Workflow Automation Consulting

Turn Manual Workflows Into Automated Systems

Most software forces you to change the way you work.
Kima builds systems around the workflow you already use.

We help mortgage brokers and real estate professionals across Canada automate repetitive operational processes so they can focus on clients, deals, and growth instead of admin work.

Workflow automation consulting for mortgage brokers and realtors in Canada  ·  Toronto  ·  Vancouver

Book a 30-Minute Workflow Consultation Check Your Workflow Readiness

Who We Work With

Built for Professionals with Established Workflows

Kima works with mortgage brokers and realtors who already have a clear way of working — but find themselves repeating the same operational tasks every day.

If your business involves repeatable workflows, those processes can often be automated.

  • Mortgage brokers handling frequent client inquiries and applications
  • Realtors managing multiple active buyers and sellers
  • Small real estate teams coordinating documents and communications
  • Professionals who follow the same process with every new client

Automation Use Cases

Examples of Workflows We Automate

Every business operates slightly differently. Instead of forcing you into rigid systems, Kima designs automation around the workflows you already use.

01

Client Call Summary Automation

After client calls, many mortgage brokers and realtors spend time rewriting notes, preparing follow-up emails, and organizing deal information.

Manual Workflow

  • Client call
  • Notes written
  • Email recap written
  • Documents requested
  • CRM updated

Automated Workflow

  • Client call
  • Notes captured
  • Structured summary generated
  • Follow-up email prepared automatically
  • Document checklist generated
  • Deal notes organized
✦

Faster follow-up, organized deal information, and significantly less administrative work.

02

Document Collection Automation

Collecting documents from clients often involves multiple emails and reminders.

Manual Workflow

  • Client intake
  • Document list emailed
  • Follow-up reminders
  • Documents manually organized

Automated Workflow

  • Client intake
  • Automated document request
  • Secure upload links sent to client
  • Automatic reminders
  • Documents organized automatically
✦

Fewer delays and smoother client onboarding.

03

Lead Intake Automation

When a new client contacts a broker or realtor, the intake process is often manual.

Manual Workflow

  • Client inquiry
  • Details collected manually
  • Information written into notes
  • CRM entry later

Automated Workflow

  • Client inquiry
  • Intake form automatically sent
  • Structured client data captured
  • CRM updated automatically
✦

Faster response times and consistent client records.

Bring Us Your Workflow

If You Repeat It,
We Can Automate It

Mortgage brokers and realtors often approach us with workflows like:

  • Writing client summary emails after calls
  • Collecting documents from buyers or borrowers
  • Transferring information between systems
  • Managing client intake processes
  • Organizing deal notes and follow-ups

If your workflow involves the same steps each time, Kima can usually convert it into a system that runs automatically.

Show Us Your Workflow

Our Process

How Kima Turns Workflows Into Systems

Our consulting process is designed to convert your existing workflow into a reliable automated system.

01

Process Capture

We start by understanding how your workflow operates today.

  • Triggers and starting conditions
  • Process steps in sequence
  • Information collected at each stage
  • Tools currently in use
02

Automation Architecture

Next, we design the automation structure that will support your workflow.

  • System integrations required
  • Workflow logic and decision points
  • Automation triggers
  • Data flow between systems
03

Implementation

We build the automation system and integrate it with the tools you already use. This may include CRM integrations, messaging systems, document handling, and workflow automation tools.

04

Optimization

Once the system is running, we monitor performance and refine the automation as your business evolves.

Pricing

Workflow Automation Projects

Every mortgage broker and realtor operates differently, which means every workflow automation project is unique. At Kima, we design systems around the way you already work rather than forcing you into rigid software templates.

Projects start from
$975
Typical projects range between $975 and $12,000+

Pricing depends on

01

Number of workflow steps

02

Integrations with CRM or other systems

03

Document handling or automation requirements

04

Level of customization required

Book a Free Workflow Consultation

Workflow Assessment

Is Your Workflow Ready for Automation?

Not every process needs automation, but many mortgage broker and real estate workflows are ideal candidates.

How often the process occurs
How much manual work is involved
Whether the workflow follows repeatable steps

Take our short assessment to see if your workflow could benefit from automation.

A few questions is all it takes to understand whether your process is a strong candidate.

Check Your Workflow Readiness

About Kima

A Different Kind of Automation Firm

Kima was founded by a product leader with experience designing and building operational systems and automation platforms.

Our approach combines product thinking, workflow engineering, and automation architecture to help businesses operate more efficiently.

Instead of offering generic automation templates, Kima focuses on custom workflow systems designed around the way professionals actually work.

We specialize in workflow automation for mortgage brokers and real estate professionals in Canada, including clients in Toronto, Vancouver, and other major markets.

What Sets Us Apart

Custom

Every system is built around your workflow, not a generic template

Canada

Focused on mortgage brokers and real estate professionals across Canadian markets

Product-Led

Product thinking drives every automation architecture we design

Ready to Turn Your Workflow Into a System?

If you have a process you repeat every day, there's a good chance it can be automated.

Book a consultation and show us the workflow you'd like to improve.

Book a 30-Minute Workflow Consultation