures lead details, books appointments, and updates records in real time – all while keeping the human agent in control.

Objective of the Rental Automation Platform was to digitize and automate rent collection, lease management, and jurisdiction-based compliance workflows for landlords and tenants across multiple regions.
Traditional rental operations require manual tracking of payments, late notices, lease terms, and legal compliance — all of which vary by province/state and create operational risk and administrative overhead. The goal was to design a unified SaaS platform that embeds regulatory intelligence, automates rent workflows, and provides an audit-ready system for dispute or legal proceedings.

Platform is designed to:

• Automate rent collection and payment reconciliation
• Generate legally compliant notices based on jurisdiction rules
• Track physical and digital delivery of notices for legal proof
• Provide AI-driven compliance validation and rule automation
• Enable secure tenant–landlord communication and audit trails
• Deliver real-time dashboards for payments, leases, and compliance
• Maintain immutable logs for dispute resolution and hearings

The solution transforms rental operations into a compliant, data-driven, and highly automated ecosystem for both landlords and tenants.

A SaaS-based platform that provides a complete ecosystem for real estate investors and wholesalers to automate their business operations. The platform comes with different tools like - lead generation and capture , project management, accounting, scope of work and a customised CRM. The website builder module for users helps user to create their own marketing website in just a few clicks with a variety of available themes. The marketing site further serve as a lead generation source that integrates with CRM module.

In this portal, we can constantly view the stocks going up and down. We can keep an eye if stocks last price, velocities, and triggers that are going up or down live using the Lex API.