How Premiere Property Group saves $115K annually by scaling with automation

Helping people find their dream home is what Premiere Property Group (PPG) does best. But supporting 1,500 real estate agents across 20 offices in Oregon and Southwest Washington requires more than just market know-how, it demands operational precision.

When David Wimett stepped in as Director of Information Technology, he found a company operating on digital duct tape: Dropbox folders, outdated WordPress pages, and manual processes that strained under the weight of over a thousand agents.

"My goal was to redesign our systems so that everything worked seamlessly in the background, making our operations appear effortless while actually transforming how we function internally," said David.

That philosophy kicked off a digital transformation. David started small, moving form responses into spreadsheets. But as each automation proved its value, he expanded. What began as a patchwork of workflows became an intelligent network of about fifty interconnected Zaps, streamlined from nearly eighty, that now support almost every department.

Now, Agent onboarding is seamless, CRM updates happen in real time, and internal tools built with Zapier Interfaces and Tables have replaced costly software, including an HR platform that would have cost over $100,000 annually.

PremiereProperty Group’s results, by the numbers:

• 100+ hours saved per onboarding cycle, thanks to automatic email routing and CRM updates.

• $115,000 per year saved by replacing an HR platform with custom-built interfaces and tables.

• Over 1,300 agents served through automated marketing, onboarding, and signature systems.

• ~80 Zaps consolidated to 50, improving system reliability and making workflows more scalable.

Automating agent branding with a self-serve signature generator

In real estate, first impressions matter, and that includes every email an agent sends. But manually creating polished, brand-compliant email signatures for over 1,300 agents used to be a time-consuming process, prone to formatting issues and inconsistent designs across platforms.

To fix that, David created a self-serve signature generator powered by Zapier. It standardizes branding, ensures compatibility with major email clients, and eliminates the need for manual setup, making it one of the most appreciated automations at PPG.

Here’s how it works:

• An agent submits a request via a form in PPG’s Blink platform.

• Zapier creates a Dropbox folder to house the files.

• Code by Zapier customizes social media icons and formats the agent’s name.

• A V-card is generated using Files by Zapier and uploaded to Dropbox.

• The Formatter by Zapier step generates both the raw and downloadable V-card links.

• The Zap builds multiple HTML signature formats, including options for KVCore and Outlook.

• Paths by Zapier are used to handle conditional formatting based on the agent’s CRM use (KVCore vs. No KVCore).

• The appropriate signature files are uploaded to Dropbox and emailed to the agent using SMTP by Zapier.

It even adjusts formatting for long names, rearranges icons based on provided social links, and ensures the files are optimized for mail apps. "The signature generator gives every agent a polished, on-brand signature across email platforms, no formatting headaches, no manual tweaks, just a seamless experience," said David. 

Saving $100K+ a year with a custom onboarding system built on Zapier

As Premiere Property Group grew, so did the complexity of onboarding new agents. Managing information across spreadsheets and disconnected systems made it hard to ensure a consistent, reliable process at scale.

To address this, the team built a centralized onboarding system using  Zapier Tables and Interfaces. This system acts as a hub for agent data, capturing details, routing information to the right teams, and kicking off automated tasks across the organization.

This setup helps:

• Create a consistent experience: Every agent follows the same onboarding path, reducing delays and human error.

• Automate routine steps: Tasks like account setup, welcome emails, CRM updates, and internal notifications now run automatically.

• Maintain clear visibility: Teams like accounting and marketing can access the specific information they need, without sorting through irrelevant data.

By building this system with Zapier, PPG avoided the need for a $100,000+ HR platform, saving money while gaining flexibility.

"Everything that happens in this company goes through a Zap at some point. It’s become an essential part of how we operate every day," said David.

Managing marketing requests and AI-generated listings

PPG’s marketing team was spending too much time manually processing agent requests, verifying addresses, gathering assets, launching tasks, and often repeating the same steps for every listing. The result? Slower turnaround times and inconsistent support.

To solve this, David built an automated intake and task-routing system using Zapier. Now, when an agent submits a marketing request, Zapier handles the heavy lifting, turning that form into a structured, pre-populated project with all the right assets in place.

This automation helps:

• Save time and reduce errors: Tasks like photo scheduling, signage requests, and print prep are automatically routed and launched without manual oversight.

• Standardize quality: Every listing follows a consistent process, ensuring agents get reliable, high-quality support every time.

• Keep teams focused: With less time spent on repetitive admin work, the marketing team can concentrate on strategic and creative initiatives.

"Marketing is no longer a hand-built process every time. It’s standardized, responsive, and tuned to our agents’ needs," said David.

Unlocking the future with flexible tools

While David’s background isn’t in tech — he’s actually a professional musician — he’s become the backbone of PPG’s automation strategy. And he credits Zapier for making it possible.

As Premiere Property Group looks to scale, David’s focus is on building automations that empower teams, unifies data, and maintains consistency across every touchpoint. From signatures to scheduling, onboarding to marketing, automation isn’t just a side project, it’s baked into the way PPG operates.