Saving 1,300+ Hours Annually with a Real Estate Quoting Assistant Built with Shiny & Posit Team

The Challenge

PropLogix’s strategic decision-making often relied on intuition and anecdotal evidence rather than robust, data-driven insights, causing uncertainty and inefficiencies in resource allocation and business prioritization. At the same time, the company faced significant operational and technical barriers to modernizing its processes. Data was fragmented across numerous sources, complicating consolidation and integration efforts. 

Critical tasks like property quoting and research were predominantly manual, time-consuming, and repetitive. With bulk orders, the customer experience team would have hundreds of properties to quote manually and a single person would previously dedicate 25-30 hours a week on this. 

Day-to-day operations required labor-intensive workarounds—including secure shell access, crontab editing, and manual code updates—which were not only inefficient but also prone to errors. Reproducibility challenges, stemming from discrepancies between local (Windows) and production (Linux) environments, further hindered deployment and collaboration. Operating in the traditionally slow-to-modernize title services sector, PropLogix sought to overcome these challenges by reimagining due diligence workflows and paving the way for a scalable, data-driven future.

The Solution

The financial reasons for change were both compelling and immediate. By automating quoting and preprocessing workflows using Posit tools, PropLogix saved 5–10 minutes per order—a significant margin when processing potentially thousands of orders daily. These time savings translated into faster throughput and enhanced productivity, freeing one employee on the small team to completely shift their focus to higher-value, strategic work. Moreover, the creation of a centralized, trustworthy data warehouse enabled the company to make smarter decisions in the boardroom about market expansion and sales targeting—maximizing ROI and minimizing wasted effort. In an economic climate where careful resource allocation is essential, the ability to prioritize based on accurate analytics gives PropLogix a competitive and financial edge.

Posit Team products delivered transformative benefits for PropLogix with:

• Significant productivity boost: The only data scientist at the company was able to move from juggling multiple roles (data scientist, sysadmin, support) to focusing solely on high-value data science tasks, dramatically boosting productivity.
• Cost savings & efficiency: Automating routine tasks saved approximately 5-10 minutes per order, which quickly multiplied into significant daily time savings across high order volumes. 
• Enhanced strategic decision-making: Data-driven insights informed strategic decisions in the boardroom, sales strategies, product prioritization, and operational initiatives, replacing speculative “gut feelings” and subjective projections with accurate analytics.
• Direct financial impact: The automated quoting tool replaced manual processes, effectively repurposing a full-time position to higher-value tasks, directly translating into salary savings.
• Operational streamlining: Machine learning models drastically reduced time spent on complex property research, enhancing accuracy and operational efficiency.
• Market insights: Better analytics allowed sales teams to optimize regional strategies, resource allocation, and customer acquisition efforts effectively.

How PropLogix Did It

PropLogix transformed its data science and operational workflows by implementing Posit’s comprehensive data tooling for:

• Creation of a centralized data warehouse: Posit automated the ETL process, consolidating and standardizing data from multiple sources into a unified data warehouse.
• Automation and orchestration: Utilizing Posit Connect for streamlined job scheduling, orchestration, and deployment of machine learning models, dramatically increasing efficiency.
• Tailored Shiny applications: Tyler developed a quoting assistant tool using Shiny that instantly provided detailed property evaluations and cost estimates.
• Rapid prototyping: Posit tools enabled swift evaluation and prototyping for integrating leading-edge technologies like AI and ChatGPT, allowing quick assessment of feasibility and accuracy.
• Environment consistency & security: Consistent and secure development and production environments were established, seamlessly integrated with Active Directory, improving security, reproducibility, and ease of use.

As the company continues to innovate, PropLogix plans to continue leveraging Posit for rapid prototyping and integrating advanced AI technologies, ensuring continued operational excellence and strategic growth.