Skip to content
Case studiesTime recovery in knowledge workAvivo Homes · Residential real estate · Ongoing

An underwriting agent gives Prashant four to five hours back each day

A custom Hermes underwriting agent turns property input into a checked report package, helping Avivo Homes remove manual underwriting work from Prashant Vanka's day.

Underwriting AutomationHermes AgentGHL Workflow
Illustrative editorial still life of residential property photos and blank planning materials on a desk
Illustrative editorial image
4 to 5 hours/dayUnderwriting time savedCurrent result from client use
5Deterministic underwriting scenariosBuilt into the calculation engine
QA gateReport checks before CRM postingA gate reviews each report package
GHLStage-triggered underwriting workflowPosts the report back to the opportunity

The challenge

Prashant Vanka was spending hours each day underwriting properties for Avivo Homes. The team needed a dependable way to turn a property into a usable underwriting package without routing each step through him.

The work also needed controls. Property data, scenario calculations, review, and the CRM handoff had to follow a repeatable path before a report reached the opportunity.

What we did

We put real comp data and deterministic calculations at the center

The custom Hermes underwriter uses Bricked.ai comp data and a deterministic five-scenario engine. The agent can prepare the report narrative, but it does not invent pricing calculations.

We added a QA gate and report package

Each underwriting package passes through a QA gate before the system prepares the pro forma and report package. That keeps the review step in the workflow rather than relying on a memory or a manual checklist.

We connected the result to the existing opportunity flow

When an opportunity reaches the Need underwriting stage in GoHighLevel, the workflow triggers the underwriter and posts the completed report back to that opportunity.

The results

The system is saving Prashant about 4 to 5 hours of underwriting time per day.

The team has a repeatable path from comp data through calculation, QA, and a report posted to the opportunity. It removes a manual bottleneck so the team can scale without making Prashant the step every underwriting request waits on.

Want to find the leak in your business?

We start with a free AI Strategy Call, then come back with a plan and a fixed price for a 6-Week AI Transformation of the workflow worth fixing first.