Three agents at open houses, phones on silent. The AI answers every sign call, books showings, takes seller inquiries and texts each agent a summary — nothing waits for Monday.

Pre-approval status, timeline, must-haves, neighborhood: your qualification questions asked on every call, so agents call back buyers, not tire-kickers.

Square footage, HOA fee, school district, showing instructions, offer deadline: answered instantly from YOUR approved listing data, identically every time.

The executed contract is read once: inspection contingency, financing deadline, appraisal, walk-through, closing — onto the transaction calendar with the clause cited for each date.

A listing-appointment comp summary drafted from your own transaction history and notes — sold prices, days on market, adjustments listed — for the agent to review and present.

Every AI-drafted email, summary and file review lands in Output awaiting review. Nothing reaches a client, lender or title company without your team’s decision.

Scanned signatures, phone photos of disclosures, PDF title commitments, emailed inspection reports — the ingestion pipeline turns the deal file into queryable knowledge.

No source in the file, no claim: the AI cites the paragraph, the addendum, the report page — or says it cannot answer. When a dispute surfaces two years later, that discipline is the defense.

The new agent asks about the showing procedure; the broker asks about the commission split on a closed deal: each gets answers scoped to their role, enforced server-side.

Transaction file review, comp summary, deadline sweep, listing-launch checklist, closing-week packet: work types molded to your office, each with default libraries and examples.

The AI’s workload is managed like the team’s: one-click views show what is urgent, late, today and tomorrow — no contingency expires unnoticed on a Friday.

Every work is a full session: reasoning streamed, clauses cited, milestones tracked, linked to the transaction and the deadline calendar.

Buyer-side checklist, listing-launch procedure, earnest-money handling, advertising rules, showing-safety policy: one library, current versions on top, superseded drafts outranked.

“What is our procedure when a buyer wants to release the inspection contingency early?” — answered in seconds with the document attached, before the mistake instead of after.

Work types carry their default procedures: the AI running a file review reads the current transaction checklist — by construction, not by memory.

New agents learn your transaction checklist, marketing rules and systems through guided training — writing offers in days, not shadowing for a season.

“How do I submit an offer on a brokerage listing?” — asked to the assistant at 8 PM from the car, answered from the office manual, without calling the broker.

Private chats work on any device with a login — the how-to knowledge rides along to the showing, the open house and the listing appointment.

A signed listing agreement trips the flow: the description drafted from the property record, the marketing checklist opened, the sign and photo orders tasked — same hour, every time.

An executed contract builds its own deadline calendar and drafts the reminder sequence — inspection, financing, appraisal, walk-through — queued for the coordinator.

Closing day trips the review request, the file-archive check and the anniversary follow-up — the past client enters the nurture cycle automatically.

Past clients at the two-year mark, buyers who toured but never offered, the farm neighborhood around a new listing: audiences built from your own categories and dates — no list exports.

One year after closing, the personal note goes out with the neighborhood numbers attached — drafted per client from their own transaction, queued for the agent to approve.

Opt-outs and communication preferences are enforced by the system, not by memory. Every send is on the record.

Salesforce, HubSpot and field-mapped connectors for the rest: contacts, deals and activities synced push, pull or two-way — with a dry-run preview before anything writes.

Executed contracts, inspection reports, title commitments and lender letters route through the intake pipeline to the right transaction — and the deadline calendar updates itself.

A full API for whatever else the office runs: showing tools, e-signature platforms, marketing systems — data in, results out, under scoped keys.

The server redacts what a role cannot see — an agent sees their own deals and clients; even in shared calendars, an unauthorized user sees the slot, not the client name.

A searchable log of every audited action, with configurable categories: who opened the file, who edited the disclosure, who sent what to whom, when.

Five-level workgroups map offices, teams and agents; the on-premises option puts the whole system inside your building, air-gap capable.

Ask the chat: “I’d like to see the house this Saturday” — watch it qualify, offer slots and confirm like your best showing coordinator on their best day.

Ask: “how would you track our contract deadlines?” — it walks the workflow it would run in your tenant, grounded, cited, sign-off included.

The full demo loads a real estate tenant with sample deals: a deadline calendar, a comp draft, file answers with the clause cited — your world, working.