Systems for Home Inspectors
Home inspectors earn their income through meticulous property evaluations and ancillary services like radon or mold testing. Money is usually lost through delayed agreement signatures, manual scheduling coordination with busy realtors, and failing to nurture the agent relationships that drive recurring referrals.
Home Services
How the business actually works
Inquiry
A buyer or real estate agent contacts the firm via phone or website to request a quote for a specific property.
Scheduling
The inspector confirms property access with the listing agent and verifies the square footage to set the fee.
Agreement
The client receives an electronic inspection agreement and standards of practice that must be signed before the site visit.
Inspection
The inspector performs the on-site evaluation, noting defects in the foundation, roof, and major systems.
Reporting
The final report is compiled and delivered to the client and their authorized representatives.
Follow-Up
Post-inspection questions are addressed and requests for online reviews are sent to the buyer.
Reactivation
The inspector maintains contact with the referring agent to ensure they stay top-of-mind for the next escrow.
Where it leaks
Performing an inspection without a signed pre-inspection agreement creates immense legal risk. Systems ensure that no site visit occurs until the client has electronically acknowledged the scope and limitations of the work.
Realtors are often in the field and cannot wait for a call back to confirm a time slot. Slow response times lead to agents calling the next inspector on their list to keep the transaction moving.
Chasing buyers for payment after the report is delivered is difficult and time-consuming. Automated workflows can hold the report behind a secure portal until the invoice is settled.
Failing to offer sewer scopes, radon testing, or thermal imaging during the booking process limits the total invoice value. Consistency in the intake process ensures these services are always presented.
Managing threads across text, email, and phone calls makes it easy to lose lockbox codes or gate instructions. A central inbox keeps all property-specific details in one accessible location.
What LATTICE can build
Immediately engage agents or buyers who call while you are in a crawlspace or on a roof by sending an instant text with a booking link.
Send legally binding contracts automatically upon booking so the paperwork is completed before you even arrive at the property.
Give your top-producing agents a dedicated space to track their clients' inspections and quickly access past reports.
Trigger SMS requests for Google reviews exactly twenty-four hours after report delivery when the client is most satisfied.
Follow up with past clients about annual maintenance inspections or follow-up testing for mitigated issues.
Automatically notify the client that their report is ready but require invoice payment to unlock the document download.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system automates the delivery of your pre-inspection agreement immediately after a time slot is reserved. It can also send escalated reminders via SMS as the appointment time approaches, ensuring you never step onto a property without legal protection.
Yes, the CRM allows you to tag agents based on their volume. This enables you to provide white-glove service, such as early report access or personalized follow-ups, to those who drive the most business to your firm.
The AI receptionist or missed call text back feature will instantly greet the caller. It can provide them with your availability or capture property details so you can review the lead as soon as you are safely back on the ground.
LATTICE handles the business operations, lead intake, and relationship management that reporting tools often lack. It works alongside your technical reporting software to manage the client experience from first contact to final payment.
The system allows for flexible invoicing, letting you bill the buyer directly for immediate payment or track the balance as a 'pay at close' item while keeping the transaction records organized for your bookkeeper.