One system. Three layers. Built around your business.
AI Workflows automate a task. AI Agents own a job end-to-end. AI Systems connect everything underneath. Most clients start with one and grow into all three — residential or commercial, any size team.
Automate the repetitive steps your team already knows by heart.
A workflow is a fixed process that runs itself the moment a trigger fires — a new lead, a signed contract, a price change. No one has to remember to do it.
- Instant lead follow-up by email and text
- Transaction coordination checklists and reminders
- Listing description and social copy generation
- CMA and comp-set prep
- Showing scheduling and confirmations
- Compliance and disclosure checklist tracking
- Post-closing review and referral requests
An assistant that owns a job — not just a step in one.
An agent handles a full conversation: it qualifies a lead, answers a question, books a showing, or routes a tenant request — and knows when to hand off to a human.
- Inbound lead qualification and routing
- Buyer and tenant Q&A on listings and units
- Showing and tour scheduling
- Landlord/tenant maintenance request triage
- Transaction status updates for clients
- After-hours call and text coverage
An AI that can pick up the phone.
Beyond chat and text, we build voice agents that answer inbound calls, screen and qualify callers, book showings, and place outbound follow-up calls — with a natural conversation, not a rigid phone tree.
- Inbound call answering and routing, 24/7
- Outbound follow-up and reminder calls
- Natural conversation handling, not a phone-tree menu
- Full call transcripts and recordings logged to your CRM
A property management firm's after-hours line used to go straight to voicemail. Now an AI voice agent answers, triages emergency vs. non-emergency maintenance requests, and texts the on-call technician for anything urgent — every call transcribed and logged automatically.
The backend that makes workflows and agents actually work together.
Your CRM, MLS feed, marketing tools, and communications finally share one source of truth — built and maintained around your business, not a generic template.
- CRM + MLS + marketing integration
- Custom dashboards and reporting by office or agent
- Centralized lead routing across teams
- Data security and compliance controls
- Ongoing monitoring, tuning, and support
Don't have a CRM that fits? We'll build one.
Off-the-shelf CRMs force your team into someone else's workflow. When that stops working — or you've outgrown what a template can do — we build a custom CRM from the ground up, designed around exactly how your team manages leads, listings, and transactions.
- Custom pipeline stages that match how you actually sell
- Built-in lead scoring and automatic assignment
- Commission and transaction tracking
- Role-based access for agents, transaction coordinators, and brokers/owners
- Exportable, auditable data — you own it, not a vendor
A boutique brokerage had outgrown their spreadsheet-based system. We built them a lightweight custom CRM with per-agent pipelines, automatic lead scoring, and a built-in commission tracker — in about the same time it would've taken to migrate to an off-the-shelf platform instead.
Extending the tools you already pay for.
Sometimes the fix isn't a new system — it's one missing feature in the system you already use. We build custom plugins and extensions for CRMs, MLS platforms, and marketing tools to add the one capability that's missing, instead of replacing the whole tool.
- Custom fields, automations, and dashboards inside your existing CRM
- MLS and IDX plugin development
- Browser extensions for agent workflows
- API-based extensions for platforms with developer access (kvCORE, Follow Up Boss, Chime, LionDesk, Wise Agent, and similar)
A commercial brokerage's CRM had no way to track lease renewal dates across their portfolio. We built a plugin that surfaces upcoming renewals automatically and notifies the right broker 90 days out — no new software, no data migration.
Built to connect to what you already use
We build inside your existing stack instead of asking you to replace it.
Email and calendar sync, so follow-ups, showings, and reminders show up where your team already works.
A primary messaging channel for many buyers, sellers, and international or Spanish-speaking clients — agents and AI agents message directly from WhatsApp with full CRM logging.
The same email and calendar sync for Google-based teams.
Automated document prep and signature-status tracking through transaction coordination.
Internal notifications — new lead, showing booked, deal stage change.
The line agents and AI agents call and text from.
A catch-all connector for anything not natively supported.
Commission and expense sync for brokerages tracking agent payouts.
Automatic showing and consult booking.
Serve clients in the language they're most comfortable in.
A meaningful share of buyers and sellers — especially in markets with heavy WhatsApp usage — are more comfortable communicating in Spanish or another language. Our agents and workflows can operate bilingually, so no lead is lost to a language gap.
- Bilingual lead qualification and follow-up (English/Spanish out of the box, expandable further)
- Consistent tone and accuracy across languages — not a raw machine translation
- Especially effective paired with WhatsApp, already a primary channel for many Spanish-speaking clients
Data Migration & CRM Cleanup
AI workflows and agents are only as good as the data behind them. Before or alongside a build, we clean up duplicate contacts, dead leads, and scattered spreadsheets into one usable system — so automation isn't built on a mess.
Compliance-Aware AI
Generic AI tools don't know Fair Housing or fair-lending rules. Every workflow, agent, and generated listing description we build is configured with Fair Housing–aware language guardrails, so your automated communications don't create legal exposure.
White-Label Rollout
For multi-office brokerages and franchises, we package a proven AI system so every office and agent gets the same tools, trained the same way — with centralized reporting up to leadership and individual dashboards per office.
Same layers. Sized to where you are today.
Every engagement starts with a consult, not a quote off a price sheet — here's how the layers above map to typical starting points.
Start with a Workflow
One high-impact workflow — usually lead follow-up — live in weeks. The most common starting point for solo agents and small teams.
- One workflow, connected to your CRM
- Live in weeks, not months
- Light monthly support
Start with an Agent
An always-on assistant covering leads, tenants, or clients. The common next step once a workflow is proving out.
- One or more agents, 24/7 coverage
- Works alongside existing workflows
- Ongoing tuning as volume grows
Start with a System
The full custom backend — built once a team or brokerage has workflows and agents running and needs it all connected.
- Full CRM/MLS/marketing integration
- Multi-office reporting & controls
- Dedicated ongoing support
Not sure which layer you need?
Book a free consult — we'll map your current process and tell you exactly where to start.