AI adoptionReal estate

Case Real estate agency owner: An agency owner who asks questions of their agency's data

We trained the owner to use Claude connected to their CRM, social media and tools. They ask, and the report is there instantly.

Before and after.

Before

With Brava

This is how the system works. AI in green; people, always in the loop.

01PersonUnderstand the agencyWhat they want to knowWe talk to the owner about the data they check and the decisions they make each week.
02MethodConnect the toolsWith MCPWe connect Claude to the CRM, social media and the agency's tools.
03AI adoptionHands-on sessionsWith their own dataThey learn to ask, request reports and check results, always on their agency.
04DeliverableTheir reportsReady to rerunThey take away the questions and reports they use most, ready to launch anytime.
05MethodFollow-upReal usageWe review what they use and add new connections when needed.

Simplified diagram of the real system.

“The owner no longer waits for the month-end report: they ask for it when they need it.”

What we work with

Read the full story+

01 / Starting point
The owner of a real estate agency had information spread across the CRM, social media and other tools. Knowing how the business was doing took hours of work.
02 / What we did
We trained them to use Claude connected via MCP to all those tools. In the sessions we worked with their own data: sales, listings, viewings and social media.
03 / Result
Now they check the agency's status in a conversation and get reports and stats instantly.